When a task is registered in Asana, add a record to Microsoft Excel.

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■Overview

This is a flow that adds a record to Microsoft Excel when a task is registered in Asana.

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■Recommended for

1. Members of teams using Asana

・Those who want to list and analyze tasks and information managed in Asana in Microsoft Excel

・Those who want to reduce the effort of manually transferring additional information from Asana to Microsoft Excel

・Those who want to always check the latest Asana information in Microsoft Excel

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2. Department leaders and managers

・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding team status

・Those who want to process and analyze Asana data in Microsoft Excel to utilize it for business improvement and decision-making

■Benefits of using this template

Asana is a convenient tool for project and task management, but there are often cases where you want to utilize the information in other systems. However, when operating Asana and Microsoft Excel separately, it is necessary to manually transfer task information registered in Asana to Excel, which involves manual work and the possibility of transcription errors or information omissions cannot be denied.

By utilizing this flow, the information linkage between Asana and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing the risk of human error.

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■Notes

・Please link both Asana and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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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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Asana

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Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

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