Automations
💡 Asana Automations we have built
At iDO, we have a superpower: we know how to code and use the Asana API, and we use that power to help our clients with these Asana Automations!
1- Asana Automations with Rules and Templates
💧The Invoice Raindown
In our Asana, we have one task per client and each one holds their name, country, language, address… we created an automation to have this information copied down (hence the raindown) to subtask below (like quotes and invoices).
🔥 The Priority wizard
Many of our projects have a custom field “Priority” with a single value “High” and when a task has this value, our Asana automation adds a fire emoji to its name so we see the priority from the My Tasks view directly.
🦄The iDO Animals
We attached an animal to each client based on their potential (unicorn for big potential, lion for interesting potential…) and we have an automation appending the animal to the client task, and project as well!
👾The Personal Tasks
My own Asana pro account is used to host private and personal tasks, and I’ve created an automation to append an alien emoji to any personal task, allowing me to distinguish them from other tasks.
🌈 The Subtask Wizard
Our content calendar is using subtasks heavily and we wanted them to appear on the calendar so our automation multi-homes any subtask into the main project!
2- Asana Automations with an External Tool
🔌The Embed Hack
When Asana introduced read-only views for projects, many users wanted to embed that view on their website but Asana prevented that behaviour; we created a code to allow for a read-only view to be embedded anywhere.
📅The Meeting Renamer
A client of ours is showing meeting tasks on their calendar, but they were lacking the project name in the meeting name so we created an automation appending the project name to those tasks.
🔋The Portfolio Filler
A client of ours is using Workload and needed all projects to be added to a master portfolio, our automation does it automatically, saving them mistakes and hours of work per year.
🔢The Calculator
Asana does not have formulas for custom fields so we created it ourselves and are using it everywhere!
👨🔧The Butler
Our client needed to do several actions when a Hubspot deal was closed (create a project based on a template, add the project to a portfolio, fill several fields) and our automation allows them to do those actions with a simple Zapier action calling our code.
💰The Accountant
Our client computes how long a task takes, and assigns them to specific roles; thanks to custom fields they decide what’s the rate of each role, allowing our automation to compute the exact cost of each task as well as consolidating a sum at the portfolio level!
👯The Mass Creator
Our client needed to create hundreds of projects, all based on a template. We created a tool allowing them to simply paste a list of project names, and our tool took care of the rest!
🏀The Ball Drop Detector
A client came to us with an unusual request “can we tell me which task did not receive a comment in the last 7 business days, and was it my team or the client who wrote last?”. We created the tool they needed.
🦄 Join the iDO Newsletter
Read about the new Asana features and tips, every month, written by iDO's passionate experts.
