Maverick Advisors + Asana

What is Maverick Advisors?

Maverick Advisors allows clients to connect their Asana accounts to aggregate operational data with other sources for enhanced reporting and analytics. Integrating Asana data helps us bridge information silos and generate actionable business insights. By connecting Asana, Maverick Advisors provides higher-quality advisory services, driving measurable value for your organization.

How to connect Maverick Advisors + Asana?

1. Log in to Maverick, connect at https://portal.maverick-advisors.com/ using the email and password provided by your Maverick Advisors account manager.
2. From the left sidebar, select Integrations.
3. Locate Asana under the "Project Management" category, and click Connect.
4. You will be redirected to Asana's authorization page. If you are not already logged in to Asana, sign in with the Asana account you would like to connect.
5. Review the permissions requested. Maverick connect requests read-only access to your Asana workspaces, projects, tasks, teams, and related data. No data in your Asana account will be modified.
6. Click Allow to authorize the connection.
7. You will be redirected back to Maverick Connect. A confirmation message will appear, and Asana will show as connected on your Integrations page.

Learn more and get support

To learn more about using the Maverick Advisors + Asana integration, visit Maverick Advisors.

If you have questions, feedback, or need support, contact the Maverick Advisors support team.

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