Create Task (Asana) activity

An activity that creates a task in Asana.


Create Task activity

Configure the Create Task activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Asana tab.

    Open Asana tab
  3. On the Asana tab, drag the Create Task activity onto your process.

    Drag Create Task activity

General Configuration

Specifies the basic settings for the Create Task activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name
Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Create Task Configuration

Specifies the information to create a task in Asana.

Figure: Create Task Configuration screen

Create Task Configuration screen

Fields

Field NameDefinition

Asana
Description:
Specifies the access token that connects to your Asana service.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon
Opens this Screen:
Access Token for Asana
Function of this Screen:
Configure an access token to connect to Asana.

Workspace Name Or ID
Description:
Specifies the name or ID of the workspace in which to create an Asana task.
Allowed Values:
  • A workspace name from the list.

    When you select the access token from the Asana field, this field shows the workspace names associated with the access token.

  • An integer that represents a workspace ID.

    The workspace ID comes from Asana.

Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Project Name Or ID
Description:
Specifies the name or ID of the project in which to create an Asana task.
Allowed Values:
  • A project name from the list.

    When you select the workspace name from the Workspace Name Or ID field, this field shows the project names associated with the workspace.

  • An integer that represents a project ID.

    The project ID comes from Asana.

Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Task Name
Description:
Specifies the name of the task to create in Asana.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Assignee Name Or ID
Description:
Specifies the name or ID of the user to assign the Asana task.
Allowed Values:
  • An user name from the list.

    When you select the access token from the Asana field, this field shows the user names associated with the access token.

  • An integer that represents an assignee ID.

    The assignee ID comes from Asana.

Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Start On
Description:
Specifies the start date for the Asana task.
Allowed Values:
  • A date from the calendar.
  • A date in this format:

    [mm/dd/yyyy]

Default Value:
None
Accepts Variables:
Yes

Due On
Description:
Specifies the due date for the Asana task.
Allowed Values:
  • A date from the calendar.
  • A date in this format:

    [mm/dd/yyyy]

Default Value:
None
Accepts Variables:
Yes

Configure Task Fields
Opens this Screen:
Create Task Configuration > Configure Task Fields
Function of this Screen:
Configures the custom fields for the Asana task.

Plain Text Description / HTML Description
Description:
Specifies the display format for the description of the Asana task.
Allowed Values:
  • Plain Text Description - Adds the description as plain text.
  • HTML Description - Adds the description in HTML format.
Default Value:
Plain Text Description

Plain Text Description
Description:
Specifies the description for the Asana task.
To Open this Field:
  1. On the Create Task Configuration screen, select Plain Text Description.
Allowed Values:
More than one line of text.

Format:

  • Plain text
Default Value:
None
Accepts Variables:
Yes

HTML Description
Description:
Specifies the description for the Asana task.
To Open this Field:
  1. On the Create Task Configuration screen, select HTML Description.
Allowed Values:
More than one line of text.

Format:

  • HTML
Default Value:
None
Accepts Variables:
Yes

Store Response Task ID In This Variable
Description:
Specifies the process data variable to store the ID of the Asana task.

The task ID comes from Asana.

Allowed Values:
A variable.

Format:

  • String

Accepted:

  • Numbers
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Task Configuration > Configure Task Fields

Configures the custom fields for the Asana task.

Figure: Create Task Configuration > Configure Task Fields screen

Create Task Configuration Configure Task Fields screen

Fields

Field NameDefinition

Field Name
Description:
Specifies a field to add to the Asana task in a key-value pair.
Allowed Values:
  • A field name from the list.

    When you select a project in the Project Name Or ID field, this field shows the custom fields associated with the project.

  • One line of text (a string) that can have letters, numbers, spaces, and special characters

    The line of text represents a custom field name.

    If the custom field name entered in this field does not exist in your Asana environment, when this activity runs, the activity creates the custom field name and adds it to the Asana task.

Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Field Value
Description:
Specifies the value for the field in a key-value pair.
Allowed Values:
A number or a text string that can contain spaces.
Default Value:
None
Accepts Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add Add icon
Function:
Adds a row for the Field Name and Field Value.

Delete Delete icon
Function:
Deletes the selected row.