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- You’ve been invited to Asana; now what?
- Getting started with Asana’s mobile app
- How Asana works
- Create projects in Asana
- Top features to discover
- Different types of tasks
- How to use Asana help resources
- Quick-start guide to Asana
- Create tasks in Asana
- Collaborating in Asana
- All Asana features
- Set up your ideal workspace
- Asana desktop app
- Navigating Asana
- New navigation in Asana
- Assign tasks to teammates
- Manage and prioritize your tasks
- Powerful Asana features for work management
- Automate and scale your work with the Customize menu
- Stay informed with your Asana Inbox
- Find work fast with search
- Maximize productivity with My tasks
- Create projects quickly with templates
- Structure your projects clearly
- Comments, messages, and status updates
- Share project updates
- Top Asana integrations
- Reporting with dashboards
- Monitor initiatives and track work with portfolios and dashboards
- Reporting with workload
- Asana for team leads
- Setting and tracking progress towards goals
- How to choose the right project blueprint for your work
- Plan and execute projects with a deadline
- Tracking project progress
- Planning with Asana calendar
- Connect your tools with Asana
- Customize your projects and portfolios
- How to invite team members to Asana
- How to sign up for a free Asana trial
- How to cancel your Asana trial
- How to add payment details to a trial
- Make the most of your Asana trial
- My trial has ended, what happens to my tasks, rules, and workflows?
- Purchasing a subscription after a trial
- Set goals during your Asana trial
- Turn your trial into a paid plan
- Invite others during your trial
- 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
- Moving your everyday workflows to Asana
- Schedule tasks based on priority
- Automate how work moves through stages
- Bundles
- Task Templates
- Status updates templates
- Sharing a form
- How to export all time entry data from Asana as CSV via API
- Understand automation triggers and actions in Asana
- Formula custom fields
- Custom field types and limitations
- Auto-shifting dates for dependent tasks
- Rules integrations for productivity and communication
- Forms
- Project templates
- Custom fields
- Field mapping in forms
- Dependency types
- Bundles FAQ
- Automation actions
- Automation triggers
- Variables in automations
- HubSpot automations integration
- Setting dates in automations
- Automations
- Automation permissions
- Conditions and branching in automations
- Automation execution history
- Automations integrations and widgets
- Import data into tables
- Tables
- Manual automation triggers
- Lookup fields
- Automations integrations for cloud storage and file sharing
- Asana app in Claude
- Migrating time tracking data from Everhour to Asana
- Zoom meetings in Asana
- Chat with Asana in Slack channels
- Slack comment sync in Asana
- Microsoft Teams and Asana integration
- Slack and Asana
- Microsoft Single Sign-On
- Salesforce in Asana integration
- Vimeo and Asana
- How to create a Zoom call notes workflow with AI Studio
- Asana for Adobe Creative Cloud
- Asana for Jira Cloud
- Jira Data Center
- API
- Jira Data Center FAQ
- Enabling permissions for Asana-built and Microsoft 365 integrations
- Google and Asana
- Calendars and Asana
- Google Calendar + Asana
- Outlook Calendar and Asana
- Weighted goals
- Viewing and filtering your goals
- Asana Goals FAQ
- Goals strategy map
- Write great goals with Asana Goals
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Get started with Asana Goals
- Goal types and templates
- Progress, status, and connecting work to goals
- Goals privacy and sharing
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Custom task types and statuses
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Text formatting in Asana
- Task fields
- Proofing
- Save time in Asana
- Understanding tasks
- Subtasks
- Tags
- Task comments and attachments
- Email tasks to Asana
- Automations in My tasks
- Project overview tab
- Files view
- Board view
- Teamless projects
- Preparing data for CSV import
- Sections
- Import data from other tools to projects in Asana
- Understanding projects
- Project importing and exporting
- Timeline
- Calendar view
- List view
- Managing tasks and dependencies with timeline
- Project owner and members
- Critical path on timeline
- Project customization and views
- Gantt view FAQ
- Shareable notes in Asana
- Advanced CSV import options
- Pages in Asana (formerly Notes)
- Gantt view
- Embedded media project view
- Permissions overview
- Task permissions
- Custom field access levels
- Team sharing
- Forms access permissions
- Editor access level
