Have you ever experienced "missing an important task" or "the deadline passed without noticing"? Some of you might be taking various measures to mitigate such risks. This article introduces how to "notify overdue tasks in Asana to Slack" by integrating Asana and Slack. Furthermore, by utilizing Yoom, you can create app integrations and flow bots without any coding. We will explain the setup procedure in detail, along with actual Yoom screens. Please take a look.
Recommended for
Those who feel challenged in managing task follow-ups and understanding progress in project management
Those who want to smoothly share task progress and follow up within the team
Those looking for ways to quickly share task status in a remote work environment
Those who want to improve project efficiency by utilizing IT tool integrations
Those using Asana and Slack who want to integrate each app to improve work efficiency
For those who want to try it right away
In this article, we will introduce how to integrate using the no-code tool "Yoom". No complicated settings or operations are required, so even non-engineers can easily achieve this. You can get started right away with the template below, so please give it a try!
How to Create an Integration Flow between Asana and Slack
Next, let's proceed with the flow bot settings for "notifying overdue tasks in Asana to Slack". If you haven't issued a Yoom account yet, please do so here.
Step 1: Connect Asana and Slack to My Apps
Let's connect Yoom with the apps. By doing this, you will be able to create a flow bot.
1. Register Asana to My Apps
First, connect from Asana. After logging into Yoom's workspace, select My Apps in the top left and click "+ Add".
Select Asana from the app list screen.
Enter your email address. Please enter your password.
This completes the registration of Asana to My Apps.
2. Register Slack to My Apps
Next, let's connect Slack.
Follow the same steps as before, select My Apps, and click "+ Add". Select Slack from the app list screen.
Enter the Slack URL of your workspace and click "Continue".
Scroll through the screen requesting permission for Yoom to access the workspace. Select the channel you want to post to and click "Allow".
This completes the registration of Slack.
Next, click the banner below to copy the template!
Click to proceed to Yoom's template site. Please click "Try it".
Then, when it shows that a copy of the template has been made, click "OK".
Step 2: Set the Schedule Trigger
Next, let's set up the Flowbot. Please click "At 9 AM every day".
1. Specify Execution Time
・Check the days of the week you want to be notified. ・Enter the time you want to start the Flowbot. ・Once entered, save it.
Step 3: Set Asana Action
Next, click "Get a list of tasks overdue in a specific section" to proceed with the setup.
1. Select Linked Account and Action
・The title can be changed. ・Check the account information linked with Asana. ・Select the action "Get a list of tasks overdue in a specific section". ・Once set, click "Next".
2. API Connection Settings
・Select the Workspace ID from the options. ・Set the Project ID and Section ID. ・Enter the due date from the date field as shown in the attached image. ・Once set, run the test.
・If the test is successful and the output is obtained, save it.
Step 3: Set Slack Action
Next, click "Send a message to the channel" to complete the setup!
1. Select Linked Account and Action
・The title can be changed. ・Check the account information linked with Slack. ・Select the action "Send a message to the channel". ・Once entered, click "Next".
2. API Connection Settings
・Select the channel ID to post from the options. →The Yoom app must be added to the destination channel. For more details, please check here. ・For the message, select from Asana's output as shown in the attached image, and enter the message. →You can also add a mention by writing <@memberID>. Please check here. ・Once set, click test, and if the message is sent to Slack, save it.
When you click save, a message will appear indicating that the setup is complete, so click "Turn on Trigger".
In addition to the flows introduced here, you can use the APIs of Asana and Slack to automate various tasks. All of them can be used with simple settings, so if you find any that interest you, please give them a try!
Other automation examples using Asana and Slack
You can notify Slack when a task is added to a specific section in Asana, or add a task to Asana and notify when sales negotiation information is registered. You can also create a project in Asana based on the content of a Slack post.
Examples of automation using Asana
Update information when a task is updated in Asana
This is a flow bot that updates information in a database tool when a task is updated in Asana. This reduces the need to switch between tools, which reduces the workload.
This is a flow bot that syncs Asana task information to a spreadsheet, allowing you to manage Asana tasks on the spreadsheet. When a task is added or updated in Asana, the information is automatically synced to the spreadsheet.
■Overview Are you manually reflecting the progress of tasks managed in Asana into project information managed separately in Notion? This double entry is not only time-consuming, but also tends to cause missed updates and transcription errors. By using this workflow, when a task is updated in Asana, the related Notion database information is automatically updated, eliminating these issues and enabling your team to share the latest information at all times.
■Recommended for ・People who use Asana and Notion together to manage project and task progress ・Those who want to prevent missed updates and input errors caused by manual data entry ・Managers who want to streamline information sharing within the team and improve the efficiency of project management
■Notes ・Please connect Yoom with both Asana and Notion. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview "Notify Microsoft Teams when a new task is created in Asana" is a workflow that seamlessly integrates task management and team communication. It instantly notifies Microsoft Teams of task additions in Asana, facilitating smooth information sharing among the team. This prevents overlooking tasks and delays in information transmission, ensuring smooth project progress.
■Recommended for - Project managers who use Asana for task management - Team leaders who want to strengthen team communication with Microsoft Teams - IT personnel looking to streamline integration between multiple SaaS applications and automate tasks - Companies aiming to improve team productivity through timely sharing of task notifications
■Notes - Please integrate Asana and Microsoft Teams with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please note. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to the general business plan.
■Overview The "Notify via Gmail when a new task is created in Asana" flow leverages the integration between Asana and Gmail to streamline task management. It helps prevent task oversight and delays in information sharing, ensuring smooth project progress.
■Recommended for ・Those using Asana for project management and looking to streamline task notifications ・Team leaders who use Gmail daily and want to integrate task management with email notifications ・Project managers who want to share information smoothly with stakeholders when a new task is created ・Business professionals who spend time on manual email notifications and want to improve work efficiency through automation ・IT personnel in companies who want to enhance communication transparency through Asana and Gmail integration
■Notes ・Please integrate both Asana and Gmail with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■ Summary The 'Flow to automatically register emails with specific Gmail labels as Asana projects' is a workflow that facilitates smooth transitions from emails to project management. When emails with specific Gmail labels are received, their contents are automatically reflected as projects in Asana.
■ Recommended for - Those who want to automatically reflect information from emails received in Gmail into Asana for management - Business people who want to save the effort of manually entering email content into Asana and make effective use of their time - IT personnel who wish to automate project creation from emails and simplify business processes
■ Notes - Please link Yoom with both Gmail and Asana. - You can select trigger activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval may vary depending on the plan.
■ Summary The workflow 'Create a project in Asana based on the content of a Slack post' helps in project management. Projects can be created in Asana with only chat operations, improving work efficiency.
■ Recommended for those who ・Want to perform effective project management using Slack and Asana ・Want to quickly share task details and track project progress ・Are looking for a mechanism where all team members can quickly check task details ・Use Slack as a communication tool daily ・Want to manage projects on Asana while properly tracking task progress on Slack
■ Notes ・Please link each of Slack and Asana with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval depends on the plan.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
■Overview The workflow 'Notify Slack when a task is updated in Wrike' is an automation to facilitate project management and team communication. By leveraging Yoom to integrate Wrike and Slack, task progress or changes are automatically notified in Slack, ensuring smooth information sharing. This integration makes it easier for the entire team to grasp the latest situation, resulting in efficient business execution.
■Recommended for - Project managers who use Wrike and Slack daily and want to streamline information sharing - Team leaders who want to quickly communicate task updates to their team - Business owners who want to automate tasks without spending time on manual notifications - Companies that value rapid communication and wish to enhance business transparency
■Attention - Please integrate Yoom with both Wrike and Slack. - You can select launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger. - Please note that the shortest launch interval varies depending on the plan. - Branching is a function (operation) available on plans higher than the Mini Plan. In the Free Plan, operations set for flowbots will result in errors. - Paid plans like the Mini Plan offer a 2-week free trial. You can use restricted apps and functions (operations) during the free trial.
■Overview This flow categorizes the importance with AI when an email is received in Gmail and notifies Slack. With Yoom, you can integrate apps without programming, making it easy to implement this flow.
■Recommended for ・People who receive many emails via Gmail ・Those who determine importance based on content received in Gmail and proceed with their daily work ・Those who want to efficiently identify high-importance content
■Notes ・Please connect both Gmail and Slack with Yoom. ・"Switch Destination" is a feature (operation) available on the Mini plan or higher. On the Free plan, operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. ・The trigger interval can be selected from 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please note.
■Overview The workflow 'When you receive an email in Outlook, categorize its importance using AI and notify Slack' is a business workflow to streamline email management and quickly share important information.
■Recommended for - Business persons who primarily use Outlook and spend significant time on email management - Leaders or managers who want to quickly share important information within the team - IT personnel who want to automate email importance assessment to improve work efficiency
■Notes - Please connect both Outlook and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general corporate plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - 'Switching destinations' is a feature (operation) available in Mini Plan or higher. If you are on a Free Plan, operations set in the flow bot will result in an error, so please be careful. - Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). - Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - The minimum trigger interval varies depending on the plan, so please pay attention.
Benefits and Examples of Integrating Asana and Slack
Benefit 1: Reduce Task Overlook
By integrating Asana and Slack, you can automatically notify overdue tasks, which is expected to prevent task overlook. For example, suppose a sales representative forgot a task to create a contract. By receiving notifications of overdue tasks in the chat tool you always use, you can respond at a timing with a lower risk of loss. Furthermore, managers and other administrators can check task progress on Slack, reducing the effort of follow-up. The entire team can easily check task status and take immediate action, leading to improved work efficiency.
Benefit 2: Easily Reconfirm Task Priorities
You can check overdue tasks on the Slack you always use, allowing you to schedule while confirming priorities. For example, suppose you are progressing multiple projects and have many tasks to handle. You can prioritize overdue tasks that were buried among other tasks. This is expected to prevent overlooking important tasks and smoothly proceed with daily work.
Benefit 3: Prevent Project Delays
Overdue tasks pose a risk of delaying project progress. Especially for important tasks, it may hinder project operations. For example, suppose the new graduate recruitment team forgot to notify the next interview schedule. If you can confirm task overlook early, you can take immediate measures, which is expected to ensure smooth business progress. This allows for stable project progress and improved work productivity.
We introduced three benefits of integrating Asana and Slack. Next, we will explain about Yoom.
Summary
By linking Asana and Slack, you can prevent missed tasks, prioritize work, and proceed efficiently. It also reduces the risk of project delays due to missed tasks. Even if a task is overdue, you can respond quickly, so losses due to overdue deadlines may be minimized.
In addition, by using Yoom, you can link apps and create flow bots even if you don't have programming knowledge. Even beginners can easily automate clerical work, so I think you can try it out without hesitation.
Why not take this opportunity to use Yoom to integrate Asana and Slack to streamline your task management?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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I'm fascinated by Yoom's revolutionary service of “automating office work.”
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