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 A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. and is used to create connections for Asana actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process.. 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 an Asana 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

Create an Asana data lookup

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

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 allow users to select from a drop-down list that has values sourced from a third-party service.. The Data lookup form control uses an Asana - Get users by workspace data lookup to list the members of the workspace you specify.

You can create a data lookup 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.

Asana data lookup fields

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

To access the data lookup fields, in the Add data lookup 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 or Selection	Description
Get projects by workspace	Connection	The connection to use for the data lookup.
	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 lookup.
	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 lookup.
	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 lookup.
	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 lookup.
	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.