How to Optimize Project Management by Integrating Asana and Notion

Step 2: Set the Trigger

Click "+Create", then select "Create from Scratch".

From the list of apps, select Asana.
The screen will switch, and you will need to verify that the account information linked with Asana is correct.
If the account information is not displayed, click "+ Add Linked Account" to register.
For the trigger action, select "When a new task is added to a specific project".
Once you have set this up, click "Next".

On the next screen, set up the "App Trigger API Connection Settings".
Select 5 minutes for the trigger activation time.
*Note: 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.
The Workspace ID and Project ID will be displayed as options in a dropdown menu based on the information from the registered Asana app, so please select the desired ID for each.

This is the entire "App Trigger API Connection Settings" screen.
Once the settings in the red frame are complete, click "Test" and if no errors occur, click "Save".

Step 3: Integrate with Notion

The screen will switch to the following, so click the "+" displayed under the app trigger.

Search for "Notion".

Select "Notion" from the list of apps.
The screen will switch to the app integration, so verify that the account information is correct.
If the account information is not displayed, click "+ Add Linked Account" to register.
For the trigger action, select "Add Record".
The Database ID for the database integration will be displayed as an option in a dropdown menu based on the information from the registered Notion app, so please select the desired ID.
Once you have set this up, click "Next".

On the next screen, set up the "Database Operation Details".
Select the value for the record to be added.
This time, set "Task Name" from the output as the task name.

This is the entire "Database Operation Details" screen.
Once the settings in the red frame are complete, click "Test" and if no errors occur, click "Save".

Switch to the flow list screen and change the app trigger to ON.

This completes the flow setup!
When the flow is actually activated, you can confirm that a new task added in Asana is automatically added to Notion as well.

Other Automation Examples Using Asana and Notion

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Asana and Notion.

If you find something that interests you, please give it a try!

Advanced Integration Flow of Asana and Notion

As an advanced example, we introduce a flow bot that automatically updates task information managed in Notion when a task is updated in Asana, called "Update Notion Information When a Task is Updated in Asana"!

Step 1: Set the Trigger

After selecting "When a specific app event is received," choose Asana from the list of apps.
Select "When a task is created or updated in a specific project" as the trigger action.
Once you have set this up, click "Next."

On the next screen, configure the "App Trigger API Connection Settings."
Select 5 minutes for the trigger activation time.
The Workspace ID and Project ID will be displayed as options in a dropdown menu from the Asana information registered in My Apps, so please select the desired IDs.
Once the settings in the red frame are complete, click "Test," and if no errors occur, click "Save."

Step 2: Integrate with Notion

Select "Operate Database" from the operations, then choose "Notion" from the list of apps.
Select "Update Record" as the trigger action.
The Database ID for integration will be displayed as an option in a dropdown menu from the Notion information registered in My Apps, so please select the desired ID.
Once you have set this up, click "Next."

On the next screen, configure the "Database Operation Details."
This time, the condition for the record to be updated is set to "Assignment" and that "Assignee name" set from the output is equal.
Set the output to be updated for the record's value after the update as desired.
Once the settings in the red frame are complete, click "Test," and if no errors occur, click "Save."
The screen will switch to the list of flows, so change the app trigger to ON to complete the flow settings!

Additionally, there are integrations where a task added in Notion is also added to Asana, or when task information in Notion is updated, the information in Asana is updated as well.

Automation Example Using Asana

Notify Chat Tools When a Task is Completed in Asana

Automatically notify Slack, Discord, etc., when a task is completed in Asana.

When a task is added to Asana, add it to other project management apps as well

When a task is added to Asana, it will automatically be added to other apps like Trello and GitHub.

Register the due dates of tasks registered in Asana to the calendar

Automatically register the due dates of tasks registered in Asana to Google Calendar, etc.

Examples of Automation Using Notion

Notify Chat Tools of Information Registered in Notion

Automatically notify Slack, Discord, etc., of information registered in the Notion database.

Add Inquiry Details to Notion

Automatically add inquiry details sent to Google Forms or Gmail to Notion.

Add the content registered in Notion to the database

Automatically add the content registered in Notion to databases such as Google Sheets or Airtable.

Benefits of Integrating Asana and Notion

1. Centralized Information Management

Asana is a tool specialized in task management, allowing for effective creation, assignment, deadline setting, and progress tracking of projects and tasks. However, it has limitations in terms of customization and detailed information or document management. So, what if you integrate it with Notion?

By automatically reflecting Asana's information on specific pages or databases in Notion, you can manage detailed information and documents that Notion excels at, enabling centralized management without information being scattered!

2. Enhanced Project Transparency

You can assign tasks and manage progress for each project member in Asana, while managing individual members' task statuses, priorities, and working hours in detail in Notion.

Notion allows customization to fit your work style and needs, improving transparency by visualizing project progress.

3. Improved Work Efficiency

Automating the integration makes information synchronization and sharing smoother, eliminating the need for manual data transfer, thus reducing the risk of missing updates and allowing for more effective use of time.

Conclusion

This time, we introduced the benefits and methods of integrating Asana and Notion using Yoom.
Integrating Asana and Notion can enhance work efficiency by leveraging each tool's strengths. Please try this integration using Yoom.