When manually transcribing tasks, there is a possibility of input errors or omissions.
While it is common to use several tools for project management, wouldn't it be great if task transcription could be automated?
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 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
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve this. You can start immediately with the template below, so please give it a try!
When a row is added in Google Sheets, add a task in Asana.
How to Create a Workflow Linking Google Sheets and Asana
So far, we have introduced the benefits of linking Google Sheets with Asana. Let's quickly connect the apps we'll use this time with Yoom! After completing the registration of My Apps, we will create a flowbot that "When a row is added in Google Sheets, add a task in Asana."
This time, the process is as follows. Let's set it up together!
Link Google Sheets and Asana with My Apps.
Copy the template.
Set the trigger for the Google Sheets that is the starting point of the flow and configure the subsequent Asana operations.
Turn on the trigger button and verify the operation of the Google Sheets and Asana integration flow.
Step 1: My Apps Integration
Integrating My Apps first will make the subsequent settings proceed smoothly. First, let's link your Google Sheets with Yoom. Select My Apps → Add 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 see 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 linked to My Apps, you're all set.
Step 2: Set Triggers and Actions
We will proceed using this template.
When a row is added in Google Sheets, add a task in Asana.
Open the template page and click on '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 on My Projects on the left to see the copied template. Click the ellipsis (...) on the right and select Edit.
Things to Prepare
・A sheet where you can enter task information. Refer to the image for the headers. (You will fill this 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 headers.
Column with unique values ※ Be sure to select a column where values do not duplicate!
Move to the sheet where the tasks are listed. Leave the Task ID in column G blank as it will be used later. Fill in the other fields.
Return to Flowbot and test it. If the information you want to add to Asana is reflected in the output, save it.
Next, click on "Add Task". Please confirm the account information to be linked here as well.
Proceed to the next step and configure the fields. Select the title from the retrieved value as follows.
Select other fields from the retrieved value.
Set the remaining fields as desired.
Test this as well, and if the added task ID from Asana is obtained in the retrieved data, save it.
Next, click on "Operate Database". Integrate with the database.
Set the conditions for the record you want to update as shown in the image.
Since you want to update the task ID obtained earlier, select the retrieved value as follows.
Test it, and if successful, save it. 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.
Here is the Flowbot used this time ↓
When a row is added in Google Sheets, add a task in Asana.
Other Automation Examples Using Google Sheets and Asana
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Asana. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Other Automation Examples with Google Sheets and Asana
You can regularly check Google Sheets and create tasks in Asana from rows that meet specific conditions, or add them when new tasks are added to Asana. Furthermore, by using Yoom's schedule trigger, you can introduce a flow that retrieves tasks and adds data when a specified schedule is reached.
Regularly check Google Sheets and create tasks in Asana from rows that meet specific conditions.
■ Overview The 'Periodically check Google Sheets and create tasks in Asana from rows with specific conditions' workflow is a business workflow that seamlessly integrates data management and task management. Manually entering the data accumulated daily in Google Sheets into Asana is time-consuming and prone to errors. With this workflow, it is possible to automatically detect rows that meet specific conditions and register them as tasks in Asana. This allows for effective data utilization and efficient task management.
■ Recommended for: - Team leaders who frequently use Google Sheets and Asana - Project managers looking to reduce the workload caused by manual data transfer - Business owners who want to further automate task management in Asana and improve operation efficiency - Personnel seeking to standardize the process of regular data checks and task creation
■ Notes - Please link both Google Sheets and Asana with Yoom. - The 'Repeat the same operation' function is only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the set flowbots and data connections will result in errors, so please be cautious. - Paid plans like Team Plan and Success Plan offer a 2-week free trial, allowing access to restricted apps and features (operations) during the trial period.
■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.
This flow retrieves tasks from Asana and adds them to Google Spreadsheet on a specified schedule.
■Notice ・Please connect Asana and Google Spreadsheet to Yoom. ・Operations between 'Repeat the same process' are only available in the Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connect set in the Flowbot will result in an error, so please be careful. ・Branches are functions (operations) available in plans above the Mini Plan. In the case of the Free Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as Mini Plan, Team Plan, and Success Plan can be trialed for free for two weeks. During the free trial period, you can use restricted apps and functions (operations).
This is a flowbot that automatically adds a card to Trello when a task is added to Asana. Please use it when synchronizing information between Asana and Trello.
