Update a Microsoft Excel record when a task is completed in Asana
Update a Microsoft Excel record when a task is completed in Asana
Launch this workflow to connect
Asana &
Microsoft Excel
!
■Overview
If you manage tasks in Asana and track their progress separately in Microsoft Excel, manually updating Excel every time a task is completed can be time-consuming and inefficient.
By using this workflow, you can automate the integration between Asana and Excel and solve these challenges. Whenever a specific task is completed in Asana, the corresponding Microsoft Excel record is automatically updated, eliminating manual data entry and preventing errors such as missed updates.
By using this workflow, you can automate the integration between Asana and Excel and solve these challenges. Whenever a specific task is completed in Asana, the corresponding Microsoft Excel record is automatically updated, eliminating manual data entry and preventing errors such as missed updates.
■Recommended for
- Those who use Asana and Microsoft Excel together and find it time-consuming to manually transfer task progress
- Team leaders who want to improve overall project management efficiency by effectively integrating Asana and Excel
- Those who want to eliminate input errors and missed updates caused by manual data entry and improve management accuracy
■Benefits of this template
- Automatically updates Microsoft Excel records when Asana tasks are completed, reducing the time spent manually transferring data
- Eliminates the need for manual data updates, preventing human errors such as input mistakes and missed updates while maintaining data consistency between Asana and Excel
■Workflow
- First, connect Asana and Microsoft Excel with Yoom
- Next, select Asana as the trigger and set the action to “When a task in a specific project is completed”
- Finally, select Microsoft Excel as the operation, set the action to “Update a record,” and specify the information to update based on the data retrieved from Asana
※“Trigger”: An action that starts the flow; “Operation”: An action that processes data within the flow after the trigger starts
■Customization options
- In the Asana trigger settings, select the project you want to automate
- In the Microsoft Excel operation settings, correctly specify the location of the Excel file containing the records to update, as well as the worksheet and records you want to update
■Notes
- Connect both Asana and Microsoft Excel with Yoom.
- Microsoft365 (formerly Office365) offers plans for home use and general business use (Microsoft365 Business). If you are not subscribed to a general business plan, authentication may fail.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available interval varies by plan.
- For details on configuring operations that manipulate Microsoft Excel databases, see Configuring operations to manipulate databases in Excel.
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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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Notify Google Chat when a task is registered in Asana
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Add content posted in Google Chat to Asana.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Task Is Added to a Specific Project
When a New Task Is Added to a Specific Section
When a Task in a Specific Project Is Completed
When a Task in a Specific Section Is Completed
When a Task Is Created or Updated in a Specific Project
When a Task Is Created or Updated in a Specific Section
When a Project Is Created (Webhook)
When a Specific Object's Status Is Updated
When a Specific Project Is Updated (Webhook)
When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
List All Projects
List Projects in a Specific Team
Create Project
Get Project Task Counts
Add Members to Project
List Sections in a Specific Project
Get Section Details
Create Section
List Tasks in a Specific Project
List Tasks in a Specific Section
Add Task
Get Task Details
Get Task List for a Specific User
Get Workspace List
Add User to Workspace
Add User to Team
Mark Task as Complete
Update Task
Flowbot triggers
When a New Task Is Added to a Specific ProjectWhen a New Task Is Added to a Specific SectionWhen a Task in a Specific Project Is CompletedWhen a Task in a Specific Section Is CompletedWhen a Task Is Created or Updated in a Specific ProjectWhen a Task Is Created or Updated in a Specific SectionWhen a Project Is Created (Webhook)When a Specific Object's Status Is UpdatedWhen a Specific Project Is Updated (Webhook)When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
List All ProjectsList Projects in a Specific TeamCreate ProjectGet Project Task CountsAdd Members to ProjectList Sections in a Specific ProjectGet Section DetailsCreate SectionList Tasks in a Specific ProjectList Tasks in a Specific SectionAdd TaskGet Task DetailsGet Task List for a Specific UserGet Workspace ListAdd User to WorkspaceAdd User to TeamMark Task as CompleteUpdate TaskMove Task to SectionAdd SubtaskDuplicate TaskAdd Collaborators to TaskRemove Collaborators from TaskUpdate Task Custom FieldsCreate Project from Project TemplateDelete TaskGet User InformationGet List of Overdue Tasks in a Specific SectionGet List of Overdue Tasks in a Specific ProjectAdd Comment to TaskGet List of SubtasksAttach FileGet List of UsersSearch TasksGet Attached File InformationGet File Download URLDownload FileUpdate ProjectList Project TemplatesList Teams in WorkspaceAdd Task to SectionUpdate Enum Custom Field OptionsList Custom Field SettingsList SectionsUpdate Task Date Custom Field (Date Only)Update Task Date Custom Field (with Time)Archive ProjectCreate Status UpdateGet Portfolio ListGet Goal ListGet Status UpdateGet Goal DetailsRetrieve Status Update History for a Specific ObjectAdd Task (Without Specifying Project or Section)Get Team Member InformationGet Task Comments
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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