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2024/11/26

How to integrate Google Sheets with Asana to add a task in Asana when a row is added in Google Sheets

m.i

It is common to use several tools for project management, but wouldn't it be great if task transcription could be automated? When tasks are transcribed manually, there is a possibility of input errors or omissions. In this article, we will explain in detail how to automatically create tasks in Asana when a record is added to Google Sheets using the no-code tool Yoom. Let's reduce the burden of manual work and speed up operations. Recommended for: - Those who use Google Sheets and Asana but find information coordination cumbersome - Those who manage data with Google Sheets and manage tasks with Asana - Project managers considering efficiency improvements and reducing the burden of routine tasks - Those who want to enhance real-time information sharing in a remote work environment - Administrators or personnel aiming to reduce manual work and improve business processes Benefits and examples of integrating Google Sheets and Asana: Benefit 1: Prevention of input errors By automating the transcription of information, input errors can be prevented. Especially when creating tasks while managing multiple data, repeating manual input increases the risk of missing important information or registering incorrect data. By introducing this integration, the data entered in Google Sheets is accurately reflected in Asana, reducing manual input work. For example, if the sales team manually transcribes task information from Google Sheets to Asana, there is a higher risk of assigning the wrong person or missing deadlines. However, using this automation can prevent such mistakes. Additionally, it might lead to an environment that streamlines management tasks while maintaining data accuracy. Benefit 2: Centralized management through app integration Google Sheets excels in collecting and organizing information, while Asana is suitable for visualizing and managing task progress. By integrating these two, you can leverage their strengths while eliminating the hassle of switching between multiple tools. For example, in product development teams, it is common to list requirements and specifications using Google Sheets and manage progress with another tool, but this can easily lead to update omissions. By using this integration, data entered in Google Sheets is automatically added as tasks in Asana, allowing each member to check the latest information with a single tool. Benefit 3: Reducing the burden of routine tasks By introducing this integration, tasks can be automatically registered in Asana starting from input in Google Sheets, reducing the effort of repetitive work and improving accuracy. For example, in recruitment activities, entering candidate names and interview schedules in Google Sheets automatically generates interview schedule tasks in Asana, which can be checked by interviewers and the recruitment team. Automation eliminates the need for manual input and verification work, reducing errors and potentially increasing time to focus on important tasks. As a result, daily task management is streamlined, and productivity improvements across the department can be expected. [What is Yoom] How to create an integration flow between Google Sheets and Asana: So far, we have introduced the benefits of integrating Google Sheets and Asana. Let's quickly connect the apps we will use this time with Yoom! After completing the registration of My Apps, we will create a flowbot that "adds a task to Asana when a row is added in Google Sheets."

This time, we will follow the process below.
Let's set it up together!

  • Integrate Google Sheets with Asana using My Apps.
  • Copy the template.
  • Set up the trigger in the Google Sheets that initiates the flow, and configure the subsequent operations in Asana.
  • Turn on the trigger button and verify the operation of the integration flow between Google Sheets and Asana.

Step 1: My Apps Integration

Integrating My Apps first will make the subsequent settings proceed smoothly.
First, let's integrate your Google Sheets with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.

Search for Google Sheets and log in with your Google account.
As you proceed with the login, you will reach this screen, so click Continue if there are no issues.

Next, search for Asana.
When the following screen appears, log in using your preferred method.

If Google Sheets and Asana are integrated into My Apps, you're all set.

Step 2: Set Triggers and Actions

We will proceed using this template.

Open the template page and click 'Try this template'.
If you are using Yoom, please log in. If you are new, please register.
Proceed, and the template will be automatically copied to your workspace.
Change the template name if necessary.
Click 'My Projects' on the left to see the copied template.
Click the ellipsis (...) on the right and select 'Edit'.

Things to Prepare

・A Google Spreadsheet where you can enter task information.
Refer to the image for the header.
(This will be filled in during testing later.)

・An Asana project where you can transfer task information

Now, let's set up the app trigger.
Select "When a row is added".
Change the title if necessary.
After confirming the account information to be linked, proceed to the next step.

  • Trigger Interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
    ※ The selection of intervals varies depending on the plan.

Set the table range to include everything, including the header.

  • Column with Unique Values
    ※ Be sure to select a column where values do not duplicate!

Move to the Google Spreadsheet where the tasks are listed.
The task ID in column G will be used later, so leave it blank.
Enter the other items.

Return to Flowbot and test.
If the information you want to add to Asana is reflected in the output, save it.

Next, click "Add Task".
Please also confirm the account information to be linked.
Proceed to the next step and set the items.
Select the title from the output as follows.

Select other items from the output.

Set the remaining items as desired.

Test this as well, and if you can get the added task ID from Asana in the output, save it.

Next, click "Update Record".
Link the database.

Set the conditions for the record you want to update as shown in the image.

Select the output as follows to update the task ID obtained earlier.

Test and save if successful.
Check on the Asana side.

Thank you for your hard work.
Even someone like me, who is not familiar with programming, was able to proceed easily.

The Flowbot used this time is here ↓

Other Automation Examples Using Google Sheets and Asana

1.Update Asana tasks when a row is updated in Google Sheets flow.

This is an updated version of the flow.
By using this, you can automate everything from adding to updating tasks.

2.This is a flow to synchronize Asana task information with Google Sheets.

It searches for tasks registered in Google Sheets and adds new ones if they don't exist, or updates them if they do.
This saves you the hassle of manual work.

3.This is a flow to add a ticket created in Zendesk to Google Sheets.

This flow adds Zendesk ticket information to Google Sheets.
It is recommended for those who analyze inquiries using Google Sheets.

Summary

This time, we introduced the flowbot "Add a task to Asana when a row is added in Google Sheets".
By integrating Google Sheets with Asana, it seems possible to improve work efficiency and reduce manual tasks.
Especially by utilizing the no-code tool Yoom, it is easy to implement automation without technical knowledge.
As a result, the productivity of the entire team will improve, and an environment where you can focus on more important tasks will be established.

Please consider using Yoom for automation on this occasion.

The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
Google Sheets
Asana
Automatic
Task Management
Related Apps
App integration
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