Asana

The Asana 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. 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.

Create a Asana connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

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.

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

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Asana - Get workspaces:
    • 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.
  • Asana - Get teams by workspace:
    • 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.
  • Asana - Get projects by workspace:
    • Workspace: The workspace associated with the projects 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 for a workspace action to retrieve the next page of results.
  • Asana - Get users by workspace:
    • 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.
  • Asana - Get tasks by project:
    • 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 in a project action to retrieve the next page of results.