> ## Documentation Index
> Fetch the complete documentation index at: https://koreai-ai-for-process-dev.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring the Asana Action

<Badge icon="arrow-left" color="gray">[Back to Actions Integrations](/ai-for-service/integrations/overview#actions)</Badge>

Connect the XO Platform to Asana to find information about projects, users, and tasks. See [Asana documentation](https://developers.asana.com/docs/authentication) for details.

***

## Supported Authorization Types

The platform supports Basic Auth for Asana integration. See [App Authorization Overview](../../../dev-tools/bot-authorization/bot-authentication.md) for details.

| Authorization Type                       | Supported |
| ---------------------------------------- | --------- |
| Pre-Authorize the Integration            | Yes       |
| Allow Users to Authorize the Integration | Yes       |

***

## Prerequisites

Before enabling the Asana action:

* Create an Asana developer account and note your login credentials.
* Create a custom app on the Asana admin page.
* Copy your Asana personal access token.

***

## Enable the Asana Action

Go to **App Settings > Integrations > Actions** and select **Asana** from the Available actions list.

### Pre-authorize the Integration (Basic Auth)

1. In the **Configurations** dialog, select the **Authorization** tab.

2. Set **Authorization Type** to **Pre-authorize the Integration** > **Basic Auth**.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img2.png" alt="Select Basic Auth" />

3. Enter your **Personal Access Token**.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img3.png" alt="Enter access token" />

4. Click **Save**. On first configuration, the Integration Successful pop-up appears.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img4.png" alt="Save" />

<Note>The Asana action moves from Available to Configured.</Note>

5. Click **Skip for Now** to install templates later, or proceed to install them now.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img5.png" alt="Skip for now" />

### Allow End Users to Authorize (Basic Auth)

1. In the **Configurations** dialog, select the **Authorization** tab.

2. Set **Authorization Type** to **Allow Users to Authorize the Integration** > **Basic Auth**.

3. Click **Select Authorization** > **Create New**.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img6.png" alt="Create basic auth" />

4. Select the authorization mechanism (e.g., **API Key**).

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img7.png" alt="API Key" />

5. Enter the following credentials:

   | Field                   | Description                              |
   | ----------------------- | ---------------------------------------- |
   | Name                    | Name for the Basic Auth profile          |
   | Tenancy URLs            | Select Yes if tasks require tenancy URLs |
   | Base URL                | Base tenant URL for the Asana instance   |
   | Authorization Check URL | Auth check URL for your Asana instance   |
   | Description             | Description of the auth profile          |

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img8.png" alt="Auth credentials" />

6. Click **Save Auth**, then select the new profile to complete integration.

7. Click **Save**. The Integration Successful pop-up appears on first configuration.

***

## Install Asana Action Templates

1. On the Integration Successful dialog, click **Explore Templates**.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img9.png" alt="Explore templates" />

2. Click **Install** for the desired template.

   <img src="https://mintlify.s3.us-west-1.amazonaws.com/koreai-ai-for-process-dev/ai-for-service/integrations/actions/images/asana-action-img10.png" alt="Install template" />

3. The associated dialog task is auto-created. Click **Go to Dialog** or navigate to **Automation AI > Use Cases > Dialogs**.

4. To use the templates, see [Using Asana Action Templates](using-the-asana-action-templates.md).


Built with [Mintlify](https://mintlify.com).