Managing a project can be a hectic task. It involves multiple interconnected steps like creating a timeline, assigning the tasks, collaborating with different departments, tracking progress reports, reiterating the timeline as per business requirements, etc. Asana helps you handle tasks like these on a single platform. It is a highly adaptable, easy-to-use, and robust platform for Project Management.
Although Asana is one of the most popular and reliable Project Management Tools available in the market, it is always recommended to integrate it with tools like Notion, etc. Notion Asana Integration enhances their individual features and provides an all-in-one workspace for you and your team.
This article will introduce you to Asana and Notion. It will also provide you with a comprehensive step-by-step guide to set up Notion Asana Integration. It will cover 2 different approaches to set up this Integration viz. Asana to Notion Integration and Notion to Asana Integration. Once you will understand the process of performing these 2 Integrations, you will be in a position to implement other Integrations on your own.
Table of Contents
Listed below are the prerequisites of setting up Notion Asana Integration:
- An Asana account.
- Basic knowledge of Asana (creation of a project, creation of tasks, etc.).
- A Notion account.
- An understanding of Databases in Notion.
- Basic familiarity with Notion (creation of a page, creation of a Database, etc.).
Accounts on both the platforms Asana and Notion can be created without providing credit card information. Also, they all have a basic plan which is forever free, and that plan will be enough for this tutorial.
Introduction to Asana
Asana is a Software-as-a-Service (SaaS) Project-Management and Task-Management application, that helps teams collaborate. It helps teams organize and distribute the work, specify deadlines, track progress, and also communicate regarding the tasks. It provides integrations with several other SaaS tools like Slack, Gmail, Microsoft Teams, Zapier, etc.
For more information on Asana, click here.
Introduction to Notion
Notion is a software meant for the tasks like Note Taking, Knowledge Management, Task Management, Project Management, and a lot more. It can be used on an individual level, and also at a team level for collaboration. It recently unveiled its API which opens up doors for integrations with several other SaaS tools and software.
For more information on Notion, click here.
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Setting Up Notion for Notion Asana Integration
Before setting up Notion Asana Integration, you need to set up Notion as per the business requirements. Follow the steps below to set up Notion for Notion Asana Integration:
Step 1: Log in to Notion Account
Log into your Notion account. In case you do not have an account already, click here to create a new Notion account.
Step 2: Create a New Database
Create a Database with the name “Asana Integration Test DB”, with the following columns as shown in the image below:
NOTE: You may populate this DB with a few dummy rows. Moreover, you change the name of the Database as per your choice.
You have successfully set up your Notion account for Notion Asana Integration.
Setting Up Asana for Notion Asana Integration
Similar to your Notion account, you need to set up your Asana account as per the requirements before proceeding with Notion Asana Integration. Follow the steps below to set up your Asana account for Notion Asana Integration:
Step 1: Log in to your Asana Account
Log in to your Asana account. In case you do not an account, click here to create a new Asana account for free.
Step 2: Create a New Project
Create a New Project. For simplicity purposes, let’s name it “Notion Integration Test” as shown in the image below.
NOTE: You will use this project for testing out your Integration with Notion. You may populate it with a few dummy tasks.
Setting Up Notion Asana Integration
Switching between tools is often a hassle and a productivity killer. Therefore, people look out for Integrations between the tools, so that they can manage all their work in a single place. Notion Asana Integration can be implemented in the following 2 ways:
- Asana to Notion: Getting tasks from an Asana project to a Database in Notion.
- Notion to Asana: Getting entries from a Notion database and converting them to tasks in an Asana Project.
Let’s walk through these Integrations one by one in detail.
1) Notion Asana Integration: Asana to Notion
Here, you will be downloading the Asana tasks from the project you created earlier in a CSV format and adding them to the Database created in Notion. Follow the steps below for Asana to Notion Integration:
Step 1: Export Tasks in CSV Format
Go to the Asana project you created in the previous section, and click on the “Downward Arrow” beside it. You will see the “Export/Print” option. Click on it and select CSV as shown in the image below.
This will download the tasks in a CSV format. Now, open the CSV, rename the “Name” column to “Task”, and remove all the columns except “Task”, “Due Date”, and “Assignee”.
NOTE: If you want to keep additional columns, make sure to add those columns to the Notion Database as well.
Step 2: Import the Tasks in Notion Database
Now go to the Database created in Notion. Click on the 3-dot menu in the top right, and select ‘Merge with CSV’. Select the CSV that you just downloaded. It will get uploaded to the DB, and you should be able to see each task as a separate row as shown in the image below.
That’s it! You have successfully set up Notion Asana Integration and now you can import Asana tasks to a Notion Database.
2) Notion Asana Integration: Notion to Asana
Here, you will be downloading a Notion Database as a CSV and importing that CSV into Asana, to create a task from each row. Follow the steps below for Notion to Asana Integration:
Step 1: Export Data from Notion Database
Go to your Database in Notion, and add some entries. Then click on the 3-dot menu at the top-right, and select “Export”.
For the “Export Content”, select “Markdown and CSV”. Keep the other fields as they are and click on “Export” as shown in the image below. This will download the Database as a zip file. You need to unzip it to extract the CSV.
Step 2: Import the CSV File to your Asana Account
Follow the steps below to import the CSV file you downloaded in the last step to your Asana account:
- Go to your Asana project, and click on the downward arrow beside the name of the project, and select the Import > CSV option.
- Select the CSV file you downloaded from Notion. Once uploaded, Asana will give you a preview of the tasks that will be created.
- If you wish to make any changes, click on “Make Changes”.
- Once you are satisfied with the import, click on “Continue to Project”. You can see that the tasks got created as expected as shown in the image below.
That’s it! You have successfully set up Notion Asana Integration and now you can import Notion Database to your Asana account.
The article introduced you to Asana and Notion. It also provided a comprehensive guide for setting up Notion Asana Integration. The article majorly talked about 2 approaches for Notion Asana Integration. The first approach is from Asana to Notion Integration, while the second approach is from Notion to Asana Integration. However, both of these approaches are Manual and have their own limitations.
With the complexity involved in Manual Integration, businesses are leaning towards Automated Integration. It is hassle-free, easy to operate, and does not require any technical background. In such a case Hevo Data is the right choice for you!
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Share your experience of setting up Notion Asana Integration in the comments section below!