How to Use Asana Integration Plus

Installation Instructions

To install the Asana Integration app, follow these steps:

  1. Follow the installation link or search for the app in the marketplace.
  2. Install the app.
  3. Add to monday.com

Prerequisites

  • A valid monday.com account.
  • Basic understanding of how to navigate and use monday.com.
  • A valid Asana account.

Please ensure you meet these prerequisites before proceeding with the installation of the Asana Integration app.

First Time Use Instructions

To get started with the Asana Integration Plus app, follow these steps:

  1. Install the app from the monday.com marketplace.
    Install the Asana Integration Plus app from the monday.com marketplace
  2. Start new workflow and add Asana Integration Plus trigger. You can find the trigger by searching for it in the triggers section.
    Search for Asana Integration Plus in the Integrate section
  3. Configure the trigger with your account, workspace and project. You will be asked to authorize the app and connect your Asana account if you haven t done it already.
    Configure the trigger with your account, workspace, and project in the Asana Integration Plus app
  4. After you configured the trigger, you can add the action to your workflow. You can find the action by searching for it in the actions section. Once you add the action, you will have to choose a board and also choose the Asana Task ID from the trigger.
    Adding the Asana Integration Plus action to your workflow
    Setting the Asana Task ID field from the trigger in the Asana Integration Plus app
  5. After you choose the board, you can map the columns with the Asana specific fields. The values from these fields will be used when creating your items.
    Choosing the board where you want to add items in the Asana Integration Plus app
    Populating the item fields with values from the trigger in the Asana Integration Plus app
  6. Adding the Asana Integration Plus in your automations. First step is to navigate to the Automations section in a board, and choose to create a new automation from scratch. Then, you can choose the Asana Integration Plus trigger and action to add it to your automation.
    Opening the Automations section and choosing to create a new automation from scratch in the Asana Integration Plus app
    Starting with an empty automation in the Asana Integration Plus app
    Now add the trigger and action from Asana Integration Plus to your automation, and configure them as explained in the previous steps. Choose the Asana account, workspace and project. Then configure the action by choosing the board where you want to create items, and mapping the fields with the values from the trigger. After you finish configuring the automation, click "Create automation".
    Adding the trigger and action from Asana Integration Plus in the automation
    Setting up the fields with the desired mapping in the Asana Integration Plus automation