Asana Automation
Automate Asana project management workflows, task tracking, team collaboration, and reporting
git clone --depth 1 https://github.com/claude-office-skills/skills /tmp/asana-automation && cp -r /tmp/asana-automation/asana-automation ~/.claude/skills/asana-automationSKILL.md
# 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
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