Setting up Asana as a Source
Guru’s Asana integration allows you to connect your project management content as a Source, enabling Guru to generate Answers using tasks and projects from Asana workspaces. Asana is supported as a Project Management Source.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Asana Access: The authenticating user must have Admin access to the Asana workspace and associated Projects and Tasks. API access is available on all Asana plans that support integrations.
Setting Up Asana as a Source
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Asana from the list of integrations.
- Add a display name for your Asana source.
- Select Add new Connection
- Authenticate using your Asana account credentials.
- Select your Workspace in Asana. If you have multiple workspaces, you'll need multiple connections.
Objects Synced from Asana
Primary objects are the objects used to generate the search record.
| Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|
| Project | Projects and workspaces | • Name • Notes • URL • GID • Completed • Completed at • Completed by name • Created at • Modified at • Due on • Default view • Owner name • Start on • Team name |
| Task | Task items with details | • Name • Notes • HTML notes • URL • GID • Completed • Assignee name • Due on • Created at • Modified at • Completed at • Project GID • Project name • Due at • Start on • Start at • Completed by name • Created by name • Resource subtype • Approval status • Parent name • Num subtasks • Tags • Custom fields • Custom type name • Custom type status option name |
| Story | Comments/stories on tasks | • GID • Text • HTML text • Created at • Created by name • Resource subtype • Task GID |
Permissions
- The Asana source will inherit permissions. If the authenticating user selects to inherit permissions from Asana, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
Frequently asked questions about Asana
Can I connect multiple Projects or Workspaces? Yes. Each Source connection supports one Workspace. To connect multiple, repeat the setup process for each Workspace or subset of Projects.
Will the source bring in private projects?
This source will bring in everything that the authenticating user can see - including private boards/projects. Thanks to inherited permissions only users with access to those boards will be able to see them in Guru.
Updated 8 days ago