Connect your project management tools to Float

Jon Palustre avatar
Written by Jon Palustre
Updated over a week ago

Asana helps teams organize, track, and manage their work.ย If you're using Asana for project management and Float for resource scheduling, this integration makes it easy to sync and schedule between the two.

Get connected

As the Account Owner, navigate to your Team settings, select the Integrations tab, and click Allow to access your Asana account.

Setting up Asana integration.

All of your existing people and projects located in Asana will be imported by default. To specify the people and projects you want imported to Float, click Select projects.

Selecting specific projects to be imported from Asana.

๐Ÿ’ก Here's a tip: To import an existing project later on, click Select projects and check the box next to the project. You can disconnect individual projects the same way.

If you've set estimates for your Asana tasks, you can sync the time to Float by checking the Import estimated time box and choosing the field where your estimates are kept.

Importing estimated time from Asana.

Schedule your projects

From the Schedule, click the Integrations icon to open the sidebar. This is where your Asana tasks live in Float.

Integrations tab with Asana tasks.

Scroll or search for the Asana task you'd like to add, and then drag and drop it onto a team member's schedule to create a new task.

Scheduling Asana task on the Schedule.

Any tasks you drag/drop onto the Schedule from the sidebar will be the same duration as the estimate. Tasks without an estimate will be equal to your daily work hours limit (e.g., 8 hours).

๐Ÿ’ก Here's a tip: You can adjust any task directly on the Schedule by dragging it horizontally to increase its days, or vertically to decrease its hours.

Your Asana tasks can be scheduled as many times as you'd like and do not disappear from the sidebar.

Once a task has been scheduled in Float, a white dot appears next to it on the sidebar to make it easy to identify.

Asana tasks displayed in the integrations side bar.

Changes you make in Asana are reflected on the sidebar but do not impact tasks that you've already scheduled.

The same is true when editing allocations on the Schedule (e.g., if you edit the name of a scheduled task, it will not change the name of the task on the sidebar).

๐Ÿ’ก Here's a tip: Any task you create can be viewed directly in Asana by opening the task menu and clicking View in Asana.

Synced projects are easy to identify in Float by the icon displayed next to each project on the Projects page.

Projects list with Asana sync indicator.

Time tracking

You can also log time using cards from the sidebar. Just drag and drop a card onto a team member's schedule when in the Log team view and the hours are recorded instantly.

Task hours for time tracking are based on the last hour setting used in the Log team view (rather than the person's maximum work hours for the day).

As with scheduled tasks, you can easily adjust the time after dropping it onto the Schedule.

Log time records.

Additional notes

  • Projects, people, and tasks created in Float are not synced to Asana.

  • Only tasks that belong to a project are imported from Asana.

  • Synced tasks won't show up in the task modal menu until you've scheduled them from the integration sidebar.

  • Completed tasks are not imported from Asana.

  • The Asana Project Owner will be assigned as the Float Project Owner only if that user already exists in Float with access rights.

  • Additional fields that are synced from Asana to Float include project notes, created/modified on dates, and the project owner; milestones (with due dates only); user email addresses and photos; task notes and create/start/due dates.

  • If you disconnect a project that has scheduled tasks, the project is removed from the sidebar and a copy of the project and its tasks remain in Float. Projects without scheduled tasks are removed completely.

  • Locking a project's task list in Float will not prevent new tasks from being imported to the sidebar.

  • You can only sync with one project management tool at a time in Float. To disconnect the Asana integration, click Edit > Disconnect Asana. You can keep the projects and people you've imported in Float or choose to archive them.

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