Setting Up Asana Trello Integration: 2 Easy Steps

on Asana, Butler, Data Integration, Project Management Tool, Project Mapping, Trello, Tutorials • November 8th, 2021 • Write for Hevo

Asana Trello Integration - FEATURE IMAGE

With the growing business, the number of projects managed by companies increases. Manually managing all the tasks, projects and keeping track of every activity can be a tedious task. Companies need a flexible and easy-to-use platform that can help them manage their workflows and monitor the performance of every project in detail. There are many Project Management tools available in the market.

Asana is a Project Management online platform that allows companies to organize, assign and monitor projects. Companies also need tools that allow them to communicate and collaborate effectively. Trello is a task management and collaboration tool that makes it easier for companies to plan projects, access roadblocks in the project, etc. Some companies use either Asana or Trello, and many use Asana Trello Integration so that there is no need to switch between both platforms.

Asana Trello Integration allows users to manage work effectively using Trello and easily collaborate with Asana. Asana Trello Integration allows information to flow freely from one tool to another to create an efficient workflow environment. In this article, you will learn the steps to set up Asana Trello Integration. You will also read about the benefits of using Asana Trello Integration and how it helps companies manage their projects effectively.

Table of Contents

Prerequisites

  • An active Trello account.
  • An active Asana account.

Introduction to Trello

Trello Logo
Image Source

Trello is an online Kanban-based Project Management and collaboration tool that helps companies seamlessly organize projects. Kanban View allows you to view various stages of a process using Cards. It’s a Project Management tool designed to increase the workflow of team members. Trello is similar to whiteboards having sticky notes that also have columns where you can place sticky notes like Trello Cards. Each Trello Card has information related to the project, progress, and much more. These Cards also support texts, images, attachments, and labels. 

Trello allows users to keep updated on working projects and monitor the progress of every running task. Trello is an open-source tool, but it has a paid business version with lots of advanced features. It also comes with other Views such as Timeline View, Calendar View, Map View, Dashboard, and Table View.

There are 3 elements of Trello that you need to know:

  • Boards: Boards are workspaces similar to whiteboards you can create and share with your teams. Trello provides different types of Boards to provide flexibility such as Kanban, Timeline, Table, Map Dashboard, and Calendar. 
  • Lists: Lists are part of Boards where you can create multiple Trello Lists based on different tasks and categories like Pending, Done, Today, etc.
  • Cards: Cards are the subcomponents of Lists where you can define tasks and updates. These Cards support texts, images, attachments, messages, etc.

Key Features of Trello

A few features of Trello are listed below:

  • Project Planning: Trello allows companies to effortlessly plan and break down projects into smaller pieces and let you manage each task individually.
  • Seamless Automations: Trello offers its various automation services under its automation tool called Butler. It allows users to automate their workflows and small repetitive tasks that in turn save a lot of time.
  • Power-Ups: Trello supports integration with 200+ 3rd party apps and platforms directly to the personalized Trello Boards.

To learn more about Trello, click here.

Introduction to Asana

Asana Logo
Image Source

Asana is a SaaS (Software-as-a-Service) based web and mobile application that is designed to help companies organize task management with versatility in team collaboration. It is founded by Moskovitz and Rosenstein, commercially launched in April 2012. Asana allows teams to monitor, track, organize tasks effortlessly, and optimize their workflows.

Asana comes with customizable dashboards that help users streamline tasks, handle projects, and generate reports. Asana, in broader terms, assists companies of any size to analyze their work progress and issues in one place, eliminating the need for constant meetings, E-Mail updates, and memos.

Key Features of Asana

Asana is a leading platform that helps enterprises seamlessly manage their daily workflows in a hassle-free manner. There are many features of Asana that make it one of the best collaboration tools. A few features of Asana are listed below:

  • Customizable Dashboards: Asana offers fully customizable Dashboards that allow users to flexibly organize their workspace and easily track the progress of every project. It also lets managers view the status of each involved participant in the project. Asana Dashboards can also be used for group conversations.
  • Security: Asana emphasizes built-in admin controls for the management of both guests and internal teams. Asana also has privacy and permission controls that allow project managers to lock down projects with comments-only permissions. 
  • Integrations: Asana makes it easier for users to connect with other 3rd party apps and services that companies use daily. It integrates with Dropbox, Salesforce, Google Calendar, and Slack, and many more.

To know more about Asana App, click here.

