About Asana
Asana is a work management platform that helps teams organize, track, and manage their work. Connecting Asana to Serval enables automated project management, task creation, team coordination, and workflow optimization directly from your service desk.What the Asana integration enables
Capability | Description |
---|---|
Access Management | Create, update, and manage users and their permissions. Add users to teams and workspaces. |
Automation workflows | Run automated workflows to create projects, tasks, and manage user access. |
Prerequisites
- You must have admin permissions in your Asana workspace to create API tokens
- Access to Asana’s developer console for token management
Create an API Token
- In Asana, click your profile picture in the top right corner
- Select Settings from the dropdown menu
- Navigate to the Apps tab
- Scroll down to the Build new apps section
- Click View developer console
- In the developer console, click Create new token
- Configure your token:
- Token name: Enter “Serval Integration” or another descriptive name
- Description: Brief description of the integration purpose (optional)
- Click Create token
- Copy the Personal Access Token that appears (this will only be shown once)
Serval Configuration
- In Serval go to Apps → Available → Asana → Connect
-
Enter the following information:
Field Description Integration Name A friendly name for this integration (e.g., “Asana Project Management”) API Token The Personal Access Token from Asana - Click Save
Need help? Contact support@serval.com for assistance with your Asana integration.