Create Tasks in Asana with Jotform Submissions

June 24, 2024

Asana is a premier platform for working with your team. It makes tracking projects, tasks, and activities incredibly easy, inspiring robust engagement with all the team members as you move towards your objectives. Simply put, Asana is the go-to platform for teams that work great together.

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Sending your Jotform responses to Asana is now easier than ever. You can map your Jotform fields to your Asana Project or Tasks with a few intuitive clicks. When a new Jotform submission comes through, it will be sent directly to your team in Asana. 

Setting up the Asana Integration

To integrate Asana with your form

  1. In the Form Builder, go to the Settings tab.
  2. Click the Integrations on the left panel.
  3. Search for and click Asana from the list.
Asana integration in the Jotform Form Builder
  1. Choose an action from the list. With Asana, you can:
    • Create task
    • Create section
    • Create project
    • Create task comment
  2. Click the Next button to proceed with the authentication.
Choose an action list in the Asana integration with Jotform
  1. Click the Authenticate button and ensure you allow access to your Asana account.
Authenticate button in the Asana integration with Jotform
  1. Assuming you choose to Create a Task, you must do the following:
    • Select workspace
    • Select team — The integration will only ask you to select a team if you’ve originally signed up with your organization’s email address.
    • Match your fields — Match your form fields based on the chosen action.
    • Select uploaded files to Asana — This option is enabled when you have a File Upload element in the form.
Create task options in the Asana integration settings with Jotform

You also have a checkbox that lets you choose to update your record when the submission is edited.

  1. Finally, click the Save button to complete the integration.
File upload option, create record, and save button in the Asana integration settings

Adding New and Editing Existing Action

After saving the integration, you’ll see the active actions on the same window. Click the Add New Action to add a new Asana action to the same form. Hover your mouse to the existing icon and click the Pencil icon to edit it.

Clicking the More (thee-dotted vertical icon) beside the edit icon provides you with the following options:

  • See Action Logs — This section will display your Asana integration’s successful and failed runs. It’s useful when troubleshooting issues.
  • Rename Action — If you want to personalize the action’s title.
  • Disable Action — This option is useful to temporarily stop the integration from sending files.
  • Delete Action — If you want to remove the integration from your form.
Add new action button, edit action, and more options in the Asana integration settings

Sending Data to Asana

Your Jotform, once submitted, will automatically send the data to Asana, freeing up your time to do what matters. We gave it a try with a support form. See it in action below: 

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