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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Slack Instant Message Commands to Create Tasks in Asana

Posted by Emily Morgan on May 26, 2016 9:09:12 AM
Emily Morgan

The Problem
The client aimed to expand the use of her Asana project management platform. She wanted to
use the tool as it was meant to be used, and not how she was currently using it (a half-hearted
attempt at organization). She felt, however, that she was spending a significant amount of time
physically entering information into Asana. Her time was more valuable than data entry tasks.



The Solution

The key solution in this client’s situation was the integration of apps. Upon research, our team found that Slack - the client’s internal messaging system - could relay messages and tasks into Asana. Just by entering a templated command before the message itself, the client is now able to type something to a colleague or to herself in Slack, and it goes directly into an Asana task.



The Result

By using “/asana” before typing her message into Slack, the client was able to start sending
large amounts of information into Asana. From scheduled meetings to to-do lists, the client is
now using one user-friendly platform to fill out her project management platform. 

 

Additionally, a major benefit was increased visibility. Not only was the client now able to create more tasks in the Asana space, but she was also able to completely see what was being put into the platform by herself or by our team. This added a checks and balances the client’s daily procedure: If she happened to miss a task in Asana, it was also in the Slack “Asana” channel.



How We Helped

Our team needed to set up a “channel” in Slack to make this app integration possible. Our team was able to quickly do so, get the client up and running with the “/asana” command, and integration was immediate. 

 

In adding this channel to the client’s Slack - and in doing so, filling out the client’s Asana - the client was able to save significantly on hours. Instead of emailing and messaging our team to enter data into Asana, the client could now do it herself with just a command.



Technology Utilized

Slack
Asana

Topics: asana, Slack, create tasks, instant message, slack commands

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