Asana
Asana integration in Lleverage enables you to automate project management and task coordination workflows directly with your Asana workspace. Create, update, and organize tasks, projects, and teams while maintaining collaboration and progress tracking seamlessly within your automated processes.
Key Features
Task management - Create, update, and organize tasks with detailed properties and assignments
Project operations - Create projects, search existing ones, and manage project structure
Team collaboration - Assign tasks, add comments, and manage team workflows
Hierarchical organization - Work with workspaces, projects, sections, and subtasks
Advanced search - Find tasks, projects, and sections using specific criteria
Template support - Create tasks from predefined templates
Flexible assignments - Manage assignees, followers, and access levels
Custom fields - Support for custom data and project-specific information
Key Asana Concepts
Understanding Asana Structure
Workspace: Top-level container for your organization's work
Project: Collection of related tasks and sections within a workspace
Section: Organizational category within a project (like columns in a board)
Task: Individual work item with details, assignments, and due dates
Subtask: Smaller task that belongs to a parent task
GID: Global Identifier - Asana's unique ID system for all objects
Assignee: Team member responsible for completing a task
Followers: Team members who receive updates about a task without being responsible
Notes: Detailed descriptions and additional context for tasks or projects
How to Add Asana Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to Asana integration:
Select "External Apps" from the categories
Search for "Asana" in the provider list, or
Scroll down to find Asana in the alphabetical list
Click on Asana to view available actions
Select your desired Asana action from the comprehensive list
How to Connect Your Asana Account
Initial Setup
Click "Connect Asana Account" in any Asana action
Follow the Asana authentication process
Grant necessary permissions for workspace and project access
Your connected account will be available across all Asana actions
💡 Permissions: Ensure you grant appropriate permissions for the workspaces and projects your workflows need to access.
How to Configure Asana Actions
How to Manage Tasks
Create Task
Connect your Asana account
Select Workspace from dropdown
Choose Project where the task should be created
Enter Name for the new task
Configure extensive optional properties:
Tags: Categorize the task with labels
Assignee: Assign responsibility to a team member
Assignee Section: Specify which section to place the task
Completed: Set initial completion status
Due At: Set deadline for task completion
Followers: Add team members to receive updates
HTML Notes: Rich text description and details
Notes: Plain text task description
Parent: Create as subtask of another task
Start On: Set task start date
Custom Fields: Add project-specific data
💡 Use case: Automatically create tasks from form submissions, generate work items from workflow triggers, or set up project tasks with complete details and team assignments.
Update Task
Connect your Asana account
Select Workspace and Project from dropdowns
Choose Task GID to identify the specific task
Enter new Name if changing task title
Configure optional properties:
Assignee: Change task ownership
Assignee Section: Move to different section
Completed: Mark task as done or pending
Due At: Modify deadline
HTML Notes: Update rich text description
Start On: Change start date
Custom Fields: Update project-specific data
💡 Use case: Update task progress based on external system changes, modify assignments when team roles change, or synchronize task status with workflow completion.
Get Task
Connect your Asana account
Select Workspace and Project from dropdowns
Choose Task GID to retrieve specific task information
💡 Use case: Retrieve current task details for workflow decisions, get task status for reporting, or extract task data for integration with other systems.
Create Subtask
Connect your Asana account
Select Workspace, Project, and Task GID (parent task)
Enter Name for the subtask
Configure optional properties:
Assignee: Assign subtask responsibility
Assignee Section: Specify section placement
Completed: Set initial completion status
Followers: Add team members for updates
HTML Notes: Rich text subtask description
Notes: Plain text description
Start On: Set subtask start date
Tasks: Link to related tasks
💡 Use case: Break down complex tasks into manageable pieces, create detailed task hierarchies automatically, or generate subtasks based on workflow requirements.
How to Search Content
Search Tasks
Connect your Asana account
Select Workspace from dropdown
Enter Name to search for specific tasks
Configure optional properties:
Project: Limit search to specific project
Assignee: Find tasks assigned to specific person
Section: Search within particular section
Completed Since: Find recently completed tasks
Modified Since: Find recently updated tasks
💡 Use case: Locate tasks for automated updates, find work items matching specific criteria, or audit task completion across projects.
Find Task by ID
Connect your Asana account
Select Workspace and Project from dropdowns
Enter Task GID to locate specific task
💡 Use case: Retrieve specific tasks using external references, locate tasks from API calls, or find tasks using stored identifiers.
