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Microsoft Teams and Asana integration

In This Article

The Microsoft Teams + Asana integration is available on all paid Asana tiers. The integration is available to all Microsoft Teams paid plans. The free version of Microsoft Teams does not support app integration.

Use Asana's integration with Microsoft Teams to add Asana projects to team chats and turn conversations into actionable work, all in one place. An Asana bot has been added to Microsoft Teams which facilitates the unfurling of Asana features, so teams can chat about projects with the details and context in front of them, without switching tools.

Installation

  • Go to the Apps tab in MS Teams
  • Search for Asana Project management
  • Click Asana
  • Click Add to install

set up

Manage the app for your organization

manage apps

To manage the app, search Asana in the Teams admin center, and ensure Allow is checked. Add Asana to Pinned apps in Teams admin center to find it more easily in future.

Onboarding

Once installed, you have access to the integration bot in your 1:1 chat. Add the bot to specific team channels, and ask it questions for updates on Asana project activity.

onboardingWhen initially interacting with the integration, you will engage with a chatbot which introduces the integration, shows examples of use cases, and provides links to Help Center articles you might need.

Users can unfurl tasks, projects, portfolios, status updates, and teams to show more information in Teams.

share link

To share links, simply paste an Asana URL and hit send.

Find tasks, projects, and portfolios by clicking the Asana logo in the message composer.

find task

Create a new task

create new task

  1. Click the + button in the Asana message composer dialog
  2. Select Create new task
  3. Fill out details in the pop-up screen that appears
  4. Click on Create task

create task 2Create new Asana tasks anywhere in Teams. Use the create task command with the Asana bot, the option from the composer, or within any message in a conversation. You can also assign it to a teammate, set a due date, and add it to an Asana project.

Add a message to a task

Adding message 1

Under the three dot icon options, click More actions and choose Add message to task. Via a pop-up window, search and select an Asana task for the message to be added to as a task comment.

Adding message

View and update an Asana project within Teams

To embed an Asana project in Microsoft Teams, click the + button to add a new tab.

Add a new tab

Search "Asana" and install the Asana app tab for the channel.

Search Asana

Select the project you wish to embed. You have the option to send project notifications from Asana to this channel.

Link the desired project

Once you confirm the configuration, the selected Asana project will be embedded in the channel. You have the same access control for this project as you do in the Asana web and desktop apps. Other members of your organization can log into the embedded project using their Asana credentials.

Embedded project views are only available in the Microsoft Teams desktop application, and not the mobile or web app versions.

Asana project embedded in Microsoft Teams

Notifications

Enterprise customers can receive Asana Inbox notifications on Microsoft Teams and take action without leaving Microsoft Teams.

Receive personal notifications

notifications

  1. From the sidebar, access your chat and click on the Asana bot chat
  2. Write “link project”
  3. Click the Link project button

notifications

The Asana bot will then ask you to select a project to link to. Select My Tasks and click Link to start receiving personal notifications.

You’ll receive notifications when you're assigned or unassigned a task.

For tasks assigned to you, you'll receive a notification when:

  • Tasks are completed
  • Due dates change
  • All dependencies are completed
  • Dependences are uncompleted
  • Dependency due dates change
  • You're added as a collaborator
  • Someone comments on a task you collaborate on

Setting notifications

Navigate to any team channel or 1:1 chat.

notifications

In the + menu, select Link Project. Select a project that you want to receive notifications for.

select

Configuring notification settings for Microsoft Teams

MT notifications

From the Asana message composer:

  1. Navigate to notification settings from the + menu in the Asana dialogue pop-up
  2. Select which communication notifications you wish to receive

choose notifications

Custom notifications

You can create custom notifications using the Asana rules feature, such as sending a custom message to a channel or a chat whenever a task is created, updated, or commented on.

Note iconNote

Before you set up a Microsoft Teams rule, check with your Microsoft admins that the required permissions for the Microsoft Teams rule action has been authorized in Microsoft Entra. Visit this article for more details.

