We want to be able to email tasks directly from gmail into a particular project. The project view is set up so that field data drives where it appears in list view. For example, all of the tasks with a field called Live, are listed in a section called Live. Hopefully that makes sense! I can see how I email the task into the project, but I cant figure out how to ensure the field data is tagged somehow so that it automatically appears in the right place. I would also love to be able to set the due date at the point of sending the email, rather than doing it within asana. Any help appreciated! Thanks, Sam
In this case you can use rules inside project - setting due dates or other fields.
You can also try to use third party tool like Zapier
I hope it helps.
You can also use it to set an assignee, tags, and additional projects. It doesn’t currently support setting a section/column, although that’s not a bad idea; I will consider adding that!
Turns out it’s very easy to add this to Flowsana’s Hashtag Automation, so it’ll be rolled out this coming weekend - after that, you can use a hashtag to designate that an incoming email should go into a certain section/column.
Brilliant, thanks so much.
FYI, as mentioned above, you can now use Flowsana’s Hashtag Automation feature to email tasks into Asana and have them placed into a certain section. Just include # and the section name in the email body; for example, putting
will cause the new task to be saved into the “New Leads” section/column.