Asana

Sync your Asana account to Momentum's Tasks, so you can view, add, edit and complete your Asana tasks directly from Momentum. The changes you make to your Asana tasks within Momentum appear in Asana and vice versa.

Connecting the integration

Before connecting to Momentum's Asana integration you'll need an Asana account. If you don't have an Asana account already you can create one for free on Asana's official website.

To connect to Momentum's Asana integration, visit the Todo section of Momentum's Settings ⚙️, click + Add Integration button, select Asana, click Connect and then login to/authorize your Asana account.

Once connected, you'll be able to access your Asana tasks and projects in Momentum's Todo.

1. Click the Settings ⚙️icon at the bottom left corner of Momentum.
2. Click Todo on the left side of Momentum's Settings ⚙️menu.
3. Scroll down to the Integrations section of the Todo Settings ⚙️, and then click the + Add Integration button.
4. Select Asana and then click Connect. A secure window will open for you to login to/authorize your Asana account.
5. Log in to your existing Asana account's Email Address & Password (or choose to login to a Google account).
6. Click Todo at the bottom right corner of Momentum to access your Asana projects and tasks within Momentum.

If your Asana tasks and projects aren't displaying after connecting, click Todo at the bottom right corner of Momentum to open the Todo menu, click ... at the top right corner of the Todo menu, click the Switch to... option and then select Asana.

Pro tip: You can also hold down Shift and then press the ← or → arrow keys on your keyboard while the Todo menu is open, to quickly switch between your Asana integration and any other Todo integrations/sources that you're connected to.

Adding, editing, and deleting your Asana Tasks

You can add, edit, and delete your Asana tasks in the same way that you would your Momentum todo items. 

Adding a new task

To add a new task, click New Task at the bottom left of the Todo menu, type in your task and then press the enter/return ↵ key on your keyboard. 

Editing a task

To edit a task, double-click on it, make your changes and then press the enter/return ↵ key on your keyboard.

Deleting a task

To delete a task, hover your mouse cursor over a task, click ... that appears to the right of it, and then select the Delete option from the drop-down. 

Switching between your Asana projects

To switch between your Asana projects, click the active Project name at the top left of the Todo menu, and then select the project that you want to switch to from the drop-down.

Pro tip: You can also press the ← or → arrow keys on your keyboard while your Todo menu is open to quickly switch between your projects. 

Moving tasks between boards/lists

There are a couple of different ways that you can move your Asana tasks between your lists, using the Move to... option or the Drag & Drop action.

Using the Move to... option

To move a task between lists, hover your mouse cursor 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 to move the task to.

Using the Drag & Drop action

To move a task to a neighboring list, click, drag and drop it on either side of the Todo menu. The list name will appear along the side when you're in the 'drop zone' and when you release your click that task will move into the list that displayed.

Asana task filters

Momentum's Asana integration includes a few additional task filters to help give you a clearer view of your tasks. All of these filters can be found by clicking ... at the top right corner of the Todo menu.

Assigned to me

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 menu and then select the Assigned to me option. Clicking the Assigned to me option again will disable it.

Show subtasks

The Show subtasks filter displays the subtasks that are linked to a task.

To enable this filter, click ... at the top right corner of the Todo menu and then select the Show subtasks option. Clicking the Show subtasks option again will disable it.

Show all completed tasks

The Show all completed tasks filter displays your completed tasks alongside your uncompleted ones.

To enable this filter, click ... at the top right corner of the Todo menu, and then click Show all completed tasks option. Clicking the Show all completed tasks option again will disable it.

Show archived projects

The Show archived projects filter displays all of your archived projects alongside your active projects.

To enable this filter, click ... at the top right corner of the Todo menu and then select the Show archived projects option. Clicking the Show archived projects option again will disable it.

Viewing in Asana

The View in Asana options redirect you to Asana's website, so you can take a closer look at and make more detailed changes to your projects and tasks in Asana's native environment.

Viewing a project in Asana

To view a project in Asana, click ... at the top right corner of the Todo menu and then select the View in Asana option.

Viewing a task in Asana

To view a single task in Asana, hover your mouse cursor over the task, click ... that appears to the right, and then select the View in Asana option. 

Having problems connecting to this integration?

If you've connected to the wrong Asana account, or get stuck setting up the integration, you can try reconnecting the integration. For detailed instructions, see our Reconnecting an integration help article.