Overview

The Asana integration connects Core with your Asana workspace, enabling task synchronization between Core tickets and Asana tasks. Keep project work aligned across both platforms.

Setting Up

Prerequisites

• Asana account with appropriate permissions
• Core workspace with admin access

Connecting Asana

1. Go to Settings > Integrations > Asana
2. Click Connect to Asana
3. Log in to your Asana account
4. Authorize Core to access Asana
5. Select your Asana workspace
6. Configure sync settings

Workspace Selection

If you have multiple Asana workspaces:

1. After connecting, choose the workspace
2. Select default project for new tasks
3. Configure team mappings
4. Save settings

Sync Configuration

Sync Direction

Choose how data flows:

What Syncs

When a ticket description is very long, Core automatically trims synced task notes, and if needed sends a compact fallback note with the Core link so task creation can still complete.

Field Mapping

Customize field mappings:

1. Go to Asana integration settings
2. Click Field Mapping
3. Match Core fields to Asana fields
4. Set default values
5. Save mapping

Project Mapping

Default Project

Set where new tasks are created:

1. Select default Asana project
2. All synced tickets go to this project
3. Or map by Core project/category

Per-Project Mapping

Map Core projects to Asana projects:

1. Go to Project Mapping
2. Select a Core project
3. Choose corresponding Asana project
4. Repeat for each project
5. Save mappings

Creating Tasks from Tickets

Automatic Sync

If enabled, tickets automatically create Asana tasks:

1. New ticket is created in Core (or a project is assigned to an existing ticket)
2. Core shows the ticket right away while sync continues in the background
3. Task appears in the mapped Asana project
4. Fields are populated based on mapping
5. Updates sync based on configuration

Email and form tickets often get their project after triage. Asana sync starts once that project is set, as long as the project is linked to Asana.

Manual Sync

Create Asana tasks on demand:

1. Open a ticket in Core
2. Click Actions > Create Asana Task
3. Select Asana project
4. Confirm field mapping
5. Task is created and linked

Linked Tasks

When a ticket has a linked Asana task:

• Icon shows in ticket header
• Click to open task in Asana
• Sync status is visible
• Manual sync button available

Status Synchronization

Status Mapping

Map Core statuses to Asana sections:

Configure mapping in integration settings.

Section-Based Workflow

Using Asana sections:

1. Tasks move between sections
2. Core status updates accordingly
3. Both teams see accurate status

Assignee Sync

User Mapping

Link team members across platforms:

1. Go to User Mapping
2. Match Core users to Asana users
3. Assignments sync automatically

Handling Unmapped Users

When assignee isn't mapped:

• Option 1: Task remains unassigned
• Option 2: Assign to default user
• Option 3: Create unmapped user placeholder

Comment Sync

Syncing Comments

Keep conversations in sync:

• Public Core comments → Asana task comments
• Asana comments → Core comments
• @mentions converted appropriately

Internal Notes

Internal notes in Core:

• By default, do not sync to Asana
• Can be configured to sync as private notes
• Marked clearly as internal

Attachment Handling

File Sync

Attachments can be synced:

• Files under size limit sync automatically
• Large files show link to original
• Images display inline in both platforms

Limitations

• Attachment size limit: 100MB
• Some file types may not preview
• Storage counts against both platforms

Filtering Synced Tickets

Sync Rules

Control which tickets sync:

1. Go to Sync Rules
2. Set conditions:
   • Specific categories
   • Priority levels
   • Companies
   • Tags
3. Only matching tickets sync

Example Rules

Troubleshooting

Sync Not Working

Check:

1. Integration status (connected)
2. User has Asana permissions
3. Project mapping is correct
4. Sync rules aren't blocking

Duplicate Tasks

Prevent duplicates:

1. Check sync direction settings
2. Verify ticket isn't already linked
3. Review automation rules

Missing Fields

If data isn't syncing:

1. Check field mapping
2. Verify required fields
3. Check field permissions in Asana

Reconnecting

If connection expires:

1. Go to integration settings
2. Click Reconnect
3. Re-authorize in Asana
4. Verify settings

Best Practices

• Clear mapping: Document which projects map where
• Consistent usage: Use one platform as source of truth
• Filter wisely: Don't sync everything
• Train team: Ensure everyone understands the sync
• Monitor regularly: Check sync logs for errors

See also

• Integrations Overview
• Projects
• Managing Tickets

Overview

The Asana integration connects Core with your Asana workspace, enabling task synchronization between Core tickets and Asana tasks. Keep project work aligned across both platforms.