Microsoft teams_send channel or direct message

Send channel message rule action with variables:

The Send channel message rule action allows you to automate sending custom notifications to designated Microsoft Teams channels based on specific triggers in Asana. This feature creates shared visibility of team statuses and updates without the manual workarounds.

Send direct message rule action with variables:

The Send direct message rule action allows you to automatically send customized messages to individuals or groups in Microsoft Teams based on specific triggers in Asana. This feature bridges the communication gap between Asana and Microsoft Teams, helping teams stay informed about important updates without leaving their primary communication platform.

Example workflows

  1. A task collaborator leaves a comment on a task in Asana → Send a reminder about the comment to the task assignee via a DM in Microsoft Teams.
  2. A task has changed status → Send a reminder to a Group via a Microsoft Teams DM so people know to follow up.
  3. Alert stakeholders about approaching deadlines
  4. Send group messages for task updates requiring team attention

To set up a Teams Send direct message rule:

  1. Navigate to your project's Customize menu
  2. Select Rules and create a new custom rule
  3. Choose your desired trigger (e.g., task comment added, status changed, etc.)
  4. Select Send direct message as the action under Microsoft Teams in the External actions tab.
  5. Configure the message recipient and content
  6. Use variables to include dynamic task information in the message

Asana bot

The Asana bot for Microsoft Teams will chat with the app to ask questions and find things, seamlessly returning a response based on input from the user. There are a number of commands you can use with this app to save time.

Bot interactions:

bot interactionsFrom the Asana chatbot, you can select your workspace or switch to another one to suit your project needs with the command change workspace.

Asana and Microsoft Teams Meetings

Asana’s Microsoft Teams integration also works with Teams Meetings, allowing tasks to be created without leaving the meeting window. You can also see a summary of tasks created in a meeting. This is supported in the Teams desktop app, but not the browser version.

The meeting organizer must add the team or event to the integration before the meeting starts. Navigate to the team event you want to add the integration to and click the + button at the top of the screen.

navigate to team event

Keep work connected

add tab

Add the Asana tab:

  • Search for ‘Asana’ and select it to add the Asana tab
  • Click Add to confirm

add asana

To join the meeting

connect to asana

Connect to Asana:

  • Next, you will be prompted to Connect to Asana
  • After you authenticate with Asana, select a workspace to prep for the meeting
  • Join meeting event

 add asana

Create tasks, and review any tasks you’ve created within the Event or Team. Tasks created in Teams are by default only visible within Teams to the user who created them. Tasks will always be found in Asana.

Create tasks in a Teams meeting

When you join the event, you’ll also see the Asana logo in your meeting menu. Clicking it will open a side panel where you can create tasks mid-meeting and review tasks you’ve created in the meeting.

create tasks in ms

Other attendees will also see this in their menu and will be able to authenticate and create tasks as well. Any tasks created here will also be visible in the Asana Tab for reviewing tasks post-meeting.

Smart chat in Microsoft Teams

Smart chat in Asana allows you to manage your work in Asana without having to leave teams. Ask questions related to work status, project risks, or create tasks to mention a few and the Asana bot will reply in natural language and link relevant content in the response.

Smart chat in Microsoft Teams

To access smart chat in Teams, follow these steps:

  1. Search for the Asana chat and click the Chat tab
  2. Log in to Asana if you haven’t already
  3. Choose one of the predefined examples or type a question
  4. Smart chat will you provide you with an answer

View only and Microsoft Teams

What can an Asana view only user do in Teams?

  • Sign in
  • Set up Asana projects in a channel tab
  • View Asana projects in a channel tab set up by others
  • View Asana link previews 

What can an Asana view only user not do in Teams?

  • AI requests
  • Create and comment on tasks
Note iconNote

Explore integration tips and insights in the forum.

Need help? Check out Microsoft's Support page here.

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Microsoft Teams and Asana integration