Tutorial: Asana Task Manager Agent

This agent helps teams organize, track, and manage work. Users can seamlessly connect and synchronize their projects and tasks within custom workflows, enhancing productivity and collaboration.

Asana Credentials

To enable integration with Asana, you’ll need to acquire a Client ID and Client Secret. Follow these steps to set up the authentication and establish a connection.

1. Go to https://asana.com/ and login. If you do not have an account, proceed to create one by following the registration process.
2. Go to your Asana Dashboard and navigate to your profile settings.

3. Navigate to Apps and click Manage Developer Apps.

4. Click Create New App.

5. Name your app, check the box for Automate work in Asana, and agree to Asana's API terms by checking the corresponding box. Then, click the Create App button.

6. Your Client ID & Client Secret are now automatically generated. Store your credentials in a secure location, or you can add them to your vault. Click here to learn more about adding your API keys to the vault.

7. Navigate to the left sidebar and click OAuth and click Add Redirect URL.

8. Add this link: https://app.smythos.com/oauth/oauth2/callback to allow proper authentication callbacks. Then, click the Add button to save your configuration.

9. Navigate to the left sidebar and click Manage Distribution, then choose a distribution method. In this instance, let’s choose Any Workspace and click the Save button to save the changes.

Agent Setup

1. In SmythOS, navigate to the templates tab.

2. You can scroll down to find the Asana Task Manager agent or simply search for it in the Search tab, then click the Remix button.

3. Allow the template to initialize and configure.

Agent Variables Setup

Individual users in Asana also have their own Global ID.

1. Within the builder, click the Agent Variables button. These are the values that can be used across any component.

2. We have two variables here, the Asana Worskpace Global ID and Asana Project Globad ID. We need these IDs in order to use the agent.

Go to https://app.asana.com/api/1.0/workspaces to get your Asana Workspace Global ID. Copy your Global ID number and store it in a secure location, or you can add it to your SmythOS vault. Click here to learn more about adding your keys to the vault.

Go to https://app.asana.com/api/ 1.0/projects to get your Asana Project Global ID. Use "Ctrl+F" to find the project that you want to use, e.g., SmythOS. Copy your Global ID number and store in a secure location, or you can add them to your SmythOS vault. Click here to learn more about adding your keys to the vault.

3. Now, let’s input the IDs. Click the key icon and select your stored Asana Workspace Global ID from your vault.

4. Next, click the key icon and select your stored Asana Project Global ID from your vault.

5. Then, click Save to save your configuration.

Get Users in a Workspace Setup

1. Go here https://developers.asana.com/reference/getusersforworkspace and copy the GET URL.

2. Paste the URL into your browser and replace the area in the brackets with your Workspace Global ID. https://app.asana.com/api/1.0/workspaces/{workspace_gid}/users. This will provide you with a list of all users, which you can then save as an .xml file.

Note: Files accepted in SmythOS data space include .xml, .pdf, .doc, .docx, .txt, .html, or .htm formats.

Data Pool Setup

Now, let's add your XML file to your Data Space.

1. In SmythOS, navigate to the Data Pool tab and click Add Data Space.

2. Enter your Data Space name and click the Add Data Space button.

3. Click on the Data Space you have created.

4. Then, click Add Source.

5. Label your data source for easy identification, then upload your XML file or drag and drop it. Next, click the Add Data Source button.

6. Then, wait for your data source to be fully indexed.

Data Lookup Component Setup

In the builder, locate the Data Lookup component. Click the gear icon to open the settings, then select the list you want to use. Then, don’t forget to click the check icon to save your configuration.

Note: You can store your Asana member data on a Data Space and use Data look up to fetch it. You can use the List Workspace Users Asana integration to get the member data. Alternatively, you can replace this with the List Workspace Users integration component. (must add to delay if you're fetching huge data).

Asana Components Setup

Perform the following actions on the Asana List Task and Asana Create Task components.

1. In the builder, locate the Asana component. Click the gear icon to open the settings.

2. In the Client ID field, click the key icon and select your stored Asana ClientID key from your vault.

3. In the Client Secret field, click the key icon and select your stored Asana ClientSecret key from your vault.

4. Then, don’t forget to click the check icon to save your configuration.

5. After configuration, click the Authenticate button to grant Asana permission.

6. Then, click Allow.

7. In the builder, you will be notified that your OAuth authentication was successful.

8. Repeat the process with the other Asana component.
9. Navigate to the List Tasks Asana component and click the edit icon in the workspace section.

10. Next, select asana workspace gid as the default value and click save.

11. Navigate to the Create Task Asana component and click the edit icon in the project_gid section.

12. Next, select asana project gid as the default value and click save.

13. You're all set and ready to run the workflow in Asana.