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Why we need to embed Asana in Notion
First of all, Let me explain what is Asana and what is notion, why we need to embed Asana in notion.
Asana is a project management tool for teams and individuals. Asana helps with goal tracking and task management. It provides a way to professionally communicate with your team.
Notion is a all-in-one workspace. It allows you to take notes, have a central place to store information, tasks and projects you collect, databases and spreadsheets. Everything is centralized in one application, so you don't have to search for more.
why we need to embed Asana in notion? Well, Embedding Asana in Notion allows users to have real-time access to Goal Tracking and Task Management. This helps to ensure that all team members have access to the same information and that any changes to the project can easily be seen and updated. By combining Asana with Notion, team members can easily collaborate on projects and tasks, making it easier to stay organized and on track with goals. This helps to improve communication and productivity.
Embedding Asana in Notion helps to improve personal management by allowing users to track their tasks and goals more effectively. Notion's database feature allows users to store, organize, and visualize their tasks and goals, while Asana's automated integration and synchronization ensures that any changes to tasks and goals in Asana will also be reflected in Notion. This helps users to stay organized and on track with their personal tasks and goals, as well as providing an overview of what needs to be done.
How to embed Asana into Notion (by Asana's website)
The following method is officially published on Asana's website, describing how to embed Asana into Notion.
Here’s how to set up the integration:
Asana Link Previews:
- When you paste an Asana link in a Notion doc for the first time, you'll see a button that says “Connect to Asana”.
- Once you click on the button, you'll be redirected to authenticate your Asana account.
- From there, you’ll be able to see the content from the link you pasted directly in your Notion doc. Continue pasting links from Asana tasks to view them in your Notion workspace.
- You can manage your connection between Asana and Notion in your Notion workspace in the “Settings & Members” menu under “My Connected Apps”.
Asana Data Sync:
- In Asana, copy the link to a project or task.
- Paste the link into Notion and select Paste as database.
- An empty database with a preset list of properties will show up in your page. It will show up in a Notion table view, with all Asana properties automatically added.
- The database will begin populating automatically and will continue to sync if you navigate away from the page.
How to connect Asana in Notion (Set up in Notion)
You can connect the Asana app in the “Settings & member” option in Notion
To connect Asana in Notion, open your "Settings & Member" tab on the left side bar of Notion.
From there, click on the “My Connections” option. You will be presented with a list of third-party apps and services to choose from; look for “Asana”.
Click the “Connect” button beside it, and this will add the app to your list of available connections. This allows you to live view Asana links and sync databases directly in Notion, making it easier than ever to collaborate with teammates.
Once Asana is connected in Notion, you can access any of its available features without having to leave the app itself or switch applications. This helps streamline collaboration between teams by allowing them to keep their workflow within one application instead of switching between multiple apps. Additionally, you can use Notion's features such as databases and lists to organize tasks coming from Asana that better meet the needs of your team's workflow.
Manually export CSV File then import it into Notion.
Steps for Manually Exporting Asana Data as a CSV File and Importing to Notion:
- Go to the Asana project you created in the previous section and click on the “down arrow” next to it. You will see the "Export/Print" option.
- Click on it and select CSV, which will download the task in CSV format.
- Open the CSV file in an application of your choice (e.g., Microsoft Excel or Google Sheets).
- Rename the “Name” column to “Task”, then delete all fields except for "Task", "Due Date" and "Assignee".
- Save this edited version as a separate file (e.g., MyProjectTasks.csv).
- Open Notion, create a new database, then click “Import” at the bottom of your screen.
- Select “CSV/Excel” from the list of options provided, then select and upload your file (MyProjectTasks.csv).
- Next, map each column of your data (e.g., Task, Due Date and Assignee) accordingly in Notion so that they are correctly imported into Notion's database field types (e.g., Title field type contains Task info, etc.).
- Lastly, click “Import” to commit these changes - once completed, you can view your project's tasks inside Notion!
The manual export of Asana data is not synchronized, as the data is downloaded manually. This means that any changes made to the project in Asana are not automatically updated in the CSV file, so it must be downloaded manually again to ensure accuracy.
It is also difficult to track changes to projects in this way, and manually exporting data from Asana may be appropriate for small projects. For large projects or those that require frequent updates and synchronization with other systems, an automated integration process would provide a more efficient and reliable solution than a manual download process.
Third-Party Software Integration Platforms
A third-party software integration platform gives you the ability to integrate Asana with Notion, such as Zapiter, Havo, Integrately. One such platform is Zapier. The steps for using Zapier to connect Asana and Notion are outlined below:
- Create an account on Zapier and sign in.
- Once signed in, click the “Make a Zap” button on the upper right side of the screen.
- Select “Asana” as your Trigger App and “Notion” as your Action App, then click “Continue.”
- Select the specific Trigger and Action you want to happen between Asana and Notion, based on what type of automation you desire, such as creating new tasks or sending notifications when there are updates to existing tasks within either app.
- Once the trigger and action have been selected, select which data you would like to be sent from one application to the other – this includes task name, description, due date, assignee, etc., depending on what you've selected from Steps 3 & 4 above. Click “Continue" once done with this step.
- Test that everything works properly by clicking “Test & Continue." You may have to fill out some additional fields related to your selected trigger/action before moving forward with Testing if necessary.
- Click “Turn On” once all tests have been successful! Now every time a new task is created in Asana or updated within Notion (depending on what you've set up), it will automatically be embedded into both applications with no extra effort required from you!
How to use it after integration
Here is interesting example about how I keep my bullet journal by embed Asana in Notion. The bullet journal is the short term to-do list. Asana is the overall tracking and planning of projects and goals. Notion acts as the wiki center that keeps all this information together.
Embedding Asana into Notion will help to make a bullet journal more effective. With Asana, you can easily plan out projects and tasks, create deadlines and reminders, as well as track progress on them. This data can be accessed quickly in Notion, allowing you to quickly check the status of tasks and projects.
Additionally, with the ability to embed links and other media within Notion pages, you can quickly link relevant information from Asana into your bullet journal entries. This way, it makes it easier to find related information when needed. By combining these two tools together, it allows for a greater level of organization and structure within the bullet journal that wasn't possible before.
You can easily add notes about what tasks were done today or what needs to be completed tomorrow without having to search through multiple sources of data. Furthermore, by linking tasks from Asana into entries in the bullet journal, you have better visibility over long-term goals and how they relate to day-to-day activities. This helps keep everyone on track and ensures that goals are achieved in a timely manner.