Category / Section
Installing and Configuring the Asana Integration
Published:
The Asana integration helps the support team and product engineers collaborate efficiently by keeping track of the latest status of tasks.
Key Features:
- Create a link between existing tasks and tickets.
- Sync tasks such as comments, status, and priority with tickets.
- View Asana task details such as title, description, and assignee on the ticket page.
Check out this video tutorial.
Plan limit
| Feature | Starter | Momentum | Enterprise | Standard | Pro | Business | Scale | Essential |
|---|---|---|---|---|---|---|---|---|
| Workspace limit | 0 | 5 | 10 | 0 | 5 | 10 | 0 | 0 |
| Project limit | 0 | 50 | 100 | 0 | 50 | 100 | 0 | 0 |
| Task limit | 0 | 1 | 1 | 0 | 1 | 1 | 0 | 0 |
Install and configure Asana app in BoldDesk
To install the Asana integration, follow these steps:
- Click Admin -> Marketplace.
- Search for and select Asana app.
- Click Install.
- Choose a Workspace from the list and map the associated Projects.
- Select the Actions to be executed when a BoldDesk event occurs or vice versa.
- App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles.
For detailed configuration steps, please refer to the following link:
App Permissions & Visibility Guide
Configure Sync Actions
You can control the syncing of data between Asana and BoldDesk by selecting actions.
Comments Sync
When you add a private note or update the status/priority of a ticket, you can select an action to add a comment to the Asana task and vice versa.
Configuring Asana Mapping
Mapping Workspaces and Projects
The data from the selected projects can only be linked and synchronized with BoldDesk tickets.
