This article details the default field mappings and scheduled strategies installed with the Asana with OnePlan integration.
Integration Information
OnePlan Changes
Once the integration is complete, three things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Asana Availability in Connected Systems.
- After completion, Asana becomes accessible within the Connected Systems icon, indicating its successful integration with OnePlan.
Integration Line-item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Identifying Connected Systems
Any item connected to Asana will display the Asana icon on both the My Portfolio page and the Work Plan Backlog page, indicating the association between plans/tasks and Asana.
Connecting Items
To link an item from OnePlan to Asana:
- Navigate to the Work Plan – Backlog page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item in Asana.
Once connected, the Connected Systems window allows for Import, Export, or Opening of the Asana plan-level item.
Default Field Mappings
Plans - Projects
| OnePlan Fields | Asana Fields | Direction | Notes |
| Name | Name | Both | Required |
| Owner | Owner | Both | Required |
Tasks - Tasks
| OnePlan Fields | Asana Fields | Direction | Notes |
| Assigned To | Assignee | Both | |
| Due | Due At | Both | |
| Name | Name | Both | Required |
| Parent Id | Parent Id | Both | Required |
| Status | Status | Both | |
| Start | Start At | Both | |
| Task Dependencies | Dependencies | Both |
Lookup Tables – Lookup Tables
| OnePlan Fields | Jira fields | Direction | Notes |
This table is intentionally left blank.
Available Strategies
OnePlanUpdate
Publish data from Asana to OnePlan.
This strategy has a filter within the Asana - OnePlan > Projects – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
This strategy will bring in all Asana projects as plans into OnePlan. Any workspaces the personal access token has access to will be used to find projects. The strategy will also import all tasks associated to the projects into the Schedule in OnePlan. It is recommended that a filter be put in place to limit what work item types are desired to be brought over. To facilitate large-scale data manipulation, this strategy now efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between Asana and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in Asana. This deletion specifically applies to backlog items and does not affect plans within OnePlan.
Filters can be applied to this strategy on the Asana -> OnePlan section, within the Projects -> Plans table.
OnePlanPublish
Publish data from OnePlan to Asana.
This strategy has a filter within the OnePlan - Asana > Plans – Projects section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into Asana.
Filters can be applied to this strategy on the OnePlan -> Asana section, within the Plans -> Projects table.
SynchLookups
Sync lookups from Asana to OnePlan.
This strategy will sync over choice field values on Asana that are mapped in the Lookup Tables field mappings to a choice field in OnePlan.
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