■Overview The 'Record completion history in Notion when an Asana task is completed' workflow is an ideal automation process for those aiming to streamline project management. When a task is completed in Asana, its history is automatically recorded in Notion, eliminating the need for manual data entry and management. This increases transparency in work and boosts the productivity of the entire team.
■Recommended for - Team leaders managing projects using both Asana and Notion - Business owners looking to automate history management of completed tasks, streamline work processes with Asana-Notion integration - Those wanting to centrally manage project progress and smoothly share information
■Notes - Please integrate Yoom with both Asana and Notion.
■Overview The 'Reflect the completion status of Asana tasks in Salesforce' workflow seamlessly connects project management and sales activity management in a business workflow.
■Recommended for ・Sales representatives managing projects with Asana ・Those who want to streamline task management by integrating Asana and Salesforce ・Managers who want to centralize task status and quickly understand progress ・IT personnel in companies that want to reduce data entry burden and automate business processes ・Executives who want to enhance the transparency of sales activities by leveraging Asana and Salesforce
■Note ・Please link each of Asana and Salesforce with Yoom. ・Salesforce is an app available only on Team and Success Plans. If you are on the Free Plan or Mini Plan, the operations and data connections of configured flow bot will encounter errors, so please be careful. ・Paid plans like Team and Success Plans offer a 2-week free trial. During the free trial, you can use apps that are usually restricted. ・Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
By automatically sending notifications, you can quickly grasp update information, allowing you to proceed with tasks while ensuring information transparency.
Notify Microsoft Teams when a row is updated in Google Sheets.
■Overview The 'When a row is added in Google Sheets, create an Airtable record' flow is a business workflow that streamlines daily data management tasks. For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable. This integration reduces the effort and errors of manual data entry and enables accurate information sharing. As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for ・Teams or individuals who regularly use Google Sheets and Airtable ・Business professionals who want to reduce data entry effort and improve work efficiency ・Administrators who want to prevent human errors associated with manual data integration ・Those who want to centrally manage information across multiple tools and automate business processes ・Those interested in leveraging Yoom to automate business workflows ■Notes ・Please connect both Google Sheets and Airtable with Yoom. ・For the trigger, you can choose a polling interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum polling interval varies by plan.
■Overview Are you manually re-entering customer lists managed in Google Sheets into Salesforce each time? This kind of routine data entry not only takes time, but also leads to human errors such as copy-and-paste mistakes and missing entries. By leveraging this workflow, simply adding a row to Google Sheets will automatically add a record to Salesforce, helping you smoothly resolve data entry challenges.
■Recommended for ・Sales representatives who feel burdened by transferring data between Google Sheets and Salesforce ・Those who want to eliminate manual entry errors and improve consistency and accuracy of customer data ・Those who want to streamline data registration to Salesforce and focus on more core tasks
■Notes ・Please connect Yoom with both Salesforce and Google Sheets. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, operations and Data Connect for configured flowbots will result in errors. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are otherwise restricted.
By automating the task of transferring information, you might be able to eliminate input errors. Especially when managing multiple data sets while creating tasks, repeating manual input can lead to the risk of missing important information or registering incorrect data. If you implement this integration, the data entered in Google Sheets will be accurately reflected in Asana, potentially reducing manual input tasks. For example, when manually transferring task information from Google Sheets to Asana, there is a higher risk of assigning the wrong person or missing deadlines, but using this automation can help prevent such mistakes.
Benefit 2: Centralized Management through App Integration
Google Sheets excels at collecting and organizing information, while Asana is a suitable tool 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 instance, it's common to list requirements or specifications using Google Sheets and manage progress with another tool, but this can easily lead to missed updates. With this integration, data entered in Google Sheets is automatically added as tasks in Asana, allowing each member to check the latest information using a single tool.
Benefit 3: Reducing the Burden of Routine Tasks
By implementing this integration, you can automatically register tasks in Asana starting from entries in Google Sheets, potentially reducing the effort of repetitive tasks and improving accuracy. For example, by entering candidate names and interview schedules in Google Sheets, you can establish an operation where interview schedule tasks are automatically generated in Asana. This eliminates the need for manual input and verification tasks, not only reducing errors but also potentially increasing the time available to focus on important tasks. As a result, daily task management can be streamlined, potentially enhancing the productivity of the entire department.
Conclusion
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, you can potentially achieve work efficiency and reduce manual tasks!
By utilizing the no-code tool Yoom, you can easily implement automation without technical knowledge. If you aim to improve the productivity of the entire team, consider exploring automation with Yoom during this opportunity.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
.avif)
.avif)
