Asana
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. |