Connect Asana
- Go to Settings in Ref Plans
- Click the Integrations tab
- Find the Asana section
- Enter your Personal Access Token (PAT)
- Click Test Connection to verify
- Click Save
Usage
Once connected, agents can work with Asana tasks in your plans. When you provide an Asana task, the agent can:- Read task details — The agent uses the task name, description, assignee, due date, and status as context when researching and structuring your plan
- Update task fields — As tasks are completed, the agent can update the task status, assignee, due date, and other fields
- Add comments — The agent can add comments to tasks to report progress or share context
Tips
- Agents need a task GID to work with specific Asana tasks — you can find the GID in the task URL or share the task link directly in conversation
- Share Asana task links in conversation so the agent can extract the task GID automatically
- You can reference multiple tasks in a single plan if they’re related
- The agent can update Asana based on progress, keeping your project management in sync
Get help
If you have any issues, please reach out tohelp@ref.tools. We’re happy to help you get started!