Wufoo & Asana

With Asana’s Wufoo integration, you can create custom web forms to gather requests, bug reports, applicant information, and more - and feed it directly into an Asana projectproject Projects are lists of tasks. Read more to take action.

Before setting up the integration, ensure that you’ve:

  • Created your form in Wufoo
  • Created a “home” project in Asana where form responses will be recorded

Create a Form

Create your own forms that will appear in Asana tasks.

create form

create form

Connect Wufoo Forms and Asana

Authorize the integration to connect with your Asana. This will prompt you to log in to Asana, and grant the integration permissions needed to connect with Asana.

authorize wufoo

Allow the Wufoo Forms to access your Asana account. You will automatically be redirected to the integration.

connect wufoo

  • You will need to log in to your Wufoo account separately using your Wufoo domain or username, and navigate to your form manager. This can be found in the URL after you log in.
  • Copy and paste it from the URL into the Domain/Username field, and a link will appear under the second box to take you to your Wufoo API key.

wufoo api connect

Continue through to Wufoo and copy your API key from this page.

wufoo api connect

Paste this API key back in the second field on the integration page.

Linking a project to a form in Asana

linking form to project

  • In the Form dropdown field, all available forms will be displayed. Select the form you would like to link.
  • In the Project field, search for the Asana project where you would like form submissions to appear.

Use the Manage Form Fields on the left to choose the task name and set additional options. Here, select which form field should be translated to the task name in Asana.

manage form fields

  • In the second field Due date, you can choose a field that, when filled out, will be set as the task’s due date. This must be a Date field in your Wufoo form. If the field is left blank, the task will not have a due date.

  • Similarly, the third-drop field allows you to set an assignee on the task. The corresponding field in your form must be an Email field.

  • The fourth field allows you to add a follower to the task. This can also only be tied to an Email field in Wufoo. If the field is left blank, no follower will be added. By default, if the person is not already part of the Organization, they will not be added as a follower.

In the remainder of the dropdowns on this page, you will see any custom fields you have in your project, and can connect them to fields on your form:

  • Text custom fields can be mapped to any Single Line Text or Paragraph Text field in Wufoo.

  • Number custom fields can be mapped to any Number, Price, or Date field in Wufoo.

  • Choice custom fields can be mapped to any Multiple Choice or Dropdown field in Wufoo. The choices in your Wufoo form must correspond exactly with the names of the choices in your custom field.

  • The next section shows all the form fields that will appear in the task description. This cannot be edited, all form fields will be included in the description. If any field is left blank in a submission, the title of the field will still appear in the description, but without any value beneath it.

  • Wufoo allows you to attach files to the form submissions, and the integration can optionally import these files and add them as attachments on the task in Asana. This link to download the file will always appear in the task description.

  • If you specify an email field to add as a follower, you can request that the follower be invited to the Organization if they are not already part of it. In this case, the email address entered in the chosen field will receive an invitation to Asana when the integration processes the submission, but only if the email address’s domain matches your Organization’s domain. They will then join your Organization as a member.

The Asana Wufoo integration uses Wufoo webhooks to expedite task creation. As of November 2017, webhook support became part of Wufoo premium pricing so if you are not in a premium Wufoo account, you may experience a delay in task creation.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.