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Two-Way Sync with Asana

Two-way integration is a perfect solution for enhancing team alignment around priorities. It lets your teammates in Asana see the top priority tasks in your Asana backlog and the order in which you plan to tackle them.

Changing User’s Access Level in Asana

NOTE! Sync can’t be turned on by a user, who is a Limited Access Member in Asana.

You can go to Asana Admin, then Members to change the user’s access level.

Activating Two-Way Sync

  1. The two-way sync settings are found under Sync. To access the settings click on the Asana<>Ducalis connection icon found in the bottom right corner. 
  1. Under Sync settings, scroll down to Sync Back Fields

Choosing Ducalis Fields to Sync

  1. Before you switch on the toggle to activate sync, choose the Ducalis fields with the data you would like to sync to Asana
  2. You will find two default fields–the Priority {emoji} Ducalis and the Alignment {emoji} Ducalis.
  1. To add a field, click Add Sync Back field and choose the field you want from the list of Ducalis fields available. 

Added Fields

The fields you add are found below the default fields.

Deleting Added Ducalis Fields

  1. You can delete the default fields, or any fields that you add.

Activating Sync

  1. When you have added all the fields you want, click Refresh, then switch on the toggle to activate sync.

After you switch on the toggle you can’t add more fields. To add more fields switch off sync first, add your field, then switch it on again.

  1. As you turn the sync on, Ducalis custom fields will be automatically created in Asana.

 More about the Alignment feature in Ducalis here.

  1. Emoji, used in the custom field names, is a Ducalis Board ID. You can change it in tracker settings. If you do so, please turn the sync off and on again to apply the changes.
  1. Under Sync Back Schedule, Choose the day and time you want to sync the issues’ priority rankings to Asana. It can, for example, be a day or a few days before your sprint planning meeting. You can change the timezone if it’s not set to the one you want.

Read more about Ducalis planning day settings here.

  1. If you want to sync the priority rankings immediately, you can just click on ‘Sync Scores Now’.

If you turn the sync OFF, Ducalis custom fields will be deleted from your Asana library.

Updated on April 12, 2024

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