Setting Up

Prerequisites

• Asana account with appropriate permissions
• Core workspace with admin access

Connecting Asana

1. Go to Settings > Integrations > Asana
2. Click Connect to Asana
3. Log in to your Asana account
4. Authorize Core to access Asana
5. Select your Asana workspace
6. Configure sync settings

Workspace Selection

If you have multiple Asana workspaces:

1. After connecting, choose the workspace
2. Select default project for new tasks
3. Configure team mappings
4. Save settings

Sync Configuration

Sync Direction

Choose how data flows:

What Syncs

When a ticket description is very long, Core automatically trims synced task notes, and if needed sends a compact fallback note with the Core link so task creation can still complete.

Field Mapping

Customize field mappings:

1. Go to Asana integration settings
2. Click Field Mapping
3. Match Core fields to Asana fields
4. Set default values
5. Save mapping

Project Mapping

Default Project

Set where new tasks are created:

1. Select default Asana project
2. All synced tickets go to this project
3. Or map by Core project/category

Per-Project Mapping

Map Core projects to Asana projects:

1. Go to Project Mapping
2. Select a Core project
3. Choose corresponding Asana project
4. Repeat for each project
5. Save mappings

Creating Tasks from Tickets

Automatic Sync

If enabled, tickets automatically create Asana tasks:

1. New ticket is created in Core (or a project is assigned to an existing ticket)
2. Core shows the ticket right away while sync continues in the background
3. Task appears in the mapped Asana project
4. Fields are populated based on mapping
5. Updates sync based on configuration

Email and form tickets often get their project after triage. Asana sync starts once that project is set, as long as the project is linked to Asana.

Manual Sync

Create Asana tasks on demand:

1. Open a ticket in Core
2. Click Actions > Create Asana Task
3. Select Asana project
4. Confirm field mapping
5. Task is created and linked

Linked Tasks

When a ticket has a linked Asana task:

• Icon shows in ticket header
• Click to open task in Asana
• Sync status is visible
• Manual sync button available

Status Synchronization

Status Mapping

Map Core statuses to Asana sections:

Configure mapping in integration settings.

Section-Based Workflow

Using Asana sections:

1. Tasks move between sections
2. Core status updates accordingly
3. Both teams see accurate status

Assignee Sync

User Mapping

Link team members across platforms:

1. Go to User Mapping
2. Match Core users to Asana users
3. Assignments sync automatically

Handling Unmapped Users

When assignee isn't mapped:

• Option 1: Task remains unassigned
• Option 2: Assign to default user
• Option 3: Create unmapped user placeholder

Comment Sync

Syncing Comments

Keep conversations in sync:

• Public Core comments → Asana task comments
• Asana comments → Core comments
• @mentions converted appropriately

Internal Notes

Internal notes in Core:

• By default, do not sync to Asana
• Can be configured to sync as private notes
• Marked clearly as internal

Attachment Handling

File Sync

Attachments can be synced:

• Files under size limit sync automatically
• Large files show link to original
• Images display inline in both platforms

Limitations

• Attachment size limit: 100MB
• Some file types may not preview
• Storage counts against both platforms

Filtering Synced Tickets

Sync Rules

Control which tickets sync:

1. Go to Sync Rules
2. Set conditions:
   • Specific categories
   • Priority levels
   • Companies
   • Tags
3. Only matching tickets sync

Example Rules

Troubleshooting

Sync Not Working

Check:

1. Integration status (connected)
2. User has Asana permissions
3. Project mapping is correct
4. Sync rules aren't blocking

Duplicate Tasks

Prevent duplicates:

1. Check sync direction settings
2. Verify ticket isn't already linked
3. Review automation rules

Missing Fields

If data isn't syncing:

1. Check field mapping
2. Verify required fields
3. Check field permissions in Asana

Reconnecting

If connection expires:

1. Go to integration settings
2. Click Reconnect
3. Re-authorize in Asana
4. Verify settings

Best Practices

• Clear mapping: Document which projects map where
• Consistent usage: Use one platform as source of truth
• Filter wisely: Don't sync everything
• Train team: Ensure everyone understands the sync
• Monitor regularly: Check sync logs for errors

See also

• Integrations Overview
• Projects
• Managing Tickets