I’m leading a team that’s onboarding Asana right now, and one of our biggest obstacles so far has been how to integrate our forms. We’re on paper forms organization-wide right now, and this is the first step towards digitizing everything. To give context, our team is less than 10 people but our organization has about 70 staff that does work all over the world.
Two forms that are the backbone of this particular team are going to be our guinea pigs for how this process will look in the future. They are travel request forms, one for domestic travel and one for international travel. In order to submit our paper forms, staff members must get multiple signatures. These include approvals from their direct supervisor, our international department VP, and possibly the director of the region of the world they want to travel to. Without these signatures, the forms are not valid. There are times though that it takes a long time to get these signatures especially when some of these people are traveling themselves.
So we would like to use Asana forms to have people submit these online and automate what happens after a form is submitted. However, I’m unsure how to include these approvals. We’ve thought of using Zapier to connect Asana to Docusign or something similar, but that seems pretty clunky to me, and both are programs we’ve never used before, adding a further wrinkle to our onboarding. We would like to be able to have somewhere to deposit forms when they are completed, as we have to upload everything into our larger database and quickbooks somehow.
Does anyone have a good way to make this happen for our team?