Asana Integration Guide

Hello, everyone. I'm excited to share the Asana integration and how that works today. So first, let's talk about how to get it connected. So if you go to

settings

and then you go into

this integrations page up here and scroll down, you should see the card for Asana. I'm already connected. So if I disconnect,

normally, if you hit connect,

it will lead you to a different URL where you'll log in with your Asana credentials,

and then you'll get redirected back here. For me, because I'm... I've already been connected, it remembers me, and so it will just automatically,

um, bring me right back here and say I'm connected.

But the main feature of the Asana integration is syncing action items to Asana projects.

There's three ways this happens. You can manually, after a meeting, um, automatically

via a project assignment to a client or via personal fallback

project.

Um, I'll go through each of those and explain them. The the first one, the simplest one,

um, is

just, um, manually after a meeting is finished.

So if I go down here

to this meeting

and look at action items,

I can either bulk sync to

all of these action items to Asana, or I can just choose one. I'll just choose one right now and

choose an Asana project. I'll do this one.

Then it'll automatically sync to that project. And if I click view up here, it will take me directly to this

this action item that was created.

And these action items

honor the

assignee

and the due date created here.

Additionally,

and I think this is one of the coolest features for the Asana integration,

is per client,

you can actually configure a default project that you want action items to sync to. So if I go to

Agri Inc

and we select to pull up,

then we should be able to go to this integrations tab

and

configure a board... A default board project for this this client. So if I set up action item auto sync,

then choose

ping meeting notes, save configuration.

Now anytime I meet with any of these contacts,

um, actions created will automatically sync to the ping meeting notes project in Asana.

Additionally,

um, if I

am meeting with a client or anyone and I don't have this this project configured for them, I can set a default... A fallback project.

So if I go back to integrations, settings, integrations, and then down to Asana, I can configure this. And this is a personal fallback project.

So if I say ping the meeting notes, that means if I meet with anyone

and I... That... Or that's not a client, that is a client, if if they don't have this

project linked to them already via the... This client page,

um, then

all... Then action items will be... Will go,

um, to this personal fallback board. One caveat really fast too is,

say, there's three people at my firm that are all using Ping, and we're all in the same meeting,

um, and we meet with someone,

then... And we all have a fallback board configured.

If this person is not a client who has a project configured,

then,

um, all of the action items will be generated,

and all of them will go to each of our fallback boards.

And

so we'll each have our own copy of these action items

with ourselves as the assignee and with the due date of today.

But that's the sign integration. There's some more documentation on this below,

um, but I hope this helped, and have an awesome day.