Hi there,
I’m hoping someone might be able to help answer a few questions I have about using Asana Forms. My primary use for Asana is event organisation, and I’ve been using forms to streamline both event requests and post-event feedback — all of which are centralised under one main hub.
However, most of our form submissions come from our sales team, many of whom do not have Asana accounts. Currently, they’re submitting their requests and feedback through a shared form link, but communication stops there. I’d like to know if there’s a way to automatically send them status update emails (e.g. “In Progress,” “Completed,” etc.) without requiring them to have an Asana account.
I did explore connecting Asana with Outlook or Teams to automate these notifications, but our company’s IT security restrictions prevent that integration.
I also experimented with changing the form settings to “Organisation Only” and enabling “Receive/Send Email Replies.” However, when I do this, the reps can no longer access the form — presumably because they are not registered users.
Lastly, I’d like to know if there’s any functionality that allows forms to be saved and returned to at a later stage. Our sales reps typically forecast event details such as costs and attendance before the event, and then report the actuals afterward. Ideally, they’d be able to start the form before the event and return to complete it post-event.
Any advice or workarounds for these scenarios would be greatly appreciated!
Many thanks!