Asana is a popular project management tool that helps teams (and individuals) create, update and manage their important tasks and projects. If you haven't heard of Asana before, visit Asana's product page or take a look at our feature on their App page to find out if it's right fit for you!
Momentum's Asana integration
Momentum's Asana integration syncs your Asana account to Momentum's Todo, so you can view, add, edit and complete your Asana tasks directly from your New Tab page. The changes you make to your Asana tasks within Momentum's Todo will appear on Asana's official website, and vice versa.
This Todo integration also supports the drag and drop action within Asana boards, so you can move your tasks between neighboring lists with ease. If you're looking for a quick and convenient way to view and update your Asana tasks then this integration is for you. 👍
In this help article you will learn...
- How to connect to the Asana integration.
- How to access Asana within Momentum.
- How to add, edit and delete your Asana tasks.
- How to switch between your Asana projects.
- How to move tasks between Asana boards.
- How to Autofocus your Asana tasks.
- How to enable/disable the 'Assigned to me' filter.
- How to enable/disable the 'Show subtasks' filter.
- How to enable/disable the 'Show completed' filter.
- How to quickly view a project or task on Asana's website.
- What to do if you're having problems connecting to the Asana integration.
Connecting to the Asana integration
Before connecting to the Asana integration you'll need an Asana account. If you don't have an Asana account, you can create one for free on Asana's official website.
To connect to Momentum's Asana integration, visit the Todo settings, click + Add Integration, select Asana and then click Connect.
- Click the Settings icon at the bottom left corner of your dashboard.
- Click Todo on the left side of the settings menu.
- Scroll down to the Integrations section, and then click the + Add Integration button.
- Click Asana and then click Connect. A secure window will open for you to sign in to your Asana account.
- Log in with your existing Asana account's Email Address & Password (or choose to login with a Google account).
Accessing the Asana integration
Once you've successfully connected your Asana account, your Asana projects and tasks will be found in your Todo.
To access the Asana integration, click Todo at the bottom right corner of your dashboard, click ... at the top right corner of the Todo window, click the Switch to... option, and then select Asana from the list.
Pro tip: Hold down Shift and press the ← or → arrow keys on your keyboard while the Todo window is open to quickly move between your Asana teams, and any other Todo integrations that you're connected to!
Adding, editing, and deleting your Asana Tasks
Adding, editing, and deleting tasks is done in the same way as the default Momentum Todo. 👍
Adding a new task
To add a new task, open your Todo, click New Task at the bottom of the Todo Window, type in your task and then hit the enter/return key on your keyboard.
Editing a task
To edit a task, double-click on it, make your changes, and then hit the enter/return key on your keyboard.
Deleting a task
To delete a task, hover your mouse over a task, click ... that appears to the right of it, and then click the Delete option.
Switching between your Asana projects
To switch between your Asana projects, click the project name at the top of the Todo window, and then select the project that you want to switch to from the drop-down menu.
Pro tip: Press the ← or → arrow keys on your keyboard while your Todo window is open to quickly switch between your projects.
Moving tasks between board lists
Momentum's Asana integration also supports the drag and drop action, so you can quickly move tasks between the lists in your Asana boards.
To move a task to a neighboring list, click, drag and drop it on either side of the Todo window. The list name will appear along the side when you're in the 'drop zone'.
Moving tasks without drag & drop
To move a task between board lists without the drag and drop action, hover your mouse over a task, click ... that appear to the right of a task, select the Move to... option, and then click the name of the list that you want the task moved to.
You can use Momentum's Autofocus feature to display the top task in your project at the center of your screen. When you check off the current focus, that task will be replaced with the next task in your Autofocused project.
To enable Autofocus, click ... at the top right corner of the Todo window, and then click Autofocus. Clicking the Autofocus option again will disable it.
Don't want your Focus to be replaced with the next task?
To set a single task as your Focus, hover your mouse over a task, click ... to the right of the task, and then select the Set to Focus option.
Enabling/disabling the 'Assigned to me' filter
The Assigned to me filter displays only the tasks that are assigned to you.
To enable this filter, click ... at the top right corner of the Todo window and then select the Assigned to me option. Clicking the Assigned to me option again will disable it.
Enabling/disabling the 'Show subtasks' filter
The Show subtasks filter displays the subtasks that are associated with a task.
To enable this filter, click ... at the top right corner of the Todo window, and then click Show subtasks. Clicking the Show subtasks option again will disable it.
Enabling/disabling the 'Show all completed tasks' filter
The Show all completed tasks filter will display your completed tasks alongside your uncompleted ones.
To enable this filter, click ... at the top right corner of the Todo window, and then click Show all completed tasks. Clicking the Show all completed tasks option again will disable it.
Enabling/disabling the 'Show archived projects' filter
The Show archived projects filter will display all of your archived projects alongside your active projects, when you click the project name at the top of the Todo window.
To enable this filter, click ... at the top right corner of the Todo window and then select the Show archived projects option. Clicking the Show archived projects option again will disable it.
The View in Asana option redirects you to Asana's website, so you can take a closer look and make changes to your projects and tasks in Asana's native environment.
Viewing a project in Asana
Selecting the View in Asana option on a project will redirect you to that project on Asana's website in a New Tab.
To view a project in Asana, click ... at the top right corner of the Todo window and then select View in Asana.
Viewing a task in Asana
Selecting the View in Asana option on a task will redirect you to that task on Asana's website in a New Tab.
To view a task in Asana, hover your mouse over the task, click ... that appears to the right, and then select View in Asana.
Having problems connecting to this integration?
If you've connected to the wrong Asana account, or are stuck setting up your Asana integration, reset your connection by signing out of your Asana (and/or Google account) and then reconnect to Momentum's Asana integration.
Resetting your integration connection
Step 1: Logout of your Asana account
- Visit Asana's main website.
- Click on your avatar (or initials) at the top right corner.
- Select Log Out from the dropdown menu.
Note: If you're using a Google Account to login to Asana, make sure to sign out of any Google Account(s) that you might be logged in to. Otherwise, you might automatically login to the incorrect Asana account when you reconnect to Momentum's Asana integration.
- Visit your Google Account or Gmail page
- Clicking your avatar (or initials) at the top right corner.
- Select the Sign out option.
Step 2: Disconnect from Momentum's Asana integration
- Return to your Momentum Dashboard/New Tab page.
- Click the Settings icon at the bottom left corner of your dashboard.
- Click Todo on the left side of the settings menu.
- Scroll down to the Integrations section.
- Hover your mouse over the Asana option and then click Disconnect.
Step 3: Reconnect to Momentum's Asana integration
- Click + Add Integration underneath Integrations.
- Click the Asana option and then click Connect. A secure popup login should now give you the option to login with your preferred account.
- Log in with your existing Asana account's Email Address & Password (or choose to login with a Google account).
Still having problems connecting?
Send a message to help@momentumdash.com, so we can help!