How to have multiple forms in one project

Are you one of the many Asana users who would like to have the capability of multiple forms in one project?

This popular request is discussed here in the forum.

But there’s a workaround you can use to have this ability now. It uses the multi-homing capability of Asana.

Say your main project where you have a form set up is the Work Requests project. And let’s say you have two types of work requests, Software Requests and Hardware Requests.

You can set up a form that captures one of these, let’s say Software Requests, in the Work Requests Project.

But in addition, say you want to have a different separate form for Hardware Requests.

What you can do is:

  1. Create a second project, called Hardware Requests.
  2. Create a form in that project which captures Hardware Requests.
  3. Create the following rule in that Hardware Requests project:

If a task is added to this project, then add it to the Work Requests project.

This rule will “multi-home” the task that gets created in the Hardware Requests projects so that it is also in the Work Requests project.

Then just provide the links to both forms as options for people to use, depending on what type of request they have. Voila, multiple forms going into one project!

And you can replicate this process as many times as you need, to have as many different forms as you need going into one central project.

It’s a workaround for sure and not ideal, but it’ll work.

In terms of creating this rule, you have two options:

  • If you have an Asana Business or Enterprise subscription, you can create it using Asana’s custom rules capability.
  • For those without that subscription level, you can use Flowsana’s rules, which work with any Asana subscription level. (Disclaimer: I’m the author of Flowsana.)
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Nice post, @Phil_Seeman!

I think it’s worth adding that with form branching (https://asana.com/guide/help/premium/forms#gl-branching, a Business plan feature), you can often make one form serve multiple purposes (like Hardware and Software requests with both shared and unique form fields).

Nitpick: Maybe you should put the word “one” in quotes in this post’s title?

Larry

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Yes, excellent point, @lpb - form branching is definitely another option! (Again requires a Business or Enterprise subscription, of course.)

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Great workaround and post, @Phil_Seeman! Thanks for sharing! :star2:

Great workarounds, I’ll add them to 🔥 Hottest feature requests and their workarounds today!

Larry’s trick is especially powerful; you could have one single form for a dozen things in the company, and triage using a custom field as the first question!

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This was my first thought! The branching has been a game-changer for us.

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