Scoring Project Intake using Asana forms / rules

Hi team,

I am part of the Global Strategy team at Google Cloud and am setting up Asana for my team. One of the use-cases that we need help for is prioritization of incoming requests.

They way it works is that different stakeholders across the company will come to our team asking for support with tasks / projects and we have built a prioritization framework (eg. revenue impact, urgency etc.) that allows us to decide what we want to support with (vs not).

We were thinking of using Asana forms to do project intake. I wanted to check if there is a way for us to build a score basis responses given in the form. For eg. if the submitter selects option 3 under revenue upside (I.e. >10M revenue upside) and selects option 5 under urgency (I.e. critical within 2 weeks) the form automatically allocates a score of 3+5 = 8 to the project.

Can this be done using Rules or something in Asana forms itself?

Thanks,
Kshitij

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Hello @Kshitij_Bindlish - first off, welcome to our community forum! :grinning_face_with_smiling_eyes:

I did some testing with a rule and it would require a bit of setup but would accomplish what you are looking for. I will attach the rule below. Please let me know if this on track for what you are looking for.

I think perhaps @Kshitij_Bindlish is looking for a more generic solution to their scoring scenario?

If so, here’s what I would try:

  1. Create a dropdown list custom field for each form question which maps to that question on the form.
  2. Create a numeric custom field to hold the score for each form question.
  3. Create a rule for each question to record the score into that question’s “score” custom field.
  4. Create a formula custom field which sums the value of each of the questions’ “score” custom fields.

So in your example, the fields and rules for steps 1 and 2 above might look like:

And the formula field would look like:

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