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By integrating Asana with Google Sheets, you can automate smooth task management and information organization. Reflect task additions and updates in Google Sheets, and regularly retrieve and record data to streamline progress management and information sharing among teams. This helps prevent oversights and duplicate management, allowing you to build a project that is easy to grasp as a whole.
Here, we introduce some templates using Asana and Google Sheets. Simply click "Try it" on the automation example you're interested in and register your account information to immediately experience the integration of Asana and Google Sheets. Registration takes just 30 seconds, so feel free to give it a try!
This flow adds a record to Google Sheets based on the task information when a task is created in Asana. It is useful when you want to manage task progress in a list or share information with members who do not use Asana. As the latest tasks are automatically added to Google Sheets, the manual effort of transcription and duplicate entries is eliminated, enhancing the efficiency of information sharing.
This flow retrieves tasks from Asana on specified days and times and adds them to records in Google Sheets.
The previous flow was effective for rapid task sharing, but this one can be utilized for regular report creation and monitoring.
This flow adds a task to Google Sheets as a record if it doesn't already exist when a task is created or updated in Asana. If the task is already added, it updates the record. By automatically determining whether to add or update, it ensures synchronization when a task is updated and prevents duplicate data.
Now, let's actually create a flow that integrates Asana and Google Sheets!
This time, we will proceed with the integration of Asana and Google Sheets using Yoom without any coding.
If you do not have a Yoom account yet, please issue an account from the Yoom account issuance link.
[What is Yoom]
In this article, we will create the flow "When a new task is added to an Asana project, add the task to Google Sheets" that we introduced earlier!
The creation process is broadly as follows.
Register Asana and Google Sheets with My Apps and integrate them with Yoom.
Select "My Apps" from the sidebar of the Yoom management screen and click "+ New Connection" on the right side of the My Apps screen.
Let's start by integrating Asana.
When the "App List" is displayed, search for and select Asana.
The Asana sign-in screen will be displayed, so please sign in with your preferred account.
* If the account is not registered, you will be redirected to the following screen after registration.
Check the content and click "Allow".
Return to the "My Apps" screen, and if Asana is added, the integration is complete.
Next, let's integrate Google Sheets.
After clicking "+ New Connection" in "My Apps", when the "App List" is displayed, search for and select Google Sheets.
Click "Sign in with Google".
Select and log in with your preferred Google account.
Check the content and click "Next".
Check the content and click "Continue".
* If "Please select the information Yoom can access" is displayed, please check "Select All".
Return to the "My Apps" screen, and if Google Sheets is added, the integration is complete.
Once the integration of Asana and Google Sheets is complete, copy the template you will use.
After logging into Yoom, click "Try it" on the banner below.
The template will be copied to your Yoom management screen.
Click "OK" to proceed with the flow settings.
First, set up the trigger action that will be the starting point of the flow.
Click on "When a new task is added to a specific project" in Asana.
Review the content and click "Next".
Select the desired interval from the "Trigger Activation Interval" dropdown.
※ The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval that can be set depends on your plan, so please check this point.
※ It is generally recommended to use the shortest activation interval for your plan.
Click the "Workspace ID" input field to display candidates from the workspaces of the connected Asana account.
Select the target workspace.
Click the "Project ID" input field to display candidates from the selected workspace.
Select the target project.
Click "Test" to run a test to retrieve tasks from the specified project.
When the "Test Successful" result is displayed, task information will be added to the "Output".
※ Tasks on Asana
※ Output for the task in the above figure
If there are no issues with the output, click "Save" at the bottom of the page.
Return to the flow screen, and if there is a checkmark next to "When a new task is added to a specific project," you are done.
Next, set up the records to be added to Google Sheets.
Click "Add Record" in Google Sheets.
Click the "Spreadsheet ID" input field to display candidates from the connected Google Sheets account.
Select the target project.
Click the "Spreadsheet Tab Name" input field to display the tabs (sheets) of the selected sheet.
Select the target tab.
Enter the range of the target table in the "Table Range".
If you want to add records to a Google Sheet like the one below, enter "A1:F".
Please refer to the following help pages for specifying the table range.
After entering, click "Next".
Let's set up the records to be added.
※ The items of the records to be added will be the column names of the specified table.
Click the input field to display the task information obtained in Step 3 in the "Output".
Open "When a new task is added to a specific project" and select the output that matches each item.
※ When you select an output, it will be entered in the form of {{Task Name}}.
You can also set any date from "Date".
After entering, click "Test" to run a test to add records to the specified Google Sheet.
When the "Test Successful" result is displayed, confirm that the record has been added to the specified Google Sheet as specified, and click "Save".
※ Added records on Google Sheets
Return to the flow screen, and if "All settings are complete!" is displayed, the flow setup is complete.
If you want to operate the flow immediately, click "Turn Trigger ON".
If you want to operate it later, you can turn the trigger ON by clicking the trigger switch on the flow screen.
Based on this flow bot, you can automate various other tasks!
Please try the convenient features of Yoom.
This article introduced a flow to reflect Asana data in Google Sheets, but if you want to take action in Asana starting from Google Sheets, please use the following template.
While linking from Asana to Google Sheets is useful for progress management and information organization, automating task registration from Google Sheets to Asana is effective when you want to flexibly expand the starting point of tasks.
You can create tasks directly in Asana from information aggregated in Google Sheets, such as customer lists, inquiry lists, and form response data.
This flow is useful when you want to extract only the necessary tasks from a large amount of data and manage them as tasks.
For example, you can automatically pick up only the rows where the response status is "Unaddressed" or "Pending" and assign them as tasks to the team in Asana, allowing you to incorporate them into your work while preventing any oversight.
By leveraging the APIs of Asana and Google Sheets, various automations can be achieved!
How about the following automations?
By integrating Asana with other apps, you can automatically connect everything from information retrieval to task creation, notifications, and sharing. Based on the tasks managed in Asana, notifications and registrations to other tools can also be automated, allowing you to build a flexible business process while preventing information silos.
By integrating Google Sheets with various apps, a wide range of processes such as sending emails, creating schedules, AI-based summarization, and setting up meetings can be automated. Regularly syncing information from external services to Google Sheets allows for smooth centralized data management and visualization. This reduces daily hassle and enhances work efficiency.
By integrating Asana with Google Sheets, you may be able to manage and create tasks more quickly.
Compared to doing it manually, it becomes more efficient, making it easier to manage tasks that should be shared with the team, potentially leading to increased productivity!
Additionally, Yoom offers many templates besides the automation introduced this time! If you can easily integrate the apps you use regularly, a stress-free workflow might be achievable…!
Furthermore, it's a great point that no specialized knowledge is required, allowing even beginners to set it up smoothly!
Take this opportunity to reduce your workload and create a comfortable working environment by registering with Yoom now and implementing automation!
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