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      Asana Integration

      Create tasks and track issues.

      Asana is a web and mobile application designed to help teams organize, track, and manage their work. It can be used to organize and plan workflows, projects, and more.

      Functionality overview

      Asana integration lets you create tasks from TestMonitor issues. Each task contains the TestMonitor issue name, description, status, impact, category, impact, and assignee. Tasks include attachments, as well.

      When TestMonitor sends an issue to Asana, a link back to TestMonitor is included. That link lets you check task progress. 

      Setup requirements

      • You must have a TestMonitor administrator account.
      • You must have an Asana account (with permissions to create tasks).

      Installation and configuration

      Setup Asana

      Before you can run the integration, you need an Asana environment and a project. 

      Configuring the integration

      After you create an Asana project, start TestMonitor integration. There are two Asana integration options.

      From the TestMonitor dashboard header:

      • In the top right corner of the dashboard, click the project selector next to the bell.

      • Select a project on the drop-down menu.

      • Click the project selector again and then click Project settings.

      • On the project Details page, click Integrations on the left menu.

      • Click the Connect button on the Asana panel.

      From the TestMonitor Settings page:

      • Click the Cog in the header. The Settings page displays.

      • On the left menu, click Projects.

      • Click the project you want to connect to Asana. 

      • On the project Details page, click Integrations on the left menu.

      • Click the Connect button on the Asana panel. 

      integrations

       

      When you click the Connect button, you need to log in to Asana. If you are already signed in, TestMonitor connects automatically. 

       

      Before you can configure the integration, grant TestMonitor permission to connect to Asana. Click the Allow button. 

       
      Click the Configure button and the Asana configuration displays. 

       
      Fill in the following fields:
      • Workspace: Select the Asana workspace you want to connect with.
      • Project: The name of the Asana project that you want to connect to.
      • Automatic / manual: Automatic sends every issue to Asana. Manual allows you to pick issues individually. 

       
      Click Save. When successful, the Asana panel refers to your Asana instance as connected.

      Using the integration

      If you choose automatic, TestMonitor sends all new issues to Asana. You can view them in the Asana task overview. Each task contains the TestMonitor issue name, description, status, impact, category, impact, assignee, and attachments. 
      If you choose manual, you must go to the Details page of an issue and then click Send to Asana button. The issue is now in the Asana task overview.  

      When TestMonitor sends an issue to Asana, the Asana task description contains a link to the issue in TestMonitor.

      To view the issue in Asana, go to the Issue Details page in TestMonitor and then select Open in Asana.

      Uninstalling the integration

      There are two ways to uninstall Asana integration.

      From the TestMonitor dashboard header:

      • In the top right corner of the dashboard, click the project selector next to the bell.

      • On the drop-down menu, select the project with the integration.

      • Click the project selector again and then click Project settings.

      • On the project Details page, click Integrations on the left menu.

      • Click the Disconnect button on the Asana panel and then Delete to confirm.

      From the TestMonitor Settings page:

      • Click the Cog in the header. The Settings page displays.

      • On the left menu, click Projects.

      • Click the project with the integration you want to disconnect. 

      • On the project Details page, click Integrations on the left menu.

      • Click the Disconnect button on the Asana panel and then Delete to confirm.

      When uninstalling the integration, links between the TestMonitor issues and Asana tasks are removed as well. This cannot be undone.

      Frequently asked questions

      When I update the Asana task status, is the TestMonitor issue status updated as well?

      Right now, TestMonitor doesn’t poll Asana for any changes. This avoids status conflicts between the two systems. 

      I am unable to connect to my Asana installation. What should I do?

      If you are unable to connect to Asana please check the following:

      • Are you signed in to Asana?

      • Did you grant TestMonitor permission to connect to Asana?

      • Did you set up a project on Asana?

      Can I set up different Asana instances for each project?

      Yes, you can use a different Asana environment or project for each TestMonitor project.

       

       

      Integrations & Migrating