Asana
This section will cover Asana <> ClearFeed integration
ClearFeed’s Asana integration allows you to seamlessly create, track, and update Asana tasks directly from Slack. This ensures that tasks originating in Slack channels are efficiently managed within Asana, reducing manual effort and improving collaboration between teams.
Integrate Asana
Only workspace admins can connect Asana with ClearFeed. Custom field support is currently limited to specific field types.
Navigate to ClearFeed Settings → Integrations.
Press the
Connect
against AsanaYou will be prompted to log in to Asana (If you've already not logged in)
Select the Asana Project you want to connect with ClearFeed - and then click on Connect Project.
You will be successfully redirected to ClearFeed with a success message.
Filing Tasks in Asana
If you're using ClearFeed as a native helpdesk but want to escalate issues to Asana, follow the guide below:
TasksScreens
When requests are turned into Asana tasks, details are sent back to the requester in a designated ticket message block on the request channel.
The screens section lets you completely disable the ticket message by toggling off Screens. This would mean that whenever Asana issue is created, users will not see any confirmation message and details.
To configure the ticket message for Asana, follow the steps given below:
Go to Forms on the web app
Under the ticketing drop-down, select
Asana Ticketing
.Select
Screens
from the tabs mentioned under Asana Ticketing.
Fields
Status - By default, the Status of the Asana ticket is always shown to the requester. This cannot be configured to be hidden.
Ticket URL - Allows you to show or hide the Asana ticket URL to the requestor.
Actions
Unlink Ticket button: This button allows users to unlink a ticket from its associated request in the Request Channel. By default, it is visible only to responders in the channel. Check the option to display the Unlink Ticket
button on the ticket message block.
Permissions: All
or Responder
.
All
- Allows access to theUnlink Ticket
button to both the requester and responderResponder
- Only agents/responders will be able to use theUnlink Ticket
action to unlink tickets.
FAQs
Can we sync internal notes/comments from the ticketing system to Slack and vice-versa? Answer: No, we currently don't support syncing internal notes between Asana and Slack.
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