Configuring the Asana Action

Back to Actions Integrations

Connect the XO Platform to Asana to find information about projects, users, and tasks. See Asana documentation for details.

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Supported Authorization Types

The platform supports Basic Auth for Asana integration. See App Authorization Overview for details.

Authorization Type	Supported
Pre-Authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

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Prerequisites

Before enabling the Asana action:

• Create an Asana developer account and note your login credentials.
• Create a custom app on the Asana admin page.
• Copy your Asana personal access token.

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Enable the Asana Action

Go to App Settings > Integrations > Actions and select Asana from the Available actions list.

Pre-authorize the Integration (Basic Auth)

1. In the Configurations dialog, select the Authorization tab.

2. Set Authorization Type to Pre-authorize the Integration > Basic Auth.

   

3. Enter your Personal Access Token.

   

4. Click Save. On first configuration, the Integration Successful pop-up appears.

   

The Asana action moves from Available to Configured.

5. Click Skip for Now to install templates later, or proceed to install them now.

   

Allow End Users to Authorize (Basic Auth)

1. In the Configurations dialog, select the Authorization tab.

2. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.

3. Click Select Authorization > Create New.

   

4. Select the authorization mechanism (e.g., API Key).

   

5. Enter the following credentials:

   Field	Description
   Name	Name for the Basic Auth profile
   Tenancy URLs	Select Yes if tasks require tenancy URLs
   Base URL	Base tenant URL for the Asana instance
   Authorization Check URL	Auth check URL for your Asana instance
   Description	Description of the auth profile

   

6. Click Save Auth, then select the new profile to complete integration.

7. Click Save. The Integration Successful pop-up appears on first configuration.

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Install Asana Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

2. Click Install for the desired template.

   

3. The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.

4. To use the templates, see Using Asana Action Templates.