Asana

Asana is a work-management app for planning and tracking tasks and projects. Connecting Asana to Resool lets agents turn a customer request into an Asana task straight from the conversation, choose the project, assignee and due date, and then see whether the task is still open or completed right next to the chat. Workflows can create Asana tasks automatically, for example when a conversation is tagged or a form is answered.

#What you can do with Asana

In the Inbox

• Create task in an Asana workspace and project, with an assignee, a due date and a description.
• See the Asana tasks created for the contact with their status, and open them with View in Asana.

On the contact page

• The Connected apps list shows how many Asana tasks the contact has and how many are still open.

In Workflows

• The Create Asana task step creates a task with a name, notes, assignee and a due date relative to when the step runs.

Every task Resool creates includes the contact's name, email and phone and a link to the conversation.

#Before you begin

• You need an Asana account that can create tasks in the workspace and projects you want to use.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating tasks from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect Asana to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Asana card.

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Settings › Apps, Productivity tab

The Asana card with its logo, the Productivity category, its description and the Connect button.

File: screenshots/asana-apps-card.png

1. The Connect Asana dialog lists what Resool will be able to do: see your workspaces, projects and members, create tasks, and see the status of the tasks created from Resool. Click Continue.
2. Sign in to Asana in the window that opens and allow access.
3. You're returned to Resool and see Asana connected. The card shows the connected account with Manage and Disconnect.

#How to configure Asana

Click Manage on the Asana card to open Asana settings. Under Defaults:

• Workspace: the Asana workspace new tasks go to.
• Project: the project inside that workspace. Changing the workspace clears the project.

These defaults are used by Create task in the inbox and by workflow steps that pick nothing. Click Save changes in the save bar to store them, or Discard to undo.

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Settings › Apps › Asana › Manage

The "Asana settings" side sheet with the Defaults card, the Workspace picker set to a workspace and the Project picker set to "Customer requests", and the save bar with Discard and Save changes.

File: screenshots/asana-settings-sheet.png

#How to create an Asana task from a conversation

1. Open a conversation in the Inbox.
2. Click the Asana icon in the right-hand sidebar.
3. Click Create task. The New Asana task form opens with your defaults filled in.
4. Check the Workspace (required), then optionally pick a Project and an Assignee from that workspace's members.
5. Enter the Task name, an optional Description and an optional Due date.
6. Click Create. You see Created in Asana.

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Inbox › open a conversation › Asana icon in the right sidebar

The Asana panel with two tasks for the contact (one open, one completed with a check mark and strikethrough), each with its creation date and status, and the Create task and View in Asana buttons at the bottom.

File: screenshots/asana-inbox-panel.png

Completed tasks are shown with a check mark. Resool refreshes the status of the most recent tasks each time you open the panel.

#How to create Asana tasks in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create Asana task.
3. Set up the step:
   • Workspace and Project: leave them on Default to use the values from Asana settings, or pick others.
   • Assignee: a member of the workspace.
   • Task name and Notes: both accept variables such as {{contact.name}}.
   • Due: No due date, Today, or 1, 3, 7, 14 or 30 days after the step runs.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create Asana task

The step settings with Workspace on Default, a Project picked, an Assignee picked, Task name "Call back {{contact.name}}", Notes filled, and Due set to "In 1 day".

File: screenshots/asana-workflow-step.png

#How to disconnect Asana

1. Go to Settings › Apps and click Disconnect on the Asana card.
2. Confirm in the Disconnect Asana? dialog.

Resool stops accessing your Asana account. Tasks already created stay in Asana.

#FAQ and troubleshooting

#Why can't I pick an assignee?

The assignee list comes from the workspace. Pick a Workspace first.

#Does Resool update the task when the conversation changes?

No. Resool creates the task and then reads its status. Edit the task in Asana.

#Can I create a task without a project?

Yes. Only the workspace is required. A task without a project is created in the workspace.

#The panel says the Asana connection expired. What do I do?

What you can do:

• Ask an Owner or Admin to go to Settings › Apps, click Disconnect on the Asana card and connect again.
• Make sure the Asana user who connected still has access to the workspace.

#Which plans include Asana?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• ClickUp
• Trello