I was checking out the forms feature today but for my use case, I feel there’s a feature missing.
As an agency owner, I can see how using forms could be beneficial when allowing clients to fill them out in order to submit tasks, but this could get messy when trying to track which tasks have and haven’t been paid for.
If the forms had a payment system integrated, like PayPal, that would take payment before the task was submitted that would be extremely useful. My clients could pick from a list of requests they are allowed to submit and pay for it through your platform before it lands on my task list.
A workaround I’ve looked at is using Dubsado proposals instead of an Asana form. Dubsado manages the form, payment etc. but at the moment goes to its own project management tool. To keep using Asana I’d then need to use a Zapier automation to pass the task over from Dubsado to Asana.
Integrating the payment system into Asana would not only make the workflow easier but would also save the cost of the other two pieces of software in order to achieve the same goal.