Asana is used for organizing, tracking, and managing work. You maintain different tasks under different projects to manage different teams. Documentation is one such team with multiple writers, editors, and external content agencies.

Use Case

You have chosen Document360 as your Knowledge base platform. Your company works with multiple external vendors for content contributions. Asana makes for a good collaboration platform, but you have the task of adding the articles created on Asana to the Document360 knowledge base.

There is currently no direct integration option between Asana and Document360 from either of the platforms.

How will you integrate Asana and Document360?

You can use Make integration to bridge this gap as a workaround. You can easily facilitate the content flow between these platforms by connecting Asana and Document360 on Make.

1. Go to the Make website.

2. To sign in to your Make account, click the Sign in button at the top-right.

3. Log in to your Make account, and the dashboard appears.

Step 1: Create a new scenario

1. Click Create a new scenario at the top right.

2. Click the + icon, and a list of available applications appears.

3. In the Search field, type in the app name (Asana) you want to connect.

4. Select Asana and choose which task you want to map with Asana.

For example, you can select Watch New Tasks to get updates on the new tasks.

Step 2: Connect Asana

Connect your Asana account with the new scenario in the Asana module.

1. Click Create a connection and enter the Connection name.

2. Click Save.

3. Now, key in your Asana credentials on the new access window.

4. Your Asana account would be connected to Make.

5. Click the Filter dropdown and select the Project option.

6. Click the Workspace dropdown and select the desired option.

7. Click the Project ID dropdown and select the project for which you want to track the tasks.

8. Click inside the Completed Since field and enter the date in the MM/DD/YYYY HH:MM format to only return tasks that are either incomplete or that have been completed since the mentioned time.

9. Click inside the Modified Since field and enter the date in the MM/DD/YYYY HH:MM format to only return tasks that have been modified since the given time.

10. In the Limit field, enter the maximum number of tasks Make will return during one execution cycle.

11. Click Ok.

12. In the Choose where to start popup, select the date/time from when you want to start watching new tasks.

13. Click Ok.

Your Asana account is now connected with Make.

Step 3: Connect Document360

After you connect Asana with Make, it's time to connect your Document360 account and progress with further steps.

1. In the Make scenario page, hover over the right side of the Asana module and click the Add another module (+) button.

2. In the Search field, type in the app name (Document360) you want to use.

3. Select Document360 and choose which action you want to perform in Document360.

For example, you can select Create an article to create a draft article.

4. In the Document360 window, select the desired connection if you have already connected.
   If you are yet to connect:
   • Click Create a connection and enter the Connection name.
   • Enter your API key and click Save.

5. Your Document360 project is now connected with Make.
   

6. Click inside the Article Title field, and select the parameters you want as the title of your Document360 article.

For example, you can select the Task name parameter and retrieve the task name as the title of your Document360 article.

7. Click inside the Article Content field, and select the parameters you want as the content of your Document360 article.

For example, you can select the Assignee Name, Resource Type, and Due On parameters.

8. In the Project Category ID dropdown, select the category where you want the new article to be created.

9. Click OK.

Step 4: Test the scenario

Make sure everything is working before you activate and schedule your scenario.

1. Click the Run once button to test your scenario.

2. The test details appear at the bottom of the page.

3. To test the scenario, create a new task in the associated Asana project.

4. After you create the task, a new article will be created in the associated Document360 category.

5. You can verify this with the test details at the bottom of the page. If required, you can also navigate to the Document360 project and check the newly created article.

Step 5: Schedule the scenario

1. To schedule your scenarios, enable the SCHEDULING toggle at the bottom left.

2. Click the Schedule setting option next to the toggle and set the frequency of the scenario.

For example, you can select the At regular intervals option to choose the time interval in which the scenario should be repeated.
You can select the Everyday option to run the scenario at a specific time each day.

3. After selecting the desired option, click OK to save.

Step 6: Activate the scenario

1. Click the Exit editing (←) icon at the top left.

2. Click ON/OFF toggle adjacent to the Edit, to activate the scenario.

Once activated, your scenario will run according to the set schedule.