The default setting is: Automatically send outgoing changes, which means that any change made to an integrated record will send to Asana automatically. The Enable step allows you to specify how updates from Aha! Roadmaps are sent to your development system. With your records, optional field mappings, and statuses all defined, you can click Save and continue to move onto the last step in the workflow.
Matching values are automatically mapped initially, and then you can manually rearrange statuses to your preferred mappings as needed mapping one-to-one or one-to-many. When mapping statuses, you will be presented with your Aha! Roadmaps status workflow for the record type on the left and your integrated system status workflow on the right. Click the gear ⚙️ icon to open up the status mapping window. Within the field mapping section for each Aha! Roadmaps record, there is a line for Status with a gear ⚙️ icon at the far right. While not every user will need to customize their field mapping, you do need to define the way statuses are mapped. The relationship links are important to understand because they establish the ability for records created in your development system to be automatically imported into Aha! Roadmaps in certain use cases. This is an advanced option within the configuration that allows you to customize how each field within the record is mapped between Aha! Roadmaps and Asana - as well as what relationship links exist for those records. Within record mappings, you have the option to also specify your field mappings.
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However, you are free to remove the default mappings and add your own to map records together based on what makes sense for your team and how you work. The default mappings are based on what is most widely used by other Aha! Roadmaps customers. This step allows you to configure how Aha! Roadmaps records are mapped to your Asana records.
This can make it difficult to communicate a project's Start and End dates in Aha! Roadmaps. Note: You will need to create a separate Asana integration for each separate Asana project you wish to integrate with. Similar to the Asana workspace selection, the list presents the projects that you have access to within the previously selected workspace. The list of workspaces is based on what your Asana user has available to them.Īfter selecting an Asana workspace, you will be prompted to choose which project in Asana you wish to integrate with. If you are not currently logged into Asana, you will be prompted with an Asana authentication screen.Īfter authenticating, you will be prompted to choose an Asana workspace. Instead, you will be prompted by Asana to grant Aha! access. Aha! Roadmaps uses OAuth 2.0 for authentication, and if you are already logged into an active Asana session in your browser, you will not be prompted for credentials. Next, you will be prompted to authenticate. The first step is to name your integration and optionally select a template if you have already created one. This will launch the integration configuration wizard. Navigate to Settings ⚙️ Workspace Integrations and click the + on the left side navigation bar. You will also need to have an Asana account that has proper access to create/edit records in Asana for the project you plan to integrate with. To set up an integration with Asana, you need to be a workspace owner in Aha! Roadmaps for the workspace you wish to integrate. The above Aha! Roadmaps records can be mapped to the following Asana records: This integration supports sending the following Aha! Roadmaps records to Asana: Required user permissions: Use the integration
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Before configuring any integration for the first time, it is important to fully understand how to think about integrating Aha! Roadmaps with your development tool.Ĭlick any of the following links to skip ahead:
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