Asana field workflow

Manage construction tasks in Asana and collect field records from the job site

Plan and assign the task in Asana, send the linked form to the field, and keep the completed daily report, inspection, or work record with the project task.

Schedule construction tasks and send field forms

A superintendent or project manager can create the Asana task before the crew reaches the telehandler, installed equipment, work area, or inspection point. Set the due date, assign the worker, and connect the mobile form needed on site.

The field form carries the questions and evidence for the job. The Asana task carries the plan. Together, they help the office send clear work and receive a usable record without rebuilding handwritten notes.

A construction superintendent and foreman coordinate tasks beside a parked telehandler.

Set dates, assignments, and task dependencies

Use Asana to organize the project task, assigned worker, due date, recurring schedule, and the work that must finish first. Teams can use the list, calendar, timeline, or other available project views to check the plan.

Project task
The construction job, work order, inspection, or report the crew must complete
Due date
The day or schedule the project manager expects the work
Assigned worker
The superintendent, foreman, technician, or other person handling the task
Dependency
The project work that must happen before this task can move ahead
Field form
The QR Mobile Data record used to document the work on site
Keep project planning in Asana and connect the task with the form the field crew needs.

Collect the field record at the job site

Crews can complete configured forms for a daily report, safety check, vehicle inspection, commissioning job, equipment maintenance, punch-list item, or other repeated work. Use a phone or tablet to record the details while the crew can still see the work.

A form can include project information, instructions, required checks, notes, photos, signatures, and scan fields. Build it around the record your superintendent and office team actually need.

Pass work between the field and office

Office staff can prefill job details before sending the form to the field. After the crew submits its part, the configured workflow can pass the record to an office worker for review, added fields, or correction.

Those handoffs must be set up for the project. The software does not decide who approves the work or which construction records your company is required to keep.

Send completed documents to Asana or Procore

A configured Microsoft Word template can control the supported PDF layout. The completed PDF can be attached to the matching Asana task or sent to a selected company- or project-level Procore Documents folder.

  1. 01Complete the job-site formRecord the work, checks, findings, photos, and sign-off.
  2. 02Office reviewCheck or complete supported fields when the process calls for it.
  3. 03Create the PDFApply the configured document template to the submitted form.
  4. 04Asana taskAttach the finished record to the matching project task.
  5. 05Procore DocumentsOr route the PDF to the selected document folder.
Choose the final system and folder for each construction document during setup.

Questions from the job

Frequently asked questions

How can contractors use Asana with mobile field forms?

A contractor can plan and assign the task in Asana, send the linked QR Mobile Data form to the field, and keep the completed PDF record with the project task.

What construction forms can field crews complete?

Crews can use configured forms for daily reports, safety checks, vehicle inspections, commissioning, equipment maintenance, punch-list work, and other repeated job-site records.

Can completed construction documents go to Asana or Procore?

Yes. A configured process can create a PDF from the completed mobile form and send it to the matching Asana task or a selected Procore Documents folder.

Talk through the work

Talk with AHG about construction work in Asana

Tell us what your crew needs to capture. We will help map the current process and the next practical step.


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