| Specification | Details |
|---|---|
| Repository type | Cloud |
| Supported content | Projects, Tasks (sub-tasks and attachments not supported) |
| RACL support | Yes |
| Content filtering | No |
Prerequisites
An Asana admin account with access to the required projects and tasks.Authorization Support
Search AI uses OAuth 2.0 Authorization Code grant type to access Asana content.Set Up the Asana OAuth Client
- Go to the Asana developer console.
- Create a new app and enter the basic details.
- Go to the OAuth page and set the Redirect URL based on your region or deployment:
- JP Region:
https://jp-bots-idp.kore.ai/workflows/callback - DE Region:
https://de-bots-idp.kore.ai/workflows/callback - Production:
https://idp.kore.com/workflows/callback
- JP Region:
- Copy the client credentials for the app.
- Go to Manage Distribution, set the distribution method to Any Workspace, and click Changes.
Configure the Asana Connector in Search AI
On the Authorization page of the connector, provide the following fields and click Connect.| Field | Description |
|---|---|
| Name | Unique name for the connector |
| Authorization Type | OAuth 2.0 |
| Grant Type | Authorization Code |
| Client ID | Client ID from the Asana OAuth application |
| Client Secret | Client secret from the Asana OAuth application |
Content Ingestion
After connecting, go to the Configuration tab. Click Sync Now for an immediate sync, or configure a Schedule Sync for future runs.Ingested Content Format
The connector ingests Projects and their associated Tasks. Projects — the following fields are included in thecontent field:
- Project Description
- Project Owner
- Completed
content field:
- Task Description
- Project
- Completed
- Comments
raw_data field contains additional metadata about each ingested item.
RACL Support
Projects- Public projects:
sys_raclis set to the workspace or organization ID. - Private projects:
sys_raclis set to the project ID.
sys_racl field is set to one or more project IDs associated with the task. If any associated project is public, sys_racl is set to the organization ID instead.
To associate users with a project ID or workspace ID, use the Permission Entity APIs.