Is there an integration w/ Microsoft Lists?
We have an event list set up in Microsoft Lists for our company. We have had no success getting company-wide buy-in on Asana, so right now it’s just being used for the marketing team.
Is it possible for tasks to be generated in Asana for marketing based on submissions on the Microsoft Lists form? We have a form set up for other marketing submissions but I’d prefer to not have to tell folks to fill out another form if they have already submitted the event through Lists.
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I’m actually in the middle of setting up a similar workflow using SharePoint, Lists, Forms, and Power Automate. I was able to successfully setup and test a basic MS Power Automate Flow for this exact scenario.
The trigger a SharePoint trigger for when an item is created in lists (from the form submission), followed by the Create Task (V2) action for Asana. It’s not a perfect solution, but it captures enough information from the submitted fields that I can make it work for my process. A form is submitted, and then the information I need is created as a task in my Asana calendar for marketing projects. I have alerts setup so that if information changes on the SharePoint side, I am notified and can make updates to the Asana task. I imagine there are more advanced options in Power Automate, but being fairly new to it, I’m still learning the capabilities.
Zapier also has an integration for this but it requires a paid plan. It does allow for more flexibility with assigning and mapping custom fields, if you are using them on the Asana side. Hope that helps.
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Oof, that sounds like it’s over my head atm. I’ll have to see if it’s worth the effort to learn all that Microsoft stuff. 
Is the Create Task action triggered in Power Automate? I don’t see way to set up incoming actions like that as triggers on the Asana side.
Yes, it’s all in Power Automate and it’s fairly intuitive. The steps I followed were:
- Sign in to Power Automate (if your organization offers it)
- Click +Create in the left menu
- Select “Automated Cloud Flow”
- Enter a Flow Name
- Search “SharePoint Item” for the trigger
- Select SharePoint “When an item is created”
- Then click Create
In the editor select the trigger and enter the information in the fields to the left to connect to your Organization’s account.
Then hit the + sign under the trigger in the editor and click “Add an Action”
Search for “Create Task (V2) Asana”
You’ll need to connect your Asana account with the workspace and project ID you want to connect (you can find the ID in the URL and the workspace in your organization profile).
Then use the different fields to the left to carry information over - I used the “dynamic field” option so it sources information from the previous step, which is pulling the info from the item created on the SharePoint side.
Then save and test your flow to see if it works.
It probably won’t grab everything you’re looking for without more advanced editing, but I’ve never used Power Automate before and was able to get at least the basics to carry over to my Asana project.
The Zapier one was very easy to setup as well, but requires a paid plan for the features used.
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Thanks so much for outlining this for me! I’ll see if I can get this set up.
Question for you… I used this in a past role and am wondering if it will suit a project I’m working on now since Asana still doesn’t have a Microsoft integration that would allow creating a rule to send an email to someone when a task is marked complete. For your flow, do you have a PowerAutomate flow to trigger upon task completion and then do additional steps in the Microsoft side?
The flow I built is triggered based on when an item is created on the Sharepoint side. The items are added in Sharepoint by multiple users across the organization. When the item is created, the flow starts and runs through several steps. It reformats dates and times, pulls needed values from multiple choice/form fields, formats them, and places them in the task description for the Asana side. The task is then created in Asana. From there, an Asana rule automatically adds it to a section for new submissions and tags it as such. That way my team and I know it has not yet been reviewed. Once I review the information, the task I change the tag to “reviewed/added to calendar”.
I haven’t done a flow to complete task > send email, but I just checked the custom “rules” in Asana. If you setup a rule for when “task completion status is changed” and then under the “do this” section select external actions, there appears to be an option to “send email” through either Gmail or an integration using Flowsana. Perhaps that’s a potential solution?
Otherwise I would think the person you want to notify would have to be a member on the project and setup as a collaborator or assignee on the task. Then through their own account notification settings they could probably be notified by email when the task is marked complete.
Don’t know if that helps? I’m sorry I only just saw your message, so perhaps you’ve already found a solution?
Hi Kristine,
Thank you for your input, this is a very helpful workflow!
However, I cannot seem to get the information from my item list into the columns of Asana. Are there any workaround or details you can share? The information is populating correctly from my Form to my List, and I am able to populate the Asana task name with the information I am looking for.
Another question - have you come across auto numbering the tasks? If you have any insight there, I would really appreciate it! We are currently using Google Forms and Zapier to connect with Asana.
Thanks again!