Rally, Asana, Shortcut, Github Integrations

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
  5. Link tasks
  6. Updates (and sync) in both systems

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

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2. Each user will then need to create his/ her own Dragonboat token in Asana and paste it to their Dragonboat account to establish a secure connection. 

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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
Stage
(planning, completed)
Status
(open, completed)

 

4. To create tasks from Dragonboat - 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.

 

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

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5. To link existing Asana tasks in Dragonboat - Go to Asana and copy task link from the detailed page, and paste it to the Link Task field on the edit screen. 

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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. Updating 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. 

 

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

 

 

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