How to create Workflows in Asana

Using Workflows in Asana, you can create pre-defined processes and rules that govern how tasks are created and managed within a project. This helps your team work more efficiently as you don't think about what needs to be done next. Instead, the workflows in Asana keep everyone updated and it's clear what needs to be done next.
0:00 - Introduction
0:40 - What is a workflow?
1:43 - Starting your workflow
4:23 - Input sources
5:35 - Forms
12:46 - Task templates
17:03 - Rules
26:47 - Outro
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[@RalphErvin]

Excellent video. Incredibly, I spent the 2 days before this release searching and reviewing videos for content on workflows to use to better manage my youtube channel. Thanks as always for sharing your expertise.

[@minor-co]

Thanks, I'm glad this helped 😀

[@carrieminns]

Fantastic video. Thank you so much. Your knowledge and expertise is so helpful!

[@minor-co]

Glad I could help 🙏

[@shawncopeland2534]

Moving back from Trello to Asana. So glad I came across your video tutorials. Great content and instruction. Thank you for sharing!

[@minor-co]

Thanks and welcome back 😀

[@abankard]

Great tutorial. Exactly what I needed.

[@minor-co]

Glad I could help!

[@sofiamateus7161]

This is extremely helpful! Thank you so much!

[@minor-co]

Thanks, glad I could help!

[@Sasha0927]

I've just joined a creative team and my boss wants me to help optimize their workflow, so this comprehensive and informative video is a gift to me. I'll be watching (several) others like it to prepare for my start on Monday!

[@minor-co]

Thanks, please let me know if you need more help!

[@Sasha0927]

@@minor-co Thank you, I just might! This place has a newsroom, "deadlines don't exist until they do and then it's a mad scramble" vibe, so I'm leaning heavily into project / task templates and rules to seamlessly transition work. We'll see if it's helps the team and keeps boss happy. 🙃

[@mindyschaper]

Great video and feature!

[@minor-co]

Thanks, glad this was useful!

[@Christian-ks9yv]

Great video Paul. I was wondering if it is possible to implment the form template on a website for potential clients to fill out?

[@minor-co]

Yes, once you create your form, you can copy the embed code to add it to your site 👍

[@yohannesseifu8559]

@@minor-co i need some material

[@ashishshrestha7179]

Thanks for the video. It was helpful . Is there anyway to automatically add same task through the form in same project everyday and assign a person in charge for the task.

[@minor-co]

If you'd like to create a task that repeats each day, I'd recommend just creating a task with a recurring due date instead of using the form.

[@CharlotteShurtz]

Do you have a tutorial about how to integrate with an App - like Salesforce?

[@minor-co]

Not at the moment, thanks for the idea.

[@user-eo2qj9nb6u]

Thank you for this valuable video. May I ask, is it possible to auto email the person who has submitted a form into Asana? i.e. you can't set the email in an email rule because it could be anyone from the team who has submitted it although the email body text can be pre-set in the situation I'm thinking of

[@minor-co]

You could do this with Zapier. Let me know if this is something you need help with and we can help set it up.

[@user-eo2qj9nb6u]

@@minor-co Thank you, I did think that was the only way on the free version.

[@Serg-uf4xw]

@@minor-co would this also be the case for adding the "requester" or form submitter as a collaborator in the created task?

[@aliciapolak9273]

How do I reach out. Would love help setting up a board

[@minor-co]

You can contact me here: paulminors.com/contact/