- Project permissions
- Project privacy settings
- Edit restriction on custom field values
- Private custom fields
- Asana custom field permissions
- Project admin access level
- Viewer project access level
- Domain-wide admin controls
- Team content permissions for team admins
- Sharing and limiting access to teams
- Read-only links
- Individual project permissions
- Team permissions
- Managing timesheet reviewers and approvals
- Logging and submitting timesheets
- Workload compare mode
- Project progress and status updates
- Workload
- Capacity planning
- Tracking project budgets and progress with timesheets and budgets add-on
- Reporting with the Timesheets and Budgets add-on
- Setting up timesheets and budgets add-on
- Ideas and brainstorms
- End-of-month close processes for Finance teams
- Using Asana to track customer feedback
- One-on-ones
- Using Asana for project management
- Pipelines
- Giving feedback and approvals
- How to apply a RACI Matrix in Asana
- Project intake
- Organizational strategic planning
- Resource planning
- Plan and manage company goals
- Asana for Agile and Scrum
- Asana for team meetings
- Asana for Sales and Account Management teams
- Video production calendar
- Marketing strategic planning
- How to create a content calendar in Asana
- How to use Asana for account tracking
- Creative production
- Managing design feedback and critique meetings
- Campaign management
- Using Asana for your product roadmap
- Event planning with Asana
- Smart import
- Smart fields
- Smart status
- Sharing feedback on AI features
- Smart projects
- Smart editor
- AI add-on beta services
- Smart goals
- Asana AI FAQ
- Understanding Asana AI requests and usage allocation
- Understanding Open-Weight Models in Asana
- Smart chat
- Smart summaries
- Asana AI customization
- Get started with Asana AI
- Asana AI features and admin controls
- Smart automation creator
- Setting up Licensing Division ID with SCIM
- Asana compliance settings
- Permissions management add-on
- Cross-App Access
- Service accounts
- Data retention policy
- Setting up Asana roles in Microsoft Entra ID with SCIM
- Global authentication settings
- SCIM provisioning for Asana
- Advanced setup: provisioning licenses with SCIM
- Advanced setup: assigning Asana roles with SCIM
- Provisioning and deprovisioning users with SCIM
- Admin security controls
- App management and integrations
- Delete your Asana account
- Authentication and access management options for paid plans
- IP allowlisting in Asana
- Mobile apps security permissions
- Setting up Asana roles in Okta with SCIM
- How to access the admin console
- Accounts
- Data contributions
- HIPAA Compliance
- Microsoft 365 Copilot connector for Asana
- Admin and super admin roles in Asana
- Role-based access control (RBAC) with custom roles
- Managing members and teams in a division
- Asana Sandboxes
- Membership and collaboration in workspaces
- Manage approved workspaces
- Managing an organization
- University organizations
- Managing teams through the admin console
- Workspaces and organizations FAQ
- Division access and management FAQ
- Understanding workspaces
- Divisions in paid organizations
- Your Asana account
- Advanced division management
- Introducing Asana Gov
- A guide to divisions in Asana
- Managing members in an organization
- Managing workspaces
- Managing organization settings
- Managing people in organizations
- License assignment in divisions
- Payment methods and invoices
- Billing settings in the admin console
- Security and billing for divisions
- Payments in CAD and KRW currency
- Payments in MXN and BRL currency
- Norway VAT
- New Zealand GST
- Indonesia VAT
- Iceland VAT
- EU VAT
- Changes to automatic payments in India due to RBI regulations
- Australia GST
- Adding payment methods for manually invoiced customers
- Upgrading or changing your Asana plan
- United Kingdom VAT
- United States sales tax
- Switzerland VAT
- South Korea VAT
- South Africa VAT
- Singapore GST
- VAT/GST & Sales Tax
- Accessing your billing page
- Subscription management and upgrades
- How to cancel your Asana plan
- Philippines VAT
- Canada GST/HST, QST, and provincial sales tax
- Billing
- Learn about Asana Legacy Enterprise features
- Divisions
- Asana for nonprofits
- Manage your growing Asana subscription
- Learn about Asana Advanced features
- Learn about Asana Business features
- Learn about Asana Starter features
- Modify your Asana plan
- Asana Personal Plan details
- Learn about Asana Premium features
- View only
- Asana subscriptions and pricing
- Tasks and subtasks
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
- Troubleshooting browser and connectivity issues
- How do I get support from Asana?
