OKRs for Asana

Now integrate your Profit.co account with Asana and help team, organize, manage and work effectively and create key results to track performance instantly.

Step 1:

Note: Only the Superusers can integrate Asana with Profit.co account.

Go to Settings → Integrations → User Level Connectors

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Enable the Asana toggle in the User-level connectors page.

Step 2:

Now go to Preferences→ Integrations → Connectors from the left menu.

Click on the Manage button to set up a new connection in Asana.

To establish a new connection click on Sign in to Asana.

Once you click on Sign in to Asana, you will be navigated to the connection page.

Once you enter the Connection name and the email ID that you use to sign in to your Asana account, the Connection will be established.

Note: If you are an existing user you can just directly make a new connection in your Profit.co account.

For new users open a new tab and login into your Asana account.

Click on Allow option to grant the access for Asana account.

Note: You can use only Increase KPI, Decrease KPI and percentage tracked KPI to create key results in this integration.

Step 3:

For instance, let’s create a new key result using Increase KPI with the established connection.

Here we are creating a key result Using Form.

Now enable the Auto update toggle and select the Asana from the list of integrations listed and click on Asana.

A pop up page will appear, here fill in the following details, choose Connection name, Workspace and Project. Select the number of Task Assignee, you can select any number of assignees or specified assignee. At the bottom of the page you will find the status of the key result check-in.

By selecting the status the current value will be fetched and it’ll be generated.

Once you click Add you can perform check-in.

The fetched value of the key result status will be displayed as shown below.