SharePoint and Asana are two of the most widely used tools by businesses across the world. While SharePoint gives you a robust intranet and document management system, Asana’s work management capabilities enhance project management. It is often seen that businesses use both tools in parallel. This results in inefficiencies, and even the possibility of errors. With SharePoint Asana integration, you will be able to enhance efficiency and discover new opportunities for improvements.
As an experienced SharePoint consultant, we help organizations to integrate their SharePoint environment with other Microsoft products and services as well as third-party applications like Asana. To know more about our SharePoint integration services, click here.
So, why should you go for SharePoint Asana integration? Integrating these two platforms makes project management more efficient. Apart from that, it also has several other benefits including:
Now that we know about the benefits of integrating Asana with SharePoint, let us look at some of the ways in which you can use the two platforms together.
To get SharePoint Asana Integration Services Contact us
There are several ways in which you can use Asana with SharePoint. Here, we will look at two of the main ways in which you can execute SharePoint Asana integration.
As said before, you can attach SharePoint files to Asana Tasks. This would allow your team members to directly access the file from the task and collaborate with others in real-time. This method saves time as users do not have to shuffle between Asana and SharePoint to find the right document.
Here is the step-by-step process that you need to follow:
The assignee for the task can find it by clicking on the description. They will be redirected to the SharePoint file, and they can start editing.
You can execute SharePoint Asana integration with the help of Power Automate to trigger actions in Asana when specific events occur in SharePoint. For example, you can automatically create tasks in Asana when a new document is created in SharePoint. Similarly, you can create task assignments when a document is approved.
Power Automate is a low-code, no-code Robotic Process Automation (RPA) tool that helps to automate tasks. At Evolvous, we offer complete solutions that help you to utilize the full potential of Power Automate. Click here to know about our Power Automate services.
Here is the process that you need to follow for SharePoint Asana integration with the help of Power Automate.
The first stage of the process is to set up accounts in Asana, SharePoint and Power Automate. Make sure you have the required permissions to configure the integration properly.
Next, you would need to create flows in Power Automate. A flow is the sequence of actions that automates a specific task. In this case, you will create flows to connect Asana and SharePoint.
To create a flow, you will need to login to your Power Automate account. You can also login to Power Automate using your Microsoft 365 or SharePoint credentials.
Click on ‘create’ button to create your workflow.
Select Asana as the trigger application. Triggers in Power Automate specify the criteria that will initiate the flow. You can set up triggers like ‘when a file is created’ or ‘when a file is modified’ in Asana. There are other triggers that you can configure.
Once the trigger is set, you will need to add actions to the flow. Actions occur as a response to the trigger event. For example, you can set an action to ‘create tasks’ or ‘assign task’. This means that when a SharePoint document is created, a task will automatically be created in Asana.
At this stage, you will need to connect your Asana and SharePoint accounts with Power Automate. It is important to grant the necessary permissions to the integration platform.
Now, you will need to configure the specific parameters. This will include the SharePoint list or library to use, the data to be transferred, the assignees for the task and the like.
Before you deploy the flow, you will need to test it to ensure that it is working perfectly. You can use sample data or trigger the flow with real data for testing.
After testing the flow, you will need to save and deploy the flow. You can choose the flow to run automatically or run a schedule that is set by you.
Once the flow is deployed, make sure that the desired actions are performed. You can adjust or create additional flows to meet your integration requirements.
Apart from SharePoint Asana integration, there are a host of other applications that you can integrate with your SharePoint platform. These integrations will help you boost the utility and productivity of your SharePoint environment. Contact us to know more about how our team of experts will help you to integrate your desired application and/or service with SharePoint.