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Steps to Set Up Asana Trello Integration

Now that you have understood about Asana and Trello. In this section, you will learn the steps to set up Asana Trello Integration. For this integration, Trello Power-Ups will be used. The steps for Asana Trello Integration are listed below:

Step 1: Adding Asana Power-Up in Trello

  • Login to your Trello account here and click on Boards located on the navigation sidebar of the screen, as shown in the image below.
Trello Boards
Image Source: Self
  • Here, choose Board you want to add to Slack.
  • Now, your Board will open and go to the three-dotted Show menu option on the top right side of the Board, as shown in the image below.
Show More Options in Trello
Image Source: Self
  • Click on the Show menu and select the Power-Ups option, as shown in the image below.
Trello Power-Ups
Image Source: Self
  • It will open a list of Power-Ups available on Trello. Here, Search for Asana, as shown in the image below.
Asana Power-Up in Trello
Image Source: Self
  • Now, look for the Power-Up named “2-Way Board Sync and Mirroring” and then click the Add button to add it, as shown in the image below.
2-Way Board Sync and Mirroring Power-Up
Image Source: Self
  • Again click on the “Add” button to add the Asana Trello Power-Up, as shown in the image below.
Adding Asana Trello Power-Up
Image Source: Self

Step 2: Configuring the Asana Trello Power-Up

  • Now, click on the “Board Sync” button from the top menu bar. Then select the “Open Board Sync” option, as shown in the image below.
Opening Board Sync
Image Source: Self
  • Click on the “Authorize Trello” button to let Power-Up access your Trello account data, as shown in the image below.
Authorizing Trello
Image Source: Self
  • Then, click on the “Allow” button to grant all the permissions.
  • Now, new pop will come that will ask you to configure all the settings for Asana Trello Integration.
  • Starting from the first step, click on the “Start here” button of the “Connect your tools”, as shown in the image below.
Configuring Asana Trello Integration - Connect your tools
Image Source: Self
  • Here, search for the “Trello” and select it and then in the second tool search for “Asana” and select it, as shown in the image below.
Configuring Asana Trello Integration - Selecting Asana and Trello Account
Image Source: Self
  • Now choose your current Trello account for the Trello app.
  • For the Asana tool, click on the “Connect a new Asana account” option. Then, a pop will come that ask you to log in to your Asana account. Provide all the credentials and grant permissions, as shown in the image below.
Configuring Asana Trello Integration - Connecting to Asana Account
Image Source: Self
  • Then, click on the “Confirm” button.
  • Click on the “Continue” button of “Set your flow’s direction“, as shown in the image below.
Configuring Asana Trello Integration - Set your flow's direction
Image Source: Self
  • Here, you can set the direction in which you want to flow your data for Asana Trello Integration. The Asana Trello data can be moved from Asana to Trello, Trello to Asana and both. So you can choose any option according to your needs.
  • Then, click on the “Confirm” button.
  • Now, click on the “Continue here” button of the “Choose the cards and tasks you want to sync” option, as shown in the image below. 
Configuring Asana Trello Integration - Choosing Cards to Sync
Image Source: Self
  • Here, create all the triggers and tasks that you want for every action or event. Save all the changes and click on the “Confirm” button, as shown in the image below.
Configuring Asana Trello Integration - Setting Up Triggers
Image Source: Self
  • Click on the “Continue here” button of the “Specify what information flows between cards and tasks“, as shown in the image below.
Configuring Asana Trello Integration - specifying data flow in cards
Image Source: Self
  • Here, map all the relevant fields of cards and tasks for Asana Trello Integration. Then click on the “Confirm” button, as shown in the image below.
Configuring Asana Trello Integration - Field Mappings
Image Source: Self
  • Click on the “Continue here” button of the “Launch your flow” option. Then provide the name of the Asana Trello flow and click on the “Launch flow” button.
  • The sync between Asana Trello will start and take some time depending on the amount of data.

That’s it! You have completed Asana Trello Integration. You can also reconfigure the settings for tasks, triggers, field mapping, etc.

Benefits of Asana Trello Integration

Asana Trello Integration can flow data both unidirectional and bidirectional. A few more benefits of using Asana Trello Integration are listed below:

  • Asana Trello Integration allows companies to seamlessly sync data between both platforms.
  • Asana Trello Integration makes it easier for teams to collaborate with other teams and companies and work on the project efficiently.
  • It eliminates the need for switching between the two platforms frequently and optimizes the workflow.

Conclusion 

In this article, you learnt about Asana, Trello, and the steps to set up Asana Trello Integration. You also read about the key benefits of using Asana Trello Integration and how it helps companies optimize the workflow and collaborate with other teams. Asana Trello Integration is a hassle-free approach to adopting better Projet Management, task management, and collaboration. Asana and Trello are leading platforms in their domain, and using the Asana Trello Integration boosts the team’s productivity.

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