Asana

Integrate with Asana to take your task management to a higher level and create tasks from your TestMonitor issues.

When you use TestMonitor for your test management, you might want to assign tasks to your team members in Asana. The issues in TestMonitor include useful information that can help completing the tasks. Instead of manually copying all this information from TestMonitor to Asana, you can easily send it using an integration. 

By starting with TestMonitor, you’re able to take advantage of all of the datalinks and reports available in the system and then use the integration to support task management. You’ll easily be able to trace back the link between TestMonitor issues and Asana tasks. You can decide to send all or just a selection of issues to Asana.

Before you begin

To set up the integration with Asana, you will need an admin account for TestMonitor and an Asana account that has permissions to create tasks. You will also need to have a project already created in your Asana environment to send the issues from TestMonitor to. 

Configuring the Asana Integration

Go to the Project Settings of the project you wish to set up an integration with.
Once you have opened the project settings page:

1. Head over to the Integrations section and click the Connect button for Asana.
2. Log in to Asana (or if you are already logged in TestMonitor connects automatically).
   1. Fill in your Asana email address and password.
   2. Grant TestMonitor permission to connect to Asana by clicking the Allow button.
   3. Once authenticated, you'll be redirected back to TestMonitor.
3. Choose Configure in the Asana panel.
4. Select the Workspace you want to connect with.
5. Select the Project for which you wish to create TestMonitor issues as tasks in Asana.
6. Decide whether you want issues to be sent automatically or manually.
   1. Automatically: Each time an issue is created in your project it will automatically be sent to your Asana project as a task.
   2. Manually: Every time you create an issue in your project, you will decide if it should be transferred to Asana as a task. After creation, the issue detail page will show a button allowing you to send it. 
7. Select Save to complete the integration. The Asana panel refers to your Asana instance as connected.

Using the Integration

If you chose for issues to be sent to Asana automatically during setup, no extra actions are required. Once you create an issue in TestMonitor, a task will be created in Asana with no other work on your part. 

If you chose the manual integration at setup, you will need to go to the issue detail page of each issue you want to create a task in Asana for. The issue detail page will show a Send to Asana button at the top right. 

The following issue fields and data from TestMonitor will be sent to Asana for each issue whether manually or automatically sent:

• Name
• Description
• Status
• Priority
• Category
• Assignee
• Attachments

After issues are sent to Asana a button Open in Asana will display at the top right allowing you to view the issue in Asana. Asana tasks will also have a convenient URL to refer back to the issues in TestMonitor. 

Disconnect the Asana Integration

If the Asana integration is no longer required or your project comes to an end you can easily disconnect the integration. 

To disconnect the integration:

1. Go to the Project Settings of the project you want to disconnect the integration from. 
2. Navigate to the Integrations section and click the Disconnect button for Asana.
3. Click Disconnect to confirm.