Note: You must have already connected your Asana account via OAuth. If you haven’t, please see: Connect Asana (OAuth).
Let’s get your first workflow going—here’s how to set up a basic feed on any form in under five minutes:
Step-by-Step Instructions #
- Go to Forms → Forms in the WordPress admin dashboard and open the form you want to connect with Asana.
- Click Settings → Asana Integration.
- Hit Add New to create a feed.
- Name your feed—for example: “New Task from Contact Form”.
- Select a Trigger (e.g., Form is Submitted).
- Configure the following task settings:
- Task Name: Use merge tags like
{Name:15},{form_title}, etc. - Assignees: Pick one or more users (a unique task is created for each selected assignee).
- Due Date: Choose from fixed, relative, mapped-from-field, or none.
- Project: Assign it to one or more projects and (premium) optional sections/custom fields may be shown if enabled.
- Description: Use rich text with merge tags (ghat formatting limitations—see tooltip).
- Task Name: Use merge tags like
- Click Save Feed.
- Test for success: Submit the form and confirm that the task appears in Asana with the correct details.
Quick Tips #
- Use multiple feeds per form when you need to route to different projects or users.
- Apply Conditional Logic to control when feeds fire—great for segmented task routing.
What You Should See #
- A new feed appears for your form with the name you provided.
- After submitting the form:
- An Asana task is generated.
- It follows your settings: name, assignee(s), due date, project, and description.
Next Steps #
Ready for more? Check out the Settings Reference section to learn about conditional logic, custom fields, file uploads, and other advanced options.
