Asana Confluence Integration: 7 Easy Steps
There are multiple teams and modules involved in a Project, all of which must be integrated and managed to take any Project to a successful finishing point. So, it is imperative to keep track of any Project and at the same time manage your team’s workflow. Asana is a software that can make your team more productive on any Project. Asana is a great solution for Task and Project Management and can automate some of the most tedious communication and collaboration Tasks. The best part is that you will be immediately notified of any changes that can affect your Project.
Table of Contents
Confluence is a popular tool, widely used to help teams to exchange ideas, and work effectively. With Confluence, users can create Blogs and Articles that all team members can comment on and edit. You can easily generate a roadmap for your Project and eliminate the scope for confusion among the various teams. Moreover, you can also deploy checklists, create a knowledge base and manage everything centrally. Furthermore, it enables you to attach files like Excel Planner and display them on the same Page for your convenience.
Are you looking for a way to set up your Asana Confluence Integration? Then you are in the right place. This article will introduce Asana and Confluence and discuss the key features which make these applications so popular. Moreover, the article will explain the steps that you need to follow to set up your Asana Confluence Integration. The steps are easy to follow and do not require a technical background. Read along to learn more about these 2 applications and set up your Asana Confluence Integration with ease!
Table of Contents
- Prerequisites
- Introduction to Asana
- Introduction to Confluence
- Steps to Set Up the Asana Confluence Integration
- Benefits of the Asana Confluence Integration
- Conclusion
Prerequisites
The following requirements must be fulfilled before implementing the steps required to set up the Asana Confluence Integration:
- An Asana account.
- An ongoing Asana Task or Project.
- A Confluence account.
Introduction to Asana
Asana is a widely used online SaaS Project Management application that is used by companies to effectively keep track of their important Projects and Tasks. Its goal is to help teams of all sizes to better collaborate on various Projects. It offers free and paid versions and almost endless customization possibilities. All of these characteristics make it easy to see why it attracts so many companies. Asana is easily accessible directly from a web browser or smartphone app, all it takes is an internet connection.
Asana is extremely fast, innovative, and convenient to use. The application is quick to respond, accepts input, and automatically saves it. Also, Asana’s categorized User Interface and features make it easy to navigate, prioritize, and organize the content. You might think this is another application with a steep learning curve, however, if you will spend some time with this application, you will see how easy it is to get started with it!
Key Features of Asana
The following features have made Asana so popular in the current business world:
- Customizable Dashboards: Asana offers customizable Dashboards that enables you to track the progress of each Project separately, as well as display the status of each contributor. The Asana Dashboards also support group chats.
- Unique Views: While dealing with Views, Asana is one of the best tools available. It gives you a priority list with automatic notifications, and you can use powerful search filters to browse and find the Files you want. Also, if you want to decide which Tasks are the most important and unsolved, it is best to use the famous Asana Calendar.
- Secure Storage: Asana takes into consideration that your company’s Projects and Meetings are confidential and so, it adheres to the highest security protocols to protect them. Also, it integrates easily with your software and connects to a wide variety of services and applications.
To learn more about Asana, visit here.
Introduction to Confluence
Confluence is an internal platform used by companies to share knowledge, documents, ideas, etc among employees. The program allows you to create separate thematic spaces, consisting of smaller elements called Pages. Unlike File and Document sharing tools, Confluence promotes collaboration and can help the various teams in your business, to work together. Also, the more people use it in an organization, the more value your business can derive out of it.
Confluence simplifies the process of organizing and finding the information that you need. It combines similar Pages in a space dedicated to your work and your team. Depending on the permissions, space in Confluence may only be available to you or your entire company. It has a Page Tree, which creates a hierarchical list of Pages in a single space, highlights topics on key Pages, and helps efficiently organize your work. Confluence is a popular content collaboration software and one of the features of the tool is its simple and easy-to-use interface, but it also provides all the functionality you need to organize and structure your business content on a single platform.
Key Features of Confluence
Confluence provides the following features that can enhance your business and your team’s progress:
- Common Platform: Confluence provides a common platform that includes content creation, real-time editing, efficient document management, advanced social features, etc.
- Enhanced Pages: Confluence contains a collection of useful macros that provide various features that can make your Pages more appealing and customizable. This in turn will improve the look of your Pages, and enhance the user experience when browsing content.
- Controlled Restrictions: Confluence lets you restrict the viewing and editing of these Pages. You can customize all levels of collaboration in Confluence by customizing the Page just for yourself or opening it to everyone. Confluence allows you to share more Pages with certain people and tag other users.
To learn more about Confluence, visit here.
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Steps to Set Up the Asana Confluence Integration
You can set up your Asana Confluence Integration by using the Confluence Page. It enables you to insert live links to Asana Tasks and Projects through your Confluence account. It uses the Asana for Confluence application to set up the Asana Confluence Integration. This method works well for both Cloud and Server versions of Confluence. The following steps can be used to easily set up your Asana Confluence Integration:
- Step 1: Sign in to your Confluence account using the Atlassian homepage as shown in the below image.
- Step 2: Select the Apps dropdown option in the rightmost corner as shown in the below image and click on Find new apps.
- Step 3: In Find new apps, search Asana for Confluence and select its icon in the search results as shown in the below image. This will install the Asana for Confluence App using the built-in Confluence App Manager. The Asana for Confluence app is responsible for your Asana Confluence Integration.
- Step 4: Now, you have to start a Confluence Page, enter the Edit Mode and choose either the option Asana Live Link or select Embedded Asana Project macro. The below image represents this step.
- Step 5: After you have the Asana Live Link, you need to copy the link and paste it into your Asana Task in the macro editor and close the dialog box. The remaining steps of the Asana Confluence Integration will be implemented in your Asana account.
- Step 6: Now log in to your Asana account and sign in to the required Asana Task as shown in the below image.
- Step 7: Authorize the Asana Confluence Integration by granting permission to Confluence for using the Asana Connect. The permission dialogue box is shown in the below image.
That’s it! Your Asana Confluence Integration is ready.
Benefits of the Asana Confluence Integration
Asana and Confluence have their own features and advantages which have made them popular in today’s market. However, the Asana Confluence Integration can add the following extra benefits to your business:
- Engaging Previews: When you insert a Confluence link to Asana Tasks, it automatically generates an engaging preview showing the name and status of the Task. In this way, your Confluence Pages will be represented in an appealing and well-summarized manner. An example of this benefit of Asana Confluence Integration is shown in the below image, where links to your Confluence Pages are converted into easy to understand language.
- Detailed Reports: Asana Task macros help you to replace straightforward Asana task links on Confluence Pages with detailed and informative reports with highlighted Task statuses and titles. This is especially useful in situations where you need to create a detailed report regarding your Confluence Documents.
- Optimal Organization: The built-in Asana Project macro displays a list of Tasks in the selected Asana Project on the Confluence Page. This allows you to organize your content optimally and helps your various teams to understand and sort these documents easily. This is shown in the below image.
Conclusion
This article introduced you to Asana and Confluence applications and explained their key features. Also, it discusses in a step-by-step manner the process to set up your Asana Confluence Integration. Following the above steps, you can easily collaborate your Asana Tasks with your Confluence account and avail the benefits of both these applications. Moreover, the steps mentioned above work well for both Cloud and Server versions of Confluence and you do not have to worry about setting up Asana Confluence Integration for Cloud and Server versions separately.
The Asana Confluence Integration will surely optimize your Project Management. However, as the number of tasks, employees, and customers increases, so will the amount of data associated with each Project. Now, processing and integrating this volume of data regularly will require a significant portion of your time and resources.
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