Skip to content

Asana

Asana keeps requests, owners and handoffs in a shared project. On Starter, an intake form can turn each submission into a task.

Visit Asana

How does an incoming request become someone’s work?

Start with one project and decide who reviews new tasks. On Starter, an intake form can create a task from each submission. Keep each submission short and give the accepted work one owner and an expected outcome.

For a booking problem, ask what step failed and what the visitor expected. Keep duplicate reports in one work decision by linking or noting them on the chosen task. Avoid collecting passwords or real account records in an intake form.

Can a teammate see where the fix stands without getting repository access?

A person can follow the Asana task. If you enable Asana’s project-level GitHub integration, the task can show the status of a proposed code change. Code review stays in GitHub. The integration does not support GitHub Enterprise Server.

Choose project access before sharing with a guest. Putting the same task in several projects can widen what people can do, so check each placement. If you enable an AI Teammate on a paid plan, Asana says its permissions are scoped and its access is bounded by what the person triggering it can see. Leave it disconnected while you are defining the workflow.

When would you pay, and what should you check before leaving?

Personal is free for up to two users. Starter adds forms, custom fields and unlimited free guest seats for external collaborators. The listed Starter price is US$10.99 per user per month billed annually. Check the role and access when adding someone.

Asana documents per-project exports in CSV and JSON, and task imports from CSV. Check the available formats on your plan and inspect whether the file carries the notes and attachments you need. Keep separate copies of important decision notes and originals.

How can you check an intake handoff before accepting real requests?

Draw a fake submission form and a project with three example states. Use no published form, project, invitation or connected app.

  1. Draw two copies of the same report
    Mark both as received. Choose one task for the actual fix and write one condition that would show it works.
  2. Give the decision and the fix owners
    Mark who reviews the request and who carries out the accepted task. Put the fix in Waiting for review after the imagined change.
  3. Check what someone outside the team needs
    Write a short status update without private comments. Compare it with what the task owner needs to finish and verify the fix.