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BrightLeaf Digital
  • Home
  • Gravity Forms Plugins
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Global Variables
    • Recurring Form Submissions
    • Folders4Gravity
    • GravityOps Search
  • Docs
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BL Digital Guidelines & Policies

2
  • Using the Plugin on a Client Site
  • BrightLeaf Digital Refund Policy

Integrate Asana with Gravity Forms

29
  • 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
    • Items Not Showing in Drop-downs
    • Feed Page Unavailable
    • Task Description Caused Errors
    • Duplicate Tasks
  • Explanations & Concepts
    • OAuth and Scopes
    • Permissions & Workspaces
    • How Feeds Run
    • Performance Considerations
  • Changelog/Roadmap
    • Changelog
    • Roadmap

Mass Email Notifications for Gravity Forms

47
  • Getting Started
    • Mass Email Notifications — Welcome & Overview
    • Finding the Plugin in Your Dashboard
    • Before You Begin: Email Limits & SMTP
    • How Batches Are Created & Sent (5-Minute Delay)
    • Recommended Setup Pattern — Master Control Notification Form
  • Setup
    • Configure Global Send Limits (Throttling)
    • Create Your First Feed (5‑Minute Quickstart)
    • Using a GF Notification as Your Email Template
    • Schedule Batches for a Future Date
  • Settings Reference
    • Global Settings — Limits Reset Rules, Old Batch Cleanup, Cron Toggle & Next Run
    • Unsubscribe Settings (Free Version)
    • Unsubscribe & Preferences Settings (Premium Version)
    • Double Opt-In Settings (Premium Version)
    • Feed Settings — Name, Label, Dedupe, Completion Email
    • Choose Target Form & Email Field
    • Email Settings — From, Reply-To, Subject, Message, Merge Tags
    • Unsubscribe & Preferences Merge Tags Reference
    • Merge Tag Fallbacks & CSV Column Mapping
    • Schedule Based on Date Field
    • Conditional Logic — Feed Form vs. Target Form
    • CSV Ingestion
  • How‑to Guides
    • Send an Update to Everyone Who Used Another Form
    • Create a User Preferences Form (Premium)
    • Set Up a Double Opt-In Workflow (Premium)
    • Using Target-Form Merge Tags
    • Segment Recipients with Target-Form Conditional Logic
    • Import a CSV List and Personalize with Merge Tags
    • Build a Front-End “Trigger” Form for Non-Admin Staff
    • Use Populate Anything for Dynamic, Person-Specific Emails
  • Troubleshooting
    • Basics
    • Batches Not Sending / Cron Not Running
    • Preview Shows 0 Recipients with Target-Form Filters (Premium)
    • Troubleshooting Unsubscribe & Preferences Issues
    • Hitting Rate Limits
    • Emails Going to Spam
    • Entries/Batches Missing After Deletions
  • Explanations & Concepts
    • Understanding Double Opt-In
    • Understanding the Unsubscribe and Preferences System
    • How Batching & Cron Work
    • Throttling Models Explained
    • Deduplication Strategy
    • Batch Statuses & Actions
    • What Gets Logged
    • Limitations & Design Trade‑offs
    • Security & Permissions Considerations
  • Changelog / Roadmap
    • Changelog
    • Roadmap

GravityOps Search

5
  • The Display Attribute
  • Nesting Shortcodes
  • Using Search Operators
  • Multi-Input Field Support
  • General Notes
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  • Integrate Asana with Gravity Forms
  • Settings Reference
  • Workflow Steps — Update Task

Workflow Steps — Update Task

Purpose:
The Update Task workflow step is designed to keep Asana tasks in sync with Gravity Flow workflows. Unlike the Create Task step, this feature does not create a new task—instead, it updates an existing one.


1. Primary Purpose #

Ensures that the task created for the current entry is updated as the workflow progresses. Any changes—such as due dates, assignments, or descriptions—are reflected in Asana without creating duplicates.


2. Selecting the Task to Update #

  • Update the Task Created by This Entry (Default & Preferred)
    Automatically references the task(s) created by the same entry in the workflow. If multiple tasks were created (via feeds, steps, or multiple assignees), all will be updated.
  • Pick a Task from Another Entry
    Select a form and an entry from that form to update the task(s) created by it. This is less common, but useful for cross-form task management.

3. How It Works #

  • Once the target task(s) are identified, the step functions similarly to the Create Task feed.
  • No fields are required. Only the fields you configure will be updated; all others remain unchanged.

4. Available Update Options #

  • Task Name – Supports merge tags for dynamic values (cannot be cleared).
  • Assignee – Provides the same assignment options available in a standard feed, with the added ability to clear existing assignees.
  • Due Date – Options include relative to step date, relative to current due date, field value, fixed date, or clear due date.
  • Projects – Add to projects (with optional section), remove from projects. If both actions are selected for the same project, it will be removed.
  • Custom Fields – Map values as in a standard feed, with the option to clear supported field types.
  • Description – Replace, append to, or clear the description.
  • Tags – Add or remove tags. If both are selected for the same tag, it will be removed.
  • Collaborators – Add or remove collaborators. If both are selected for the same user, they will be removed.
  • Completion – Optionally mark the task complete.

5. Best Practices #

  • Make sure the workflow includes a task before using this step—either by running a feed earlier or through a Create Task workflow step.
  • Use conditional logic if updates should only occur in specific cases.
  • Remember: when multiple tasks were created by the same entry, all linked tasks will be updated with the configured changes.

6. Premium Feature #

The Update Task workflow step is available only in the Premium version of the plugin.


See Also #

For setup and usage details, see How-To → Workflow Steps → Update Task.

Updated on September 1, 2025

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Workflow Steps — Create Task
Table of Contents
  • 1. Primary Purpose
  • 2. Selecting the Task to Update
  • 3. How It Works
  • 4. Available Update Options
  • 5. Best Practices
  • 6. Premium Feature
  • See Also
© 2025 BrightLeaf LLC dba BrightLeaf Digital
  • Home
  • Gravity Forms Plugins
    • Integrate Asana with Gravity Forms
    • Mass Email Notifications for Gravity Forms
    • Global Variables
    • Recurring Form Submissions
    • Folders4Gravity
    • GravityOps Search
  • Docs
  • Snippet Library
  • Blog
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