Hi everyone,
I feel like this should have a simple answer, but I’ve spent way too long trying to figure it out.
I’m trying to create a lightweight weekly workflow where each team member shares:
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What they accomplished last week
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Their top priorities for the coming week
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Any blockers they have
Ideally, I’d send out a form every Friday where each person can enter open-ended text responses. From there, I’d like Asana to automatically create tasks based on what they submitted, assign those tasks to the team member who submitted the form, and add them to the right section/status in our “Priority Tracker” project.
For example, their priorities for the coming week would be added to the appropriate priority/planning section, while any blockers would be auto-added to the “Blocked” status or section in the project. Ideally, they could also mention the team member who can help unblock them, and that person would either be tagged or added in some useful way.
Where I’m getting stuck is that open-ended text responses don’t seem to map cleanly into tasks, assignees, mentions, or custom fields in the way I’m hoping. I also looked at using the Slack integration, but even that feels clunky. Posts from Slack don’t seem to do a great job of assigning the task based on the person submitting the response, and because I’m trying to capture what happened last week, priorities for next week, and blockers, it turns into a multi-step workflow instead of the simple weekly check-in I’m hoping for.
The larger goal is to track actual outcomes, upcoming priorities, and blockers across team members in one shared project without manually copying, assigning, tagging, and organizing everything each week.
Has anyone built something like this in Asana? Is there a way to do this with forms, rules, Slack, or custom fields, or does this require a workaround with something like Zapier/Make?
