Note to Self Mail and Asana

Note To Self: how to create tasks in Asana – the fast way

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If you are using the mail import feature of Asana, you can speed up the notes with Note To Self Mail. The app creates notes in Asana in seconds.

Setup Note To Self Mail for Asana

You can create tasks and conversations from email addresses associated with Asana. Check which email address is associated by open up Asana and go to “My Profile Settings > Email Forwarding”.

1. Add the Asana email address to Note To Self Mail

Add the Asana email address x@mail.asana.com to Note To Self Mail. You can also set the label to “Asana” or any other descriptive name.

You can create conversations by using [team-name]@mail.asana.com. For example, marketing@mail.asana.com goes to the Marketing team, and customer-success@mail.asana.com goes to the Customer Success team.

Note to Self Mail new email setting
Note To Self Mail > Settings > Add email …

2. Adjust the subject

Asana uses the subject as a main source of a new note. Set the subject to “Use first line of note”. This ensures, that the first line is used as subject and all the other text lines are moved to the description of the task.

Note to Self Mail subject settings
Note To Self Mail > Settings > Add email … > Subject

3. Check your “from” email address

When using Gmail, your login id is used as sender address. If you use a custom SMTP server, you can specify the sender email in SMTP settings. In this case you have to make sure that this email is the same as the one used in Asana settings (see 1.).

Usage

Now, you can send any task to Asana. Tasks emailed will appear in your My Tasks list.

  • The subject line will be the task name
  • The body will be the task description
  • All email attachments will be attached to the task
  • You can cc teammates to add them as task collaborators

A detailed description of the possibilities are listed in Asana’s documentation: Emailing Tasks.

Now, you can send any note to Asana. With the following text …

screenshot of Note to Self Mail to create a note

… a new task will be created in Asana …

task in Asana web app

You might notice, that the task was placed in the correct project. The subject is set to the task title. All the other contents of the input (line 2 up to the end) are moved to the task description. That’s it!

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Comments

One response to “Note To Self: how to create tasks in Asana – the fast way”

  1. […] of May 2020, feel free to check out an alternative task manager like Trello, Evernote, Omnifocus, Asana or any other.Thank you 6 Wunderkinder for this great […]

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