Asana

Close the loop on follow-up customer tasks from Slack without jumping back and forth in Asana.

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Close the loop on follow-up customer tasks from Slack without jumping back and forth in Asana.

Channeled's Asana integration allows Customer Success teams to create follow-up tasks for their Product and Engineering counterparts in Asana without leaving Slack. Asana updates are then synced bi-directionally from Asana to Channeled – meaning no lost time jumping to Asana to check on progress of an existing task – and faster ability to close-the-loop with customers.

Enabling the integration

Connect your Asana Workspace

Use /channeled-integrations to see the integrations available in Channeled, and select Asana. Then, select the Asana Workspace you want to integrate with.

Creating a task in Asana from Channeled

Select Add a task from the Organize thread shortcut in Slack
In the Create a thread modal, select Create in Asana

Viewing a task in Asana from Channeled

Tasks created from related customer threads show up side-by-side with them in the inbox
Click View tasks next to your thread to double-click and view tasks in more detail

Completing a task in Asana from Channeled

By default, marking a task complete in Asana will mark it completed in Channeled. If you're in Channeled, you can also complete Asana tasks without leaving Slack.

Click View tasks next to the relevant thread to see them in detail
Click Mark complete next the specific task to mark it complete.