Asana

Asana

Manage your projects and track your team's work from within Cliq! 

Asana is a work management platform, where teams can track, measure and stay focused on their goals, projects and milestones. Integrating Asana with Cliq where your team's conversations happen, you can turn your talks into tasks, set milestones and collaborate on existing tasks with instant updates and notifications. 

Table of contents

Asana in Cliq

Asana in Cliq consists of a personal bot, channels for each project and a message action. The initial steps to get started with Asana integration are consents and authentication as described below.

  • The first time you perform any action that has to connect with Asana, you will get an authentication dialog requesting permission to connect with your Asana account. After authenticating your account, the connection will be established between your Asana and Cliq. 
  • Also on using any component of Asana integration the very first time (subscribing to bot, using message action, ...), you will get a consents box requesting permission to access your data. This consents box is to ensure privacy by letting you know how your data will be handled. To know more, check out the related link at bottom of this page. 

  • After connecting with your account, you need to configure a Workspace in Cliq. Read on to know more. 

Asana Bot 

The Asana Bot is like a personal task assistant, exclusively for you. The bot will notify you of new tasks assigned and also of any updates done to your existing tasks. You can even check your tasks and add comments to it anytime by asking your bot. To get all these updates and notifications, you need to configure your workspace with Cliq. Follow the steps below: 

  • Click on the '+' of Bots in left sidebar.
  • In the dialog that appears, look for Asana Bot, hover and Subscribe to it. 
  • In the welcome message, click on the Set up Workspace button, and select a workspace from your Asana account. 
    This workspace will be the point of connection between your Asana and Cliq accounts, i.e. all updates and task views will be from this connected workspace. 

Once you've configured your workspace, you will start receiving notifications when tasks are assigned and updated! Now let's see about the Bot's actions (visible at the bottom of chat).

  1. Configure: This action is to set up your workspace and map projects with channels. Detailed description on mapping channels is explained below under next heading. 
  2. Notifications: With this action, you can choose to receive updates for projects you want to. This configuration will apply to everyone who uses the integration, i.e. if a user enables notifications for Project A, then it means that Project A is activated for the whole integration, and all users who have configured the workspace containing Project A, will receive its updates. These notifications will be segregated as bot and channel updates.
    • Bot updates: When assigned tasks are updated and new tasks assigned to a user, then that update will be sent to the bot of that particular user. So user must be subscribed to the bot to not miss out on updates!
    • Channel updates: When unassigned tasks are created or updated, then that update will be sent to the mapped channel as a common update for all team members. A channel must be mapped with a project to receive updates from it. 
  3. Create task: This action is to create a task directly from Cliq into your Asana project. Just click on the action, fill in the details of the task in the form that appears, select a project, assign it to a user and finally set a due date for it. 
  4. My tasks: On clicking this action, you will receive a list of the recent tasks assigned to you in the workspace you've configured. On clicking the Update button of a task, you can edit a task, add comments to it and view existing comments on it!

Channels for each project 

Each project in your Asana workspace can be mapped with a channel to streamline the flow of updates. To map channels, open the Asana bot, click on Configure action found at the bottom of screen and then select Map Channels. A form will appear on screen wherein you can choose a project and a channel to map it with. 

A few notes:

  • The projects will be listed from your configured workspace. 
  • You can map only with existing channels. So first create specific channels for each project and then proceed with mapping them using the bot action. To know how to create channels, refer the help link at bottom of this page. 
  • Once a project is mapped with a channel, the person who installed the integration (admin) can unmap it. The Unmap Channels button will be visible only to the admin under Configure bot action. 

Message Action 

Turn your conversations into actions with the message action 'Add as task'. Your conversations in Cliq will have a mix of new tasks, issues, future to dos, and new implementations—keep track of them all by sending it to your workspace as Tasks. All you have to do is hover on a message you want to add as a task, click on Actions (3 dots)-> More -> Add as task. This will open a form with the message auto-filled in description field. You just have to fill in the other fields and hit Create Task button! 

Installation 

Now that you know how Asana integration works in Cliq, install it to manage your tasks, keep track of your team's performance and to turn your conversations into actions—all right from within Cliq. 
Note: Only org admins can install an integration for the entire organization, whereas users can install only for their team. Click on the button below to install Asana for your team now! 

Install in my Cliq

 

 

Related pages to help you

  1. To know what are consents and how you can restrict access to your data, check out our community post on the same - Be in the know of your data with Cliq's Consents.
  2. If you haven't created channels yet, then refer this help page to get started - How to create Channels? 

 

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocliq.com