AsanaとDiscordの連携イメージ
How to Integrate Applications

2024/11/19

How to Connect Asana with Discord to Notify Overdue Tasks from Asana in Discord

t.aizawa

In remote work and simultaneous management of multiple projects, isn't schedule delays and overlooking tasks a major challenge?
In such situations, integrating Asana with Discord to notify overdue tasks can be a powerful solution to address these challenges.
By implementing this system, not only can the entire team quickly grasp the progress of tasks, but it also facilitates clear accountability and smooth communication.
This article will detail the benefits and methods of integrating Asana with Discord, including specific examples and images.

Recommended for

・Leaders and members of teams working remotely

・Project managers managing multiple projects concurrently

・Teams prone to frequent schedule delays

Benefits and Examples of Integrating Asana with Discord

Benefit 1: Promoting Communication

By integrating Asana with Discord, overdue tasks registered in Asana are detected and automatically notified to Discord at a specified time. This allows for immediate discussion of causes and solutions when overdue tasks are notified, potentially shortening the time to resolve issues.
For example, if a task delay is due to a lack of resources, members who receive the notification can quickly discuss "who will step in to help" and "which resources should be prioritized." This allows for addressing delays before they affect other projects. Additionally, sharing problems becomes easier, spreading a sense of psychological security within the team that "help is readily available when needed."

Benefit 2: Visualizing Task Progress

When a task becomes overdue in Asana, it is automatically notified to Discord at a specified time, making the situation "visible."
The notification includes the due date, assignee, and task summary, allowing for easy identification of which tasks are delayed. The method of organizing notifications is highly flexible, allowing classification by "due date," "project," or "assignee," clarifying the next actions considering the priority of delays.
For instance, if a notification states that "three tasks scheduled for completion this week are delayed," the team can smoothly decide on the tasks to prioritize.
This system is particularly effective when managing multiple projects concurrently, minimizing task oversight and delays.

Benefit 3: Increasing Utilization of Task Management Tools

Integrating Asana with Discord can enhance the frequency and retention of using task management tools. For teams frequently using Discord, there is less concern about notifications getting lost in daily chats, and it rather becomes a "trigger to focus on task management." This naturally encourages work and task checks within Asana, increasing tool utilization.
This reduces the issue of "forgetting registered tasks," making it easier for all members to participate in the progress confirmation process. Even if tool usage is not yet widespread within the team, incorporating notifications into daily workflows can increase interest in management tools.

[About Yoom]

How to Create an Integration Flow between Asana and Discord

Now, let's create a flow together using a template to "notify overdue tasks in Asana to Discord"!

The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below. For basic operations of Yoom, please refer to "Getting Started with Yoom." Yoom Account Issuance Page Getting Started with Yoom Now, let's get started together! Step 1: Connect Asana and Discord to My Apps (1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection." (2) From the list of new connections in My Apps, click on Asana. (3) The Asana sign-in screen will appear. Enter the email address of your account and click "Continue." (4) Next, enter your password and click "Log In." (4) Next, register Discord. Similarly, click on Discord from the list of new connections in Yoom. (5) Enter your Discord account name and access token, and click "Add." Please configure the acquisition of the access token from the site below. Discord Developer Portal For detailed instructions on how to connect My Apps, please refer to the site below. Discord Bot My App Connection Method Once the connection is complete, Asana and Discord will be registered in Yoom's My Apps. This completes the registration of My Apps. Next, let's set up triggers using templates! Step 2: Setting Up a Schedule Trigger (1) We will use the template introduced earlier. Click "Try It" on the banner below to copy it.

Click on "When it becomes 9 AM every day" in the app trigger.

(2) From the "Specify Execution Time" screen of the schedule trigger, set the schedule.
This time, check the days of the week to be notified from the day of the week specification, and set the time to 9 AM.

Once the input is complete, click "Save" at the bottom.

Step 3: Integrate with Asana to Retrieve Task List

(1) Next, integrate with Asana to retrieve a list of tasks past their due date.
Click on "Retrieve a list of tasks past their due date in a specific section."

(2) From the "Select Integration Account and Action" screen of Asana, check if there are any errors in the account information to integrate with Asana, keep the action as "Retrieve a list of tasks past their due date in a specific section," and click "Next."

(3) From the "API Connection Settings" screen, enter the Workspace ID, Project ID, Section ID, and Due Date.
・Workspace ID: Select from candidates
・Project ID: Select from candidates
・Section ID: Select from candidates
・Due Date: Select from the date

Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 4: Integrate with Discord to Send Messages

(1) Next, integrate with Discord to send messages.
Click on "Send Message."

(2) From the "Select Integration Account and Action" screen of Discord, check if there are any errors in the account information to integrate with Discord(v2), keep the action as "Send Message," and click "Next."

(3) From the "API Connection Settings" screen, check the red line and enter the Channel ID.
The message content you entered will be notified on Discord.

Once the input is complete, click "Test," and if no errors occur, click "Save."
(4) Finally, click "Turn ON Trigger."

This completes the flow bot "Notify Discord of overdue tasks in Asana."

Other Automation Examples Using Asana and Discord

At Yoom, we have many other examples of automation using Asana and Discord, so let us introduce a few.

1. Notify on Discord when a task is registered in Asana

Notifications are automatically sent on Discord, allowing you to keep track of new tasks without the need to constantly check Asana. This reduces the time lag between task creation and notification, facilitating smooth information sharing.

2. Register Information Submitted via Google Forms to Asana

By utilizing this flow, you can automatically register the responses from Google Forms into Asana. This helps reduce the burden of manual work and prevents input errors or omissions. It will be particularly useful for those who collect information using Google Forms.

3. Register the due dates of tasks registered in Asana to Google Calendar

By integrating Asana with Google Calendar, you can expect to reduce the hassle of switching between tools. Additionally, since tasks and events are consolidated in Google Calendar, team members can check the latest schedule.

Additionally, if you want to check out templates using Asana and Discord, please visit the following site.

List of Flowbot Templates Using Asana

List of Flowbot Templates Using Discord

Summary

The integration of Asana and Discord seems to be a convenient system to streamline task management and enhance the productivity of the entire team! By notifying overdue tasks on Discord, it will enable immediate information sharing, visualization of progress, clarification of responsibilities, increased tool usage, and smooth communication. This is particularly expected to prevent tasks from being overlooked in remote work or busy project environments. By adopting this system, you can reduce task delays and build a foundation for achieving goals as a team.
Please consider implementing this integration.

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
Asana
Discord
Automation
Integration
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