SupporTrends can automatically create, update, and sort Asana Tasks based on your custom entity products and KPIs.
In order to take advantage of Automated Asana Tasks, you must first complete the Asana Integration Setup. Then follow these steps:
- Create a Project for your tasks.
- Create a section for new tasks. Inform your SupporTrends representative which section you would like to receive newly created tasks.
- Create custom fields in Asana for your tasks: Count (number) and KPI (text).
- Create Custom Entities for Products and KPIs in the SupporTrends Platform and mark them for use in your Asana Board.
Automated Tasks are created or updated whenever a new combination of 1 Product, 1 KPI, and 1 Conversation is processed in SupporTrends. This means that a single conversation that has 1 Product and 2 KPIs will show up 2 times in your Asana Board.
A link to the conversation is added to the Task as a comment. A single task may have multiple conversation links as more conversations match the Task's Product and KPI combination.
The Sections in the Asana Board automatically sort the Tasks based on the Count custom field. Count simply represents how many conversations match the Product and KPI combination of the Task. You may move these Automated Tasks to any other Sections within the Project and you may create manual Tasks within the same Project with no issues.
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