I am a PM who is relatively new to Asana, and I have recently joined a team that has been using Asana inconsistently for the past few years. I want to create a streamlined intake process for my mostly non-technical team members to be able to submit new project requests in Asana based off of a custom project template.
I am trying to avoid instructing users to go through the technical, multi-step process of: Go into Asana > click the orange +New button > click “Project” > click the “By [organization name]” tab > click on the relevant custom template > on the “Add project details” form, input the project’s name > click “Create project.”
Instead, I want to be able to feature a hyperlink in our internal process documentation that points directly to the custom template, and when clicked, opens a new instance of the “Add project details” form, so that users only have to input the project’s name and click “Create project.” New projects requests will later be triaged in a weekly stakeholder meeting and task details will be filled-in if a project is greenlighted.
I attempt to achieve this by going to the new projects menu, right-clicking and copying the hyperlink to the custom template. It produces a hyperlink that looks like the following with a unique 16-digit number at the end:
Log in - Asana [ 16-digit number ]
When I test the process in either the Chrome or the MS Edge browser, I get redirected to my Asana home page without the “Add project details” form being displayed. I would be grateful for any suggestions on how to get around the redirect, or else any other streamlined means of ushering a user directly into a new instance of the “Add project details” form.
Thanks!