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How does Charma's Asana Integration Work?
How does Charma's Asana Integration Work?
The Charma integration with Asana enables both copying to and syncing from an Asana project within your Charma workspace.
JP avatar
Written by JP
Updated over a week ago

Before something becomes a project with detailed tasks, it usually starts out as a conversation between an employee and a manager. That's why we want to make it easy for those conversations to flow seamlessly from ideas to project management when the time comes.

We know how challenging it can be to keep track of all your to-do's from one system to another and how important it is to update your manager or team on the status of your projects via Charma. This is why we have integrated with Asana, one of the most popular project management tools on the market.

This Asana integration is only available on our Teams and Enterprise Plans. With this integration, you will be able to:

Here's how it works.

Connecting your profile to Asana

1. Navigate to the integrations page in Charma.

2. Click on "Connect" on the Asana integrations tab.

3. Log into your Asana profile to complete the integration.

Each team member should individually connect their profiles to Asana.

Copying an item from Charma into Asana

In the 1:1 or group workspace where you're discussing a project, you can copy agenda topics or action items directly into Asana.

1. Click on the "More Options" (three vertical dots) on the far right of the screen.

Image showing the more options menu selected

2. Within the "More Options" menu, click on "Copy to Asana".

3. From the searchable dropdown, choose your Asana project where you wish to add the item.

image showing Copy To Asana modal with projects drop-list open

4. Clicking on the "Create Task" button copies the item from Charma to the Asana project as a task.

image showing the Copy To Asana modal with project selected from dropdown, and create task button highlighted

Viewing a copied item in Asana and vice versa

We've made it easy to navigate between Charma workspaces and Asana projects with links embedded in each system.

1. Within Charma simply click on the "Open in Asana" icon located on the right. This will open Asana in a new tab.

image showing "open in asana" icon highlighted

2. Within Asana we note when you've copied an item from Charma and link the workspace in the Asana item's description.

Keep the statuses in sync when you mark as complete

Mark the item as complete in either Asana or Charma, and that status will update within minutes in both products!

image highlighting the "mark complete" button in Asana

image showing "Mark as complete" button in WorkPatterns

To get started, navigate to your integrations page to connect to Asana!

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