Microsoft Teams & Asana
- Skip Ahead to
- Microsoft Teams and Asana
- Installation steps
- How to share links
- How to search
- How to create a new task
- How to add a message to a task
- Setting notifications
- Asana Bot
- Key use cases
Use Asana’s integration with Microsoft Teams to add Asana projects to group chats and turn conversations into actionable work, all in one place. Chat with teammates about a project while looking at the full task list, including task assignees, due dates, and complete tasks when they’re done. With Asana for Microsoft Teams, you can stay connected and organized, no matter where you’re working.
Microsoft Teams and Asana
Teams is a chat-based collaboration tool that provides global, remote, and cross functional teams with the ability to work together and share information via a common space. Users can utilize features like document collaboration, direct messaging, team chat, and task management with Asana. This integration with Asana ensures focus and work continuity wherever you are, at any given time or place. Asana lets you know who is doing what, when.
An Asana bot has been added to Microsoft Teams that facilitates the unfurling of Asana features. It will help you search and find Asana features to reference in Teams conversations, and allow users to create tasks or add messages to existing tasks from Teams.
Microsoft Teams integration is available to all tiers.
Installation steps
Connect Asana to Microsoft Teams to assign tasks and stay accountable by adding the app for yourself and your team.
How to set up Asana for Microsoft Teams integration:
- Go to the Apps tab in MS Teams
- Search for Asana Project management
- Click on Asana
- Click add to install your app
From the Asana Project Management pop up:
- Click Add
How to manage the app for your organization:
To manage apps go to the Microsoft Teams admin center, then search for Asana to ensure it is set to allowed. Tick Allow.
Add Asana to the Pinned apps list in Microsoft Teams admin center so that you can find it quicker and choose the order that it is pinned to the navigation bar.
Onboarding flow
When the integration is installed you will have access to the integration bot in your 1:1 chat. You can also add the bot to specific team channels.
You can type in questions and use it to keep you updated about project activity in Asana.
When you interact with the integration for the very first time you will engage with a chatbot. The chatbot will introduce the integration, run through examples of use cases, and provide links to any further guide articles you might need.
How to share links
Users can unfurl tasks, projects, Portfolios, Status updates and Teams to show more information when sharing to a particular team.
To share links:
- Paste any Asana specific url link
- Wait for the unfurl to appear
- Click the Expand icon for further context
- Link to the team and send
You can then view in its entirety by clicking View in Asana.
How to search
You can find tasks, projects and Portfolios by clicking on the Asana logo in the message composer.
Searching for tasks, projects or Portfolios:
- Click the Asana logo in the message composer
- You can search for any task, project or Portfolio within this menu
How to create a new task
To create a task:
- Click the + button in the Asana message composer dialog
- Select Create new Task
- Fill out details in the pop up screen that appears
- Click on Create task
You can create new Asana tasks anywhere in Teams. You can use the create task command with Asana bot, the option from the composer or within any message in a conversation. You can assign it to a team mate, set a due date and add it to an Asana project.
How to add a message to a task
To add a message to a task:
- Under the 3 dot icon options click on More actions and choose Add message to task
- Via a pop up window you can search and choose an existing Asana task for the message to be added to
You can then add this message to a task as a comment.
Setting notifications
Navigate to any team channel or 1:1 chat.
How to access notifications:
- In the + menu, select Link Project
- Select a project that you want to receive notifications for
Configuring notification settings for Microsoft Teams
From the Asana message composer:
- Navigate to notification settings from the + menu in the Asana dialogue pop up
- Select which communication notifications you wish to receive
You will then be notified about all new activity in the project that you have selected.
Asana bot
The Asana bot for Microsoft Teams will chat with the app to ask questions and find things. It will return a response based on input from, you, the user. There are a number of commands you can use with this app to save time. Interactions are seamless.
Bot interactions:
From the Asana chatbot you have the option to select your workspace or switch to another one to suit your project needs with the command change workspace.
Key use cases
With this integration your team can stay focused on their goals, projects and tasks wherever they are. You will always know the status of work happening across your team.
Define key information - This integration allows users to create an Asana task from Teams, and incorporate any contextual information (such as a message). Users can define key information such as task name, description, due date, assignee and/or custom fields.
Keep up to date - Collaborators in Teams can now be updated about important context and progress from Asana as it happens.
Reference to Asana - When a work related discussion is occurring in Teams, you can reference related Asana projects, tasks and other information easily so that your team members and discussion participants can have more context, clarity and workflow transparency so that they never feel out of the loop.
Accountability - Chat with teammates about a project while looking at the full task list, including task assignees, due dates, and complete tasks when they’re done. Teams can move faster and accomplish more.
Need help? Check out Microsoft’s Support page here.
