Add a row to Smartsheet when a task matching specific conditions is added to an Asana project

■Overview

Do you use Asana and Smartsheet together but find it time-consuming to manually transfer task information? Manual data entry can lead to missing or incorrect information, making it harder to track project progress accurately.
With this workflow, you can seamlessly connect Asana and Smartsheet. When a specific task is added to Asana, a row is automatically added to Smartsheet, eliminating the time and errors associated with manual data entry and enabling more efficient project management.

■Who This Template Is For

• Teams using Asana and Smartsheet together who want to eliminate duplicate project information entry
• Teams manually transferring data between Smartsheet and Asana who want to prevent input errors and missed updates
• Teams looking to centralize task and progress management and improve overall operational efficiency

■Benefits of This Template

• When a task is added to Asana, a row is automatically added to Smartsheet, reducing the time spent on manual data entry
• Eliminating manual data transfers between Smartsheet and Asana helps reduce the risk of human errors, such as incorrect entries and missed updates

■Flowbot Steps

1. First, connect Asana and Smartsheet to Yoom
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
3. Next, configure the branching feature in the operation and specify the conditions for the tasks to be added to Smartsheet
4. Finally, set the “Add a row” action for Smartsheet in the operation so that the task information retrieved from Asana is added automatically

※ “Trigger”: An action that starts the flow, “Operation”: An action that processes information within the flow after the trigger starts

■Customization Options

• Set your preferred conditions for the tasks to be connected to Smartsheet in the branching settings. For example, you can target only tasks assigned to specific people or tasks with specific tags
• In the action for adding a row to Smartsheet, specify which information should be added to each column. You can automatically enter information such as the Asana task name, assignee, and due date into the corresponding Smartsheet columns

■Notes‍

• Connect both Smartsheet and Asana to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations in configured Flowbots that use branching will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.