--- name: Asana Automation description: Automate Asana project management workflows, task tracking, team collaboration, and reporting version: 1.0.0 author: Claude Office Skills category: project-management tags: - asana - tasks - project-management - collaboration - automation department: operations models: - claude-3-opus - claude-3-sonnet - gpt-4 mcp: server: project-mcp tools: - asana_create_task - asana_update_task - asana_search - asana_sections capabilities: - Task creation and management - Project automation - Team workload tracking - Custom field workflows input: - Task details - Project configurations - Workflow rules - Team assignments output: - Created/updated tasks - Project reports - Workload views - Timeline updates languages: - en related_skills: - jira-automation - monday-automation - notion-automation --- # Asana Automation Comprehensive skill for automating Asana project management and team collaboration. ## Core Workflows ### 1. Task Management Pipeline ``` TASK LIFECYCLE: ┌─────────────────┐ │ New Request │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Triage & │ │ Prioritize │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Assign & │ │ Schedule │ └────────┬────────┘ ▼ ┌─────────────────┐ │ In Progress │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Review │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Complete │ └─────────────────┘ ``` ### 2. Automation Rules ```yaml automation_rules: - name: auto_assign_by_section trigger: type: task_moved_to_section section: "Design" action: assign_to: "design_team" add_followers: ["design_lead"] set_custom_field: Department: "Design" - name: due_date_reminder trigger: type: due_date_approaching days_before: 2 action: add_comment: "@{{assignee}} Reminder: This task is due in 2 days" add_to_project: "Due This Week" - name: completion_notification trigger: type: task_completed action: notify_followers: true move_to_section: "Done" add_comment: "✅ Completed on {{completion_date}}" - name: subtask_creation trigger: type: task_added_to_project project: "New Features" action: add_subtasks: - "Requirements gathering" - "Design mockups" - "Development" - "Testing" - "Documentation" ``` ## Project Templates ### Feature Launch Template ```yaml project_template: name: "Feature Launch - {{feature_name}}" team: "Product" sections: - name: "Planning" tasks: - name: "Define requirements" assignee: "product_manager" subtasks: - "User stories" - "Acceptance criteria" - "Success metrics" - name: "Technical spec" assignee: "tech_lead" - name: "Design" tasks: - name: "UX research" duration: 5 - name: "Wireframes" duration: 3 - name: "Visual design" duration: 5 - name: "Development" tasks: - name: "Backend implementation" duration: 10 - name: "Frontend implementation" duration: 10 - name: "API integration" duration: 5 - name: "Testing" tasks: - name: "QA testing" duration: 5 - name: "Bug fixes" duration: 3 - name: "UAT" duration: 3 - name: "Launch" tasks: - name: "Documentation" duration: 3 - name: "Marketing materials" duration: 5 - name: "Release notes" duration: 1 - name: "Go live" milestone: true ``` ### Sprint Template ```yaml sprint_template: name: "Sprint {{number}} - {{dates}}" sections: - "Backlog" - "To Do" - "In Progress" - "Review" - "Done" custom_fields: - name: "Story Points" type: number - name: "Priority" type: dropdown options: ["P0", "P1", "P2", "P3"] - name: "Type" type: dropdown options: ["Feature", "Bug", "Tech Debt", "Research"] ``` ## Custom Fields ### Field Configurations ```yaml custom_fields: - name: Priority type: dropdown options: - name: "🔴 Urgent" color: red - name: "🟠 High" color: orange - name: "🟡 Medium" color: yellow - name: "🟢 Low" color: green - name: Status type: dropdown options: - "Not Started" - "In Progress" - "Blocked" - "In Review" - "Complete" - name: Estimated Hours type: