Asana is one of the project and work management tools Filed connects to. Ask Filed Chat what is due for a client this week or which items need review before a deadline, and it pulls the answer from the projects and tasks the connected Asana user can see. Routines can run the same checks on a schedule.
Read access is always on. Write access is a separate switch, and with it enabled Filed can create or update approved tasks for follow-up and assignment work. Private projects stay private unless the connected user is a member.
How it works
- See projects, tasks, assignments, and due dates
- Find items that need review before a deadline
- Create or update approved tasks with write access
- Works within the connected user's project access
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Asana information for [client name] for [date range].
Find items in Asana that need review before [deadline].
With write access enabled, prepare the approved Asana update and show the proposed changes first.
The questions firms ask us
You sign in with an Asana user who belongs to the right workspace, teams, and projects and approve the authorization. Filed then works with what that user can see.
Not unless the connected Asana user is a member of them. Add that user to a project to make it available.
Only when write access is enabled on the connection. You can keep it off for read-only workflows and turn it on once your firm approves.