Asana Integration Overview

You may integrate Dragonboat with Asana to complete your product process - prioritize and plan in Dragonboat, and manage task delivery in Asana.

This guide will cover:

1. turn on/ off Asana integration for the Dragonboat workspace
2. link individual's Dragonboat account with their Asana account
3. Default field mapping
4. Create tasks (Push to Asana)
5. Link tasks (pull into Dragonboat)
6. Updates (and sync) in both systems
7. Limitations of Asana integration
   • (vs other robust hierarchy-based integrations, e.g. Jira, ADO, Shortcut or Rally)

1. Account level integration

To integrate with Asana, an admin or owner needs to first turn on Asana integration option in the Setting space. 

2. Editor/ User account auth/ linking

To update or link Asana tasks, each editor will also need to create their own Dragonboat token in Asana and paste it to their Dragonboat account to establish a secure connection. 

3. Default field mapping between Dragonboat Idea and Asana Task

Dragonboat Field	Asana Field
Title	Task Name
Details	Description
Phase	Section
Target end date	Due date
Owner	Assignee

4. To create tasks from Dragonboat (push to Asana)

- Go to the Idea edit screen, and select an Asana Project from drop down, then click 'Create Task'. Note: Make sure you are a member of the Team that the Asana project is assigned to.

 

When an Asana ticket is created, it will create a link to it like in the example below:

5. Link an existing Asana task with a Dragonboat idea

Go to Asana and copy task link from the detailed page, and paste it to the Link Task field on the edit screen. 

Examples of how the URL looks like https://app.asana.com/0/1201729940260254/1203921111669689/f) . If you're getting the URL from the address bar, it will look like this: (https://app.asana.com/0/1201729940260254/1203921111669689

The same Task may be linked to one Dragonboat idea only.  

6. Update, delete and unlink

Update in Dragonboat will immediately update Asana for the linked Task for their respective mapped fields. Or vice versa via webhook in Asana to update the Dragonboat Idea. 

Delete a dragonboat item or delete an Asana task will NOT delete the other item. 

An Asana item may link to only 1 Dragonboat item. Unlink may disconnect the linkage and both items will continue exist in their respective systems. 

7. Limitations of Asana (workflow based) integration

Asana and Dragonboat integration is limited to 2 way workflow only with real time updates so PMs and Teams may work in either systems and keep information in sync. 

• No bulk import (other than CSV export and import)
• No native hierarchy mapping - due to lack of system defined hierarchy in Asana, e.g. epic with stories, or initiatives above epics as they are in Jira or other more robust work management tools, there is no import or hierarchy between Asana and Dragonboat portfolio item.
• The field mapping is standard (not customizable)

We continue improve Dragonboat product to fit your product operating needs. Please share your needs via our customer intake portal so we can improve further. 

Questions? Suggestions? Use the ? icon in app to contact us.