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Asana

The Asana action connector lets you create a task, fetch tasks details from a project, get user information, and update a task in the Asana dashboard.

Set up Asana

  1. Click Configure Action Step from the left navigation panel.
  2. Click Action Step to configure third-party services.
  3. Within the Configure Action Step, click the Asana connector.
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  4. Under Choose an Action tab, you will see four actions:

    5. Let’s look at each of them in detail.

    Action 1: Select the Create a Task action

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    1. Click the + Add New Account button to add your Asana account (see screenshot in next step).
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    2. In the Manage Permissions modal, click the Checkbox and click Authorize.
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    3. In the Set Account Name modal, enter the Title and click Save to add your Asana account.
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    4. On the Create a Task - Configure Action page, enter the details given below:
      1. Select the Project Name from the lookup values to create a task.
      2. Enter an appropriate Title to the task.
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      3. Click the Show optional fields toggle button to use the optional fields.
      4. Enter the Description for the task.
      5. Select the Assignee Name from the lookup values to whom you want to assign this task.
      6. Select the Parent Task Name from the lookup list if creating a sub-task.
      7. Choose the section from the Select Section dropdown where you want to place the task.

        8. Note When you want to change the section, the task must be assigned to a user.

      8. Custom Fields are the user-specified fields that store the task information in the Asana project—for example, Priority, Status, etc. You can add a Custom Field as a key-value pair from the lookup data.
      9. Choose the value from the Select Approval Status dropdown to set the approval status. The status can be Pending, Approved, Rejected, and Changes Requested.
      10. Check the Mark a task as complete checkbox to set the task status as complete.
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    5. Click Proceed.
    6. Click Test Action to test the configured action.
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    7. You will get the response. Once set, click Save and Exit.
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    8. Navigate to your Asana Project. You should see that the task has been created successfully.

    Action 2: Select the Get Tasks from Project action

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    1. Click the + Add New Account button to add your Asana account (see screenshot in next step).
      Click to enlarge
    2. In the Manage Permissions modal, click the Checkbox and click Authorize.
      Click to enlarge
    3. In the Set Account Name modal, enter the Title and click Save to add your Asana account.
      Click to enlarge
    4. On the Get Tasks from Project - Configure Action page, enter the details given below:
      1. Select Project Name from the lookup List to fetch the tasks.
      2. Click the Show optional fields toggle button to use the optional fields.

        3. Click to enlarge

      3. Provide the value to set the Task Limit to retrieve the tasks. For example, if you set the limit to 10, 10 tasks will be fetched.

        4. Note The maximum task limit is 100.

      4. Provide the Offset Token value returned from the Asana platform. It acts as a benchmark to fetch the next set of tasks as per the limit.

        5. Additional Resource: For more information, please refer to the Get tasks from a project API Reference documentation.

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    5. Click Proceed.
    6. Click Test Action to test the configured action.
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    7. You will get the response. Once set, click Save and Exit.
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    Action 3: Select the Get a User action

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    1. Click the + Add New Account button to add your Asana account (see screenshot in next step).
      Click to enlarge
    2. In the Manage Permissions modal, click the Checkbox and click Authorize.
      Click to enlarge
    3. In the Set Account Name modal, enter the Title and click Save to add your Asana account.
      Click to enlarge
    4. On the Get a User - Configure Action page, select the User Name or Email ID from the lookup values to retrieve the user details.
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    5. Click Proceed.
    6. Click Test Action to test the configured action.
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    7. You will get the response. Once set, click Save and Exit.
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    Action 4: Select the Update a Task action

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    1. Click the + Add New Account button to add your Asana account (see screenshot in next step).
      Click to enlarge

    2. In the Manage Permissions modal, click the Checkbox and click Authorize.
      Click to enlarge
    3. In the Set Account Name modal, enter the Title and click Save to add your Asana account.
      Click to enlarge
    4. On the Update a Task - Configure Action page, enter the details given below:
      1. Select the Project Name from the lookup values to update a task.
      2. Select the Task Name which you want to update.
        3. Click to enlarge
      3. Click the Show optional fields toggle button to use the optional fields.
      4. Enter the suitable Title to update the title of the task.
      5. Enter the Description to update the task description.
      6. Select the Assignee Name from the lookup values to whom you want to assign this task.
      7. Choose the section from the Select Section dropdown where you want to place the task.

        8. Note When you want to change the section, the task must be assigned to a user.

      8. Custom Fields are the user-specified fields that store the task information in the Asana project—for example, Priority, Status, etc. You can add a Custom Field as a key-value pair from the lookup data.
      9. Choose the value from the Select Approval Status dropdown to set the approval status. The status can be Pending, Approved, Rejected, and Changes Requested.
      10. Check the Mark a task as complete checkbox to set the task status as complete.
        11. Click to enlarge
    5. Click Proceed.
    6. Click Test Action to test the configured action.
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    7. You will get the response. Once set, click Save and Exit.
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    8. Navigate to your Asana Project. You should see that the task has been updated successfully.

This sets the Asana action connector.