> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Asana Integration (Alpha)

> Connect BuildBetter with Asana for streamlined task management and project coordination

<Note>
  **Coming Soon - Request Early Access**

  This integration is currently in Alpha development and not yet publicly available. If you're interested in early access, please contact [support@buildbetter.app](mailto:support@buildbetter.app) with "Asana Integration Early Access" in the subject line.
</Note>

The BuildBetter Asana integration allows you to create tasks, projects, and goals directly from your meeting recordings, helping you turn conversations into actionable work items in your Asana workspace.

## Features

* **Task Creation**: Create Asana tasks directly from meeting recordings
* **Project Linking**: Connect discussions to existing Asana projects
* **Action Item Extraction**: Automatically identify and create tasks from transcripts
* **Rich Context**: Include meeting clips and transcript snippets in Asana tasks
* **Due Date Detection**: Automatically identify and set due dates from conversation

## Setup Instructions

### Prerequisites

* An active BuildBetter account
* Asana account with appropriate workspace access
* Admin permissions in BuildBetter

### Connecting Asana

1. Navigate to **Settings → Integrations** in your BuildBetter dashboard
2. Select **Asana** from the project integrations section
3. Click **Connect** and authorize via Asana OAuth
4. Select which workspaces to enable for integration
5. Configure default settings and permissions

### Configuring Asana Settings

After connecting:

1. Go to **Settings → Integrations → Asana → Configuration**
2. Configure:
   * Default workspace
   * Default projects
   * Task field mappings
   * Default sections and tags
3. Save your configuration

## Usage

### Creating Tasks from Meetings

Create Asana tasks during or after meetings:

1. Open any recording in BuildBetter
2. Select a relevant segment in the transcript
3. Click the **Create Task** button
4. Select the Asana workspace and project
5. Fill in task details, leveraging the selected transcript context
6. Submit to create the task in Asana

### Linking to Projects

Connect meeting content to Asana projects:

1. From a recording or document, click **Link to Project**
2. Search for and select the relevant Asana project
3. Add a reference note (optional)
4. Save to establish the connection

### Automated Action Items

Extract action items as Asana tasks:

1. Go to a completed meeting recording
2. Navigate to the **Action Items** tab
3. Review automatically extracted action items
4. Select items to create as Asana tasks
5. Assign owners and due dates
6. Submit to create the tasks in Asana

## Advanced Features

### Custom Workflows

Create automation rules between BuildBetter and Asana:

1. Go to **Settings → Automation Rules**
2. Create rules based on:
   * Meeting tags or topics
   * Specific phrases in transcripts
   * Meeting participants or roles
3. Configure how tasks should be formatted, assigned, and tagged
4. Enable the automation rule

### Bulk Task Creation

Create multiple Asana tasks at once:

1. Open a meeting recording with a completed transcript
2. Select multiple segments or use the AI-detected action items
3. Click **Create Multiple Tasks**
4. Review and edit the task details
5. Select target project and assignees
6. Submit to create all tasks in Asana

## Troubleshooting

### Connection Issues

* Verify your Asana authentication is current
* Check workspace access permissions
* Ensure you haven't exceeded API rate limits

### Task Creation Problems

* Verify required fields are properly populated
* Check for any project access restrictions
* Ensure proper workspace and project selection

### Missing Assignments

* Verify Asana users are properly mapped to BuildBetter participants
* Check that assignees have access to the target project
* Ensure email addresses match between systems

## Use Cases

### Project Management

* Convert meeting decisions into actionable tasks
* Track action items from status meetings
* Create comprehensive project plans from kickoff meetings

### Product Teams

* Transform customer feedback into product backlog items
* Link research findings to feature development tasks
* Record design decisions with links to implementation tasks

### Cross-functional Collaboration

* Ensure clear task ownership across departments
* Maintain context when transferring work between teams
* Provide rich meeting context for remote teammates

## Tips for Success

* Use consistent meeting tags to enable automation
* Create templates for different meeting types
* Set up default projects based on meeting categories
* Use Asana's "My Tasks" view to see all tasks created from BuildBetter
* Review and refine automation rules regularly