CAPABILITIES
Company Type
Asana in practice: Project intake
Learn how to build a standardized intake system that captures all project and initiative ideas in one place, routes them through a consistent workflow, and gives leadership visibility into your entire pipeline.
Key moments:
- 00:00 - Introduction to project intake
- 00:29 - Creating a project intake workflow
- 02:00 - Adding custom fields
- 02:40 - Setting up the request form
- 05:34 - Automating workflows with rules
- 06:30 - Testing rules
- 11:02 - Exploring project views
- 14:25 - Project intake in action
- 19:00 - Tracking performance and reporting
- 21:41 Creating templates for future use
- 24:03 Wrap-up and next steps
Learn more in the Asana Help Center.
Asana use cases
15 videos
2
Asana for Request Tracking18:30
3
Asana in practice: Build a reusable marketing campaign template22:14
4
Asana in practice: Build a streamlined creative requests project20:09
5
Asana in practice: Product launches23:13
6
Asana in practice: Organizational strategic planning06:17
7
Asana in practice: Goal management18:43
8
Asana in practice: Marketing strategic planning17:56
9
Asana in practice: Employee onboarding09:09
10
Asana in practice: Effective event planning15:00
11
Asana in practice: Capacity planning07:49
12
Asana in practice: Building a centralized content calendar in Asana24:51
13
Asana for Operations2:00
14
Asana for PMOs2:58
15
Asana for Finance1:48