Make Better Decisions with an Asana Dashboard

Make Better Decisions with an Asana Dashboard

Asana is a leading work management platform that helps teams organize and plan workflows, projects, and more to keep their work on schedule. Team members can create a project, assign work to teammates, specify deadlines, and communicate about tasks within Asana.

You can now integrate your Asana account with Bold BI to monitor your team’s work and the progress of projects over time. In this blog post, let’s explore how to integrate Asana data with Bold BI. We’ll also track project task management metrics through a dashboard that gives you a clear view and understanding of your team’s performance to make every project a success.

Getting Asana data

Using REST APIs, developers can analyze and retrieve data stored in the Asana platform for tasks, projects, conversations, and more. Refer to the following table to connect Asana data and create a data source with appropriate APIs.

EndpointsUsed for
GET https://app.asana.com/api/1.0/projectsReturns complete project records.
GET https://app.asana.com/api/1.0/tagsReturns compact tag records.
GET https://app.asana.com/api/1.0/workspacesReturns compact records for all workspaces visible to the authorized user.
GET https://app.asana.com/api/1.0/users

 

Returns user records for all users in all workspaces and organizations accessible to the authenticated user.

These basic endpoints retrieve only three fields, gid, name, and resource_type. Append “?opt_expand=.,” to the end of your endpoint URL to fetch all the fields. Reference the following URL to fetch task records for all tasks within a specific project with all fields.

https://app.asana.com/api/1.0/projects/xxxxxxxx/tasks?opt_expand=.,

Connecting Asana data with Bold BI

To create an Asana data source from the dashboard designer, follow the steps described here. Also, use the steps described here to authenticate with Asana.

After successful authentication, the NEW DATA SOURCE configuration panel opens.

Asana data source window
Asana data source window

Creating Asana data source

Specify a unique name for the Asana data source. Choose one of the Asana API Endpoints from the drop-down list: Projects, Workspaces, Users, Tags. Let me choose the Projects endpoint, so that the corresponding URL will be displayed in the URL text box. If you want to connect with other endpoints, you can enable the Custom URL check box and provide the URL in the text box manually.

Leave the default value GET for the REST API under the Method section. In Max Rows, enter the maximum number of rows to be fetched from the Asana data source. This value is used to fetch the data from the Asana data source via pagination. Set the time interval for Refresh Settings so that the dashboard can refresh itself with the latest data updates.

Let the Data Format be JSON since the Projects, Workspaces, Users, and Tags API endpoints return results in JSON format. Asana will be set automatically in the Authentication Type section since OAuth is used to authenticate with the Asana account.

Click Preview & Connect. A window opens listing the data results as seen in the following image.

Raw data window
Raw data window

Choose the desired columns and click Connect. Drag and drop the table you created.

Query designer window
Query designer window

To create a dashboard, I would like to add more fields here by updating my endpoint URL. To do this, click Edit Connection, provide a custom URL, and click Reconnect.

Asana edit connection window
Asana edit connection window

Now, you can see the fields are updated as per the endpoint given.

Data source editing window
Data source editing window

Drag and drop the table and save the Asana data source. Once the data source is created, add the required widgets to your dashboard and connect data to them to visualize the metrics.

Creating project task management dashboard

Let’s create a project task management dashboard with Asana data. Refer to the video titled How to Create a Dashboard – Bold BI Tutorial for Beginners if you’ve never set up a Bold BI dashboard before.

Asana - Project Task Management dashboard
Asana – Project Task Management dashboard

This dashboard focuses on tracking team performance through the following metrics:

  • Completed vs assigned tasks
  • Total tasks by type and priority
  • Active tasks by priority
  • Task count by project
  • Planned vs completed task by date
  • Task details

With this dashboard, you can visualize the progress of important tasks in projects involving different teams. You can also break down results related to specific issues by status and assignee.

Conclusion

We hope this article guides you in connecting Asana data and visualizing important information from your Asana account using Bold BI. If you have any questions, please post them in the comments section below. You can also contact us by submitting your questions through the Bold BI website or, if you already have an account, you can log in.

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