This article explains how to create Asana tasks from tickets in the BoldDesk mobile app. You’ll learn the steps to link a task to a ticket so that related work can be tracked in one place and kept up to date while using the app.

Prerequisites

• The Asana app must be installed in BoldDesk from the Web App to be available in the BoldDesk mobile app.
• You must have access to Ticket Apps in BoldDesk.
• Your Asana workspaces/projects must be available based on your Asana/BoldDesk integration configuration.

Where to Access Asana on Mobile

In the BoldDesk mobile app, you can create an Asana task directly from a ticket by navigating to More > Apps and selecting Asana.

• Once the task is created, it appears under the ticket’s Asana app.
• The created task is displayed with a Task ID (starting with #).
• Tap the dropdown icon next to Unlink to expand and view task details.
• Use the link icon beside the Task ID to open the task directly in Asana.

Step-by-Step Instructions

Open the Asana App from a Ticket

1. Open the BoldDesk mobile app.
2. Open the required ticket.
3. Tap on More options.
4. Click on Apps.
   
   
   
   
   
5. Open Asana app.

Create an Asana Task from a Ticket

1. Open Asana under Apps in the ticket.
   
   
   
   
   
2. Tap Create task.
   
   
   
   
   
3. In the create task window, provide the following:
   • Select Workspace (mandatory)
   • Select Project (mandatory)
   • Select Assignee (optional). To clear the assignee field, click on reset.
   • Select Due date (optional)
   • Enter Title (mandatory)
   • Enter Description (mandatory)
4. Tap Create to finalize.
   
   
   
   
   
5. To exit without creating the task, tap Discard. Once you have created a task you can view linked Asana task details, you can unlink the task and also link a new task. Explore How to Link and Unlink an Asana Task in BoldDesk Mobile App.

Use Cases

• Convert tickets into actionable work: Turn customer issues into structured Asana tasks with clear ownership and follow-up.
• Assign and track work: Create and assign tasks to the right team member while maintaining visibility on progress.
• Support collaboration across teams: Share tasks with teams like product, engineering, or QA directly from tickets.
• Manage internal follow-ups and recurring issues: Track behind-the-scenes work and document repeat problems for consistent handling.
• Work efficiently on the go: Create and manage tasks from your mobile device without switching tools.

Troubleshooting Common Issues

• Asana not visible under Apps

  • Ensure the Asana app is installed via the BoldDesk Web App.
  • Confirm you have access to Ticket Apps.

• Unable to create a task

  • Check that all required fields are filled in (all except Assignee and Due date).
  • Verify your Asana workspace and project access are properly configured.

• Task not appearing after creation
  Refresh the ticket view or reopen the Asana app to ensure the task is loaded.

Frequently Asked Questions

1. Do I need to install Asana in the web app before using it on mobile?
   Yes. The Asana app must be installed in BoldDesk from the Web App.

2. What fields are required when creating a task?
   All fields are mandatory except Assignee and Due date.

3. Can I create more than one Asana task for a ticket?
   No. Each ticket can have only one associated Asana task.

4. Can I assign the task while creating it?
   Yes, you can optionally assign the task to a team member during creation.

5. Can I edit the task after creating it?
   Yes. You can open the task in Asana using the link icon to make further updates.

6. What happens after creating the task?
   The task is automatically linked to the ticket, allowing you to track progress and access it anytime from the mobile app.

Related Articles

1. How to Link and Unlink an Asana Task in BoldDesk Mobile App
2. Installing and Configuring the Asana Integration
3. Linking Asana Task with BoldDesk Ticket
4. How to Create an Asana Task with BoldDesk Ticket