Asana is a popular cloud-based work management platform that helps teams plan, coordinate, and track tasks and projects. It supports a variety of workflows, from marketing campaign planning to software development, using projects, tasks, and custom fields.
With OnePlan, organizations can bridge strategic planning with work being managed in Asana. Initiatives, programs, and projects defined in OnePlan can be aligned with and executed through Asana, enabling full visibility, strategic alignment, and better portfolio-level control.
Use Cases
The Asana integration has the following use cases:
Visibility into Execution Across Teams
- Use Case: Portfolio managers need visibility in OnePlan into project execution tracked in Asana by operations, IT, or creative teams.
- Value: Provides leadership a single view of status without requiring teams to switch tools or duplicate updates.
Strategic Initiative Tracking
- Use Case: Tasks and projects in Asana are connected to strategic initiatives in OnePlan.
- Value: Ensures that work aligns to business priorities and allows for better outcome tracking.
Cross-Team Resource Allocation
- Use Case: Resource assignments in Asana are synced to OnePlan to assess workloads across projects and teams.
- Value: Enhances planning accuracy, avoids burnout, and informs staffing decisions across portfolios.
Forecasting Future Resource Needs
- Use Case: Upcoming Asana tasks with due dates are used in OnePlan to forecast team and skillset demands.
- Value: Enables HR and PMOs to proactively manage capacity based on real work pipelines.
Budget vs Actual Tracking
- Use Case: OnePlan tracks planned vs actual costs for projects executed in Asana.
- Value: Provides cost insights for finance teams and supports better budget accountability.
Unified Reporting and Dashboards
- Use Case: Asana data is integrated with other work management systems (e.g., Jira, Trello) in OnePlan dashboards.
- Value: Delivers comprehensive insights across portfolios, regardless of where teams execute work.
Features
The Asana integration supports the following features:
- Create OnePlan plans from Asana projects
- Connect existing OnePlan plans to existing Asana projects
- Update OnePlan tasks from Asana tasks
- Create and update Asana tasks from OnePlan
- Synchronize custom fields and dropdowns
- Manual data import/export (plan by plan)
- Automatic data sync via scheduled jobs
- Filter what data to sync
- Choose from different OneConnect subscription levels to match your needs
Setup Requirements
To set up the Asana integration, you’ll need:
- A licensed Asana user account for the integration
- A personal access token for API access
Setup
To configure the integration, refer to the Asana Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs
- Load data from Asana into OnePlan (Asana projects become OnePlan plans)
- Build portfolios from the integrated plans
Mind the Gap
Known limitations of the integration:
- Projects cannot be created in Asana from OnePlan.
- Sections and subtasks have limited sync capability.
- Asana only support Finish-to-start task dependencies.
- Asana does not have a centralized custom field configuration.
Good to Know
Check out our best practices article for tips on optimizing the integration.