# Asana Task Settings Reference

This guide explains the core settings for configuring Asana task
creation.

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### Task Name

- Defines the title of the Asana task.
- Supports Gravity Forms merge tags such as `{Name (First):6.3}`,
  `{form_title}`, or `{user:display_name}` for dynamic content.
- Example: `New Submission from {Name (First):6.3}` uses the first name
  submitted in the form, in the task title.

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### 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.

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### 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.

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### 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.

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### 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.

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### 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).

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### Description

- Rich-text supported, including merge tags (e.g., `{comments:4}`,
  `{date_dmy}`).
- Some complex formatting may not render properly—see the tooltip in
  settings for limitations.

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### 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
  `<strong>` appear as text instead of being interpreted as formatting.

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### 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.

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### 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**.

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### 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.

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### Summary

<figure class="wp-block-table">
<table class="has-fixed-layout">
<thead>
<tr class="header">
<th>Setting</th>
<th>Description</th>
<th>Notes</th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td>Task Name</td>
<td>Title of the created task using merge tags</td>
<td>Dynamic and editable</td>
</tr>
<tr class="even">
<td>Workspace</td>
<td>Choose which Asana workspace the task is created in</td>
<td>Premium version (all plans); shown when the account has multiple workspaces</td>
</tr>
<tr class="odd">
<td>Due Date Options</td>
<td>Fixed, relative, mapped, or none</td>
<td>Flexible assignment options</td>
</tr>
<tr class="even">
<td>Assignees</td>
<td>One or multiple users assigned</td>
<td>Creates separate tasks per assignee</td>
</tr>
<tr class="odd">
<td>Projects</td>
<td>Assign to one or more projects</td>
<td>UI adjusts for sections/custom fields</td>
</tr>
<tr class="even">
<td>Sections</td>
<td>Assign task to a project section</td>
<td>Requires Premium version</td>
</tr>
<tr class="odd">
<td>Description</td>
<td>Rich-text body for the task</td>
<td>Formatting caveats apply</td>
</tr>
<tr class="even">
<td>Description Format</td>
<td>Send the description as rich text (HTML) or plain text</td>
<td>Defaults to HTML; use Plain text for code/AI content</td>
</tr>
<tr class="odd">
<td>Tags &amp; Collaborators</td>
<td>Add labels and collaborators</td>
<td>Limited to accessible items</td>
</tr>
<tr class="even">
<td>Custom Field Mapping</td>
<td>Maps Gravity Form fields to Asana custom fields</td>
<td>See dedicated guide</td>
</tr>
<tr class="odd">
<td>File Uploads</td>
<td>Attach GF-uploaded files to the Asana task</td>
<td>Requires Premium version</td>
</tr>
</tbody>
</table>
</figure>
