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Automations

Operations · Easy

Turn chat requests into tracked tasks

Requests made in chat get lost once the conversation scrolls away. Creating a task from the message keeps a link to it, with an owner and a due date.

Software used

What happens

When

Someone asks for something in a Slack message.

Then

  • You create an Asana task from the message.
  • Updates on the task are posted back to Slack.

How the tools connect

With a built-in integration. Asana lists Slack as an integration on its website.

Set it up

  1. Add the Asana app to your Slack workspace.

  2. Link a busy channel to the matching Asana project so updates post there.

  3. Agree as a team that requests only count once they're a task.

Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.

Watch out for

  • Too many notifications get ignored. Send only completed and overdue tasks to busy channels.

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