Asana Extension - Zoho Desk Knoweldgebase

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.

From Zoho Desk, you can:
  1. Create tasks in Asana from new Zoho Desk tickets.
  2. Set assignee and due date when adding tasks from a ticket.
  3. View task details such as due date and assignee status from inside a ticket.
  4. Agents and engineers can collaborate on comments that are synchronized across applications.

Installation Requirements
  1. Zoho Desk Account
  2. Asana Account

Installing Asana Extension
The Asana extension can be installed from Zoho Marketplace or from your Zoho Desk.
Follow the steps below to install the Asana Extension from Zoho Desk account.
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top menu bar.
  3. In the Setup Landing page, click All under Marketplace.
  4. Search for Asana in the search bar on the right-hand side of the screen.
  5. Select the Asana for Zoho Desk extension.
  6. Click Install.
  7. 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.
  8. Click Authorize in the pop-up window to activate the extension.
  9. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
  10. 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:
  1. Click Tickets from the menu bar and open a ticket.
  2. Click the Extensions icon (  ) on the right side of the ticket's detail page.
    You can view the Asana extension in the right panel.
  3. Select the appropriate workspace and project to which you want to add a task from the Workspaces and Projects drop-down list.
  4. Select the assignee for the task from the Assignee drop-down list.
  5. Enter the date by when you want the task to be completed from the Due Date drop-down list.
  6. Edit the name and description of the task, if necessary.
  7. 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:
  1. Click Tickets from the menu bar and open a ticket linked with Asana task.
  2. Click the Extensions icon (  ) on the right side of the ticket's detail page.
    You can view the linked tasks under Asana extension on the right panel.
  3. 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:
  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. In the Marketplace page, select the Installed Extensions tab.
  4. Choose Asana from the list of extensions.
  5. Click the More Actions icon (  ) at the upper-right corner of the Asana extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm to uninstall the extension.

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