Contents
Overview
The Betterworks Asana integration can be used to automatically track progress on completed tasks in Asana. Betterworks users who also have an active Asana account can access any of their Asana workspaces, projects, and tasks. They can use filters and keywords to locate specific tasks to integrate or define a dynamic list of tasks to track. This allows users to quickly find the exact tasks they need to integrate, saving time.
Setup
The integration must be enabled by a Super Admin and is only available in Betterworks production environments (as opposed to Betterworks preview environments).
- Go to the Admin module.
- Select the Platform Confirmation tab.
- Click Integrations from the left-hand panel.
- Select Third-party integrations.
- Locate the Asana option.
- Click Settings.
- Move the toggle switch to the On position.
Usage
Once the Asana integration has been enabled, you can select the integration when creating a new milestone.
Alternatively, you can add the Asana integration to an existing milestone.
- Go to the Goals module.
- Locate the goal.
- Click the down arrow to see the associated milestones.
- Click the ellipsis ... on the right-hand side.
- Select Quick Edit from the drop-down menu.
The first time that you attempt to access the integration, you'll be prompted to log into your Asana account and grant permissions.
The integration interface allows you to search for and select a workspace and then set filters based on project, assignee, tags, and date. You can either manually select tasks to track or select the Sync all tasks option to create a dynamic integration that will update the target metric as tasks that fit the criteria are added or removed.
A keyword search function is available within filtered lists. To use this feature, you must select a filter, which will then display a search field. Type at least one word from the project into this field to return relevant Asana tasks or projects that match the entered keyword.
Data Sync
The Asana integration will update progress automatically every hour. However, if you've made an update to the status of your Asana task and you need to see it reflected in Betterworks immediately, you can use the Sync option. You may need to refresh your web browser to see the changes reflected.
You can also use the Continue syncing the progress after the due date option if you want progress to update even after the due date has passed. Once the integration has been successfully configured, an Asana icon will appear on the milestone.
Troubleshooting
If there is an error with the integration, it will show next to the metric data on the milestone. This means that either there is an issue with the account credentials used to access the task status in Asana, or a manually selected task has been deleted from your Asana workspace, and Betterworks can no longer query its status.
To resolve this, you can either remove the integration from the milestone and set up a new one or confirm that the task still exists in your Asana account and re-select it as needed.
FAQs
How often does the Asana integration update progress in Betterworks?
The Asana integration updates progress automatically every hour. However, you can manually sync the progress if you need to see immediate updates after making changes to the status of your Asana tasks.
Can I track progress on specific tasks or sync all tasks from Asana?
Yes, you have the flexibility to select specific tasks to track progress or choose the Sync all tasks option to create a dynamic integration. With the dynamic integration, the target metric will be updated as tasks fitting the specified criteria are added or removed in Asana.
Can I continue tracking progress on tasks even after the due date has passed?
Yes, there is an option to enable Continue syncing the progress after the due date. Enabling this option allows progress updates to be reflected even after the due date of the task has passed.
What should I do if I can't find a specific task to integrate from Asana?
If you cannot find a task in the integration interface, ensure that you have the necessary permissions to access it in Asana, that you are logged into your Asana account, and that you have access to the relevant workspace and/or project where the task resides.
What do I do if my integrated milestone didn't update?
If you've used the Sync feature to update the status of your Asana task and want to see the changes immediately in Betterworks, you may need to refresh your internet browser to ensure the updates are reflected.