Contents
Overview
The Betterworks Asana integration can be used to automatically track progress on completed tasks in Asana. Betterworks users who also have an active Asana account can access any of their Asana workspaces, projects, and tasks. They can use filters to locate specific tasks to integrate or define a dynamic list of tasks to track.
Setup
Note: The integration must be enabled by a Super Admin and is only available in Betterworks production environments, not in preview.
1. Go to Admin → Platform Configuration → Integrations → Third-party integrations → Asana.
2. Click "Enable" to expand the section.
3. Toggle the integration on.
Usage
Once the Asana integration has been enabled, you can select the integration when creating a new milestone.
Alternatively, you can add Asana to an existing milestone via ... (Additional Actions) → Quick Edit. Both of these options will open the integration interface.
The first time that you attempt to access the integration, you'll be prompted to log into your Asana account.
This determines the workspaces and tasks that you have access to. As such, if you're unable to locate a task, ensure that you have permission to access it in Asana.
The integration interface allows you to search for and select a workspace and then set filters based on project, assignee, tags, and date. You can either manually select tasks to track or select the "Sync all tasks" option to create a dynamic integration that will update the target metric as issues that fit the criteria are added or removed.
Use the "Continue syncing the progress after the due date" if you'd like progress to update even after the due date has passed.
Once the integration has been successfully configured, an Asana icon will appear on the milestone.
Data Sync
The Asana integration will update progress automatically every hour, but if you've made an update to the status of your Asana task that you need to see reflected in Betterworks immediately, you can use the "Sync" option.
Note: You may need to refresh your internet browser as well to see the changes reflected.
Real-time Usage
Set your goals and milestones and connect your Asana projects directly within Betterworks to track automatic updating and progress.
Troubleshooting
If there is an error with the integration between Betterworks and Asana, it will show next to the metric data on the milestone. This means that either:
- There is an issue with the account credentials used to access the task status in Asana
- Or, a manually selected task has been deleted from your Asana workspace and Betterworks can no longer query the status of that task
To resolve this, you can either:
- Remove the integration from the milestone and set up a new one
- Or, confirm that the task still exists in your Asana account and re-select as needed
FAQs
How often does the Asana integration update progress in Betterworks?
The Asana integration updates progress automatically every hour. However, you can manually sync the progress if you need to see immediate updates after making changes to the status of your Asana tasks.
Can I track progress on specific tasks or sync all tasks from Asana?
Yes, you have the flexibility to select specific tasks to track progress or choose the "Sync all tasks" option to create a dynamic integration. With the dynamic integration, the target metric will be updated as issues fitting the specified criteria are added or removed in Asana.
Can I continue tracking progress on tasks even after the due date has passed?
Yes, there is an option to enable "Continue syncing the progress after the due date." Enabling this option allows progress updates to be reflected even after the due date of the task.
What should I do if I can't find a specific task to integrate from Asana?
If you cannot find a task in the integration interface, ensure that you have the necessary permissions to access it in Asana, that you are logged into your Asana account, and that have access to the relevant workspace/project where the task resides.
What do I do if my integrated milestone didn't update?
If you've used the "Sync" feature to update the status of your Asana task and want to see the changes immediately in Betterworks, you may need to refresh your internet browser to ensure the updates are reflected.