Asana Extension for Zoho Desk
Asana, a simple project management tool enables you to break down goals and ideas into actionable tasks, assign these tasks to teammates, and communicate to move projects forward. The Asana extension for Zoho Desk helps you quickly address customer issues by keeping your customer support and project management teams in sync. You can create tasks in Asana from new Zoho Desk tickets and track them until closure. All you need to do is select a workspace and a project where you'd like to create a new task.
Features
From Zoho Desk, you can:
- Create tasks in Asana from new Zoho Desk tickets.
- Set assignee and due date when adding tasks from a ticket.
- View task details such as due date and assignee status from inside a ticket.
- Agents and engineers can collaborate on comments that are synchronized across applications.
Installation Requirements
- Zoho Desk Account
- Asana Account
Installing Asana Extension
Follow the steps below to install the Asana Extension from Zoho Desk account.
- Log in to your Zoho Desk account with Administrator privileges.
- Click the Setup icon (
) > Integrations > Marketplace.
- Search for Asana in the search bar on the right-hand side of the screen.
- Select the Asana for Zoho Desk extension.
- Click Install.
- In Asana Installation Setup page,
- Select Departments and Profiles whose agents can access the extension in Zoho Desk.
Note: When you select All Departments, the extension will be added only to the departments you have access to. - Agree to Terms of Use.
- Click Install.
The extension will be installed for the specified profiles and departments. - Click Authorize in the pop-up window to activate the extension.
- Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
- Voila! Asana extension will be ready for use.
Adding Asana Tasks from Zoho Desk
On installing the extension, you can directly create Asana tasks from Zoho Desk tickets.
To create tasks for tickets:
- Click Tickets from the menu bar and open a ticket.
- Click the Extensions icon (
) on the right side of the ticket's detail page.
You can view the Asana extension in the right panel. - Select the appropriate workspace and project to which you want to add a task from the Workspaces and Projects drop-down list.
- Select the assignee for the task from the Assignee drop-down list.
- Enter the date by when you want the task to be completed from the Due Date drop-down list.
- Edit the name and description of the task, if necessary.
- Click Add to create a new task.
You have created a new Asana task. Notice that relevant information about the task will appear alongside the associated ticket in Zoho Desk. Also, you can click on the ( 
) icon to open and manage the task in Asana on a new tab.
Delinking Asana Tasks
You can delink task to remove its information from a ticket in Zoho Desk.
To delink a task:
- Click Tickets from the menu bar and open a ticket linked with Asana task.
- Click the Extensions icon (
You can view the linked tasks under Asana extension on the right panel. - Hover your mouse pointer over a task and then click the Delink icon (
) corresponding to it.
The task will be delinked from the ticket. Note that the task will not be deleted from Asana.
Uninstall the Extension
You can uninstall the Asana extension at any time. Once uninstalled, your agents cannot create Asana tasks from tickets.
To uninstall the extension:
- Go to Setup > Integrations > Marketplace.
- In the Marketplace page, select the Installed Extensions tab.
- Choose Asana from the list of extensions.
- Click the More Actions icon (
) at the upper-right corner of the Asana extension setup page.
- Select Uninstall Extension.
- Click Confirm to uninstall the extension.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Setting up Zoho Meeting Integration with Zoho Desk
Delivering exceptional customer support requires a delicate balance between responsiveness and efficiency. One challenge that customer support teams often encounter is switching between applications while handling tickets and maintaining the context ...Highrise for Zoho Desk
View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...Assigning and Managing Task Owner
Each task needs an owner, someone who is responsible for its completion. When you create a task, you can assign it to yourself or other agents in your team to complete it. Note that tasks also get assigned through automation rules such as workflows ...Navigating the Marketplace: Guided tour
Marketplace is a centralized hub where users can find Zoho and third-party applications to integrate with their Desk account to manage various business processes. From Marketplace admins can search, install, and manage the installed extensions. ...Zoho Sprints Extension for Zoho Desk
Zoho Sprints is an online agile project management solution designed to help teams plan their project, track their progress, and deliver great products on time. It also enables people to discuss, collaborate, and iterate on their products to achieve ...
New to Zoho LandingPage?
Zoho LandingPage Resources