Help
Search
Getting Started
Core Features
Managing Projects
Client Collaboration
Advanced Usage
Role-Specific Guides
Integrations
Tips, Tricks, and Best Practices
FAQs and Troubleshooting
Training and Learning
Dashboard
WordPress Plugin
Email Inbox
Accounts & Billing
Workflows
Pro
Business
Enterprise
Last Updated On 2025-03-31

Integrating Asana

Simplify your workflow by integrating Atarim with Asana for seamless task management.

Integrating Atarim with Asana ensures that your tasks created visually in Atarim are automatically synced to your Asana workspace, reducing manual effort and enhancing productivity. This guide will help you connect your Asana account and set up automatic task synchronization.

Relevant For

  • Project Managers

Prerequisites

  • Active Atarim account and access to an Asana workspace.
  • Project Organization: Use clear naming conventions for your Asana projects and task lists to avoid confusion.
  • Test the Integration: Create a test task in Atarim and confirm it appears correctly in the chosen Asana project and task list.
  • Combine Features: Leverage Atarim’s visual task creation with Asana’s task management capabilities for a comprehensive workflow solution.

Step-by-Step Guide

1. Connecting Your Asana Account

Start by enabling the Asana integration in Atarim and authenticating your account.

Instructions:

  1. Log in to your Atarim Dashboard.
  2. Navigate to the Settings screen and select the Integrations tab.
  3. Locate the Asana integration in the list of supported platforms and toggle the switch to enable it.
  4. Click the Connect with Asana Account button.
    • If prompted, log in to your Asana account using your credentials.
    • On the permission screen, click Allow to grant Atarim access to your Asana workspace.
  5. After granting permissions, you’ll be redirected back to Atarim with a confirmation that your Asana account is now connected.
Enable Integration
If prompted, log in to your Asana account
Click Allow to grant Atarim access to your Asana workspace
You’ll be redirected back to Atarim.

Tip: If you see a Reconnect button in the Asana integration settings, it means your Asana account is successfully connected.

2. Pushing Tasks to Asana

Automatically send tasks created in Atarim to a designated Asana project and task list.

Instructions:

  1. In the Asana Integration Settings, toggle the option to enable Automatic Task Pushing.
  2. Choose the workspace, teams, specific project, and section where tasks from Atarim should be sent.
  3. Click Save to finalize your configuration.
Choosing the correct Workspace and Teams
Enable Automatic Push and Sync Task
Assigning Project and Section
Click on Save

Note: Tasks pushed to Asana will retain their titles, descriptions, and relevant metadata, ensuring all details are accurately transferred.

3. Configure Workflow Automations

Enhance efficiency by automating task management between Atarim and Asana:

Instructions:

  • Click on Workflows in the Atarim Dashboard.
  • Browse available automation templates or click the Custom Automation button to define custom workflows.
  • Set triggers such as task creation or updates in Atarim to automatically push tasks to the mapped Asana project.
  • Click on Create Automation.
Setting up Custom Automation
Setting up Trigger and Action

Tip: Use Atarim’s workflow automation to automatically assign tasks to the right team members in Asana based on task urgency.

Benefits of This Integration

  • Time Efficiency: Automatically sync tasks from Atarim to Asana, eliminating manual data entry.
  • Enhanced Collaboration: Ensure all tasks are centrally visible in Asana, fostering team alignment.
  • Streamlined Workflows: Use Atarim’s visual collaboration tools to create tasks and manage them directly in Asana for efficient project execution.

FAQs

Can I disconnect my Asana account after integration?

Yes, you can revisit the Integrations tab in Atarim settings to disable or disconnect the integration.

Can I change the Asana project or task list after setup?

Absolutely. Simply go to the Asana Integration Settings in Atarim and update your preferences.

Can I use this integration across multiple Asana projects?

Not simultaneously. The integration links to a single Asana project per workspace, but you can change this anytime in settings.

Will all task data from Atarim appear in Asana?

Yes. Titles, descriptions, page URL, metadata, screenshots, and comment threads are passed through to Asana tasks.

Tips & Tricks

  • Add Context Automatically Every task pushed from Atarim includes a screenshot, URL, device info, and browser specs — no extra clicks needed.
  • Use Tags to Trigger Automations Apply tags like #bug, #client-feedback, or #urgent to auto-push tasks to specific sections or team members in Asana.
  • Set Up Workflow Automations Automate task syncing:
    • Task created → Push to Asana
    • Task tagged → Assign in Asana
    • Task marked “Ready for Review” → Move to dev board

Summary

Connecting Atarim with Asana streamlines your workflow by merging Atarim’s visual task management with Asana’s powerful project tracking. By following this guide, you can enhance collaboration, reduce manual effort, and keep your projects on track.

Was This Helpful?

On This Page

    Add a header to begin generating the table of contents