Asana

The integration with Asana enhances project and task management by seamlessly linking existing Asana tasks and facilitating the sending of TestMonitor issues.

The integration between Asana and TestMonitor offers a practical solution for efficient project management. The capability to seamlessly send failed test results directly as tasks to Asana establishes a clear feedback loop, facilitating quick issue resolution and enhancing project transparency.

Integrating TestMonitor into Asana enhances efficiency, streamlines processes, boosts visibility, and fosters teamwork for successful project management.

About Asana

Asana is a project management application designed to help teams organize and manage their work by facilitating task and project tracking, providing a collaborative platform for streamlined communication, file sharing, and project coordination.

Features

Here's a list of features available for the Asana integration:

• Send issues to Asana
• Link existing Asana tasks to issues in TestMonitor

Prerequisites

Before you can use this integration, make sure that you meet these requirements:

• You must either be a admin or have the project manager role in TestMonitor.
• You have an active Asana account.
  • This account has permissions for task management (create and update tasks).

When all these requirements are met, you can proceed with connecting to Asana.

Connect to Asana

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 on the Asana panel.
2. In the top right corner, click on Connect. The connection wizard appears.
3. Click on Authenticate. You'll be redirected to Asana (if you're not signed in with your Asana account, now is the time to authenticate).
4. Confirm the permissions TestMonitor requires by clicking Allow. You'll be redirected back to TestMonitor.
5. When authentication is successful, proceed to the next step.
6. Select your Asana workspace and project. Proceed to the next step.
7. Click on Finish to complete the connection wizard.

You're now ready set up one or more features this integration has to offer.

Send issues to Asana

By sending issues to Asana from TestMonitor, teams can effectively prioritize and track problem resolution. This seamless integration allows for quick identification of issues, assignment to team members, and ongoing monitoring of progress.

To enable this feature, first, make sure you're connected to Asana. Then, follow these steps to configure the send issues feature:

1. In the Issues panel:
   1. If you haven't configured the issues feature yet, click on Set up...
   2. When you've already configured the feature: click on Configure.
2. Enable the Send issues option in the first page of the wizard.
3. Proceed to the Send step and configure this option:
   • Send by default: Enables the Send to Asana toggle as a default.
4. Proceed to the Confirm step and click Finish to activate the Send issues feature.

You are now ready to send issues to Asana.

Send new issues to Asana

Once the Send issues feature has been enabled, you can send new TestMonitor issues directly to Asana. Head over to your project's issue management and follow these instructions:

1. Click the Add Issue... button.
2. Fill in the issue's details.
3. Enable the Send to Asana toggle.
4. Click Create to confirm.

Once the process is complete, your issue will be created and sent to Asana. Within the issue overview, a small Asana badge will display the Asana task ID code alongside the issue, serving as a direct link to the corresponding Asana page. Simply click on the badge to navigate directly to the Asana task page for further details on the issue.

The Asana task name will be aligned with TestMonitor, and the description will include the following details:

• Description (TestMonitor)
• Status
• Priority
• Category
• Assignee
• Custom fields (and their values)

Send existing issues to Asana

You can send issues already present in TestMonitor by following these instructions:

1. Open the issue's detail page.
2. In the top-right corner, click on the Asana logo. A dropdown menu will appear.
3. Click on Send to Asana.

Once the procedure has been completed, your issue will be successfully sent to Asana and linked to the corresponding TestMonitor issue.

Link Asana tasks to TestMonitor issues

If you already have a task in Asana that needs to be linked to its corresponding TestMonitor counterpart, follow these steps:

1. Open the issue's detail page.
2. In the top-right corner, click on the Asana logo. A dropdown menu will appear.
3. Click on Link to Asana.
4. In the dropdown field, select the Asana task you want to link.
5. Click on Link to confirm.

Once the process is complete, your issue will be linked to Asana.

Unlink issues from Asana

If you have mistakenly linked the incorrect issue or simply wish to unlink the issue, you can follow these steps:

1. Open the issue's detail page.
2. In the top-right corner, click on the Asana logo. A dropdown menu will appear.
3. Click on Unlink from Asana.
4. Confirm your action by clicking Unlink.

Once the process is finished, the connection with Asana will be removed.

Disconnect the Asana Integration

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

To disconnect the integration, go to the Project Settings of the integration's project and follow these steps:

1. Head over to the Integrations section and click on the Asana panel.
2. In the top right corner, click on Disconnect... The connection wizard appears.
3. Click Disconnect to confirm.