Asana

Asana Fields and Entities Available for Synchronization This article provides a reference for Asana fields and entities that can be synchronized using Exalate. Note:  Field availability depends on your sync configuration and the permissions of ...

How to Sync Assignee in Asana This article describes how to synchronize assignee information between Asana and other systems. Assignee in Asana:  The assignee field represents the single user responsible for completing a task. Asana tasks can h...

How to Configure Triggers in Asana This article describes how to configure triggers in Asana to control which tasks and projects are synchronized. Triggers in Asana:  Triggers use field-based queries to filter tasks and projects. You can use pr...

How to Sync Parent-Child Tasks in Asana This article describes how to synchronize parent-child task relationships (subtasks) between Asana and other systems. Parent-Child Tasks:  Asana supports subtasks linked to parent tasks. The parent task G...

Set up a Connection in Basic Mode for Asana This article describes how to set up a connection in basic mode between your Asana workspace and another system. Basic Mode:  Basic mode provides predefined field mappings that cover common synchroniz...

How to Sync Comments in Asana This article describes how to synchronize comments between Asana and other systems. Comments in Asana:  Asana stores comments as HTML content to support rich text formatting. This HTML needs proper handling during ...

How to Sync Status in Asana This article describes how to synchronize status between Asana and other systems. Status in Asana:  Tasks have binary completion status (completed/incomplete), while projects use status types (on_track, at_risk, off_...

Understanding Cascading Sync Behavior in Asana This article explains why updating a project in Asana triggers sync events for both the project and related tasks. When you use the Asana connector with both task and project synchronization enabled...

How to Sync Labels in Asana This article describes how to synchronize labels (tags) between Asana and other systems. Labels in Asana:  Labels are called "tags" in Asana and are used to categorize tasks and projects. Tags that don't exist will b...

How to Sync Custom Fields in Asana This article describes how to synchronize custom fields between Asana and other systems. Custom Fields in Asana:  Asana supports text, number, date, single-select, multi-select, people, and currency custom fie...

How to Sync Due Dates in Asana This article describes how to synchronize due dates between Asana and other systems. Due Dates in Asana:  Due dates can be set on both tasks and projects to track deadlines. Outgoing sync (Asana → Remote system) ...

How to Sync Attachments in Asana This article describes how to synchronize attachments between Asana and other systems. Attachment Sync:  Asana supports attachments up to 100MB per file. All file types are supported. Outgoing sync (Asana → Rem...

How to Sync Multiple Projects in Asana This article describes how to synchronize tasks assigned to multiple projects in Asana. Multiple Projects:  Asana tasks can belong to multiple projects simultaneously. This enables cross-functional workflo...

How to Sync Rich Text and HTML Between Asana and Other Systems When syncing data between Asana and other systems like Jira, GitHub, or Azure DevOps, it's important to manage rich text formatting to ensure content maintains its appearance across d...

How to Sync Tasks in Asana This article describes how to synchronize tasks between Asana and other systems. Tasks in Asana:  Tasks are the primary work items in Asana containing name, description, assignee, due date, and custom fields. Outgoin...

How to Sync Projects in Asana This article describes how to synchronize projects between Asana and other systems. Projects in Asana:  Projects are collections of tasks that help organize work. They have their own custom fields and track overall...

How to Sync Milestones in Asana This article describes how to mark tasks as milestones in Asana through synchronization scripts. Milestones in Asana:  Milestones are tasks that represent important project checkpoints. They appear with a diamond...

How to Create Projects in Asana This article describes how to create projects in Asana from the remote system during synchronization. Projects in Asana:  Projects can be created as empty projects or from existing templates. Template-based creat...