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Integrate Asana with Gravity Forms

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  • Getting Started
    • Integrate Asana with Gravity Forms — Welcome & Overview
    • Finding the Plugin in Your Dashboard
  • Setup
    • Connect Asana (OAuth)
    • Create Your First Feed (5-Minute Quickstart)
  • Settings Reference
    • Feed Settings — Name, Conditional Logic & Trigger
    • Asana Task Settings Reference
    • Feed Triggers
    • Mapping Custom Fields
    • Workflow Steps — Create Task
    • Workflow Steps — Update Task
  • How-to Guides
    • Use Conditional Logic to Route Tasks
    • Choosing the Right Feed Trigger
    • Attach File Uploads to Tasks
    • Use Asana Custom Fields as Automation Signals
    • Workflow Steps: Create Task
    • Workflow Steps: Update Task
  • Troubleshooting
    • Basics
    • Reconnecting / Resetting Credentials
    • Task Creation Failed → Backup Task Behavior
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  • Explanations & Concepts
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  • Workflow Steps: Create Task

Workflow Steps: Create Task

Purpose:
Allows you to execute any pre-configured Asana feed at a designated point in a Gravity Flow workflow—rather than triggering it immediately upon form submission. This leverages all standard Gravity Flow step features, such as highlighting, conditional logic, and scheduling.


1. When to Use This Step #

Include this step when you want Asana task creation to align with your workflow’s logic. For example, send form data to Asana only after an internal approval step or at a specific time—rather than immediately at submission.


2. How It Works #

  • Select this step type when defining your Gravity Flow workflow.
  • Continue using Gravity Flow’s built-in step controls—like scheduled execution, conditional logic, and visual highlighting—to control precisely when and under what conditions the feed runs.

3. Setup Instructions #

  1. Create your Asana feed normally under Gravity Forms → Settings → Asana Integration.
  2. In your form’s Gravity Flow workflow settings, add a new step.
  3. Choose “Create Task” as the step type.
  4. Select the desired feed for the step to execute.
  5. Configure additional options, such as conditional logic, highlighting, or delays—all standard Gravity Flow settings apply here.

4. Why It’s Useful #

AdvantageDescription
Greater controlDelay or conditionally execute task creation based on workflow events.
Streamlined integrationKeeps form-to-Asana actions within the flow’s logic—no external triggers required.
Consistency with Gravity Flow UXUse familiar Gravity Flow step settings for visibility, timing, and logic.

5. Premium Feature #

This workflow step is available only for users with the Premium version of the plugin.


6. Tip / Pro Suggestion #

Use this feature strategically to align task creation with critical workflow milestones—e.g., after a compliance check, review stage, or manual validation—ensuring that Asana tasks are built only when truly needed.

Updated on August 31, 2025

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Use Asana Custom Fields as Automation SignalsWorkflow Steps: Update Task
Table of Contents
  • 1. When to Use This Step
  • 2. How It Works
  • 3. Setup Instructions
  • 4. Why It’s Useful
  • 5. Premium Feature
  • 6. Tip / Pro Suggestion
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  • Home
  • Gravity Forms Plugins
    • Integrate Asana with Gravity Forms
    • Global Variables
    • Mass Email Notifications
    • Recurring Form Submissions
    • Folders4Gravity
  • Docs
  • Snippet Library
  • Blog
  • Contact Us