Connect an Asana instance to a project

Who can use this feature?

• Organization administrators, workspace administrators, and workspace users.
• Available for Essentials, Accelerate, and Enterprise.

You need to set up an Asana connection in your organization before you can connect it to a project.

On this page:

• Connect to an existing platform project
• Connect to a new platform project
• Configure progress mapping
• Configure fields

Connect to an existing platform project

To connect an Asana instance to an existing project:

1. Go to Projects/tasks.
2. Find your project and select the three-dot action menu. 
3. Choose Edit.
4. Select the issue tracking options:
   1. Issue tracking software: select Asana.
   2. Asana instance: select Organization - Asana.
5. Choose your Asana project.
6. Select Save.

Connect to a new platform project

To connect an Asana instance to a new platform project:

1. Go to Projects/tasks.
2. Select Create project. Learn more about creating and editing projects.
3. Fill out the required fields.
4. Select the issue tracking options:
   1. Issue tracking software: select Asana.
   2. Asana instance: select Organization - Asana.
5. Choose the Asana project you want to connect to.
6. Select Save.

Configure progress mapping

Progress mapping allows you to synchronize the progress of a task and the completion status of an Asana task. When an Asana status is updated, the task progress automatically updates in the platform (and vice versa). Progress mapping currently supports the two Asana statuses: complete and incomplete. This is derived from the the "complete" field on an Asana task. Progress mapping is one to one, meaning you can't map two platform statuses to the same Asana status.

To map your Asana and Level Access project progress:

1. Go to Projects/tasks.
2. Find the project you want to map to and select the three-dot action menu.
3. Select Configure Progress Mapping.
4. Choose the Asana completion status you want to connect with one platform task progress. Note that each Asana status can only be connected to one platform task progress.
5. Select Save.

Configure fields

Note: Only Enterprise customers can configure custom Asana fields.

The Level Access platform supports configuring custom Asana fields. The custom fields vary depending on the configuration of your Asana project and task. Once these fields are configured on the Level Access project, pushing a task to Asana will create it with the configured fields. Note that the platform currently doesn't support configuring task fields.

To configure fields:

1. Go to Projects/tasks.
2. Find the project you want to configure the fields for and select the three-dot action menu.
3. Select Configure fields. 
4. Choose the issue type with required fields.
5. Select Retrieve all fields. Any required or optional fields from the Asana project will load. Required fields are marked with an asterisk and optional fields are not.
6. In the Element column, select default options for each field you want to configure.
7. Select Save.