Asana + Slack Hacks for Improving Team Workflows
Ginny Grimsley, Nov 18, 2021 8:00:00 AM
Updated March 25, 2022
If your workflow solution involves Asana + Slack, and you’ve ever wished you didn’t have to create a post in Slack every time you want to tell your team you’ve wrapped up a task, this article is for you.
Our Automation Engineer, Chris Bialek, found a hack for us that speaks directly to this (because that’s his superpower), and we’re excited to share it with all you work-from-homers, Slackers, and Asana evangelists (like us!).
1. Link your Asana app to your Slack app
If you need help linking these two powerhouse applications, check out this article in Slack’s help center.
We can pinky swear you won’t get a gazillion Slack notifications because we’re going to show you exactly how to set up custom rules so that only specific actions that you choose in Asana trigger notifications in Slack for your team.
2. Create a team project in Asana
3. Create a Slack channel for your Asana project
Don’t forget to add everyone who’s working on the project with you.
4. Create a custom rule in Asana for your project
- Open the project you just created in Asana.
- Locate and click the customize tab at the top right portion of your screen.
- Scroll down until you see RULES within the slide out on the right.
- Click “+ Add Rule.”
- Choose “Custom Rule” from the available options.
- Click “Create Custom Rule.”
- Create a name for the rule at the top of the screen below the trigger.
Pro Tip: We name our rules according to the project name + the Asana status. In this case, “Task Stage: In Review Slack Notification.” How much meta is THAT?
- Press the “Choose a Trigger” button which will open a menu to the right.
- From the menu, choose “Approval Stage.” In our case here, we chose “Ready for Review.”
- Press the “Choose an Action” button and, on the right, you’ll see multiple options.
- Scroll through the options until you see “Send Channel Message.” Choose this option.
This will allow you to write a custom message that will be automatically delivered to the Slack channel when the project task is triggered by you.
Your project manager and account manager (and your project collaborators) can now be alerted in Slack when you change the task status in Asana. Your message can say something like “task stage has been moved to ‘in review’.”
6. Create a Slack rule
Since you chose to send a message, you’ll now see the “Create Rule” button at the bottom left side of your screen. Press “Create Rule.”
If everything is working correctly, you’ll get a notification in Slack and Asana that you’ve updated the rule.
Test your new rule by creating a sample task, and moving the approval stage to the corresponding trigger stage change in Asana.
BAM! Look at that! One less thing to do!
Thanks, Chris B!
Need a little advice? Set up a meeting with us! We’re good eggs.