Dojo + Asana

What is Dojo?

Dojo helps accounting teams bring their Asana work and other connected data together in one secure AI platform. Users can search and retrieve Asana tasks and projects using natural language, making it easy to find necessary workflow information without switching between applications.

For example, a team can review outstanding month-end tasks, use details from connected systems to prefill workpapers, and draft client information requests for review. Users can also create and update supported Asana tasks directly from Dojo, eliminating redundant data entry.

Each user connects their own Asana account, and Dojo’s access is strictly limited to that user's specific Asana permissions.

How to connect Dojo + Asana?

Prerequisites:

• A Dojo account

• An Asana account with access to the target projects and tasks

• Permission to authorize the Asana connection (depending on your workspace settings, your organization’s Asana administrator may need to approve the integration)

Connect Asana to Dojo:

• Log in to Dojo.

• In the sidebar, select Customise, then Connectors.

• Locate Asana and click Connect.

• Log in to your Asana account when prompted.

• Review the requested permissions and click Authorize.

• Return to Dojo and verify that the Asana connector status displays as Connected.

Tip: Once connected, select Manage on the Asana connector card at any time to modify or disconnect the integration.

Using Asana with Dojo

Start a new chat and ask Dojo to work with your Asana projects and tasks. Dojo references information available through your connected account to add context to responses, power accounting workflows, and run automations. When prompted, it can also create or update Asana items within your allowed permissions.

Example prompts:

• "List my Asana projects."

• "Summarize the outstanding tasks in our month-end project."

• "Create a task to follow up on missing BAS documents and assign it to the relevant team member."

• "Update the due date of the tax return review task to Friday."

• "Use the tasks in our client onboarding project to help identify outstanding work."

Always review changes Dojo makes in Asana, particularly task assignments, due dates, and completion statuses.

Learn more and get support

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

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

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