Asana Integration

Asana is a task and project management tool facilitating team collaboration and organization. With its intuitive interface, users can create, assign, and track tasks set deadlines, and visualize project timelines using features like lists, boards, calendars, and Gantt charts. Asana is designed to help teams stay organized, prioritize work, and ensure the timely completion of projects.

With the Asana integration, task assets can automatically sync to your Bynder DAM with relevant metadata. This bi-directional integration allows assets to move to Asana or Bynder using a customized trigger. Once the asset is synchronized, the data mapping for the custom fields and metaproperties are synced.

NOTE: You must have a Premium Asana account to configure the integration.

How to Enable the Asana Integration

Contact your Customer Success Manager to learn more about enabling the Asana integration and associated costs.

Important Information

Before setting up the integration, please ensure the following is set up:

• You’ll need to copy the Asana API token for the integration. Learn more about finding the Personal API Token here.
• You must create a trigger in Asana for each project you’d like to sync with Bynder.
• If you use Task Custom Field as a trigger in Asana, we recommend creating a dropdown custom field and naming it Send to Bynder.
  • Include options such as Yes and No, with the Yes as a trigger to send the asset to Bynder.
• If you delete the configured trigger, the integration will disconnect.
• Assets uploaded as Attachments in your projects in Asana will be synced to Bynder.

How to Set Up The Asana Integration

1. Navigate to Settings > Advanced settings > Portal settings.
2. Click Browse Integrations in the left sidebar. 
3. Click the Premium tab.
4. In the Asana section, click Configure.
5. Enter a Name for this configuration, then click Save.
6. If you've already configured a Bynder connection, it will be selected. If not, select New authentication to add your Bynder credentials:
   • Your authentication name: Enter a name for the authentication.
   • Domain: Enter your unique domain by copying the URL of your Bynder portal (including https://).
7. Click Create, then Next.
8. Select New authentication and add the following information:
   • Authentication name: Enter a name for the authentication.
   • API key: Enter the Asana Personal API Token. Learn more about where to find the Personal API Token here. 
9. Click Create.
10. Asana Workspace: Click the dropdown to select which Asana Workspace you want to connect to your Bynder portal.
    • You’ll need to set up a new integration for each Workspace you’d like to connect to Bynder.
11. Asana Project: Click the dropdown to select which Asana Project you want to connect to your Bynder portal.
    • You’ll need to set up a new integration for each Project you’d like to connect to Bynder.
12. Bynder Trigger: Determine the trigger for moving Bynder Assets to the Asana Project.
13. Click the dropdown to Select a Metaproperty.
14. Select the Send to Asana Value from the dropdown.
    • We recommend that the trigger is a Single or Multi Select metaproperty to ensure that users do not enter the information incorrectly or have a spelling mistake.
15. Asana Trigger: Determine the trigger for moving Asana Attachments to your Bynder Portal.
16. Select the Trigger Type from the dropdown.
17. Select a Custom Field and the Send to Bynder Value from the dropdowns.
18. Click Next.
19. Bi-Directional Mapping (Optional): If enabled, you can configure it so an asset from Bynder will move to an Asana Project and visa versa.
20. Select a Bynder Metaproperties from the dropdown to sync to an Asana Custom Field dropdown.
    • The Bi-Directional Mapping configuration supports all Bynder metaproperties. It does not support the People and Formula Asana custom field.
    •  A Bynder asset must be connected to an Asana Task for the mapping to work. This configuration will move Asana Custom Fields to Bynder Metaproperities.
21. Click Next to review the information, then Finish.

How To Use the Integration

After configuration, you can update your Asana trigger in the selected Project to sync the related task attachments into your Bynder DAM.

To begin the sync from Bynder to Asana, you can update the configured metaproperty option in Bynder.

Any time you trigger the sync, assets in the Task Attachment of the selected Project will appear in your Bynder DAM after roughly three minutes.

Edit The integration

You can edit the configuration if you want to update your Project, Custom Field, or Trigger, update the settings, or edit your Asana settings.

1. Navigate to Settings > Advanced settings > Portal settings.
2. Click Active Integrations in the left sidebar, then Edit in the section of the connection that you would like to update.
3. Make your changes, then click Save.

FAQ

What types of files are supported?

All Bynder-supported file types are supported for this integration.

There is an Asana file limitation of 100MB.

What happens to the asset if I delete it from my Bynder portal (or visa versa)?

If you delete an asset in Bynder, it will remain in Asana. If you delete an asset in your Asana project, it will remain in Bynder.

What happens if you upload a new version in Asana?

If you add a new version in Asana and retrigger the sync, the new version will be added as a new file within Bynder. It will not be added as a Bynder version.

For Asana to Bynder, we use the original file name. Regardless of whether it's a new version, we do not add versioning to the name of the asset.

What happens if you upload a new version in Bynder?
If you add a new version in Bynder and retrigger the sync, the new version will be added as a new attachment within the existing Asana Task.

For the Bynder to Asana sync, we use the Bynder Asset Title and add the version at the beginning of the name.

What will happen to this integration if I delete the synced trigger in Asana?
Deleting the synced trigger in Asana will disconnect the integration. To fix this, you must re-add the trigger in Asana and then edit the integration to reconfigure the trigger.

How long will it take for assets to appear in my Asset bank?
Your asset will sync after approximately three minutes.

Updated December 05, 2023 17:35