Using Asana    

The Asana widget home page has four components:

• My Open Tasks: Displays all of your open tasks, and enables you to edit the selected task's name, assignee, due date, project, and description, as well as add comments.  

• Create Task: Enables you to create a new task.

• Search Task: Enables you to search through your tasks based on assignees and task names.

• Projects: Displays the projects associated with the configured workspace.
  

Creating a New Task   

To create a new task:

1. Click Create Task or select the email you want to create a task for.

2. Fill in the required details in the Create Task form.
   

3. Click Create. 
   

Notes:

• By default, the task fields will be pre-filled with the details of the email in selection.

• The Reset option helps remove the pre-filled task details in one click.
  

• Checking the Add Email to Task option will associate the newly created task with the email. When you visit the email again it will load the associated task details in the Asana widget.
  

Viewing and Editing Open Tasks   

To view and edit an open task:

1. Click My Open Tasks.

2. Click open the task you want to view from the tasks list.
   

3. Make the required changes, if any. They'll be saved automatically. 
   

Note: To close an open task, click the Tick icon preceding the task's name.

Viewing and Editing Projects and Associated Tasks   

To view and edit tasks associated with specific Projects:

1. Click Projects.

2. Select the project whose associated tasks you want to view.

3. In the tasks list, click open the task you want to view.
   

4. Make the required changes if any, and they'll be saved automatically. 
   

Searching Tasks   

To search through your tasks:

1. Click Search Task.

2. Choose between Assignee or Name search filters from the drop-down menu.

3. In the search bar, based on the filter, type a task assignee or task name.
   

4. Hit enter.
   

Removing Asana 

To remove Asana's integration with Trident:

1. Login to your Zoho Mail account.

2. Click the Settings  icon at the top-right corner of the app.

3. In the App Settings page, go to General > Integrations > Extensions.

4. Click open the tile that says Asana.

5. Click the Remove icon next to the email address with which you've authenticated your Asana account.
   

6. In the dialog that appears, select Delete.