Connecting Perform to Asana

Does your team leverage Asana as part of its workflow? Use Perform’s Asana integration to copy action items into Asana and sync Asana projects with your Perform workspace.

Why use Perform’s Asana integration?

Before something becomes a project with detailed tasks, it usually starts out as a conversation between an employee and a manager. We want to make it easy for those conversations to flow seamlessly from ideas to project management when the time comes.

We know how challenging it can be to keep track of all your to-do’s from one system to another and how important it is to update your manager or team on the status of your projects via Perform. This is why we have integrated with Asana, one of the most popular project management tools on the market.

With this Asana integration, you will be able to:

• Connect your profile to Asana.
• Copy action items and discussion topics to Asana.
• View copied items in Asana (and vice versa).
• Sync statuses when you mark tasks as complete.

How to connect Perform to Asana

1. Log in to Perform.
2. Click “Settings” on the left-hand side.
3. Select “Integrations” from the options.

4. You’ll land on the integrations page (linked here).
5. Click the “Connect” button next to the Asana integration.

6. Log in to your Asana profile to complete the integration.
7. If successful, you will see a green banner at the top of your screen.

Each team member should individually connect their profiles to Asana.

Copying an item from Perform into Asana

In the 1:1 or group workspace where you’re discussing a project, you can copy agenda topics or action items directly into Asana.

To do so:

1. Click “More options” (the three vertical dots) on the right-hand side of the task.

2. Click “Copy to Asana” from the available options.

3. Select the Asana project in which you’d like to add the item.
4. Click “Create Task” to confirm.

5. The item will be copied to Asana as a task.

Viewing a copied item in Asana (and vice versa)

We’ve made it easy to navigate between Perform and Asana with links embedded within each platform.

To do so:

1. Click the Asana icon next to the task name.

2. The Asana version of the task will open in a new tab.

3. Within the task description, you’ll see text saying that the task originated from Perform.
4. Click the link, and you’ll be brought back to the Perform workspace associated with the task.

Syncing statuses when you mark tasks as complete

Mark the item as complete in either Asana or Perform, and that status will update within minutes in both products!

---