Can a form submission trigger a project template?

English Forum Tips and Tricks
1

We would like our form submission to trigger a new project template. Is this possible?

Thank you!

2

To my best knowledge, I don’t think so. However, once the task got created, you can convert the task to project.

I was thinking about doing similar thing but realize that form is typically used in a request type of work (e.g., bugs, content request, etc.), it is really not suit for “project” type of workflow. I end up breaking my process into two phases – first phases for intake form allowing submitters to submit and the process owner will review these intakes and then create project (either manually or possible through automation).

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3

Can you clarify whether you mean create a new project template or instantiate a new project from a project template?

If the former, then no, that’s not available in Asana. If the latter, then @Huiping gave you the best answer which is that you can create a new project based on a selected project template from the task that the form creates.

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4

Yes, as @Phil_Seeman said, but to clarify, there’s nothing stopping you from setting up a rule to do this straightaway and automatically upon form submission.

You do that by a rule triggered by a task added to the project by a form, with the action being Convert task to project using a template.

You may prefer to have user intervention before this happens, but nothing is stopping you from setting it up this way.

Thanks,

Larry

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