Using Asana as a data source
You can connect Tability to Asana to automatically pull the number of issues created and closed for a specific project, without having to switch context.
Once you add Asana as a data source for an outcome/Key Result, Tability can:
- Automatically pull the current value of your metric when you open the check-in form.
- Perform a daily sync of the metric while the plan is active (Premium subscription only).
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use Asana as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the daily sync.
Step 2. Connect Tability to Asana
Follow the setup steps listed here to connect Tability to Asana
How to add a data source to an outcome of Key Result
Once Asana is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Asana as a data source
Step 3. Configure your data source
Use the dropdowns to select the metric and project that Tability should use to pull data from Asana.
Click Save & preview to complete your connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
Step 5. Enable auto sync (Premium subscriptions only)
You can now toggle the option to Enable daily sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Hubspot once a day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.