Hi there! I’m wondering if it is possible, either via the Outlook integration, or by forwarding emails to x@mail.asana.com turn them into tasks, to auto-populate custom fields in a project?
For instance, we have a project custom field “date of initial outreach,” and if possible, it would be great if the date of the email we’re converting into a task could be used for this field.
Similarly, we have a field for the customer who made the request, and we’d like to pull this from the email sender.
Hi @Anne_S welcome to the forum. It is not possible via the forwarding and I don’t think via the integration as it is one way creation. However it might be possible with a 3rd Party or using a rule.
@Danielle-GenD is right, a 3rd party app that can do this from any email app is flowsana.net which has a feature that by adding hashtags to your emails can trigger changes to tasks in projects.
Unfortunately Flowsana doesn’t currently support setting custom fields via hashtags, though it’s definitely something we consider doing. Currently we support setting the following elements via hashtags:
