We are looking for the ability that when a box is checked on a form, it will automatically trigger a set of tasks or subtasks to be created.
For Example: If they “check” that they need a Poster asset, it will automatically create a set of subtasks like:
- Create first draft
- Send for feedback
- Final Approval
Also if a form is filled out and submitted the ability to Save out as a PDF and also manipulate it after it has been submitted.
We are looking for these features so that 1. We can easily share it with people outside Asana to get their final approval - think of it as a Comm’s Plan (I know we can invite them to the project but most of our clients don’t have any actionable tasks or need to see what we are working on) 2. The people filling out the form get a copy of what they filled out. 3. Editable so we don’t have to change the information in two places if there is an update.
If there are any ways around this, please let me know as I am a new user and trying to implement my teams processes into Asana.
Thanks for your time!