Asana

Asana is a platform that allows you to manage team projects and tasks. Asana is available online and as a mobile app designed to help teams organize, track, and manage their work. In the context of Nintex Automation Cloud, Asana is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. and is used to create connections for Asana actions A tool for building the processes, logic, and direction within workflows.. Use Asana actions to interact with projects, tasks, workspaces, and users in the Asana platform.

For more information on Asana, see the Asana website.

Create a connection

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Asana account requirements

  • Nintex Automation Cloud uses the Nintex Automation Cloud - Asana Connector to create Asana connections. This connection requires you to grant permissions to read and write all user and group data.
  • The account you use to create a connection for Asana is the account that has access to the Asana actions

Asana data source

Use the Asana data source to create a drop-down list of Asana workspaces, teams, projects, users, or tasks in a form. Each data source is configured for a specific account. You can create as many data sources as you need. For more information on creating a data source and assigning permissions to it, see Data sources.

For example, to allow users to select which workspace member to submit their form to, add a drop-down list of workspace users to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses an Asana - Get users by workspace data source to list the members of the workspace you specify.

You can create a data source to:

  • Get workspaces: list all workspaces visible to the authorized user.
  • Get teams by workspace: list all teams in a workspace.
  • Get projects by workspace: list all projects in a workspace.
  • Get users by workspace: list all the users in a workspace.
  • Get tasks by project: list all the tasks of a specified project.

Each data source is configured for a specific Asana operation. You can create as many data sources as you need.

Create an Asana drop-down list

To add a Asana drop-down list to your form:

  1. Create your Asana data source. For information about data sources, see Data sources.
  2. Add a Data lookup form control to your form and configure it to use your new data source.

Data source fields

When you create the Asana data source, you can configure some additional fields for the operations to retrieve specific date.

To access the data source fields, in the Add data source section, select Asana in the Connector field and then select the Operation.

The following configuration fields are displayed depending on the operation selected.

Operation

Field/Selection

Description

Get projects by workspace Connection The connection to use for the data source.
  Workspace The workspace associated with the users you want to retrieve.
  Team The team associated with the workspace you selected.
  Item limit The maximum number of projects to return in the list (10, 20, or 50).
  Page token Use the page token returned by an Asana - Get projects by workspace action to retrieve the next page of results.
Get tasks by project Connection The connection to use for the data source.
  Workspace

The workspace associated with the project tasks you want to retrieve.

  Project The project associated with the workspace you selected.
  Item limit The maximum number of projects to return in the list (10, 20, or 50).
  Page token Use the page token returned by an Asana - Get tasks by project action to retrieve the next page of results.

Get teams by workspace

Connection

The connection to use for the data source.

  Workspace The workspace associated with the teams you want to retrieve.
  Item limit The maximum number of teams to return in the list (10, 20, or 50).
  Page token Use the page token returned by an Asana - Get teams by workspace action to retrieve the next page of results.
Get users by workspace Connection The connection to use for the data source.
  Workspace The workspace associated with the users you want to retrieve.
  Item limit The maximum number of users to return in the list (10, 20, or 50).
  Page token Use the page token returned by an Asana - Get users by workspace action to retrieve the next page of results.
Get workspaces Connection The connection to use for the data source.
  Item limit The maximum number of workspaces to return in the list (10, 20, or 50).
  Page token Use the page token returned by an Asana - Get workspaces action to retrieve the next page of results.