"Even if I add a new task in Asana, the team doesn't notice..." "Creating detailed tasks is a bit of a hassle..." Have you ever felt this way?
Especially in projects involving multiple people, detailed task assignments and management are essential. However, tasks can be overlooked or forgotten. When such situations frequently occur, you might wonder, "Why are we even creating tasks in Asana...!"
In this article, we will introduce how to integrate Asana and Slack to promote smooth communication and task management within project teams! Task management tools like Asana and communication platforms like Slack, which facilitate quick team interactions, are a perfect match.
Therefore, integrating them might streamline task management and creation. We provide a detailed explanation with images, so please give it a try!
For those who want to try it quickly
By using Yoom, you can easily integrate Asana and Slack without any coding. Yoom offers pre-made templates for integrating Asana and Slack, allowing you to achieve integration immediately just by signing up, even without API knowledge.
When a new task is added to an Asana project, send a message to Slack.
By integrating the APIs of Asana and Slack, you can automatically sync Asana data with Slack! For example, you can automatically perform data synchronization like the following without human intervention.
Send a Message to Slack When a New Task is Added to an Asana Project
This is recommended for project managers who manage team members' tasks in Asana and for those who use Slack as a daily communication tool within the company.
When a new task is added to an Asana project, send a message to Slack.
This is recommended for project leaders managing multiple tasks in Asana and for members who do not want to miss notifications after task completion.
Notify Slack of Tasks Due Today in Asana
This flow is recommended for project management teams who use Asana for task management and want to smoothly check tasks that should be completed today, as well as for team leaders looking to enhance work efficiency by automating business processes.
Notify Slack about tasks in Asana that are due today.
Now, let's create a flow that integrates Asana and Slack!
We'll be using Yoom to proceed with the integration of Asana and Slack without any coding. If you don't have a Yoom account yet, please create one from the Yoom registration form.
[What is Yoom]
This time, we will create a flow bot that sends a message to Slack whenever a new task is added to an Asana project!
The creation process is broadly divided into the following steps:
Integrate Asana and Slack with My Apps
Copy the template
Set the trigger in Asana and the action in Slack
Set the trigger to ON and complete the preparation for flow operation
When a new task is added to an Asana project, send a message to Slack.
Read the following screen display and click "OK". If changes are necessary, you can click on the relevant section to make modifications.
Step 3: Setting Asana Triggers and Slack Actions
In this step, you will configure settings to detect when a new task is added to a specific project in Asana using Yoom's API and send a notification to Slack.
1. Click on the red box labeled "When a new task is added to a specific project".
2. Confirm that you are using the correct account for integration and click "Next".
3. Enter the information in the red box in the image below.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest activation interval varies depending on the plan.
Project IDs and other information can be selected by clicking the box.
After completing the input, click "Test". Clicking "Test" will allow you to verify the information retrieved from the integrated Asana.
If the test is successful as shown below, click "Save".
4. Next, proceed with the settings to send notifications to Slack.
Click on the red box labeled "Send message to channel".
5. The following screen will be displayed. Set up the Slack information where you want to receive notifications and configure the message.
When you click on the input field as shown in the screen below, retrieved value will be displayed. Retrieved value allows you to easily input information obtained from the integrated Asana. Enter a message to make it easy to confirm that a task has been created in Asana on Slack.
Click "Test" to verify if the message can actually be sent to Slack.
Once you confirm the test is successful, click "Save".
Step 4: Turn ON the Trigger
Finally, the following screen will be displayed, so turn ON the trigger. The flow bot will start automatically.
If You Want to Integrate Slack Data into Asana
We have introduced a method to integrate data from Asana to Slack, but if you want to integrate data from Slack to Asana, please also use the template below.
Add Content Posted on Slack as a Task in Asana
This is recommended if you want to add issues arising from interactions on Slack as tasks in Asana. Since there is no need to switch between individual apps, task creation can be done efficiently!
This is a flow for creating a project, not a task. Once you can smoothly create projects from Slack, it will become clear where to add tasks according to the project, reducing confusion about where to create them.
Create a project in Asana based on the content of a Slack post.
■ 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.
Other Automation Examples Using Asana and Slack APIs
By leveraging the APIs of Asana and Slack, various automations can be achieved! How about the following automations?
Automation Examples Using Asana
Asana, which allows for task management, can facilitate the automatic addition of tasks and automatically notify when a task is added. Additionally, integration with CRM tools and database tools may make detailed task management easier.
Automatically register emails with specific Gmail labels as tasks in Asana.
