- How to create an Asana project when a task is added in ClickUp
- 1. Create your playbook and set the ClickUp trigger as "Task created"
- 2. Add the "Create project" in Asana automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Asana and ClickUp
- Related blog posts
- More how-to guides featuring Asana and ClickUp
How to create an Asana project when a task is added in ClickUp
Create your playbook and set the ClickUp trigger as "Task created"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To set up this playbook, click "Add trigger" and then select "Task created" under ClickUp. Then, select the list. This will allow your playbook to automatically detect the newly created task in ClickUp and initiate necessary actions.
If this is your first time using a ClickUp integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create project" in Asana automation
Integrate the Asana automation into your playbook to ensure the prompt creation of a new project in Asana when a new task has been created on ClickUp.
Click the "Add step" button, then locate the "Create project" automation for Asana and input the mandatory and relevant details.
If your Asana account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Asana account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new project in Asana. Once turned on, it will respond to each newly added task in ClickUp by creating a new project on Asana without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.