- Accidental deletion
- Navigation and display
- Security and permissions
- Recover deleted tasks, projects, and more
- Salesforce AppExchange Integration Deprecation FAQ
- Deprecation of integrations
- 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
- AI Teammates templates
- Understanding access control, memories, integrations, and approvals for AI Teammates and Dash
- Words to workflows in AI Studio
- AI Studio FAQ
- AI Studio Plus
- Troubleshooting in AI Studio
- AI Studio - Human in the loop
- Introduction to Asana AI Studio
- Work smarter with Asana AI
- Writing instructions in AI Studio
- AI Studio credit optimization
- AI Studio add-on and pricing
- How to structure a prompt in AI Studio
- How the Use AI variable works
- AI Studio models
- Create Smart workflows with AI Studio
- Connect your Smart workflow with the right data sources
- AI Studio pre-built AI automations
- An admin's guide to AI Studio
- AI Studio rate limiting
- 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
- Using email intake to create tickets in Asana Service Management
- Set up a knowledge base in Asana Service Management
- Configuring SLAs and work schedules
- Customizing queue automations in Asana Service Management
Automations integrations and widgets
Who can use this feature?
Visit our pricing page for more information.
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 are an important part of many workflows, and so are integrations with third party services (e.g., Slack). You can use an automation to integrate your team's favorite tools into your work in Asana, and let automations do the heavy lifting automatically.
Related articles
- Automations integrations for productivity and communication
- PagerDuty automations integration
- HubSpot automations integration
- Automations integrations for cloud storage and file sharing
You can set specific triggers in your Asana projects, and trust automations to automate your workflow when your chosen criteria are met. For example, the Slack + Asana automations integration allows you to send a message to a teammate or channel in Slack based on your chosen trigger, like task completion.
You can create an automation which pings a specific channel in Microsoft Teams based on criteria such as a change in a custom field value. Or create new issues in Jira Cloud when a task is added to a particular project section. Additional automations integrations include Gmail and PagerDuty. Learn more about configuring automations integrations for PagerDuty here.
Note
Automations using integrations require proper app management settings and user authentication with the third party services.
How to create an automation
To learn how to create automations and use them to automate your daily work, head to our automations article on the Asana Help Center.
Triggering actions within apps
There are three types of triggers for automations, and this is also true for triggering actions with automations integrations.
Task added type triggers
- Task added to a section
- Task added to this project
Task updated type trigger
- Based on approval status
- Based on completion status
- Based on assignee
- Based on due date
- Based on attachments added
- Based on comments added
Task timing type trigger
- Task is no longer blocked
- Due date is approaching
- Task is overdue
Automations integrations for productivity and communication
See how automations integrations for Gmail, Google Calendar, Outlook Email, Outlook Calendar, and more can increase productivity and streamline communication.
Visit the article directly here.
Automations integrations for operations and support
Explore Asana's automations integrations for tools like PagerDuty.
Visit the article directly here.
Automations integrations for cloud storage and file sharing
For more on automations integrations with cloud storage and file sharing tools like Dropbox and Microsoft OneDrive.
Visit the article directly here.
Automations integrations for sales and services
Explore the impact of automations integrations on sales and services, combining with tools like HubSpot, among others.
Visit the article directly here.
Related articles
- Email communication with form submitters
- ID custom fields
- Applying bundles to projects
- Management dashboard for project templates
- Form customization
- Customizing queue automations in Asana Service Management
- AI Meetings
- Configuring SLAs and work schedules
- Role-based access control (RBAC) with custom roles
- Understanding access control, memories, integrations, and approvals for AI Teammates and Dash
