
Overviews
How it works?
Create and assign tasks
Generate tasks automatically when events occur in connected apps. Set due dates, assign team members, add descriptions, and organize tasks into the right projects without manual entry in the Asana interface.
Manage projects and sections
Create new projects programmatically and organize them with custom sections. Move tasks between sections as work progresses and update project details based on completion status or external triggers.
Track task completion
Monitor when tasks are marked complete and trigger follow-up actions. Send notifications to stakeholders, create dependent tasks, update records in other systems, or calculate project completion percentages for status reports.
Build subtask hierarchies
Break complex work into manageable pieces by creating subtasks under parent tasks. Define dependencies, set relative due dates, and distribute work across team members to keep large projects organized and on track.
Update task properties
Modify task details like assignees, due dates, priorities, and custom fields as conditions change. Keep Asana tasks synchronized with data from your CRM, support system, or other tools that drive your workflows.
Handle project updates
Respond when projects are modified, completed, or archived. Trigger workflows that update stakeholders, generate reports, create handoff tasks, or start new project phases based on completion milestones.
Manage team collaboration
Add comments, attach files, and update followers on tasks programmatically. Keep conversations and documentation in Asana while pulling context from other systems to give teams everything they need.
Track progress metrics
Calculate completion rates, identify overdue tasks, and monitor workload distribution. Export metrics to analytics platforms or create automated status reports that show project health across your portfolio.

Configure
Build
Customer onboarding automation
When deals close in Salesforce or HubSpot, create comprehensive onboarding projects in Asana with all necessary tasks, timelines, and assignments. Pull customer details from your CRM to personalize task descriptions and due dates. Update the CRM when onboarding milestones complete and notify customer success teams of any blockers.
Support ticket escalation
Connect Intercom conversations or HubSpot tickets with Asana task creation for issues that require engineering or product team involvement. Include conversation context, customer priority level, and relevant attachments in task descriptions. Update support tickets when Asana tasks are completed so customer-facing teams stay informed.
Content production pipeline
Build editorial calendars by creating Asana tasks from scheduled Mailchimp campaigns or content databases in Airtable. Assign writers, editors, and designers with appropriate due dates based on publication schedules. Track completion status back to your content calendar and notify marketing teams when assets are ready.
“You can’t do this anywhere else.”
















































Your stack,
connected.

