Automation action: Asana task creation

Table of contents:

• Setup
  
  • Add “Ticket created” trigger
  • Add “Asana Task Creation” action
• Test your Automation

When creating an Automation with the “Asana Task Creation” action, it creates a task in Asana whenever the Automation runs successfully. Along with the Jira integration, now you can use Gridly with Asana to streamline how you update tasks. 

If you are not familiar with creating an Automation, please view the following article: Creating an Automation. 

Setup 

After creating the Automation, you need to configure the trigger and action. In this example, we’ll create an Automation that creates a task in Asana whenever a ticket is created in Gridly.

Add “Ticket created” trigger 

Click Add Trigger, then select “Ticket created” from the dropdown list.

Add “Asana Task Creation” action

Before you begin: add your Asana personal access token to Gridly

The Asana Task Creation action doesn’t accept a raw personal access token. You need to add the token in Gridly’s API key management, then select it in the action.

1. Follow the documentation here to generate your Asana personal access token.
2. In Gridly, go to Integration settings > API key management, then click Add new key.
3. In the API key configuration dialog, fill in the following fields:
   • Service provider: Select Asana Personal Access Token.
   • Name: Enter a name that helps you recognize this token later, for example, “Gridly Asana Access Token.”
   • API key: Paste the personal access token you generated in step 1. Click Validate now to check that the token works.
4. Click Add.

For more details, see Integration API key management.

Add the action to your automation

1. Click Add Step and select Asana Task Creation in the list of actions.
2. Input the following fields using your information in Asana:
   • Personal access token: Select the token you added in API key management.
   • Projects: Your project ID is the combination of numbers in your project’s URL (it should look like: https://app.asana.com/0/projectID/list).
   • Assignee (optional): Assignee ID is the combination of numbers in a member profile’s URL (it should look like: https://app.asana.com/0/profile/profileID). Add Assignee ID when you want all the tickets from Gridly to be assigned to this member.
   • Tags (optional): Tag ID is the combination of numbers in a tag’s URL (it should look like: https://app.asana.com/0/tagID/list).
   • Custom fields (optional): Add custom fields to the Asana task using key-value pairs. Fill in a Key and a Value for each field. The Key is the custom field's ID in Asana. A value can be fixed text or a dynamic parameter. Click Add custom field to add more rows. Learn more about Custom fields in Asana.
3. Customize the details for the new Asana task you’ll be creating. The fields you can customize include:
   • Task name, Task description: Click Select input value for action next to the field name and customize how you want to name and describe your tasks in Asana with the data from Gridly.

In this example, we’ll put the Asana task name as “Task from Gridly: Task ID - Task Name” using Ticket ID and Ticket Summary from Gridly. For Task description, we’ll use the Ticket Description:

Test your Automation

1. Switch the toggle on to turn on the Automation
2. Click Test Automation.  If your Automation is not turned on, Gridly will require that you turn on the Automation in the resulting pop-up message. Click on the toggle to turn on and select Test again.
3. (Optional) Change the name of your Automation by clicking on the top-right corner.