Asana Integration
The Asana integration is now run by Wufoo. If you’ve already been using the integration, please follow the steps below to reintegrate your forms.
With the Asana integration, you can create forms to gather requests, bug reports, applicant information, and more. The integration lets you feed your form data directly into an Asana project to take action.
Before setting up the integration, be sure to:
- Build a form
- Create a “home” project in Asana where form responses will be recorded
TIP! This integration currently only supports single-page forms. Multi-page forms can sometimes result in data being cut off due to API limitations.
Adding the Integration
If you’re already using the Asana integration, please follow the steps to reintegrate your forms to Asana. If this is your first time ever using the Asana integration, you can follow the steps to integrate your form for the first time.
To integrate your form with Asana for the first time:
- Log in and go to Forms.
- To the right of the form select the . More icon and choose Integrations.
- In the + to Another Application menu choose Asana.
- Select the Add Integration button.
- Enter your Personal Access Token (PAT) and select Next.
- Choose your Asana project and select Next.
- Check the box to Import Files as Attachments if needed, and Agree to the terms.
- Select Match Fields.
To reintegrate your forms with Asana:
- Log in and go to Forms.
- To the right of the form select the . More icon and choose Integrations.
- If you see an existing Webhook for Asana, click the red * to remove the current integration. Otherwise, move on to the next step.
- In the + to Another Application menu choose Asana.
- Select the Add Integration button.
- Enter your Personal Access Token (PAT) and select Next.
- Choose your Asana project and select Next.
- Review your PAT and chosen form, select Manage Form and Task Fields.
Linking Fields
From the Link project fields to form page, link Wufoo form fields to Asana task fields. All form fields will be included in your task description.
To link fields to tasks:
- Under the Task Fields section, select the Task Name and set additional options. This field is translated to the task name in Asana.
- For the Task Due Date, select a Date field to be the task’s due date. If the field is left blank, the task will not have a due date.
- In the Task Assignee drop-down, set an assignee for the task that corresponds with an Email field in your form.
- Add any Task Followers that are tied to email field(s) in your form. If the field is left blank, no collaborators will be added. If the person is not already part of the organization, they will not be added as a collaborator.
- Where applicable, choose a Task Priority, CustomMultiSelect, CustomNumber, and CustomText.
- Select Save.
| Custom Field Type | Description |
|---|---|
| MultiSelect | MultiSelect custom fields can be mapped to Checkboxes fields in Wufoo. |
| Number | Number custom fields can be mapped to any Number field in Wufoo. |
| Text | Text custom fields can be mapped to any Single Line Text, Paragraph Text, Multiple Choice, Dropdown, Name, or Email field in Wufoo. The choices in your Wufoo form must correspond exactly with the names of the choices in your custom field., |
TIP! Email addresses linked to any email fields entered in the Wufoo form need to correspond with an existing email in your Asana workspace.
Common Questions
I want to edit form fields that appear in the task description
All form fields will be included in the description and can’t be edited. If any field is left blank, the title of the field will still appear in the description, but without any value beneath it.
I want to download the attached files
Wufoo allows you to attach files to the form submissions, and the integration can optionally import these files and add them as attachments on the task in Asana. This link to download the file will always appear in the task description.
I want to make one of my email fields a follower
If you specify an email field to add as a follower, you can request that the follower be invited to the Organization if they are not already part of it. In this case, the email address entered in the chosen field will receive an invitation to Asana when the integration processes the submission, but only if the email address's domain matches your Organization’s domain. They will then join your Organization as a member.