Hi All, quick question - is there a way to automatically send a daily task list (PM would like to see a daily list of all tasks due that day for all assignees) to either Outlook or a Teams channel?
I’ve been looking into different integrations (Microsoft, Zapier, Automate, etc) and googled like crazy but this doesn’t seem to exist. Thanks!
Welcome to the Asana Community Forum!
Using the advanced search in Asana to pull up all matching results won‘t work as solution?
You can also save the search report under favourites for quick access.
You could also set up reports with graphs.
The graphs are click through and will display the matching task list.
1 Like
Thanks for responding. Those are already set up but since she starts her day in Teams or Outlook the request was to have that report delivered to either of those apps.
I usually feel embarrassed when asked to simply the life of Asana users by making them not go to Asana… I would +1 Andrea answer: reports are there for this specific use case…
Fair enough, she needs to end her morning routine in Asana…
1 Like
To add to that sending a report via email or somewhere else means there will just be a huge list of tasks most likely and for them to then access to see specifics they would anyway again have to go into Asana.
So just clicking one link to go to the report directly to have a nice overview in my opinion is definitely the better choice.
I’m disappointed to see that RoseAnn_Owens question wasn’t really answered. My client just asked for the same thing. As an Executive Assistant, it doesn’t matter that we know how to get to our daily task list and know this is the best way to find your daily tasks. What matters is our client/boss wants what they want. If he wants a daily morning email with his tasks due today, that is what I have to provide him whether I think it makes sense or not. From what I’m getting from the answers provided is that an auto email of a daily report is not an option. It appears what I need to do is pull this report every night or at the break of dawn so the first email he gets in the morning is his task report. Maybe there is a way in Outlook to set up an email to send at a certain time the next day? I’ll have to do more research.
@Stacey_Looney1 - welcome to the forum! Does your boss have access to Asana? If so, you could just schedule a daily email (in Outlook, I think the easiest way to do this is to create a recurring meeting and include a link to a saved search in the body). Note that your boss will only see tasks that they have access to in that report, so they won’t see private tasks (or tasks from projects for which they don’t have permissions).
Welcome, @Stacey_Looney1,
Would the Activity updates daily email work for your client:
Thanks,
Larry
Yes, he has his own Asana account. Please give me detailed instructions on how to create a saved search that would include only his tasks for all projects in order of what date the task is due.
Once I have the saved search, I assume I would have to run this search every morning because there must be a new link for every new day. Is that correct?
@Stacey_Looney1 - Ah, I misunderstood and thought you were seeking all tasks in Asana (regardless of assignee), as I believe this thread’s OP was.
If you’re only searching for tasks assigned to this one specific person, I think @lpb 's suggestion or the daily summary option are the easiest path. You can read Larry’s link, but those are automated by Asana and should give them everything they need. One caveat: they need to set this up on their own account as described in the article.
If you do decide to use a saved search, you can just use the search bar, click advanced search at the bottom, and set up a search where they are the assignee (and use other optional filters if desired):
Then, star the results and grab the link. This search is dynamic and never needs to be changed.
1 Like
I can try. Please give me detailed instructions on how to make an activity update daily email. Thank you.
@Stacey_Looney1, the link I shared has detailed instructions which just involves checking a checkbox.
This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.