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SharePoint Asana Integration - Evolvous

Project Management with SharePoint Asana Integration

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. 

The Benefits of Asana SharePoint Integration 

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: 

  • Creation of a Centralized Hub for Information: With Asana SharePoint integration, you would be able to create a centralized repository for project-related files and documents. You and your team will be able to access the files within Asana tasks, reducing the need to search for files across different platforms. 
  • Collaborating on Documents within Asana: When you integrate the two platforms together, your team can collaborate on documents within Asana. You can attach documents directly from SharePoint in your Asana tasks and members of your team can edit documents in real-time. 
  • Automated Workflows: SharePoint integration with Asana can help you automate critical tasks thereby making project management easier and more efficient. You can use RPA (Robotic Process Automation) tools like Power Automate to trigger actions in Asana when specific events occur in SharePoint. 

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. 

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Ways You Can Use for SharePoint Asana Integration 

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. 

Manage Your Project with SharePoint Asana Integration - Evolvous

Attaching SharePoint Files to Asana Tasks 

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: 

  • STEP 1: To begin, you must ensure you have signed into your Microsoft SharePoint account.  
  • STEP 2: Once you are signed into your Asana dashboard, you can link a file to a task by clicking on ‘Attachments’ (paper clip icon) at the top of task pane. 
  • STEP 3: Select the “Attach from OneDrive/SharePoint.” option. 
  • STEP 4: You will get a list of the files stored in your SharePoint document library. Select the files that you want to attach.  
  • STEP 5: The attached SharePoint files will appear along with other files beneath the description in the task pane. 

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.  

Asana SharePoint Integration through Power Automate 

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. 

  • STEP 1: Setup accounts: 

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. 

  • STEP 2: Create Flows

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. 

  • STEP 3: Choose a Trigger

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. 

  • STEP 4: Set Up Actions

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. 

  • STEP 5: Connect Asana and SharePoint Accounts to Power Automate 

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. 

  • STEP 6: Configure the Action Parameters

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. 

  • STEP 7: Test Your Flow 

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. 

  • STEP 8: Save and Deploy the Flow: 

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. 

Discover More with SharePoint Integration Experts 

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. 


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