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  5. Adding an Asana Bot

Adding an Asana Bot

Kore.ai provides integration for a built-in Asana Bot that you can use to display message notifications and execute tasks directly from your messaging channel such as Kore.ai Messenger. To use the Asana Bot, you just need to add the Bot to your channel and then configure the settings for the Bot, such as authentication to access Asana and the notification messages that you want. For more information about other Kore.ai Bots, see Adding Bots

About the Kore.ai Bot for Asana

DIYAsanaLogoAsana is a task management tool that allows teams to share, plan, organize, and track progress of the tasks that each member is working on. You can use this Bot to get task updates and create, update, assign, and comment on tasks.

Twilio – This Bot is available in the Twilio text messaging application.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Project Management – This Bot is available in the Kore.ai Bot Store in the Project Management category.
Channels Kore.ai – This Bot is available in the Kore.ai Messenger application.
Email – This Bot is available using an email client.
Spark – This Bot is available in the Cisco Spark messaging application.
Slack – This Bot is available in the Slack messaging application.
Skype – This Bot is available in the Skype messaging application.
Twilio – This Bot is available in the Twilio text messaging application.

Configuring Asana

To configure web service tasks, you need to add the Asana Bot from the Kore.ai Bot Store in your messaging channel, and then setup the task. To setup an Asana task, click Connect to Asana, enter the Asana URL for your company, for example, https://app.asana.com, your Asana account user name (not your email address), your password, and then press Enter.

After you add a web service task and are connected, you can perform tasks for Asana and setup message notifications to get notified in your messaging channel when an event occurs in Asana.

To setup an Asana task in the Kore.ai Messenger channel, click the New Task icon, and then click one of the Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Assign Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • search for an Assignee
  • and then click Submit.

In a team room, you can use @asana assigntask Bot command to invoke and configure this task.

Comment on Task In the Perform Task dialog,

  • select a Workspace
  • select a Task
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana commenttask Bot command to invoke and configure this task.

Create Subtask In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • enter a Subtask Name
  • optionally enter the Subtask Details
  • optionally search for a Subtask Assignee
  • optionally select a Subtask Due Date
  • and then click Submit.

In a team room, you can use @asana newsubtask Bot command to invoke and configure this task.

Create Task In the Perform Task dialog,

  • select a Workspace
  • optionally select a Project
  • enter a Task Name
  • optionally enter a Task Description
  • optionally search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana newtask Bot command to invoke and configure this task.

Delete Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana deletetask Bot command to invoke and configure this task.

Follow Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana followtask Bot command to invoke and configure this task.

Show Project Tasks In the Perform Task dialog,

  • select a Workspace
  • select a Project
  • and then click Submit.

In a team room, you can enter @asana getlist Bot command to invoke and configure this task.

Invite User In the Perform Task dialog,

  • select a Workspace
  • enter the Email Address
  • and then click Submit.

In a team room, you can enter @asana inviteuser Bot command to invoke and configure this task.

Mark Task as Complete In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana markdone Bot command to invoke and configure this task.

Modify Task In the Perform Task dialog, 

  • select a Workspace
  • search for a Task Name
  • optionally enter an Updated Task Name
  • optionally enter a Task Description
  • search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana updatetask Bot command to invoke and configure this task.

Update Project Status In the Perform Task dialog, 

  • select a Workspace
  • select a Project
  • select a Status 
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana updateproj Bot command to invoke and configure this task.

To setup message notifications in the Kore.ai Messenger channel using an Asana web service, click the New Task icon, click Get notified when…, and then click one of the following Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Task Update In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Assigned Task In the Setup Task dialog,

  • select a Workspace
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Project Status Updates In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.

Next Steps

After the task is configured, when any of the scheduled web service events occur in Asana, a message is displayed in your preferred messaging channel.

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