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Helper ⭐️
March 12, 2020
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Integration with Asana for Success Plans

Related products:CS Data Management & Integrations
  • March 12, 2020
  • 11 replies
  • 1104 views

Exporting Success Plan data to Asana and as well as importing asana projects into Success plans. We have to use external tools sometimes to collaborate on objectives at a project level and using Asana helps us.

11 replies

Anil Raj Pujari
Helper ⭐️⭐️
December 16, 2022

Looks like there are two use cases. Would like to know which one is a bigger pain point. 

  • integrating Asana with Gainsight. 
    • bring in information from Asana for reports, dashboards & rules on Asana projects & tasks data. 
    • Access Asana from within Gainsight. View projects related to the company in C360
  • Integrating Asana with Success Plans 
    • sync between objective-CTAs/tasks and tasks of Asana when success plan and Asana project are mapped.

Though the integration is not in the short term roadmap many features for Success Plan’s project management use case have been prioritised. Features include customising tabs in success plan, admin configured summary page with performances widgets, capturing multiple CTA types/layouts (as defined by admin), CTA views, getting link to share success plan with internal/external users, and capability for external users to create & delegate CTAs/tasks.