# Workflow, adding customer to a task

**URL:** <https://forum.asana.com/t/workflow-adding-customer-to-a-task/112152>\
**Category:** Ask the Community\
**Created:** [1 March 2021 01:58 UTC](https://forum.asana.com/t/workflow-adding-customer-to-a-task/112152 "2021-03-01T01:58:34Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Taylor\_Pyles](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/taylor_pyles/32/71744_2.png) [@Taylor\_Pyles](https://forum.asana.com/u/Taylor_Pyles)\
**Post date:** [1 March 2021 01:58 UTC](https://forum.asana.com/t/workflow-adding-customer-to-a-task/112152/1 "2021-03-01T01:58:34Z")

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It’s probably easier to explain what I am trying to do than to describe the actions.

We are a non-profit and part of our organization is open by appointment only.  
I’ve created a workflow where the client completes a form on our website. This then gets e-mailed to an Asana project and a task is created. Our staff are then notified of the newly created task.

Is there a way to automatically add the client as a guest to view and interact with that particular task? When a staff member begins working on the task, I would like for the client and staff member to be able to communicate (set up a time for the appointment for example).

I think this would be possible on projects but not tasks. I have not found a way to create a new project via e-mail, only tasks.

Anyone have thoughts on how to accomplish this without manually creating a project from the task and then adding the client as a guest to the project?

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**Author:** ![LEGGO](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/leggo/32/94022_2.png) [@LEGGO](https://forum.asana.com/u/LEGGO)\
**Post date:** [1 March 2021 02:26 UTC](https://forum.asana.com/t/workflow-adding-customer-to-a-task/112152/2 "2021-03-01T02:26:22Z")

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@Taylor_Pyles there aren’t guest permissions for tasks, like there are for projects. For users to only interact on specific tasks they have to be a collaborator.

I would ask if you thought about using the client’s email on the cc line of the email you send to Asana (which would make them a collaborator), but that would only work if they are already a part of your organization (or the project). Learn more about emailing tasks [HERE](https://asana.com/guide/help/email/email-to-asana).

If it possible to use an [Asana Form](https://asana.com/guide/help/premium/forms) from your website instead? With this you can ask for the submitters email and once the form comes in adds a task to your project (basically replaces what you are doing by emailing the form to Asana). You could then add this user as a collaborator from within Asana and have your staff begin coordinating with them from there. You could even go as far as adding a custom message to your form submission that tells the submitter to expect a reply ticket from Asana.

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**Author:** ![system](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/system/32/276370_2.png) [@system](https://forum.asana.com/u/system)\
**Post date:** [27 April 2022 14:16 UTC](https://forum.asana.com/t/workflow-adding-customer-to-a-task/112152/3 "2022-04-27T14:16:18Z")

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Closed on 27 April 2022 14:16 UTC


