How to integrate Asana with Slack to automatically notify Slack of overdue tasks in Asana

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

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.

What is Yoom?

Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!

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.
First, click the banner below to copy the template!

Click to proceed to Yoom's template site.
Please click "Try this template".

Then, when it shows that a copy of the template has been made, click "OK".

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 New Connection.

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 New Connection.

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.

‍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".

This completes the setup of the Flowbot!

Automation Example Using Asana and Slack

Yoom offers a variety of templates.
This time, we will introduce some of them.

1. This template automatically adds content posted on Slack as a task in Asana.

Manually entering tasks can lead to input errors or omissions.
By using this template, you can reduce administrative work and prevent human errors.
As a result, you may be able to respond to tasks quickly and improve work productivity.

2. This is a template for automatically notifying Slack of tasks with deadlines up to today in Asana.

By automatically notifying your usual chat tool of task deadlines, it may become easier to plan your daily schedule.
Additionally, it can help prevent missing important tasks and improve work efficiency.

3. This is a template for automatically notifying Slack when a task in a specific Asana project is completed.

Notifying Slack of task completion makes it easier for the team to share task information.
Notifications come to the chat tool you always use, making it easier to communicate about tasks.
By making it easier to check the progress of tasks, you will be able to smoothly advance the project.

Summary

By integrating Asana and Slack, it seems possible to prevent task omissions and efficiently prioritize and progress work. Additionally, the risk of project delays due to missed tasks can be reduced. Even if a task deadline is missed, quick responses can minimize losses due to expired deadlines. Furthermore, by utilizing Yoom, app integration and flow bot creation are possible without programming knowledge. Even beginners can easily automate administrative tasks, making it easy to try out.

Why not take this opportunity to use Yoom to integrate Asana and Slack and streamline your task management?