The Docket + Asana integration allows you to create and send tasks directly from your Docket meeting agendas to your Asana projects!
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The Docket + Asana integration is available on the the Business tier of Docket. If you are not set up on Docket's Business tier, you can follow these instructions, reach out to our support team through Docket's live chat, or email Docket at firstname.lastname@example.org
How to integrate your Docket account with your Asana account
Follow these steps to integrate Asana with your Docket account:
Hover over the the global navigation panel located on the left-hand side of your Docket account
Select the Integrations option
Scroll to the bottom of the integrations page and click Connect Asana
You'll be directed to Asana which will ask you to grant Docket permission to access your Asana account
You'll be redirected back to the Integrations page in your Docket account
You can now begin to create, assign, and update Asana tasks within your Docket meeting agenda
How to create and send a task to Asana
Follow these steps to create and send a task to an Asana project from your Docket meeting agenda:
Add a Task box to a meeting note from the formatting bar to turn a note into a task
Click the + Quick Actions drop down box on the far right-hand side of the note
Hover over Send To
Select Send to Asana
The Send to Asana project panel will display on the right-hand side of your Docket account
Accept each pre-filled section or modify as desired. Each field with an asterisk (*) must be specified before sending the task to Asana to ensure accuracy
Project* - Select the desired project from Asana you wish to assign the task
Section* - Select the desired section within your Asana project you wish to assign the task
Asana Assignee - Select the assignee from your Asana project you wish to assign the task to. Note: Asana does not enable the ability to link Docket users with Asana project assignees so this must be assigned specifically in the Asana panel or directly in your Asana project.
Save location for next time - if this box is checked, the Project, Section, and Asana Assignee selected will save and auto-fill next time you create an Asana task in Docket. This comes in handy when assigning multiple tasks in a row to the same project, section, and/or assignee. Unchecking this box will clear the selections so you can start from scratch the next time you create a task.
Task Name - Accept the pre-filled task name or create a name for this task as you would like to see it populate in your Asana project.
Task Description - Accept the pre-filled task description from your Docket task or create a new description as you would like to see it populate in your Asana project.
Task description and name are the same - if the box is checked, you can save time by making the task name the same as the task description. You can uncheck the box or merely click into the task name field to overwrite and create a different task name.
Task Status - select the status of the task as complete or incomplete.
Due Date - If desired, Include a due date for the task.
After all of the relevant information has been entered, scroll to the bottom of the panel and click Send to Asana
Your task will now display within the designated Asana project with all corresponding information
Note: Marking the task as Complete within Docket will mark the task as complete within Asana and vice versa.
How does it work?
Docket's integration with Asana is bi-directional. That means Docket can send information directly to Asana and vice versa.
Docket to Asana
All of the information provided in Docket's Asana panel will integrate to the project and section selected from your integration.
If you need to add a new project or section, simply create it in your Asana project and refresh Docket so Docket can enable you to select the new project or section.
Asana to Docket
Asana has the ability to update a task's status within Docket. Click either the Mark Complete or Check Mark icon located on a task within an Asana project to complete the task within Asana. This will immediately update the task to complete within Docket as well.
Frequently Asked Questions
How can I add Asana projects to Docket's Asana dropdown?
Simply create it in your Asana project and refresh Docket so Docket can enable you to select the new project or section.
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