Overview
The Asana integration transforms list upload into a collaborative project management workflow. Tasks are automatically created for each stage of processing, team members are notified of progress, and results are tracked through project timelines.Prerequisites
- Completed setup and prerequisites
- Asana Webhook Setup
- Template structure defined
- Processing features selected
File Upload Workflow
Upload Initiation
- Team member uploads CSV file through allGood interface
- Asana task automatically created in “Uploaded” section
- Task description includes:
- File details (name, size, record count)
- Processing options selected
- Estimated completion time
- Team member assignments
Quality Review Process
Automated Quality Check:- Task moves to “Quality Review” when processing completes
- Quality metrics attached as task comments
- Processed data file attached to task
- Quality reviewer assigned automatically
- Review data quality metrics
- Spot-check sample records
- Approve or request corrections
- Add review comments and recommendations
Approval and Sync
Approval Process:- Approved tasks move to “Approved” section
- Sync process initiated automatically or manually
- Sync progress tracked in task comments
- Completion notifications sent to stakeholders
- Task moves to “Synced” section upon completion
- Final metrics and results attached
- Project completion notification sent
- Task archived after retention period
Next Steps
After configuring Asana integration:- Train Team Members: Ensure everyone understands the workflow
- Test Processing: Upload sample files to verify integration
- Optimize Templates: Refine task templates based on usage
- Native Mode - Direct allGood interface
- Workfront Integration - Enterprise project management
- Processing Features - Available data processing and enrichment features