The Asana integration in the BoldDesk mobile app enables you to manage related tasks directly within your ticket workflow. By linking a ticket to an Asana task, you can maintain clear visibility into task ownership, progress, and status without switching between applications.

Each ticket can be associated with a single Asana task, ensuring a structured and organised approach to task tracking. This helps teams stay aligned, improve accountability, and streamline collaboration while working on the go.

This guide explains how to link and unlink Asana tasks from tickets using the BoldDesk mobile app, allowing you to manage your support and task workflows seamlessly in one place.

Prerequisites

• The Asana app must be installed via the BoldDesk Web App to access it on the mobile app.
• You must have permission to use Ticket Apps within BoldDesk.
• Your Asana workspace and project access should be properly configured as part of the Asana–BoldDesk integration.

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.

For more information on creating Asana tasks in the mobile app, explore How to Create an Asana Task in the BoldDesk Mobile App.

Link an Existing Asana Task to a Ticket

1. Open the ticket > More > Apps > Asana.
2. Tap Link task.
   
   
   
   
   
3. In the linking window, enter the Asana ID and tap Search.
4. When the task is found, tap Link.

View Linked Asana Task Details

1. Open the ticket > More > Apps > Asana.
2. Locate the linked task listed with its Task ID (starts with #).
3. Tap the dropdown icon next to Unlink to view the task fields.
   
   
   
   
   
4. Tap the link icon next to the Task ID to open the task in the Asana portal.

Unlink an Asana Task from a Ticket

1. Open the ticket > More > Apps > Asana.
2. Tap Unlink.
   
   
   
   
   
3. In the confirmation prompt, tap Yes, Unlink.
   
   
   
   
   
4. To keep the task linked, tap Cancel.

Use Cases

• Link an existing Asana task to a ticket: Quickly connect an already created Asana task to a BoldDesk ticket to track work progress in one place.
• Update task associations across tickets: Unlink an Asana task from one ticket and link it to another, ensuring the task is always tied to the correct request (since only one task can be linked per ticket).

Troubleshooting Common Issues

• Asana app not visible in the mobile app

  • Ensure the Asana app is installed in BoldDesk via the Web App, as mobile access depends on this setup.
  • Verify that you have permission to use Ticket Apps.

• Unable to link a task to the ticket
  Each ticket supports only one Asana task. Unlink the existing task before linking a new one.

• Cannot find the task to link

  • Confirm the Asana Task ID is correct.
  • Only tasks that are not already linked to another ticket will appear.

Frequently Asked Questions

1. How do I view the linked Asana task?
   Open the ticket in the BoldDesk mobile app, go to the Asana app section, and tap the linked task to view details or open it in Asana.

2. Can I link multiple Asana tasks to a single ticket?
   No. Each ticket can be linked to only one Asana task at a time.

3. How do I switch the linked task to another one?
   First, unlink the current task, then link the new task you want to associate with the ticket.

4. Can I link the same Asana task to multiple tickets?
   No. An Asana task can be linked to only one ticket at a time. You must unlink it before linking it elsewhere.

5. What happens when I unlink an Asana task?
   Unlinking removes the association between the ticket and the task in BoldDesk, but the task remains unchanged in Asana.

6. Can I still access task details after unlinking?
   No. Once unlinked, the task will no longer appear in the ticket. You will need to link it again to view its details from BoldDesk.

Related Articles

1. How to Create an Asana Task in the 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