Key Results from Asana

Overview

The Asana data connector for WorkBoard enables you to select projects in Asana as Key Results in WrokBoard. The completion progress of the project is updated in WorkBoard on the next update cadence. 

Requirements

  • The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Create a Key Result from Asana

  1. Hover over your Objective and click the Kebab.
  2. Select Edit Settings.
  3. Select Add another Key Result.
  4. Select Advanced Options.
  5. Choose Pull data from external applications.

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When you create your first key result sourced from Asana, you'll be asked to provide an Asana access token. To get your token:

  1. Log in to Asana
  2. Select your profile photo
  3. Choose My Profile Settings
  4. Select the Apps tab
  5. Chose Manage Developer Apps
  6. Under PERSONAL ACCESS TOKENS, select Create New Personal Access Token
  7. Put any description that'll help you remember the purpose of this token (eg: WorkBoard), leave the Webhook ID Behavior to Use default behavior, and select the Create button
  8. Copy the token and paste it into the field provided on WorkBoard.

Name your key result, then click the checkbox next to the project you want to track.

Force a Sync on a Single Asana Key Result:

  1. Select Key Result to go to the Key Results Details page.
  2. Choose the Kebab menu in the upper right-hand corner.
  3. Select Sync Integration Data.

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Force a Sync for All Key Result Integrations:

  1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
  2. Select Sync Integration Data.
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