Requests to Asana

Explore

Requests to Asana

Setup

1. Connect to Asana

You should have already been prompted to do this when you copied the doc, but if you have not done so yet, go to the top right nav and click Insert then Packs and finally Asana. From the settings tab in the menu. you should be able to set a shared account to use for this doc.

Note: Due to how we handle re-authentication for templates we recommend doing this on the dialog when you initially copy or drag this template in.

Help GIF 📹

⁠

⁠

2. Select your Workspace, Team, and Project

This template assumes you will be creating tasks on a specific project on behalf of a team. With that in mind you’ll need to select your Workspace, Team, and Project in order.

Select a Workspace from the

Workspaces⁠

table using the buttons provided, it will load in the teams within that workspace on the

Teams⁠

table.

Select the Team you’ll be creating tasks for in the

Teams⁠

table.

Select the Project you want to create tasks within in the

Projects⁠

table

Workspaces

Workspaces

Connect your account to refresh data from Asana.

Select

Select coda.io

There are no rows in this table

⁠

Teams

Teams

Connect your account to refresh data from Asana.

Select

Select Design Requests

Select Activation

Select Another team

Select Coda Design

Select Coda Workspace

Select Customer Success Team

Select Customers

Select Design

Select Design Team

Select DOT

Select Engineering

Select Engineering Team

Select Marketing

Select My First Team

Select Product

Select S's First Team

Select Sales

Select Sales Team

Select yolo eng

Select joe's First Team

There are no rows in this table

⁠

Projects

Projects

Connect your account to refresh data from Asana.

Select

Select test

Select Creative Requests

There are no rows in this table

⁠

Help GIF 📹

⁠

⁠

3. Clear the template data

You should be able to use the template at this point. As you add tasks to the

Asana Requests⁠

table be sure to use the “Create Task in Asana” button to send the task to asana.

⁠

Clear Template Data

⁠

4. Enable an Automation to send Tasks automatically (optional)

By default, this template expects you to hit the “Create Task in Asana” button to submit to Asana. However you might not want to rely on the user to do this, you also may have users submitting tasks via a

form⁠

in which case they won’t be able to click the submit button. We’ve bundled an automation with this template to solve this problem. To enable the automation click the ⚙️ in the top right, click Automations, and then “Auto-create Asana Tasks”. Toggle the Automation on, now when the name, description, and assignee of a task are filled out, the “Create Task in Asana” will be clicked automatically after a short delay.

Help GIF 📹

⁠

⁠

Template Variables:

These are some variables used to make everything work behind the scenes. Don’t mess with these unless you know what you’re doing.

calc_Selected Workspace:

@coda.io

⁠

calc_Selected Project:

@test

⁠

calc_Selected Team:

@Design Requests

⁠

calc_Selected Project Gid:

1203061300920147

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.