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How to Add an Attachment Field to a Form in Asana

·3 min read
In this article

Learn how to add an attachment field to a form in Asana, allowing users to upload files directly when submitting the form. This guide will walk you through the process step-by-step.

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Here's how to add an attachment field to a form in Asana

  1. Navigate to Your Project

    First, open Asana and locate the project where you want to add an attachment field to a form. Click on the project name in the left sidebar under the 'Projects' section to access it.

  2. Open Customization Options

    Once inside your project, find and click the 'Customize' button. This button is typically located in the top-right corner of your project view and will open a sidebar with various customization options.

  3. Access the Forms Section

    In the customization sidebar that appears, scroll down or look for the 'Forms' option. Click on it to view and manage all forms associated with your project.

  4. Edit an Existing Form

    To modify a form, click the 'More actions' icon (represented by three dots) next to the specific form you wish to edit. From the menu that appears, select 'Edit' to open the form editor.

  5. Add an Attachment Question

    Within the form editor, navigate to the 'Questions' tab. Look for the 'Attachment' option in the right sidebar and click it. This action will add a new attachment field to your form.

  6. Customize the Attachment Question

    After adding the attachment field, click on the default 'New question' text to rename it. Type a clear and descriptive title for your attachment question, such as "Upload your documents," and then press Enter.

  7. Save Your Form Changes

    Once you have finished customizing your attachment question and any other form elements, click the 'Save' button. This button is usually found at the bottom-right of the form editor, and clicking it will apply all your changes.

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Frequently Asked Questions

To access the form editor, first navigate to your project, click 'Customize' in the top-right, then select 'Forms' in the sidebar. Finally, click the three dots next to your desired form and choose 'Edit'.