Request Intake System in Asana | Step-by-Step Tutorial 🚀

In this video, I’ll show you a step-by-step setup of a Request Intake System in Asana, the same workflow we build for clients to automate approvals and keep teams organized. I’ll walk you through how we use forms, rules, templates, and automations to ensure every request moves smoothly through the pipeline. While this typically applies to marketing teams handling creative and campaign requests, it’s just as effective for IT teams managing tickets or PMOs overseeing project intake. #asana #projectmanagement #projectintake

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Chapter:
0:00 - Introduction to Intake and Request Workflows
1:25 - Asana's Advanced Features
8:52 - Visualizing the Intake Process (Flowchart)
14:21 - Intake Process in Asana (Demo)