How to Use Asana to Automate Intake Requests and Simplify Workflows 🚀

Without streamlined methods to manage requests, teams can waste valuable time sorting and prioritizing work. In this video, I show you how to handle various intake requests using Asana's form submissions, triage them within a dedicated project board, and track the status of all your ongoing projects. You'll also learn about Asana's advanced rules that can automate task assignments, streamline the transition from planning to execution, and use project templates for different work types.
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Chapters:
0:00 - Introduction
1:03 - Setting Up Intake Forms
2:22 - Triage and Initial Assessment
3:37 - Converting Requests into Projects
6:32 - Resource Allocation and Capacity Planning
9:07 - Final Tips and Conclusion

[@MarquisMurray]

Need help with Asana?
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[@sengbush0077]

Over the Summer, I built out a whole Master Calendar process for the entire years worth of work for our communications team at my Church by doing this. Its a lot of work with how complex our process is, but it is already paying dividends on time and efficiency. Great break down Marquis!

[@MarquisMurray]

That's incredible work! I'm glad to hear it's paying off for you. Keep it up!

[@catherinejolly7300]

Thank you!

[@MarquisMurray]

You're welcome!

[@hamelvara4716]

Thanks for this, we are implementing and Asana using the same workaround on using percentage and spoken to Asana about how we would like to see unassigned resources so we can resource plan, prioritise and Optimize. Feels like capacity plan or this approach doesn't really solve that. Specifically you get lot of noise in workload on actual assigned tasks
Any recommendation on how to work this through?

[@MarquisMurray]

Good question!. I suggest watching this video on how to use Asana’s new capacity planning feature to do just that: ruclips.net/video/CAn-hoQ305U/видео.html