What it does
Looks at form responses (type, urgency, department) and creates tasks/projects in the correct Asana team with appropriate assignees and SLAs.
Why I recommend it
Shared intake forms can overwhelm ops. Automated routing ensures nothing gets stuck in a generic queue.
Expected benefits
- Faster response times for internal requests
- Clear ownership and priority tagging
- Better reporting on request volume by type
- Happier stakeholders
How it works
Form submission -> parse key fields -> use rules to choose destination project/list -> create task with template subtasks, due dates, tags -> send confirmation to requester.
Quick start
Build manual triage board and document routing logic. Once stable, encode rules in Asana automation or Zapier.
Level-up version
Include service-level timers, auto-close stale requests, integrate with Slack for status updates, and gather satisfaction ratings post-resolution.
Tools you can use
PM: Asana
Forms: Asana forms, Typeform
Automation: Asana Rules, Zapier, Make
Communication: Slack, Email
Also works with
Jira Service Management, Monday.com forms.
Technical implementation solution
- No-code: Asana Form -> Rule (if field = X) -> move task + assign + set due date.
- API-based: Form webhook -> Lambda -> Asana API for complex routing + SLA tracking.
Where it gets tricky
Maintaining routing logic as teams change, avoiding conflicting automations, and giving requesters visibility into progress.
