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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
  • Snippet Library
  • Blog
  • Contact Us

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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  • Docs
  • Integrate Asana with Gravity Forms
  • How-to Guides
  • Workflow Steps: Update Task

Workflow Steps: Update Task

Purpose:
Walks you through how to configure and use the Update Task workflow step so your Gravity Flow processes can keep existing Asana tasks up to date.


1. When to Use This Step #

Use the Update Task step when you need to change details of an Asana task that has already been created. This ensures your workflow continues to reflect accurate assignments, due dates, and other task data without creating duplicates.


2. Prerequisites #

  • Make sure a task already exists before this step runs. This can be ensured by:
    • Running a Create Task feed at form submission, or
    • Adding a Create Task workflow step earlier in the flow.

3. Adding the Step to a Workflow #

  1. Open the workflow editor for your form in Gravity Flow.
  2. Add a new step and choose Update Task as the step type.
  3. Position this step after the task has been created (feed or step).

4. Configuring the Step #

  • Select Task to Update
    • Update the task created by this entry (default and recommended).
    • Or pick a task from another entry for cross-form updates.
  • Choose Which Fields to Update
    Configure only the fields that need to change. All unconfigured fields remain untouched. Options include task name, assignee, due date, projects, description, tags, collaborators, custom fields, and completion status.
  • Apply Workflow Logic
    Use Gravity Flow’s conditional logic, scheduling, and highlighting to control when and how updates occur.


5. Premium Feature #

This workflow step is available only in the Premium version of the plugin.


See Also #

For field-by-field details, see Settings Reference → Workflow Steps — Update Task.

Updated on September 1, 2025

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Workflow Steps: Create Task
Table of Contents
  • 1. When to Use This Step
  • 2. Prerequisites
  • 3. Adding the Step to a Workflow
  • 4. Configuring the Step
  • 5. 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
  • Contact Us