number precision: 1 - name: Department type: dropdown options: - "Engineering" - "Design" - "Marketing" - "Sales" - "Operations" - name: Due Week type: date format: week ``` ## Workload Management ### Team Capacity ``` TEAM WORKLOAD - THIS WEEK ═══════════════════════════════════════ Sarah (Designer) ██████████████████░░ 85% | 8 tasks Capacity: 40 hrs | Assigned: 34 hrs Mike (Engineer) ████████████████░░░░ 78% | 12 tasks Capacity: 40 hrs | Assigned: 31 hrs Lisa (PM) ██████████████████████ 110% ⚠️ | 15 tasks Capacity: 40 hrs | Assigned: 44 hrs REBALANCING SUGGESTIONS: • Move "API docs" from Lisa to Mike • Extend deadline for "Research report" • Add resources to "Launch prep" ``` ### Timeline View ```yaml timeline_config: view: gantt date_range: "this_quarter" grouping: primary: project secondary: assignee milestones: show: true style: diamond dependencies: show: true type: finish_to_start color_by: custom_field.priority ``` ## Forms & Intake ### Request Form ```yaml intake_form: name: "Work Request" project: "Incoming Requests" fields: - name: "Request Title" type: single_line required: true - name: "Description" type: multi_line required: true - name: "Request Type" type: dropdown options: - "New Feature" - "Bug Fix" - "Content Update" - "Design Request" required: true - name: "Priority" type: dropdown options: ["Low", "Medium", "High", "Urgent"] required: true - name: "Due Date" type: date required: false - name: "Attachments" type: attachment routing: - condition: field: "Request Type" equals: "Design Request" action: assign_to: "design_team" add_to_project: "Design Requests" ``` ## Reporting ### Portfolio Dashboard ``` PROJECT PORTFOLIO STATUS ═══════════════════════════════════════ Active Projects: 12 On Track: 8 (67%) At Risk: 3 (25%) Off Track: 1 (8%) BY STATUS: ┌────────────────────┬────────┬─────────┐ │ Project │ Status │ % Done │ ├────────────────────┼────────┼─────────┤ │ Website Redesign │ 🟢 │ 78% │ │ Mobile App v2 │ 🟡 │ 45% │ │ CRM Integration │ 🟢 │ 92% │ │ Q2 Marketing │ 🔴 │ 23% │ │ Security Audit │ 🟢 │ 65% │ └────────────────────┴────────┴─────────┘ UPCOMING MILESTONES: • Jan 25: Website Beta Launch • Jan 30: Mobile App QA Complete • Feb 5: CRM Go-Live ``` ### Team Metrics ```yaml reports: - name: "Weekly Team Report" metrics: - tasks_completed - tasks_created - overdue_tasks - completion_rate group_by: assignee period: last_7_days - name: "Project Progress" metrics: - total_tasks - completed_percentage - days_remaining - blockers_count group_by: project - name: "Burnup Chart" type: chart x_axis: date y_axis: - total_scope - completed_tasks period: current_sprint ``` ## Integration Workflows ### Slack Integration ```yaml slack_integration: notifications: - trigger: task_assigned_to_me channel: dm message: "📋 New task assigned: {{task.name}}" - trigger: task_completed channel: "#team-updates" message: "✅ {{user}} completed: {{task.name}}" - trigger: comment_added channel: dm message: "💬 New comment on {{task.name}}" commands: /asana: - create_task - list_my_tasks - mark_complete ``` ### GitHub Integration ```yaml github_integration: sync_rules: - github_event: issue_opened asana_action: create_task: project: "GitHub Issues" name: "{{issue.title}}" description: "{{issue.body}}" custom_fields: GitHub_Issue: "{{issue.number}}" - github_event: pr_merged asana_action: complete_task: match_field: "GitHub_PR" value: "{{pr.number}}" ``` ## Best Practices 1. **Clear Task Names**: Use action verbs, be specific 2. **Single Assignee**: One person accountable per task 3. **Due Dates**: Always set realistic deadlines 4. **Subtasks**: Break complex work into smaller pieces 5. **Custom Fields**: Use consistently across projects 6. **Templates**: Create reusable project structures 7. **Regular Reviews**: Weekly project check-ins 8. **Archive Completed**: Keep workspace organized