A guide to creating advanced request forms for Asana
Introduction to Asana Forms
Asana has a default forms module that can be accessed via Customize -> Add Form on a project. Out-of-box these forms have decent functionality. You can add a handful of basic fields like name, email, number, multi-select, dropdown, etc ...
Limitations of default Asana forms:
- Limited field types
- Limited styling options
- Lack of nested dependent fields
- No multi-file upload
- No multi-page forms
- Forms can't be embedded
Some of these features (especially a multi-page form) can make a huge difference to a business.
If you want advanced form features, it makes sense to look at non-Asana forms alternatives.
Why use non-Asana form builder?
Using non-Asana forms does involve adding another tool into your toolbox. While there is a small learning curve, it pays for itself several times over in the long run.
In this guide, we will learn how FormCrafts can help you create amazing Asana forms with advanced features. FormCrafts has an official Asana app, and is listed on the Asana app page as well.
Styling and customization
FormCrafts gives you a high level of control over the style of your form. You can choose from hundreds of fonts, use custom fonts, change colour schemes, etc ...
Using text layout fields in the form allows you to add messages, custom text, and images anywhere in your form.
You can also add form covers.
Multi-page Asana forms
Multi-page form layouts are a hallmark of professional websites. They provide your customers with an excellent interface for entering lengthy or complex information, without overwhelming them.
FormCrafts allows you to create multi-page forms for Asana with a click. Other features in FormCrafts' multi-page forms include:
- Add a form cover page with text and images.
- Show form progress
- Show page titles
- Use dependent fields across pages
- Easily add and drag fields across form pages
Nested dependent fields
FormCrafts has support for nested conditional logic, with any level of depth. This is a powerful tool for creating dynamic forms.
You can also use FormCrafts' conditional logic to trigger addons (like Asana) conditionally.
Example, Create a Task in Asana if Issue Type is New Request.
Multi-file upload field
FormCrafts allows you to create file uploads fields that tailor to your requirements.
- Set min and max allowed files
- Set max file size
- Restrict file types
- File manager to view files
Asana form prefill & hidden fields
Your forms can extract values from the URL and prefill them into the form.
Using form prefill in regular fields allows your users to fill out the form faster.
Using form prefill in hidden fields allows you to pass source and other contextual data with the form, which is hidden from the user.
Over 19 field types
FormCrafts has support for over 19 different field types. This allows you to create not just contact and payment forms, but also customer surveys, feedback forms, and so much more.
Our checkbox fields allow you to set distinct icons or images for each selection, and dropdown fields allow you to set distinct images for each selection.
Special fields include star rating, mood rating, slider, time-picker, multi-file upload, tabular input, and product showcase.
Learn: form fields in FormCrafts
You can add a Custom Text field in your form anywhere. Custom Text field allows you to use rich text, including:
- Images and videos
- Math formulas (that reference the value of other fields)
Asana form templates
1. Asana marketing request form
Your marketing department wants to create an Asana task for every incoming request, so they create this efficient form.
2. Asana house listing request form
You want a request form on your website that customers can use to request a house listing. You can ask for house details, and a price range, and have them upload images.
Different ways to share forms
1. Share the easy form link
All forms come with an easy-share link like:
You can modify the link to something like:
You can even use a custom domain:
Learn more about creating custom form links here.
2. Embed on a website (inline)
3. Embed on a website (popup)
This is another cool feature. You can embed the form on your website, but it would only show up when the customer clicks on a link or button.
Pop-up forms have the advantage of being out-of-view unless called upon. FormCrafts won't load the form until the user clicks on the trigger button, which results in improved speed for your page.
If you need assistance with your forms you can contact us via the contact form (top-right corner) on your FormCrafts dashboard.
We are also available on live chat during business hours (Pacific time).
We have a plethora of Asana tutorials as well.
Free 21-day trial
Not convinced? Try FormCrafts for 21 days.
- Completely free
- No credit card required
- Full access to customer support
- If it doesn't work: delete all your data. We don't make you jump through hoops.