Integrating Asana with Document360

Plans supporting integration of Make extensions with Document360

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Asana is a versatile platform designed for organizing, tracking, and managing work efficiently. It allows teams to create and manage tasks under various projects, streamlining collaboration and ensuring accountability. For documentation teams comprising writers, editors, and external content contributors, Asana provides a centralized space to coordinate efforts, track progress, and maintain clarity across projects.


Integrating Asana with Document360

To integrate Asana with Document360,

  1. Ensure that you have logged into your Make account.

  2. Click Sign in at the top to log in to your Make account.

    The Make dashboard will appear.

1_Screenshot-Make_signin_page

Step 1: Create a new scenario

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

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

  3. In the Search field, type in the app name, Asana.

  4. Select Asana and choose the desired task you wish to map with Asana.

    For example, select Watch Tasks or subtasks to get updates on the new tasks.

  5. Click Create a connection and enter a connection name.

  6. Click Save.

  7. Allow Asana to access your Make account by clicking Allow.

  8. Click OK.

Step 2: Connecting Asana

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

2_Screenshot-Asana_task_details

  1. Select a connection in the Connection field. If you have already connected Asana with Make, select the desired connection.

  2. Click the Filter dropdown and select Project.

  3. Click the Workspace dropdown and select the desired workspace.

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

  5. Click 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.

  6. Click 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.

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

  8. Click OK.

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

  10. Click Ok.

Your Asana account is now connected with Make.

Step 3: Connecting Document360

Once you have connected Asana with Make, the next step is to link your Document360 account.

3_Screenshot-Asana_add_new_module

  1. On the Integration Asana page, click the Add another module (+) option.

  2. In the Search field, enter Document360.

  3. Select Document360 and select the 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 connection that you have already connected.
    To create a new connection,

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

    2. Enter your API key and click Save.

  5. To generate the API token from the Document360 portal,

  6. Navigate to Settings () > Knowledge base portal > Extensions > Team collaboration.

  7. On the Make extension tile, click Connect.

  8. Click the Copy () icon to copy the token.

  9. Head back to the Make window and paste the API token in the field.

  10. Click 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.

  11. Click 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.

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

  13. Click OK.

    4_Screenshot-Document360_asana_module

Step 4: Test the scenario

To test the scenario before activating and publishing,

  1. Click the Run once button at the bottom left to test your scenario.

    The test details appear at the bottom of the page.

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

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

    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 toggle at the bottom left.

    Turning on this toggle will run the scenario every 15 minutes.

  2. Once done, click OK to save.

Step 6: Activate the scenario

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

    The integration dashboard page will appear.

  2. Turn on the ON/OFF toggle near the Edit option, to activate the scenario.

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