Orchestrate revenue agents with the new Workflows

Asana app

Create Asana tasks and projects from workflows.

Table of Contents

Available on all plans.

Admins can install the Asana app. Each member connects their own Asana account.

The Asana app lets your workflows create work in Asana automatically. When a deal reaches a certain stage, a workflow can spin up an Asana project with the right tasks already lined up, so nobody has to remember to set it up by hand.

Install the Asana app

A workspace admin installs the app for the workspace:

  • Click your workspace name, select Workspace settings, then go to Apps in the sidebar.

  • Search for and open the Asana app, then click Install.

Each member who wants to use Asana in a workflow then connects their own Asana account from the same app page. Click Connect and sign in to Asana. Attio asks for permission to create tasks and projects, and to see the workspaces and people in your Asana account.

Each step runs using the Asana account you choose when you set it up, so a step can only reach workspaces and projects that account already has access to.

Use Asana steps in a workflow

Create tasks and projects in Asana from Attio workflows.

Create task

Creates a task in Asana.

Inputs:

  • Task name (required): The name of the task.

  • Workspace (required): The Asana workspace to create the task in.

  • Associated project (optional): A project to add the task to. Search for a project, or insert a project ID from an earlier step. Click Add project to associate more than one.

  • Privacy setting (required): Select Public, Public with guests, or Private.

Outcomes:

  • Created: The task was created. The output is the Asana task ID, which you can use in later blocks.

Create project

Creates a project in Asana.

Inputs:

  • Project name (required): The name of the project.

  • Workspace (required): The Asana workspace to create the project in.

  • Due date (optional): The date the project is due.

  • Start date (optional): The date the project starts. To set a start date you also need a due date, and the two dates can't be the same.

  • Owner (optional): The person who owns the project. Search for a person in the workspace you chose.

  • Color (optional): Select one of Asana's project colors.

  • Icon (optional): Select one of Asana's project icons.

  • Default access level (optional): Select Admin, Editor, Commenter, or Viewer.

  • Minimum access level for customization (optional): Select Admin or Editor.

  • Minimum access level for sharing (optional): Select Admin or Editor.

Outcomes:

  • Created: The project was created. The output is the Asana project ID, which you can use in later blocks.

Note: The minimum access level for sharing is a paid feature in Asana. If your Asana plan doesn't include them, the step fails with an error telling you the feature isn't available.

Related resources

Learn more about building automations in Create a workflow and the Workflows block library.