How to Automate Task Assignment in Asana

Automatically assigning members to your Asana tasks ensures that incoming requests are immediately routed to the right person. In this guide, we'll walk you through how to set up this automation rule.

Step-by-Step Guide

1. Create a New Automation Rule

• First, go to the form's edit page in your dashboard.

• Navigate to the Automation section from the top menu.

• Click to create a new rule.

2. Configure Your Trigger (WHEN)

• Pick your trigger from the WHEN menu (e.g., Form Submitted).

• (Optional) You can also define a condition or add a delay, if you like, to control exactly when the rule runs.

3. Set Up the Assignment Action (THEN)

• Under the THEN menu, select the action you'd like to perform.

• You can choose to either assign members or add them as followers.

• Select the member you want to assign directly from the dropdown list.

4. Publish and Test

• Now, let's publish the form and test it out.

• Open the live version and fill out the form as a requester.

5. Review the Result in Asana

• Now, let’s head over to the Asana project and check it out.

• Locate the newly generated task on your board.