Asana Automation: Find Projects or Tasks, Attach Files to Tasks

When it comes to executing complex projects, many teams turn to Asana to help them organize, assign, and track progress on tasks. Asana users take their organization strategy a step further by plugging the platform into Zapier, which allows them to automate their Asana workflows with time-saving Zaps:

Now there's new ways to use Asana with Zapier such as finding Projects and Tasks, attaching files to Tasks, and creating Tasks with hearts, followers, and due times.

Dynamically Search for Projects and Tasks

You can now use the "Find or Create Project" Search Action to dynamically search for Asana Projects in one step of the Zap, then use the results of that search in a subsequent step of the same Zap. If the Zap doesn't find an Asana Project to match your search, it will create one.

Try out this new capability with a Multi-Step Zap between Slack and Asana. Does your team often make a new Slack channel for each new upcoming project? This Zap will help keep your team communications and progress hand-in-hand. Whenever a new Slack channel is created, the Zap will search for the Asana Project with the same name or create one if the Project doesn't already exist. Then the Zap will automatically create an Asana Task in the new Project and send a message to the newly created Slack channel about that new Task.

If you use multiple to-do and project management apps for personal and professional use, you might find the "Find or Create Task" Search Action useful so that you don't create duplicate tasks. For example, if you use Wunderlist to track personal tasks and Asana for team tasks, you can check to see if an Asana Task already exists before you create one. If the Zap doesn't find an Asana Task with the same name as your Wunderlist task, it will create one!

Streamline and Organize by Attaching Files to Tasks

You can now Zap attachments to your Asana Tasks with the new “Attach File” action. Use this Zap to automatically attach new Evernote notes in your “Client Meetings” notebook to a corresponding Asana Task.

Set up a Zap that takes a new Evernote note from your meeting with ABC Builders, finds the “Meet with ABC Builders” Task in Asana, then automatically attaches that note to the Task. Thanks to this Zap, anyone who is looking at Asana Tasks can easily find and view the meeting notes.

Create Tasks with Hearts, Followers, Due Times

We love helping mutual Asana and Zapier users be more productive. That's why we've been busy working on the features users request frequently! You asked for these features, now you've got them:

• Create Tasks with Followers: Now you can use a Zap to create Tasks with followers, saving you the time you would usually spend manually adding followers to Tasks. Let's say your manager sends you an urgent to-do in an email, so you star it in Gmail. That starred Gmail message kicks off a Zap that adds the new email as an Asana Task. Thanks to Zapier's new "Create Tasks with Followers" feature, the sender of the starred Gmail (in this case, your manager) will be automatically added as a follower of the Asana Task. Now you don't have to update her with your progress on the Task: Asana automatically notifies her.

• Create Tasks with Due Times: Take advantage of this new feature by using a Zap to create Tasks with particular due times, rather than due dates. Let's say you usually create a new Asana Task whenever a new card is added to a particular Trello board. Now you can dynamically set the Task's due time to match the Trello card's due date and time. This Zap will help you keep the due dates and times aligned across platforms and help your team stay on track. You won't have to deal with questions like "Is that proposal due at the beginning or the end of Thursday?" again.

• Create Hearted Tasks: Use Asana's cool Heart feature to show appreciation or enthusiasm for a Task. If you use Zaps to automatically create Asana Tasks and assign them to team members, you can brighten up the exchange by automatically adding Hearts to newly created Tasks.

How To Use This Integration:

1. Sign up for an Asana account, and also make sure you have a Zapier account.
2. Connect your Asana account to Zapier.
3. Check out pre-made Asana integrations.
4. Or create your own from scratch in the Zap Editor.