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- You’ve been invited to Asana; now what?
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- Purchasing a subscription after a trial
- Set goals during your Asana trial
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- Build the foundation of your workflow
- Use dependencies to kick work off at the right time
- Request a task review with a simple automation
- Control how tasks are added to projects
- Add movement to your workflow
- Multi-home tasks to avoid information silos
- What is a workflow?
- Assign work automatically with custom fields
- Building cross-functional workflows in Asana
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- Schedule tasks based on priority
- Automate how work moves through stages
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- Rules integrations for productivity and communication
- Forms
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- Asana in Salesforce AppExchange (being deprecated)
- Asana app in ChatGPT
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- Weighted goals
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- Converting tasks into projects
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- My Tasks
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- Text formatting in Asana
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- Setting up Licensing Division ID with SCIM
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- Admin and super admin roles in Asana
- Setting up Asana roles in Microsoft Entra ID with SCIM
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- Delete your Asana account
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- Workspaces and organizations FAQ
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- Understanding workspaces
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- Your Asana account
- Advanced division management
- Introducing Asana Gov
- A guide to divisions in Asana
- Managing members in an organization
- Managing workspaces
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- Payments in CAD and KRW currency
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- Changes to automatic payments in India due to RBI regulations
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- Adding payment methods for manually invoiced customers
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- Accidental deletion
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- Salesforce AppExchange Integration Deprecation FAQ
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- Automation permission update FAQ
- Asana Certification FAQ
- Triggering AI Teammates
- AI Teammate Skills
- How to create or discover an AI Teammate
- Connect Salesforce to AI Teammates with a custom MCP app
- Connect Databricks custom apps to Asana AI Teammates
- Managing your AI Teammates Add-On Licenses
- Create custom MCP apps for AI Teammates
- AI Teammates
- Connect and manage apps for AI Teammates and Dash
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- Words to workflows in AI Studio
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- AI Studio models
- Create Smart workflows with AI Studio
- Connect your Smart workflow with the right data sources
- AI Studio pre-built AI automations
- How to configure ticket statuses
- AI-suggested articles in your knowledge base
- How to configure queue categories and custom fields
- Customizing AI response and routing guidance
- Set up a knowledge base in Asana Service Management
- Customizing queue automations in Asana Service Management
- Configuring SLAs and work schedules
- Using email intake to create tickets in Asana Service Management
Automation actions
Who can use this feature?
Visit our pricing page for more information.
Automations are available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise.
Visit our pricing page for more information.
Automations allow you to streamline routine tasks and establish workflows with ease. For a automation to work, you need a trigger that activates the automation and an action that is performed automatically. This article will cover the various automation actions in more detail. For information on automation triggers, please refer to this Help Center article.
Related articles:
What is an automation action?
An automation action is an automated activity performed when a automation's trigger event occurs. Automation actions allow you to streamline routine tasks and establish workflows by automatically taking specified actions like moving tasks, creating new tasks or subtasks, updating task details, and more.
How to choose an automation action
To select a automation action:
- Navigate to Customize in the top-right corner of your project
- Click Automations
- Click + Add, then Start from scratch
- Choose your desired triggers and conditions first if you prefer
- Next, click the Add step card to view the available actions
- Click Publish to save and activate the new automation
Automation action examples
There are a variety of actions you can configure, for automations to perform automatically. Here are some common examples:
Move task
This action moves a task to a specified project section when the automation is triggered. For example, you could create a automation to move tasks to an "Urgent" section when their custom field status changes to "Urgent".
Change task field
This action can assign the task to a specific user when the automation runs. A common use case is automatically reassigning tasks when they move through project stages, or changing a task's due date based on an urgency custom field.
Create new task
You can automatically generate tasks in the project with this action. This is useful for breaking down large tasks into step-by-step processes. When setting up the automation, you pre-define the task title, assignee, and other details.
Related articles
- Email communication with form submitters
- ID custom fields
- Applying bundles to projects
- Management dashboard for project templates
- Rules integrations and widgets
- An admin’s guide to Asana Service Management
- Setting up timesheets and budgets add-on
- Email domain management for Asana organizations
- Release notes
- Automation permissions
