🚀 How to Build an Asana Intake & Request Workflow (Step-by-Step)

See how to build an Asana intake and requests workflow from start to finish. Learn how to standardize requests with a form, route every submission to a triage project, validate and resource, then auto-convert approved requests into projects using templates and rules. Need help with Asana? ☎️ Book a call with me: https://cirface.com/book-a-call 📧 Subscribe to our newsletter: https://cirface.com/newsletter 🌐 Check out our website: https://cirface.com/ Don’t forget to subscribe!🔔 ABOUT OUR CHANNEL📜 This YouTube channel is created by me, Marquis Murray, CEO of Cirface, an Asana Platinum Partner and Asana Partner of the Year 2025. 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. FIND US AT🔍 🔗http://cirface.com/ GET IN TOUCH 📧 marquis@cirface.com FOLLOW ME ON SOCIAL LinkedIn : 🔗https://www.linkedin.com/in/marquisamurray/ Twitter : 🔗https://twitter.com/marquisamurray Facebook : 🔗https://www.facebook.com/groups/asanasolutions Instagram : 🔗https://www.instagram.com/marquisamurray/ List of The Gear I Use ⬇️ https://cirface.notion.site/Marquis-Murray-s-Amazon-Shop-126b1604ac4e805095e3ff9c6b600c15 Chapters: 0:00 - Centralizing Intake in Asana 0:41 - Step 1: Intake Forms 1:50 - Step 2: Triage Project 5:33 - Request Tracking 7:30 - Step 3: Execution 10:41 - Converting Intake Tasks to Projects 14:10 - Tracking Projects in Portfolios 17:12 - A Different Way of Execution 23:24 - High-level Overview of the Process 24:50 - Work With Us