Asana for ticket intake and project/task management

Hi @Suzy_Brunink-dunn, welcome to the Asana Community Forum!

From your message, I understand you are following this process at the moment:

  • The process kicks off when a requester fills out a pre-made form
  • The form becomes a “task” in Asana with a link to the original creative brief
  • This task is used as a kind of ticketing system for requests so they can be vetted and then assigned to the proper team members → Have you considered adding a Rule that automatically add the list of subtasks you need and assign them to the right assignee? This will help you templatize the process and always keep the same subtasks instead of creating a project per request.

As it stands, it’s currently not possible to convert a task to a project and use a Template. You would need to manually convert each task to a project and customize your project. I would recommend keeping all the information in one task.

You can link custom fields from your form to your project to add additional information to the tasks: https://asana.com/guide/help/premium/custom-fields

Lastly, if you need the request to appear in different projects, you can add the task to different projects: https://asana.com/guide/videos/multi-home

We have a tip from @Mike_Tammaro that could be helpful for your workflow. You can have a look here → IT Ticketing Using Forms and Rules

I hope this helps!

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