Asana for work intake (live)
Join this live workshop to learn best practices for automatically capturing and following through on work intake, giving teams more time to get work done.
This interactive workshop is for individuals looking to optimize their work intake workflow in Asana. Learn best practices to streamline the capture and triaging of work intake to enhance visibility and collaboration. We encourage you to come to this session with a project in mind, as we'll have time to get hands-on practice and live Q&A.
In this session, you will learn how to:
- Streamline the capture of new work requests using Asana Forms
- Automate the triaging and routing requests using Rules
- Standardize intake workflows across projects using Project Templates
Workshops are capped at 20 participants to maximize discussion and sharing of best practices.
Before attending this session, we recommend that you:
- Read this article about managing project intake requests.
- Watch the pre-recorded live training for Creating Basic Workflows, or register here to attend a live training session.
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