■Overview The "Automatically register emails with a specific Gmail label as tasks in Asana" flow is a business workflow that seamlessly integrates email management with task management.
■Recommended for ・Asana users who want to efficiently manage tasks with emails received in Gmail ・Business people spending time manually transcribing emails into tasks ・Project managers who want to unify task management within their team and facilitate information sharing ・IT personnel who wish to automate business workflows using Yoom ・Business operators who want to enhance the linkage between emails and tasks to optimize business processes
■Notes ・Please connect both Gmail and Asana with Yoom. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware.
■Overview The flow "Automatically register new Salesforce opportunity information as a project in Asana" is a business workflow to streamline sales activities.
■Who we recommend this template for ・Sales representatives who want to streamline the sales process by integrating Salesforce and Asana ・Business staff who want to reduce the hassle of duplicate data entry or manual registration of opportunity information
■Notes ・Please integrate each of Salesforce and Asana with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations and data connections of the set Flowbot will result in errors, so please be careful. ・Paid plans such as Team Plan or Success Plan allow a 2-week free trial. You can use restricted apps during the free trial. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The flow "When a message is posted on Microsoft Teams, complete the task in Asana" is a business workflow that integrates Teams and Asana. When a message is posted within Microsoft Teams, the related task in Asana is automatically updated to a completed state. By utilizing this flow, you can expect improved efficiency and consistency in your operations.
■Recommended for ・Project managers who use Microsoft Teams and Asana on a daily basis ・Business personnel who want to link team communication and task management ・Executives who want to build an efficient workflow without spending time on manual task updates ・IT personnel who want to introduce automation in business processes and improve team productivity
■Notes ・Please link Yoom with both Microsoft Teams and Asana. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Summary When you manage tasks in Asana and copy their contents to Google Sheets to create progress tracking sheets, do you find manual double entry cumbersome? Manual transcription can also cause input errors and missed updates. By using this workflow, when a new task is added to Asana, information is automatically added to the specified Google Sheet, improving the efficiency of task management.
■Recommended for ・Those who manage tasks using both Asana and Google Sheets ・Project managers who find double entry and transcription of task information burdensome ・Those who want to eliminate manual input errors and missed updates to improve data accuracy
■Notes ・Please connect Yoom with both Asana and Google Sheets. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest available interval varies by plan.
You can freely integrate various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot to start when a message is sent to Slack.
Automatically add form contents to a Microsoft Excel spreadsheet and notify on Slack.
■Overview This is a flow that automatically adds form contents to a Microsoft Excel summary table and notifies on Slack. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Companies using Microsoft Excel as an internal tool ・Those who use Microsoft Excel for data aggregation but find it difficult to reflect in real-time
2. Companies using Slack as a communication tool ・Those who want to quickly share form information on Slack ・Those who want to streamline information sharing
■Notes ・Please connect both Microsoft Excel and Slack with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Slack when audio data is stored in OneDrive" workflow automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly recognize the addition of audio files, enabling prompt response and sharing. ■Recommended for - Teams that use OneDrive and Slack regularly and want to facilitate smooth information sharing - Business personnel who manage a lot of audio data and spend time on notification tasks - Companies that want to automate and streamline existing business processes using Yoom - Managers who want to facilitate communication between teams in a remote work environment - IT support personnel who find manual notification tasks cumbersome
■Notes - It is necessary to integrate with both OneDrive and Slack through Yoom. - Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. - The AI operation for transcribing audio is only available in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). - The maximum downloadable file size is 300MB. Depending on the app's specifications, it may be less than 300MB, so please be careful. - For details on the file size that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/ja/articles/9413924
■Overview The "Share on Slack when HubSpot deal stage is changed" flow is a business workflow that streamlines communication for sales teams. When a deal stage is updated in HubSpot, a notification is automatically sent to Slack. This allows the entire team to understand the progress of deals in real-time and enables quick responses.
■Recommended for - Sales representatives managing deals using HubSpot - Team leaders who want to share information in real-time on Slack - Business owners looking to improve sales efficiency through deal progress visualization - IT personnel who want to automate operations by integrating multiple SaaS applications
■Notes - Please integrate Yoom with both HubSpot and Slack. - 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 be aware. - Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
By integrating Asana data with Slack, you will find it easier to notice when new tasks are added, and conversely, you can create tasks and projects in Asana from Slack. This integration offers benefits in task creation and management.
This increases the likelihood of avoiding overlooked tasks and may make it easier to communicate with Slack members about tasks.
Moreover, the key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integrations become easily possible. It's easy to implement even for beginners in app integration, so register with Yoom now and start implementing automation!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
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