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Custom Asana Integration: Automate Task Management into Strategy

This integration establishes a powerful link between Asana's granular task management and Cascade's high-level strategy execution. By synchronizing project status directly into your strategic goals, you eliminate manual reporting and ensure that day-to-day work is perfectly aligned with corporate objectives.

I. High-Level Integration Process

The goal of this integration is to automatically update the progress of a Cascade Action based on the completion status of tasks within an Asana project.

  1. Establish Mapping: Create an Asana custom field named 'Cascade ID'. This field will store the URL of the corresponding Cascade Action, serving as the unique link between the two systems.

  2. Data Sync: The integration runs on a schedule, queries Asana projects that have a populated Cascade ID field, and reads their percentage progress.

  3. Update Cascade: The system pushes the calculated percentage completion and/or updates the checklist status to the corresponding Cascade Action.

  4. Visualize Alignment: This process transforms granular task updates from Asana into clear, high-level progress indicators within Cascade.

II. Detailed Setup & Functionality

A. Establishing the Link

The key to enabling the integration is creating a Custom Field in Asana that holds the Cascade Action ID:

  • Custom Field Requirement: You must create a dedicated Custom Field named something simple like Cascade ID in your Asana project.

  • The Content: Once this field is populated with a Cascade Action URL, the integration will sync the data between the two systems.

B. Synchronization Functionality

The integration is built for dynamic updates and can be configured to either update a Cascade Action's progress completion or build out the checklist structure:

  • Progress Calculation: The integration can automatically calculate the Cascade Action's progress by directly reading the percentage completion value that Asana computes based on the number of completed tasks in the project.

  • Checklist Structure: Alternatively, the integration can automatically build out the entire checklist structure within the corresponding Cascade Action, mirroring the tasks in the Asana project.

    • If a new task is added in Asana, the integration can automatically create the corresponding checklist item in Cascade.

C. Mapping Logic (1:1 and Many:1)

The integration supports two types of mapping to suit your project structure:

  • One-to-One (1:1) Mapping: A single Asana Project updates a single Cascade Action.

  • Many-to-One (Many:1) Mapping: Multiple Asana Projects can contribute their completion status to update a single Cascade Action.

    • In this case, the progress from the multiple Asana Projects is averaged together before being brought into Cascade as the final percentage complete.