Introduction
Connect Asana to Sana to manage your tasks and projects. Search, create, and update tasks, organize work into projects and sections, and track progress — all without leaving Sana. In summary, the connector has the following key characteristics:
Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search my tasks |
Create tasks |
Update tasks |
Delete tasks |
Create projects |
Manage subtasks |
Add comments |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Asana. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add task to section |
Create project |
Create subtask |
Create task |
Create task comment |
Create task from template |
Delete task |
Find task by id |
Get tasks from task list |
List task stories |
Search projects |
Search sections |
Search tasks |
Search tasks premium |
Search user projects |
Update task |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Asana in the list of available integrations
Scroll to the Available integrations section and locate Asana.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Asana and approve the requested scopes
You'll be redirected to Asana to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Asana account. Click Continue to complete the setup and start using the connector.