One of the key factors for continued Organic Growth and Development of any enterprise is effective Task Management and Clear Communication among various teams. For any growing business, you will see a definite rise in projects, and with that comes a lot of sub-tasks and deadlines. Work has to be assigned to different departments like Marketing, Development, Finance, Operations, etc., and you need to regularly check on the project status for all the colleagues. Manually, this could prove to be a cumbersome task and maybe even prone to human error.
Asana, a Project Management Software has the answers to all of the above obstacles. With visually appealing features like Interactive Dashboards and Kanban Boards, you and your team can stay updated on the individual projects so that everyone is on the same page. While using this, you may want all this data to be presented as Reports to get better business insights. Google Sheets is the best free solution that offers a Spreadsheet environment and building an Asana Google Sheets Integration can help build such reports.
In this blog, you will learn about Asana Google Sheets Integration that can simplify the data transfer process across these two technologies and help you create stunning reports in Google Sheets.
Introduction to Asana
If you want to streamline Project Management for your enterprise, Asana is just the tool for you. In Asana, you can assign tasks to your colleagues and everyone in your team can track who is working on what and stay updated on the project status. This promotes healthy interaction and collaboration among individuals from across various departments. You can also build Asana Google Sheets Integration for a more in-depth study of your Business through Google Sheets Reports.
Key Features of Asana
- Kanban Boards: These informative and visually appealing Boards display project descriptions, the current task progress, deadlines, members working on the project, etc.
- Rules: The Rules feature can automate all your daily repetitive tasks and help you save valuable time.
- Timelines: With different projects coming up, this feature helps you plan your projects according to available resources and keeps you on track with the assignments so that you hit all your deadlines as planned.
- Workload: In a Bird’s eye view, here you can see what tasks different teams are busy with and that no one is overburdened or underworked.
- Forms: You can get all the required details on a project from people across the company by designing your Forms in Asana.
- Dashboard Reporting: You can create and customize Dashboards suiting your project needs and get insights on the task progress with different graphs and charts.
- Portfolios: Here, you can add all your important projects related to a particular department and see an overview of their status.
To get more tips and detailed answers about Asana’s features, you can visit Asana Guide.
Introduction to Google Sheets
Google Sheets is a Web-based free Spreadsheet tool launched by Google in 2012. You can create, edit, and share the Spreadsheets with your colleagues. With multiple user access, people from your team can use and work on the same sheet to enhance collaboration. You can even track the revision history of the sheet and check which user made the changes.
A single sheet can store data in up to 5 million cells with 15 GB max as a Free User and can scale up with different G-Suite Plans. Hence, this acts as a powerful Data Store also. Integrating Google Sheets with other G-Suite products is a smooth process. For example, you can directly import data from your Work Google Forms to Google Sheets. Whether it is tracking and reporting your expenses or daily data entry for company sales, Google Sheets can do it all.
Key Features of Google Sheets
- Remote Access: You can access and edit your Spreadsheets from anywhere, anytime, and from any device as all the data is stored in a remote server.
- Increased Collaboration: Multiple users, according to the permission granted to them, can leave comments and edit the Spreadsheet.
- Offline Editing: When the Internet connection is not available, you can still edit the sheets and the changes would be updated later on when you come online.
- Always Free: To use Google Sheets, you just need a free Google Account and you are all set.
- Reporting: It offers a variety of templates for data visualizations by charts, graphs, and various other diagrams.
- Security: It provides options to set different permission levels for particular users for copying, editing, or downloading.
To know more about Google Sheets, you can visit the Official Google Sheets Website.
- An Asana Account.
- A Google Account.
- Working Knowledge of Google Sheets.
- Working Knowledge of Asana.
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Steps to Set up Asana Google Sheets Integration
Asana and Google Sheets, both tools are highly recommended for teams having coordination challenges as they can make Project Management effortless for managers.
Here, you’ll understand how to set up the Asana Google Sheets Integration process in 2 easy ways:
A) Data Transfer from Asana to Google Sheets
Asana offers a simple approach to build Asana Google Sheets Integration and generate insightful reports there for your business. To set up Asana Google Sheets Integration, follow these steps:
- Step 1: Log in to your Asana account.
