Available on: Professional, Business plans
Asana is a powerful project management tool designed to help teams organize, track, and manage their work.
When you connect your form to an Asana account, each submission will automatically create a new task in your selected project. This task can include details such as the task name, assignee, due date, and any other relevant information provided through the form submission.
Form Setup
Before using the Asana Plugin, you must create a form to collect the necessary information. Any HTML form will suffice, as long as it includes the fields you want to map to your Asana tasks, such as task name, due date, or assignee. Additionally, during the plugin setup, ensure that you select the Asana project where tasks will be created. This project should already exist in Asana and be set up to receive tasks. You can also select a section within the project, but this is optional. Besides the essential task fields, you can customize the form to include any additional standard or custom fields required for your Asana tasks.
name="subject"
Formspree will use the subject field to set the task name in Asana. If a task is created, this field will be used as the task's name. If a task already exists with the same name and the "Overwrite tasks" option is enabled during plugin setup, the existing task's name will be updated.
For example:
<input type="text" name="subject" placeholder="Task name" required>name="message"
An input named message will set the notes for the new task in Asana.
<input type="text" name="message" placeholder="Task notes">
name="tags"
An input named tags can be used to add tags to the task in Asana. You should send the tags separated by commas. A default formspree tag will be added.
<input type="text" name="tags" value="nice tag, another tag">
Additional Fields
In addition to the required fields like email and street address, there are other Asana Task fields that can be included in the form to be sent to Asana, including custom fields added by the user in Asana.
Note: The date field, whether it's a sting or a date object, will be checked against the standard format and sent over to Asana. The acceptable format for date fields are
MM/DD/YYYY, M/D/YYYY, YYYY/MM/DD, YYYY/M/D, YYYY-MM-DD, YYYY-M-D, M-D-YYYY, or M-DD-YYYY.
Connecting to Asana
Once you've created and configured a form, you can connect to Asana using the Asana Plugin. To do so, first, go to the Plugins tab of your form. Then click the Asana button as shown below:
After clicking on the Asana plugin button, the following dialogue window will open and in which you need to click on connect button.
Then after clicking the “Connect” button, you need to login in to Asana by entering your username and password and click on “Sign In” button as shown below,
After successfully logging in and granting the necessary permissions to Asana, the user needs to select the project where tasks will be created after form submissions. The user can then select a section within the chosen project or choose "- No Section -" if they prefer not to assign the task to a specific section. The section selection is optional.
Changing Asana Settings
If the user wants to change the settings of the plugin, they can navigate to the Workflow tab in the Formspree interface, locate the Asana plugin, and click on the three-dotted button as shown in the red square in the image below. Then, click on the Settings button
After clicking the settings button, you can change the settings of the plugin. It will be the same as finishing the setup while adding the plugin for the very first time.
You can also remove or disconnect the plugin from Formspree by clicking on the red button named “Disconnect”.