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Asana

Procedures and concepts for the Asana integration.

The following documentation is for Asana v1.2.0 (BDK).

Overview

Asana is a leading project management and team collaboration platform that helps organize work and track progress. This integration allows you to automate task creation, project updates, and team notifications across your workflows. Streamline project coordination and improve team productivity with automated Asana interactions.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

  • Asana

How to Add the Book(s)

  1. Go to Books → All Books.

  2. Search for the name of the book and click on it.

  3. Click on Install or Add Connection to add the book to your agent.

  4. If adding a connection, you'll be prompted for connectivity details.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using Personal Access Token

Connect using a Personal Access Token (PAT).

Label
Description
Type

Personal Access Token

The Asana Personal Access Token (PAT). Found under My Settings > Apps > Personal Access Tokens in Asana.

sensitive

Procedures

to add a (comment) to a task

Add a comment to a task in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to add the comment to. Must have a valid GID.

asana task

Yes

(no default)

The comment to add. Must have text set.

asana comment

Yes

(no default)

Output Concepts

Concept
Description
Type

The newly created comment.

asana comment

Examples

Add a comment to a task

to assign a (task) to a user

Assign a task to a user in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to assign. Must have a valid GID.

asana task

Yes

(no default)

The user to assign the task to. Must have a valid GID.

asana user

Yes

(no default)

Output Concepts

Concept
Description
Type

The updated task with the new assignee.

asana task

Examples

Assign a task to a user

to complete a (task) in asana

Mark a task as complete in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to complete. Must have a valid GID.

asana task

Yes

(no default)

Output Concepts

Concept
Description
Type

The completed task.

asana task

Examples

Complete a task

to create a (task) in a project

Create a task in a project in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The project to create the task in. Use "get some projects from asana" to find available projects.

asana project

Yes

(no default)

The task to create. Must have a name set.

asana task

Yes

(no default)

Output Concepts

Concept
Description
Type

The newly created task.

asana task

Examples

Create a simple task in a project

Create a task with notes

to delete a task

Delete a task in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to delete. Must have a valid GID.

asana task

Yes

(no default)

Examples

Delete a task

to get some (project's sections) from asana

FILTER - CAPABLE

Get sections from a project in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The project to retrieve sections from. Use "get some projects from asana" to find available projects.

asana project

Yes

(no default)

Output Concepts

Concept
Description
Type

The sections in the project.

asana section

Examples

Retrieve all sections from a project

Retrieve a section by name

to get some (project's tasks)

FILTER - CAPABLE

Get tasks from a project in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The project to retrieve tasks from. Use "get some projects from asana" to find available projects.

asana project

Yes

(no default)

Output Concepts

Concept
Description
Type

The tasks in the project.

asana task

Examples

Retrieve all tasks from a project

Retrieve tasks whose name matches a value

Retrieve incomplete tasks only

to get some (projects) from asana

FILTER - CAPABLE

Get projects from Asana.

Output Concepts

Concept
Description
Type

The projects from Asana.

asana project

Examples

Retrieve all projects

Retrieve projects whose name matches a value

to get some (task's comments) from asana

FILTER - CAPABLE

Get comments on a task in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to retrieve comments from. Must have a valid GID.

asana task

Yes

(no default)

Output Concepts

Concept
Description
Type

The comments on the task.

asana comment

Examples

Retrieve all comments on a task

to get some (users) from asana

FILTER - CAPABLE

Get users from the Asana workspace.

Output Concepts

Concept
Description
Type

The users in the workspace.

asana user

Examples

Retrieve all users

Find a user by name

to update a (task) in asana

Update a task in Asana.

Input Concepts

Concept
Description
Type
Required
Default Value

The task to update. Must have a valid GID. Updatable fields include name, html_notes, notes, due_on, and completed.

asana task

Yes

(no default)

Output Concepts

Concept
Description
Type

The updated task.

asana task

Examples

Update a task's name

Set a due date on a task

Concepts

Asana task

A task in Asana.

Field Name
Description
Type

name

The name of the task.

text

resource_type

The resource type (e.g., "task").

optional[text]

resource_subtype

The resource subtype (e.g., "default_task").

optional[text]

gid

The global ID of the task.

optional[text]

html_notes

The HTML content of the task description.

optional[text]

notes

The plain-text content of the task description.

optional[text]

created_at

The time at which this task was created.

optional[text]

due_on

The date on which this task is due (YYYY-MM-DD format).

optional[text]

completed

Whether the task is marked complete.

optional[boolean]

assignee_gid

The global ID of the user assigned to this task.

optional[text]

assignee_name

The name of the user assigned to this task.

optional[text]

Asana comment

A comment on an Asana task.

Field Name
Description
Type

text

The plain-text content of the comment.

text

gid

The global ID of the comment.

optional[text]

created_at

The time at which this comment was created.

optional[text]

created_by_name

The name of the user who created the comment.

optional[text]

resource_type

The resource type (e.g., "story").

optional[text]

Asana user

A user in Asana.

Field Name
Description
Type

gid

The global ID of the user.

text

name

The display name of the user.

optional[text]

email

The email address of the user.

optional[text]

resource_type

The resource type (e.g., "user").

optional[text]

Asana project

A project in Asana.

Field Name
Description
Type

gid

The global ID of the project.

text

name

The name of the project.

text

resource_type

The resource type (e.g., "project").

optional[text]

Asana section

A section within an Asana project.

Field Name
Description
Type

gid

The global ID of the section.

text

name

The name of the section.

text

resource_type

The resource type (e.g., "section").

optional[text]

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