Asana helps teams organize, track, and manage their work. 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.
Setting up an integration
The Account Owner can set up the integration in the Integrations tab of Team settings.
Log in to your Asana account and click Allow to let Float access it.
By default, all of your existing people and projects in Asana will be imported. Click Select projects/Select people to specify the people and projects you want to be imported to Float.
Please ensure your projects have the Shared with organization project privacy setting in Asana. The Float integration will not import projects that are private to members or a specific team in Asana.
💡 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.
Schedule your projects
To schedule your Asana tasks, click the Integrations icon in the top right corner of the Schedule to open the integrations sidebar.
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.
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).
💡 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.
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).
💡 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 easily identified in Float by the icon next to each project on the Projects page.
Time tracking
You can also log time using cards from the sidebar. When in the Log team view, drag and drop a card onto a team member's schedule, 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.
Disconnecting the integration
To disconnect Trello, navigate to Team settings > Integrations > Edit > Disconnect Asana.
You can choose to keep the projects and people you’ve imported in Float or archive them.
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 will not appear in the task modal menu until you schedule 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 has access rights in Float.
Additional fields 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 with scheduled tasks, it 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.