Search Projects
Connect your Asana account
Configure optional properties:
Name: Search for projects by name
Workspace: Limit to specific workspace
Archived: Include or exclude archived projects
💡 Use case: Find projects for task creation, locate project containers for workflow operations, or audit project structures across workspaces.
Search Sections
Connect your Asana account
Select Workspace and Project from dropdowns
Enter Name to find specific sections within the project
💡 Use case: Locate sections for task placement, verify section existence before automation, or organize tasks within project structure.
How to Manage Projects
Create Project
Connect your Asana account
Select Workspace and Team from dropdowns
Enter Name and Notes for the new project
Configure extensive optional properties:
Color: Set project color coding
Layout: Choose project view format
Default View: Set initial display mode
Privacy Settings: Control project visibility
Archived: Set archive status
Due On: Set project completion deadline
Start On: Set project start date
Followers: Add team members for updates
HTML Notes: Rich text project description
Owners: Assign project leadership
Default Access Level: Set team member permissions
Minimum Access Level for Customization: Control who can modify
Minimum Access Level for Sharing: Control sharing permissions (Admin/Editor options)
💡 Use case: Automatically create projects for new initiatives, set up standardized project templates, or establish team workspaces with predefined permissions and structure.
Get List of User Projects
Connect your Asana account
Select Workspace and User from dropdowns
Retrieves all projects accessible to the specified user
💡 Use case: Audit user project access, generate project lists for reporting, or identify available projects for task assignment.
Get Tasks from Project
Connect your Asana account
Select Workspace and Project from dropdowns
Retrieves a comprehensive list of all tasks within the project
💡 Use case: Generate project status reports, analyze task distribution, or extract project data for external processing.
How to Manage Task Organization
Add Task to Section
Connect your Asana account
Select Workspace, Project, Task, and Section GID
Configure optional properties:
Insert Before: Position task before specific task
Insert After: Position task after specific task
⚠️ Important: This action removes the task from other sections in the project, ensuring tasks belong to only one section at a time.
💡 Use case: Organize tasks by workflow stage, move tasks through project phases, or categorize work items based on processing status.
How to Add Task Details
Create Task from Template
Connect your Asana account
Select Workspace, Project, and Task Template from dropdowns
Configure optional properties:
Name: Override template name if needed
💡 Use case: Standardize task creation with predefined templates, ensure consistent task structure across projects, or rapidly create tasks with established formats.
Create Task Comment
Connect your Asana account
Select Workspace, Project, and Task GID
Configure optional properties:
Text: Plain text comment content
HTML Text: Rich formatted comment
Is Pinned: Make comment prominent
Sticker Name: Add reaction sticker
💡 Use case: Add automated progress updates, provide workflow status comments, or log system-generated information on tasks.
Understanding Access Levels
Project Permission Structure
Admin: Full control including project deletion and permission changes
Editor: Can modify project content, tasks, and settings
Minimum Access Levels: Control what permissions are required for specific actions
Default Access: Standard permission level for new team members
Task Assignment Concepts
Assignee: Primary person responsible for task completion
Followers: Team members who receive notifications without responsibility
Assignee Section: Specific project section where assigned tasks appear
Important Considerations
GID (Global Identifier) is Asana's unique ID system used to reference all objects
Workspaces contain projects, which contain sections and tasks
Tasks can have subtasks, creating hierarchical work breakdown
Adding tasks to sections removes them from other sections automatically
Custom fields provide project-specific data structure
Access levels control team collaboration and project permissions
Templates enable standardized task creation across projects
⚠️ Organization: Moving tasks between sections removes them from other sections. Plan your project structure accordingly.
How Asana Actions Work in Your Workflow
Add the appropriate Asana action based on your project management needs
Connect your Asana account securely
Configure required fields (workspace, project, task details, etc.)
Set optional properties for advanced functionality and team collaboration
Connect the action to other workflow steps as needed
When the workflow runs, the Asana action will execute the specified operation
Task and project data become available as variables for subsequent workflow actions
Common Workflow Patterns
Automated Project Setup
Create projects with predefined structure and team assignments
Generate tasks from external triggers with complete details
Set up standardized workflows using templates
Task Management and Progression
Update task status based on external system changes
Move tasks through project sections as work progresses
Create subtasks automatically for complex work breakdown
Team Collaboration and Reporting
Add automated comments to track workflow progress
Assign tasks based on team availability or expertise
Generate project reports using task and progress data
💡 Best Practice: Use Asana actions to seamlessly integrate project management into your business processes - from automated task creation to progress tracking and team coordination across complex project hierarchies.
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