Asana

Before you can start syncing to-dos, you need to complete the setup process. To set up your integration with Asana, go to your integration settings via your company logo > Settings > Integrations.

You will then see the integration options. Click the Enable button next to the Asana option.

You will then be asked to authorize the connection between Success.co and Asana. Click the Connect Asana button.

If you are using Asana regularly you will be automatically logged into your account. Otherwise, you will be asked to log in.

Asana may ask you to confirm. Click yes and you will be redirected back to the integration settings in Success.co.

Please choose which project you wish the to-dos to sync with from the dropdown menu. Click the refresh icon if not all your projects are showing in the list.

Once you select a project, you then need to select which section to sync todos to. Again if all your sections are not showing please click the refresh icon.

Once you're happy with the settings click the Finished button.

You will then see the green enabled icon against the Asana integration showing the setup is complete.

On your to-dos you will now see an Asana icon when in the list view and in the right-hand sidebar when inside the to-do. Next to the Asana icon you will see the status of the sync, a link to the to-do in Asana, and a manual re-sync button.

Priority Column

• You will need to add a "priority" column to your Asana board in order for us to sync to it.

• We do a best effort to match priorities by text

• Custom priority names may not sync correctly

Team Change Limitations

Important: If you add a todo and later change the assigned team, any existing synced task on Asana will not automatically move to a different destination list.

What happens:

• The todo remains on the original Asana project

• You'll need to manually move it on Asana as needed

Best practice: Set the correct team before creating the todo to avoid this limitation.

User Assignment Limitations

We do a best effort to match users on both sides based on their email

• If a user is not found, we leave the existing assignment

• If a user you are assigning to doesn’t have access to the destination project, Asana will refuse to accept the sync. You can click the manual sync to test for this.

Can’t sync to new workspace / project management apps

• If you already synced a todo to a different workspace or project management system, it can not be synced to a different system later. This is by-design to prevent confusion. If you need to, you can make a copy of a todo and sync the new todo, then delete the old todo.

• If you switch project management apps, the link to the task in the old app will be remembered.

Best practices:

1. Ensure users exist on both sides and have access to the team in Success.co and the list in Asana.

2. Only assign a todo to one user at a time in Asana