# Project Intake Software to Manage Requests

> Project intake software to automatically capture, prioritize, and follow through on requests, so teams have more time to get work done.

Source: https://asana.com/uses/project-intake

#### Standardize requests

Give teams the information they need to prioritize and tackle new projects.

#### Automate each step

Move faster by instantly assigning, organizing, and updating requests.

#### Improve your processes

Build request workflows in one place, and instantly apply changes org-wide.

Gather the right details

- Collect key information before kickoff with custom or AI-generated forms. 
- Capture requests from Slack, Microsoft 365, and Google Workspace all in one platform.

- [Forms](/features/workflow-automation/forms)

- [App integrations](/apps)

Kick off quickly

- Add custom or AI-generated labels to easily organize and prioritize requests. 
- Create automations to instantly assign, schedule, and follow up on work.

- [Asana AI](/product/ai)

- [Custom fields](/features/project-management/custom-fields)

- [Rules](/features/workflow-automation/rules)

Boost efficiency

- Capture best practices and clarify next steps with custom templates for each request type. 
- Manage and update intake workflows in one place, and instantly apply changes across your organization.

- [Templates](/features/workflow-automation/project-task-templates)

- [Bundles](/features/workflow-automation/workflow-bundles)

#### Track requests across tools

Hundreds of app integrations let you centralize requests in one tool, across your organization.

- [Explore all apps](/apps?category=all-apps )

#### Google Workspace

Enable Google Workspace SAML SCIM for better control around user provisioning and deprovisioning.

- [See integration](/google-workspace )

#### Microsoft 365

Seamlessly deliver Asana notifications to your Microsoft Groups.

- [See integration](/apps/microsoft-office365-connector)

#### Jira Software Cloud

Automatically create Asana tasks from Jira issues and sync updates instantly.

- [See integration](/apps/jiracloud)

#### Zendesk

Resolve tickets faster and improve cross-functional collaboration with Zendesk for Asana.

- [See integration](/apps/zendesk)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### ServiceNow

Reduce manual work for IT teams. Automate task creation in Asana, and provide cross-platform visibility into task status and context.

- [See integration](/apps/servicenow )

#### Google Workspace

Use Asana to coordinate and manage the work you do in Google Workspace.

- [Learn more](/google-workspace)

#### Microsoft 365

Asana notifications delivered to your Microsoft Groups.

- [Learn more](/apps/microsoft-office365-connector)

#### Jira Software Cloud

Automatically create Asana tasks from Jira issues and sync updates instantly.

- [See integration](/apps/jiracloud)

#### Zendesk

Resolve tickets faster and improve cross-functional collaboration with Zendesk for Asana.

- [See integration](/apps/zendesk)

#### Slack

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana.

- [See integration](/apps/slack)

#### ServiceNow

Automate task creation in Asana and provide cross-platform visibility into real-time status and context.

- [Learn more](/apps/servicenow)

#### Track requests across tools

- [Explore all apps](/apps?category=all-apps )

#### Project intake templates

#### Work requests template

Prioritize and manage all the requests your team receives in one place.

- [See template](/templates/work-requests)

#### Awin content localization template

See how Awin uses Asana to manage content localization requests across 15 territories.

- [See template](/templates/awin-content-localization)

With Asana, there’s a standard way to work, a standard way to update information, and full visibility across the network.

#### Build best-in-class intake processes

#### Tips to streamline operations from T-Mobile's PMO

Learn how Amanda Howell organizes workflows across teams to boost efficiency and drive more value.

- [Read the article](/resources/t-mobile-pmo-operational-excellence)

#### Drive organizational efficiency with workflows

Learn how to build scalable and repeatable processes across your organization.

- [Read the ebook](https://resources.asana.com/operations-workflows-ebook.html)

#### 6 keys to a better tech stack

Get tips to build better processes and maximize the impact of your collaboration tools.

- [Watch the webinar](https://resources.asana.com/2024-tech-stack)

#### Still have questions? We have answers.

#### Project Intake Strategy & Best Practices

#### What is the difference between a project intake process and a project request form?

A project intake process includes the full workflow from request submission to prioritization and execution, while a project request form is just one part of that process. The form captures key details, but the intake process also defines how requests are reviewed, scored, approved, and scheduled.

#### How do you handle urgent or last-minute project requests in an intake process?

To handle urgent requests, establish a clear process for escalating them in your intake process. Decide what counts as urgent, who can approve changes in priority, and how current work might need to be adjusted. This keeps urgent projects visible and helps avoid disrupting planned work without proper review.

#### What metrics should you track to improve your project intake process?

Track metrics such as the number of requests, the number approved, the time to review, and the time to finish projects. Also, watch the workload and backlog size to find bottlenecks. These numbers help you improve your process and keep work moving smoothly.

#### Why do I need software to manage our project intake process?

An effective project intake process isn’t just about tracking requests—it also requires follow-through. Asana brings your entire workflow into one platform by letting you track requests in one hub, and then prioritize and assign action items in the same place. That means nothing falls through the cracks, and teams have full visibility into the request process from start to finish.

#### How should I choose a tool to manage my project intake process?

Look for software that allows you to collect, prioritize, and follow through on work requests in one place. A good project intake tool includes automations to eliminate manual work. It should also give leaders and teams total visibility into work status and progress, so they can adjust resourcing as needed. 

The best way to know if a project intake tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing).

#### Standardization & Team Workflow

#### How do you standardize project requests across multiple teams?

To standardize project requests, use a single intake form and a shared process across all teams. Set clear requirements for required fields, approval steps, and request prioritization rules. A central system helps keep everything consistent and makes it easier to manage requests from different departments.

#### How can I standardize project requests?

Project requests can be standardized by using Forms (including AI-generated labels) to collect structured info, map responses to custom fields, and trigger automations.

#### Can I standardize intake across teams?

Yes, intake can be standardized across teams by building intake Bundles/templates to apply forms, custom fields, and rules organization-wide.

#### Can I route requests to different teams?

Yes, requests can be routed to different teams by using Rules triggered by custom field values to assign or move tasks/project based on form input.

#### How do I manage the intake backlog?

The intake backlog can be managed by using Board view with custom fields, sections for status, and Rules to auto-assign, tag, and move requests.

#### Asana Automation & Form Features

#### Can I organize project intake processes in Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana](https://asana.com/create-account) Advanced for free, no credit card required.

#### Can I prioritize intake submissions automatically?

Yes, intake submissions can be prioritized automatically by using dropdown custom fields + Rules or formula fields to score and rank incoming requests based on form responses.

#### Can I trigger subtasks or tasks on intake?

Yes, subtasks or tasks can be triggered on intake by using Rules to add subtasks to form-submitted tasks, which convert into their own tasks when multi-homed.

#### Can form responses populate custom fields?

Yes, form responses can populate custom fields as form questions can map to custom fields and then feed automation rules based on those values.

#### Can I export intake metrics?

Yes, intake metrics can be exported as Dashboards automatically chart form responses, submission volumes, and backlog trends.

#### Can I reuse intake layouts as templates?

Yes, intake layouts can be reused as templates by building flows (Forms+Fields+Rules) and grouping them into Bundles/templates for reuse.

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- [Get started](/create-account)

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- [View demo](/demo/main-video)

- [Speak with a sales rep](/sales)

Learn how Asana helps teams collaborate seamlessly.

- [Contact sales](/sales)

#### Transform the way you work with Asana

#### Streamline your intake process

Automatically capture, prioritize, and follow through on requests so teams have more time to get work done.

- [Get started](/create-account)

- [View demo](/demo/operations-video)

- [Get started](/create-account)

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