![]() ![]() We support this option as well, and you can set your project name in Viva Goals to the name of your Asana task. Some customers like to use a specific task in Asana as their project, with the subtasks as the task list. Use a specific Asana task as the project, with its subtasks as the task list To set up the project in Viva Goals, you just connect to Asana, pick the project, and optionally filter to a subset of tasks on the project that you care about. Viva Goals supports two ways of doing this: Viva Goals will show you the tasks in the project and calculate the progress of the project as a percentage based on completed tasks versus the total. With Viva Goals projects, you can now view your Asana projects inside Viva Goals. Select Add project under the appropriate objective or key result to create a project. Like key results, projects can also be created under objectives and under other key results in Viva Goals, depending on which outcome they help to achieve. Projects help you keep track of all the work your organization is doing to achieve your objectives and key results. #Asana icon how toHow to set up Asana projects as projects in Viva Goals You would want to track the completion of tasks but only against the target of 25, not the entire 100. You can choose to use the KPI option and set the target at 25 because each OKR period is only a quarter long. Let's consider this example: You have a project with 100 tasks that spans the entire year. The difference between percent completed and KPI is that with the KPI option you can set a target higher or lower than completion of all tasks in the project. To refresh manually, select refresh.ĭecide between using percent completed and KPIs in Asana integration Viva Goals will automatically count the finished blog posts. You should now see an Asana icon next to the OKR. To further filter the list of tasks or subtasks, select tasks assigned to a user or pick tasks that have a specific status. If there are multiple connections, select the name of the project to link that project to the objective. While creating (or editing) an objective or key result, select Add an integration.įrom the list of integrations, choose Asana. Once setup is complete, users in your organization can follow these steps to link their OKRs to Asana projects: ![]() Connection names are displayed to members when they link their OKRs to Asana projects. Select New connection to add another connection. Viva Goals lets you connect with multiple Asana accounts. #Asana icon updateNext, configure Asana connections that can be used by Viva Goals users to link their OKRs and update progress. In the dialog box that opens, sign in to your Asana account. Go to the Viva Goals integrations page through Admin -> Integrations. How to set up Asana integrationĪn admin can set up Asana integration in Viva Goals: Viva Goals will sync the values for you and chart your progress toward the goal, saving time while keeping your OKRs current. Use Asana integration to easily keep track of the completed list. You set an objective to curate a list of customer executives onboarded from different regions. Let's take this example: You're a marketer who uses Asana to work on a customer advisory project. This integration works for both types of measuring progress: percentage completed or key performance indicator (KPI) progress. OKR progress is calculated by the number of tasks or subtasks that have been completed in Asana. Obivously the Add-In itself (logo, functions, menu etc.) never appeared in my Desktop Outlook Client.Viva Goals can integrate with Asana projects to automatically update your objectives and key results (OKRs) in Viva Goals. I can press the button Add (“Hinzufügen” in german) - it seems to install, changes Icon to “Added” - if I go back it appears in my Add-Ins under “Store-Add-Ins”.īUT if I close the store (or even restart Outlook) and reopen the store from the ribbon, then it has vanished from my Store-Add-Ins. Search ‘Asana’ → select 'Asana for Outlook (this shows the same Version 1.0.0.2, published as the one in the marketplace ( Find the right app | Microsoft AppSource) but it has no stars and customer-feedback in contrast to the marketplace. The option I chose: In the ribbon open the MS Store for Add-Ins. (Win 10, Outlook 2016, exchange-mailboxes) This works fine all be it somewhat considerably slower than I would have expected.īut I use the Outlook Desktop client for most of my workday. The result - installing via the marketplace brought me a functional add-in in the outlook-web-app of my company. I wonder if you can be of assistance?Īfter being prompted the popup in Asana for the available integration with outlook I followed all the steps. ![]() I am having also one of these peculiar AsanaOutlook Add-In problems. ![]()
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