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Back to Actions Integrations Connect the XO Platform to Asana to find information about projects, users, and tasks. See Asana documentation for details.

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Supported Authorization Types

The platform supports Basic Auth for Asana integration. See App Authorization Overview for details.
Authorization TypeSupported
Pre-Authorize the IntegrationYes
Allow Users to Authorize the IntegrationYes

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Prerequisites

Before enabling the Asana action:
  • Create an Asana developer account and note your login credentials.
  • Create a custom app on the Asana admin page.
  • Copy your Asana personal access token.

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Enable the Asana Action

Go to App Settings > Integrations > Actions and select Asana from the Available actions list.

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Pre-authorize the Integration (Basic Auth)

  1. In the Configurations dialog, select the Authorization tab.
  2. Set Authorization Type to Pre-authorize the Integration > Basic Auth. Select Basic Auth
  3. Enter your Personal Access Token. Enter access token
  4. Click Save. On first configuration, the Integration Successful pop-up appears. Save
The Asana action moves from Available to Configured.
  1. Click Skip for Now to install templates later, or proceed to install them now. Skip for now

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Allow End Users to Authorize (Basic Auth)

  1. In the Configurations dialog, select the Authorization tab.
  2. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.
  3. Click Select Authorization > Create New. Create basic auth
  4. Select the authorization mechanism (e.g., API Key). API Key
  5. Enter the following credentials:
    FieldDescription
    NameName for the Basic Auth profile
    Tenancy URLsSelect Yes if tasks require tenancy URLs
    Base URLBase tenant URL for the Asana instance
    Authorization Check URLAuth check URL for your Asana instance
    DescriptionDescription of the auth profile
    Auth credentials
  6. Click Save Auth, then select the new profile to complete integration.
  7. Click Save. The Integration Successful pop-up appears on first configuration.

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Install Asana Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. Click Install for the desired template. Install template
  3. The associated dialog task is auto-created. Click Go to Dialog or navigate to Automation AI > Use Cases > Dialogs.
  4. To use the templates, see Using Asana Action Templates.