I am using Asana Premium to manage my projects. I am come up with one query regarding FORMS in projects which can be accessible only in Business category users. My query is If i go for Business category, Is it possible for us to save the forms as template ?
It would be fantastic if you could templatize forms in Asana. For creative requests, we have a lot of details requested and repeating the form for creative intake is cumbersome. Unless there is another way to conduct work orders in Asana that I am not aware of yet?
Ability to Save Forms as Templates
The lack of this feature is what ultimately killed Forms for us. We spent a great deal of time customizing a form that we figured could be used for half a dozen different things as a workaround until a project could have multiple forms. It wasn’t perfect but it would get us by and increase our productivity, efficiency, consistency. Then we went to add that form to all our 30+ projects and…nope - absolutely no way to copy forms across projects.
We thought we’d be clever by making a form on a new project, make that project a template, and then rebuilt all our projects from the template but the form doesn’t clone when you build a project from a template. As far as we have found there is no way to duplicate a form across projects, meaning each time we onboard a new project we would have to spend a bunch of time rebuilding that form. We need to create efficiencies, not add steps, so at this time this isn’t an option for us.
@Tommy_Casual 100% agree. My team is looking to use forms and without the option to save forms for use across projects, the upgrade for us is pointless.
Welcome to the Forum @Jeany_Yoon and thank you so much for sharing your feedback with us!
Other users have requested the same feature so if you don’t mind, I’ve gone ahead and merge your post with this main thread to consolidate feedback and votes. Please, feel free to add your vote!
And while I don’t have any timeline to share at the moment, I’ll make sure to keep you posted in this thread as soon as I have an update on my end!
100% agree that this needs to be implemented, Crazy to think that this wasn’t part of the original release. Who uses Asana for just one project? Pretty sure Asana is for teams and multiple projects/tasks, often similar types of projects/tasks.
+1 - if I can’t share forms across multiple projects it is rendered mostly useless. I don’t want to have to recreate the same form additional times.
+20 here, can we PLEASE get it so we can copy forms across or at the very least allow them to be copied with the project template! It seems crazy to me that this isn’t obvious! Sort it out Aana!
+1 Was just looking for this thinking i was doing something wrong. I have Templates that i could have a standard set of questions in a form. I would want the form to be created along with the template for new projects. Or have the ability to copy an existing form and paste it into any project i want.