--- title: Asana Task Settings Reference description: "This guide explains the core settings for configuring Asana task creation. --- ### Task Name - Defines the title of the Asana task. - Supports Gravity Forms merge tags such as `{Name (First):6.3}`, `{form_title}`, or `` for dynamic content. -…" url: "https://brightleafdigital.io/docs/asana-task-settings-reference/" updated: "2026-10-18" category: Integrate Asana with Gravity Forms / Settings Reference --- # Asana Task Settings Reference This guide explains the core settings for configuring Asana task creation. --- ### Task Name - Defines the title of the Asana task. - Supports Gravity Forms merge tags such as `{Name (First):6.3}`, `{form_title}`, or `` for dynamic content. - Example: `New Submission from {Name (First):6.3}` uses the first name submitted in the form, in the task title. --- ### Create As (Premium and Agency) - Chooses whether the feed creates a regular **Task** or a **Milestone**. Tasks are the default, and feeds saved before this setting existed keep creating tasks. - A milestone marks a single moment in time. It holds everything a task holds—description, due date, assignee, tags, collaborators, sections, custom fields and attachments—and only differs in how Asana displays it. - The one thing a milestone cannot have is a **start date**. The feed never sets one, so this only matters if you later convert a task that already has a start date: Asana accepts the conversion and drops the start date rather than refusing it (see the Update Task workflow step). - Since each feed picks its own type, one form can create tasks while another creates milestones. Combined with conditional logic, a single form can do both—add one feed per outcome and give each its own condition. - The setting is available on the Premium and Agency plans. On the free and Pro plans no selector is shown and feeds create regular tasks. If a Premium license lapses, a feed set to Milestone quietly goes back to creating tasks; the setting is remembered and takes effect again when the license is restored. - "Task Creation Failed" backup tasks are always created as regular tasks, whatever the feed is set to. --- ### Workspace (Premium Only) - Lets you choose which Asana workspace the task is created in when your connected account belongs to more than one workspace. - The **Project(s)**, **Assignee(s)**, **Tag(s)**, and **Collaborator(s)** options below all come from the selected workspace. - Changing the workspace reloads the page so those dropdowns refresh to match the new workspace. Any selections made for the previous workspace will need to be re-selected. - On the free version the plugin uses the connected account's first workspace automatically (no selector is shown). The selector is available on every premium plan. --- ### Due Date Options - **Relative**: Set relative to the form submission (e.g., `+3 days` for three days after submission). - **Mapped from Entry**: Pulls a date directly from a form field—like a project deadline captured in the form. Can be relative as well. - **Fixed Date**: Every task is assigned the same static date (e.g., `2025-12-31`). - **None**: No due date is assigned. --- ### Assignees - Only users visible to the connected OAuth user will show up in the dropdown. - Supports multiple selections; each selected person gets their own copy of the task. - Optional. Leave it empty and the feed creates a single unassigned task—useful for milestones, which often have no owner, and for triage projects where someone picks the work up later. Asana does not require an assignee on a task either. --- ### Sections (Premium Only) - Organize tasks within specific Asana project sections. - Only one section per project can be assigned. - Clicking the checkbox to show sections will reload the page to retrieve the necessary data. --- ### Projects - Displays only the projects that the connected user has access to. - Supports multi-project assignments for a single task. - If you enable "Show Sections" or "Show Custom Fields," the project selector becomes a regular multi-select (losing the enhanced multi-select UI). --- ### Description - Rich-text supported, including merge tags (e.g., `{comments:4}`, `19/10/2026`). - Some complex formatting may not render properly—see the tooltip in settings for limitations. - On a **Notification Sent** or **Notification Failure** feed, the `{notification:...}` tags add the rendered subject, body and send status of the notification that fired the feed. --- ### Description Format - **Rich text (HTML)** *(default)* — renders the supported HTML tags. The markup is auto-corrected before sending, so malformed/unbalanced tags won’t break task creation. - **Plain text** — sends the description as plain text, showing angle brackets as literal characters. Choose this when the description may contain code or AI-generated content (e.g., a code review) so tags like `` appear as text instead of being interpreted as formatting. --- ### Tags & Collaborators - Only available items that the connected OAuth user can access will be displayed. - Multi-select lists let you add tags for organization and collaborators for additional team visibility. --- ### Custom Field Mapping (Premium Only) - Tap into Asana’s custom field capabilities to map form fields directly. - Learn how in detail on the dedicated page: **Mapping Custom Fields**. --- ### File Uploads (Premium Only) - Attaches files uploaded through Gravity Forms directly to Asana tasks—great for including documents, images, signed forms, or any attachment with the task. - The setting will only be displayed if the form has a file uploads field. --- ### Summary | Setting | Description | Notes | | --- | --- | --- | | Task Name | Title of the created task using merge tags | Dynamic and editable | | Workspace | Choose which Asana workspace the task is created in | Premium version (all plans); shown when the account has multiple workspaces | | Due Date Options | Fixed, relative, mapped, or none | Flexible assignment options | | Assignees | One or multiple users assigned | Creates separate tasks per assignee | | Projects | Assign to one or more projects | UI adjusts for sections/custom fields | | Sections | Assign task to a project section | Requires Premium version | | Description | Rich-text body for the task | Formatting caveats apply | | Description Format | Send the description as rich text (HTML) or plain text | Defaults to HTML; use Plain text for code/AI content | | Tags & Collaborators | Add labels and collaborators | Limited to accessible items | | Custom Field Mapping | Maps Gravity Form fields to Asana custom fields | See dedicated guide | | File Uploads | Attach GF-uploaded files to the Asana task | Requires Premium version |