Asana

Asana is a web and mobile application designed to help teams track their work. Note: To add/remove members from Asana teams, Asana requires the user (you) to be a part of the team you are managing.

About this tool:

Asana is an easy way to manage team projects and tasks. The web and mobile app gives teams everything they need to stay in sync, hit deadlines, and reach their goals.

Boards let users organize work like sticky notes that can be moved across columns. They give users a clean, visual overview, with all the same power of a project in List View. Users can add items to a board, then drag and drop to move work around or track it through multiple stages.

Asana’s CSV import feature allows users can turn spreadsheets into actionable timelines. And Asana is packed with automations like a custom rules builder with 70+ rules, a pre-set rules gallery, rules to seamlessly assign and route tasks created in Slack, Gmail, and Outlook, and more.

Calendar view helps users keep track of important deadlines and milestones happening within a project. Team Calendars provides a greater overview, and users can adjust the start day of the Calendar in profile settings.

Portfolios lets users monitor every initiative in one place. And Workload — available with Asana Business — helps managers ensure team members aren’t overwhelmed or underworked, and projects are properly staffed.

Plus, with over 100 integrations to choose from, users can bring emails, files, tickets, and more into Asana, so everything is in one place.

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How to integrate:

Integrate Asana with Uppl to automate project management. Employees can easily get access to the software they need on day one. Uppl’s integration with Asana includes the following capabilities.

Create and Remove Accounts in Asana
Connect Asana with Uppl to automatically create and remove user accounts when you onboard and offboard employees. You can use smart rules to set configurations about who should have access and when, so every employee has exactly what they need from the start.

Managing groups:
You can automatically assign your employees to groups in Asana, which are created around attributes like project and team. Configure your groups using specific employee names, or by fields in Uppl such as department, role, employment status, or management level.

Managing groups in Asana takes your provisioning automation to the next level.

Asana Single Sign On (SSO)
Connect Asana with Uppl via SAML so employees can access Asana in one click. That way, employees can instantly log in and start working together.

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