Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
- Overview
- Configuration (Administrators)
- Connecting Milestones
- Data Sync
- Real-time Usage
- Troubleshooting
- FAQs
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 to locate specific tasks to integrate or define a dynamic list of tasks to track.
Configuration (Administrators)
Note: You must be a Super Admin to configure the integration.
- Access the Third-party page.
- Click Admin on the top banner menu.
- Select the Program Configuration header from the left panel.
- Select Integrations.
- Select the Third-party tab.
- Scroll down to Asana and expand the section.
- Click the toggle to Enable the integration.
Connecting Milestones
Once the integration has been set up, any user in the organization can use it.
- Access Asana.
- Click Goals on the top banner menu.
- Click Create Goal on the Goals page.
- Enter a goal.
- Click into the milestone field.
- Click the Asana icon under Integration on the right panel.
-
Click the Asana icon to sign in.
-
Enter your credentials.
-
Make your selections.
- Click Save.
Note: If you're unable to locate a task, ensure that you have permission to access it in Asana.
Data Sync
The Asana integration will update progress automatically every hour, but if you've made an update to the status of your Asana task that you need to see reflected in Betterworks immediately, you can use the Sync option.
Note: You may need to refresh your internet browser as well to see the changes reflected.
Real-time Usage
Set your goals and milestones and connect your Asana projects directly within Betterworks to track automatic updating and progress.
Troubleshooting
If there is an error with the integration between Betterworks and Asana, 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 the status of that task.
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 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 issues 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 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.
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 have access to the relevant workspace/project where the task resides.
What do I do if my integrated milestone doesn'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.