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Two-Way Sync with Asana

Available plan: Business.

Available role: Owner, Admin.

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. Click the Asana icon.
  2. Find the Issue Ranking Sync section.

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 field and choose the field you want from the list of Ducalis fields available. 

Choosing a Field Type

For the fields you would have chosen, you can choose their ‘field type’, if applicable. In the case of Asana, only the field type of the Priority field can be changed. There are options to choose from–Text, Dropdown, or Number.

Deleting Added Ducalis Fields

  1. You can delete the default fields, or any fields that you add, by clicking on the trash icon next to each field.

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, you have to switch off sync first, add your fields, 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 fields 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. Choose the day and time you want to sync the data 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 data 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.

What’s Next?

When you have integrated and imported your issues from Asana, you can go ahead and enable Two-way sync so that you can sync back your prioritization results to your Asana account. 

Learn more about how to enable two-way sync with Asana

Updated on August 29, 2022

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