Efficient work intake processes are essential to ensure that your teams are aligned, tasks are prioritized, and projects are executed smoothly. Proper work intake can streamline operations, enhance productivity, and prevent bottlenecks. This month, we’re sharing resources to help you:
- Design a streamlined work intake process to ensure work requests are captured, reviewed, and assigned accurately.
- Utilize Asana’s customizable forms and templates to standardize your work intake workflow.
- Continuously refine your work intake process to adapt to changing demands and improve overall efficiency.
Take a look at our Forum with some great resources shared by Ambassadors:
- Take your Asana forms to the next level with emojis, expand buttons and other hacks by @Richard_Sather
- Smart Rules: Automate tasks and manage complex workflows at scale Using AI by @Julien_RENAUD
- Use-cases with forms #2: Training / LMS by @Arthur_BEGOU
- Asana for Operations: Effectively manage intake requests by @Cliona_Dowling
Want to learn at your own page in Asana Academy? Take a look at these videos to build or refresh your knowledge!
- (Recording) Building Cross-Functional Workflows
- (Recording) Productivity amplified: Unlocking Asana’s automations
Some other great tips to share:
- Set up a Forms to standardise your work intake - making sure requests are complete and ready for action!
- Add an Automation with a Rule to your form - automatically assign tasks to the right team members or place them in the correct projects based on the form submissions.
- Use Custom Fields to track important information specific to each intake request. This enables you to categorize and prioritize tasks effectively.
- Set up a dedicated Work Intake Project so new requests are managed centrally
- Level up with Integrations helping your data flow seamlessly across your technology stack
