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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This YouTube channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday.

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📌CHECK OUT OUR OTHER VIDEOS :
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➡️Create templated snippets using TextExpander - My number one productivity tool
➡️How to create and store standard operating procedures (SOP) in Asana
➡️Asana Project Templates 2.0 - THIS CHANGES EVERYTHING!

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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

[sengbush]

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!

[hamelvara]

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?