- Step 2: Click on Portfolios on the Left Side Menu as shown in the Red Box. A list of Portfolios will appear. For example, for various departments like Finance, Sales, Operations, Marketing. Here, you can choose Marketing.
- Step 3: Click on the Drop-Down menu, found on the Right Side of the Portfolio Title as depicted in the Black Box.
- Step 4: Navigate to Export and Select Google Sheets. For first-time users, you have to allow Asana to connect to your Google Account. A login window may appear for the said Google Account. With this, your Asana Google Sheets Integration is successfully established.
A default Google Sheet “Overview” will appear with some basic information about your tasks and the progress of projects based on the data transferred from Asana. This Asana Google Sheets Integration Report will be having 2 more sheets namely:
- Asana Project Data: Contains Data associated with each project in your portfolio.
- Asana Live Data: This sheet is locked as Live Data is being updated from Asana here.
B) Data Transfer from Google Sheets to Asana
You can add tasks in Asana, directly from Google Sheets also. Before that do ensure that the format of the Spreadsheet is simple and in line with Asana. For example, it could contain columns for tasks, the name of the person it is assigned to, deadlines, a brief description, etc.
You can export the Spreadsheet as CSV by navigating to File>Download>Comma Separated Values(.csv,current sheet).
Now, you can import this CSV in Asana by following the easy steps below:
- Step 1: Log in to your Asana account.
- Step 2: Go to the “+” button in the top right corner of your Home Page as shown in the black box.
- Step 3: Click on Project to create a New Project.
- Step 4: A window with new Project Templates will appear. Below that in the General Templates tab, click on the Import Spreadsheet option.
- Step 5: Now, enter the project details like Name and Access permissions.
- Step 6: Click on “Select File to import” to get your CSV file from your system.
You can also directly add a CSV file into an existing project by doing the following:
- Step 1: Navigate to the Left Side menu and select the Project from the Portfolio option in which you want to import the CSV file.
- Step 2: Click on the Drop Down Menu present on the Left Side of the Project title Header.
- Step 3: Navigate to Import and Click on CSV. Now, you can select the desired CSV file from your records and your Asana Google Sheets Integration is all set.
Limitations of Manually Setting up Asana Google Sheets Integration
Linking Asana and Google Sheets will help you increase your productivity and enhance the quality of your outcomes. However, there might be a few challenges that you may face while building the Asana Google Sheets Integration manually:
- As your customer base and business grow, the number of tasks and projects increases. Handling and tracking that data across the two platforms can be a tedious job.
- To ensure Real-Time Reports and Analysis, you would need a dedicated team to regularly transfer the data without any human error in between.
- There is no scope for transformation (Data Cleaning, Data Standardisation) of the Data before loading it into either of the applications when performing the Asana Google Sheets Integration manually.
In this article, you learned how to set up a data transfer process from Asana to Google Sheets for Reporting Purposes as well as from Google Sheets to Asana for adding project details of a new project or existing project. Whether you are a small business or a large enterprise, Asana helps you manage, organize, and design your workflows for continuous improvement and development. Completing your projects before the due dates and collaborating with people at work becomes effortless by using the smart features provided by Asana.
Setting up Asana Google Sheets Integration lets you explore the reporting Functionalities of Google in-depth and you can get better insights into your Business Performance. Though, as you scale up in terms of projects, employees, and customers, the data associated with all of them increase at a tremendous rate. Regular handling and integration of this amount of data would require a section of your engineering bandwidth which otherwise could be used in the Data Analysis from the reports generated in Google Sheets. This process can be streamlined by a Cloud-Based ETL tool like Hevo Data.
Hevo Data, a No-code Data Pipeline helps you transfer data from various data sources like Asana & Google Sheets to a Data Warehouse or a Destination of your choice to be effectively visualized in a BI Tool. It is a Fully Automated and Secure service that doesn’t require you to write any code!
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If you are using applications like Asana and Google Sheets in your organization and want a hassle-free solution without manual Asana Google Sheets Integration, then Hevo can comfortably automate this for you. Hevo with its strong integration with 100+ sources & BI tools (Including 30+ Free Sources like Google Sheets), allows you to not only export & load Data but also transform & enrich your Data & make it analysis-ready.
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Share with us your experience of setting up the Asana Google Sheets Integration. Let us know in the comments section below!