How to Create an Intake Form in Asana
- George Apostolov
How to Create an Intake Form in Asana: step-by-step guide
Open a project.
Navigate to the 'Customize' menu.
Select 'Forms'.
This is how your form will look like. You may add details such as name, email, and an image for your form.
Click the 'Done' button.
You can share your form via email.
Click 'Share form' once you have your recipient.
You can also copy the link of your form and share it via social media platforms.
Quick answer: To create an intake form in Asana, open a project, navigate to the Customize menu, and select Forms. Add details like name, email, and an image, then click Done. Finally, share your form via email or copy the link to share on social media platforms.
About this Asana tutorial
Build and share custom intake forms in Asana. Add details, finalize your design, and distribute via email or link. This guide shows how to create an Intake Form in Asana in 8 steps, starting with "Open a project" and finishing with "You can also copy the link of your form and share it via social media platforms". The interactive demo above is a click-through copy of the real Asana interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create an Intake Form in Asana?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Asana data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Asana. Related guides: How to Create Coda Dashboards for Asana Projects, How to Deactivate Asana Account and How to Delete a Project in Asana. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
