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Asana Request Triage Playbook for a Service Team

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Define how requests are prioritised and answered.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

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Write a triage playbook for requests arriving in an Asana project, for someone starting the triage role tomorrow. Team: [TEAM]. Request types and typical effort: [REQUEST_TYPES]. Service promises we have made: [SERVICE_PROMISES]. Capacity: [CAPACITY].

Cover how requests arrive (including those that come through another channel such as a message and must be added to the project), the daily triage routine and who runs it, priority definitions with examples, response and completion targets for each priority, how to say no or not now, how to handle urgent interruptions, and escalation. Add a decision table a triager can follow in under a minute.

Include a worked example of three invented incoming requests and how each is classified. Draft three reply templates: accepted, needs more information, and declined with reasons. Suggest custom fields to record priority, request type and requester, marked [VERIFY] for field types. Provide a weekly measure of requests received, closed on time and oldest open request, with how to calculate each.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

See an example result (fictional data)
Three invented requests. 1. 'Logo needed for tomorrow's event' from marketing, urgent and small: priority High, owner assigned same day, 2 hours. 2. 'Redesign the intranet' from HR, large and not urgent: priority Low, send for scoping, reply in two working days. 3. 'Can you fix this typo?' from sales, small: priority Medium, done within one working day.
Weekly measures: requests received 40, answered within target 34 (85 percent), oldest open request 9 days. Reply template for 'not now': 'Thank you, we cannot take this on this month; we have noted it and will review on the 1st.'

Illustrative only, made-up data. Your results will differ and must be reviewed.

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