Create a task in Harvest when a task matching specific conditions is added to an Asana project
Launch this workflow to connect
Asana &
Harvest
!
■Overview
Do you use Asana for project management and Harvest for time tracking, but find it tedious to manually enter information into both tools? This workflow automates the integration between Asana and Harvest. When a specific task is added to an Asana project, a task is automatically created in Harvest, reducing duplicate data entry and missed entries for smoother operations.
■Recommended for
- Team leaders who use Asana and Harvest to manage projects and track time
- Anyone who manually registers tasks between Harvest and Asana and finds the process inefficient
- Those looking to prevent missed task registrations and improve the accuracy of time tracking
■Benefits of this template
- Adding a task to Asana automatically creates a task in Harvest, reducing the time previously spent on manual entry.
- Eliminating manual data entry helps prevent human errors such as missed task registrations and incorrect entries.
■Workflow steps
- First, connect Asana and Harvest with Yoom.
- Next, select Asana as the trigger and set the action to “When a new task is added to a specific project.”
- Then, configure the branching feature in the operation so that only tasks matching specific conditions proceed to the subsequent steps.
- Finally, set Harvest’s “Create Task” action in the operation to create a new task based on the information retrieved from Asana.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- Use the branching feature to specify which tasks should be registered in Harvest. For example, you can target only tasks assigned to a specific person or tagged with a specific label.
- Customize the content of the task created in Harvest. You can use information such as the Asana task name as the Harvest task name.
■Notes
- Connect both Harvest and Asana with Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Branching is an operation available on the Personal plan and above. On the Free plan, configured workflow operations using branching will result in an error.
- Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions. For details, see the Pricing Plans page.
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About the apps you use
Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
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