How to enable and use the Asana integration
Like other integrations, you need to be an admin in order to enable the Asana integration, but once enabled it can be used by any teammate.
The Asana integration allows you to link an Asana task/subtask to a conversation in Front.
How it works
There are a few key benefits of the Asana integration:
- Once an Asana task is linked to a Front conversation, you can easily access it directly from Front
- When an Asana task is attached to a Front conversation, a link back to all related conversations in Front will be added to the description of the Asana task
- When the Asana task is completed, related Front conversations will automatically reopen to allow you and your teammates to follow up with any updates
Enable the Asana integration
Click the gear icon on the top right of Front and into the Company settings tab, and select Integrations from the left menu.
Select Asana from the list of integrations. Click to the Settings tab and turn the toggle to enable the Asana integration.
If you'd like to reopen conversations after an Asana task has been closed, the click the Sign in to Asana button.
Click Save to finish enabling the Asana integration.
Create Asana Task/Subtask
Select a conversation in your inbox. Click the tag icon at the top right of the conversation (next to the subject), and select Asana task.
The first time you use Asana task, you will be required to sign in to Asana from Front using your Asana credentials.
After that, complete the detail fields to create a new task or subtask. When you're done, click Create task/subtask.
Your task is now posted. You will see a tag to the right of the subject line of your email. You can click on that to see the task in Asana.
Attach Conversation to Asana Task/Existing task
Toggle to Attach to task/Existing task.
Select the Project or Task you want to search in.
In search, type the name of the existing task/subtask you want to attach the conversation too. By default, we won't search for completed tasks, but you can always click the 'Include completed tasks' box to include that them in your search.
Log out of Asana
To log out of your own Asana account in Front, follow the steps below:
Click the tags menu at the top right of any conversation, and select Asana task.
Click the three dots at the top of the New Asana task popup > Sign out
Can you create a task without assigning it to a project?
No. You can consider just creating a personal project, like a person to-do list, and add your task there.