Asana
Procedures and concepts for the Asana integration.
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)
Go to Books → All Books.
Search for the name of the book and click on it.
Click on Install or Add Connection to add the book to your agent.
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).
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
Output Concepts
Examples
Add a comment to a task
to assign a (task) to a user
Assign a task to a user in Asana.
Input Concepts
Output Concepts
Examples
Assign a task to a user
to complete a (task) in asana
Mark a task as complete in Asana.
Input Concepts
Output Concepts
Examples
Complete a task
to create a (task) in a project
Create a task in a project in Asana.
Input Concepts
Output Concepts
Examples
Create a simple task in a project
Create a task with notes
to delete a task
Delete a task in Asana.
Input Concepts
Examples
Delete a task
to get some (project's sections) from asana
Get sections from a project in Asana.
Input Concepts
The project to retrieve sections from. Use "get some projects from asana" to find available projects.
asana project
Yes
(no default)
Output Concepts
Examples
Retrieve all sections from a project
Retrieve a section by name
to get some (project's tasks)
Get tasks from a project in Asana.
Input Concepts
The project to retrieve tasks from. Use "get some projects from asana" to find available projects.
asana project
Yes
(no default)
Output Concepts
Examples
Retrieve all tasks from a project
Retrieve tasks whose name matches a value
Retrieve incomplete tasks only
to get some (projects) from asana
Get projects from Asana.
Output Concepts
Examples
Retrieve all projects
Retrieve projects whose name matches a value
to get some (task's comments) from asana
Get comments on a task in Asana.
Input Concepts
Output Concepts
Examples
Retrieve all comments on a task
to get some (users) from asana
Get users from the Asana workspace.
Output Concepts
Examples
Retrieve all users
Find a user by name
to update a (task) in asana
Update a task in Asana.
Input Concepts
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
Examples
Update a task's name
Set a due date on a task
Concepts
Asana task
A task in Asana.
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.
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.
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.
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.
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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