 Hi, my name is Bailey Maples and I'm a Senior Program Manager at TechSoup. Today, I'm going to show you how you can create a form in Asana to help coordinate client food pickups. The great thing about using Asana Forms is that it generates a URL that you can embed on your website, Facebook page, include in a digital newsletter, and more. You can edit that form as much as you need, whenever you need. And the URL stays the same, so you don't need to worry about changing it on your site. For this example, I'm in my Food Pickup Request project, and to create a form, I select Customize in the upper right hand corner and scroll down to Forms. To save some time, I've already started a form, but I'll go ahead and edit it, selecting this icon. For this form, I've already set up some basic required fields, such as name. But you can customize this as much as you want. So for example, I created a section for dietary restrictions, and I made it required so that folks have to fill it out. I created a separate section to capture food preferences, and it's not required. Because although it's important to know food preferences, it may not be as important as knowing dietary restrictions. I've also created a section for Preferred Confirmation Method, as well as a place to capture phone and email address. I've also selected a number of fields that captures how many folks need food so that we can ensure that we have the proper amount of food for that client at pickup. One missing piece is getting a date preference as to when a client would like to pick up this order. So I'm going to drag a date field over, and I'm going to say, please provide your preferred day for pickup. I'm going to make this a required field, and I'm going to connect this field to a due date so that this can help us whenever we need to schedule the pickup. And I'm going to go ahead and select Done. Now that I have the form complete, those new submissions will go under the section New Submission. I'm going to change my project view to make it easier to see what submissions we have in this section. So now I can see each tile is a new submission, and new requests will just go in this section. Next, I'm going to set up a rule by going to Customize and selecting Rule. I'll create a custom rule so that when a new submission is in that section I created, it will automatically assign it to myself. And I'll select Create Rule. Now, whenever a new submission comes in, it will be automatically assigned to myself, and I'll get an alert in my inbox. Now that we've created a form and we've set up a rule, let's see what a new submission would look like. So this is what the client would see, and let's just quickly fill out this information. We'll have the date be next Monday, and we'll select that, and then submit. From our side, we can see there's a new submission. It was automatically assigned to me, and the pick update is for August 15th, which will help us when scheduling. To schedule this pickup request, we have several different options depending on what works best with your organization and the employees or volunteers that you work with. So one option that we have is we can have a food pickup calendar project in Asana, which will show us which days food pickup appointments occur. So for that, I'm going to go into the task that was submitted, and I'm going to add this task to another project, and we're going to say let's add it to the pickup calendar. Now this task will also show up on our calendar, right here. And we can have all the same information be captured from the original submission. Because this is a different project, we can edit this information, and it won't do anything to that original submission. So if we wanted to have this calendar project have guests that are volunteers, we can do so, and we can delete any information that we may want to keep private. We can also reassign this task to someone else if they're going to be in charge, and it again won't edit that original submission. If we want to sync this calendar to Outlook, we can do so. We just need to select this down arrow, and then we'll go to export and sync to calendar, and we'll select Outlook. Now before we do this, we'll want to keep these things in mind. The tasks need to be marked as incomplete, and they need to have due dates. That date will transfer onto the calendar in Outlook. We also want to make sure that we keep in mind that information from Asana will sync to Outlook. But if we make any edits in Outlook, it won't sync back to Asana. So if there's edits, we need to do them in Asana. So if we select this link, it will download a calendar, and when we click it, it will open up Outlook, and we'll see the new calendar has been added. If we go next week, we can see those tasks that we created, and the information transfers from Asana. And just like that, we created an intake form for schedule and food pickups. We created a calendar project in Asana, and we synced that calendar with Outlook.