When a form response is submitted, add a project to Asana in Microsoft Excel
When a form response is submitted, add a project to Asana in Microsoft Excel
Launch this workflow to connect
Microsoft Excel &
Asana
!
■Overview
Do you find it time-consuming to manage projects in Asana, maintain lists in Microsoft Excel, and manually enter the same information in both? Manual data entry can lead to human error and compromise operational accuracy. With this workflow, a single form submission automatically creates a project in Asana and adds the data to Microsoft Excel, streamlining Asana and Excel integration and getting project management off to a smooth start.
■Recommended for
- Project managers who use Asana and Microsoft Excel together and struggle with manual data entry
- Managers who want to eliminate duplicate entries in Asana and Microsoft Excel and streamline the project creation process itself
- Anyone who wants to automate creating projects in Asana and recording them in Excel based on form submissions
■Benefits of this template
- Create a project in Asana and record it in Microsoft Excel with a single form submission, reducing the time spent on manual tasks
- Eliminate manual data transfers to prevent human errors such as incorrect or missing entries and improve data accuracy
■How the flow works
- First, connect Asana and Microsoft Excel to Yoom
- Next, select Form Trigger as the trigger and configure the flow to start when the “Project Request Form” is submitted
- Then, select Microsoft Excel as the operation and use the “Add a record” action to save the form responses to the designated sheet
- Finally, select Asana as the operation and use the “Create a project” action to create a new project in Asana based on the form responses
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- You can freely customize the form title and questions configured in the form trigger to match the information required to create a project
- For the Microsoft Excel “Add a record” action, be sure to correctly configure the file and sheet prepared in advance as the destination
- For the Asana “Create a project” action, dynamically map the values collected from the form to fields such as project name, assignee, and due date
■Notes
- Connect both Microsoft Excel and Asana to Yoom.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The form feature is available on the Mini plan and above. On the Free and Personal plans, the configured flow operations and data connections will result in errors.
- Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
- For details on configuring operations that work with Microsoft Excel databases, see [Excel] Configuring operations for working with databases.
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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
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
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)
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 CommentsMore inspiration for you
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