Project Management

Asana

Asana: Overview and setup

Automate task creation and manage project and portfolio memberships with the Asana integration.

Connect Asana to Atomicwork to automate task creation, manage project and portfolio memberships, and streamline collaboration across your IT and project management workflows.

Usecases

By connecting Asana, your teams can:

Automate task creation: Create Asana tasks from workflow triggers — for example, automatically generating onboarding tasks when a new employee joins, or creating follow-up tasks when an incident is resolved.
Manage project team membership: Add or remove members from Asana projects as part of role change or onboarding workflows.
Manage portfolio access: Add or remove members from portfolios for cross-project visibility.
Custom operations: Execute any Asana API call for workflows beyond the standard actions.

Permissions

To connect Asana to Atomicwork, you need:

Org admin access in Atomicwork
An Asana account with permission to authorize third-party apps

The integration authenticates via OAuth 2.0. During authorization, Atomicwork's Asana app requests the following scopes:

OAuth Scope	Purpose
`default`	Basic read access to your Asana account. Required for the integration to identify and connect to your workspace.
`tasks:read`	Read access to tasks. Required for retrieving task data and supporting workflow lookups.
`tasks:write`	Write access to tasks. Required for the Create task action and task management workflows.
`projects:read`	Read access to projects and portfolios. Required for adding and removing members from projects and portfolios.

Setup

Navigate to Settings > App Store > Asana.
Click Connect to initiate the OAuth flow.
Sign in with your Asana account and authorize the integration.
Once authorized, the integration is active.

Supported workflow actions

Once connected, you can automate the following Asana actions within your Atomicwork workflows:

Action	Description
Create task	Create a task in Asana with title, description, assignee, due date, and project.
Add members to project	Add one or more members to an Asana project.
Remove members from project	Remove one or more members from an Asana project.
Add members to portfolio	Add members to an Asana portfolio for cross-project visibility.
Remove members from portfolio	Remove members from an Asana portfolio.
Call API	Make a generic API call to any Asana endpoint for custom operations.

Troubleshoot common issues

Error	Cause	Resolution
Authentication failure	The OAuth flow did not complete successfully or tokens have expired.	Re-authenticate the integration from Settings > App Store > Asana.
Token refresh failure	The refresh token has expired or been revoked.	Re-authenticate the integration to generate new tokens.