You can set up a connection between Klipfolio and your Asana data to display your project management metrics on a dashboard.
This article includes:
- Options for visualizing my Asana data
- Connecting my Asana data in Klipfolio
- Adding an Asana custom-built data source
- Creating an Asana custom Klip
- More about Asana's API and queries
What options do I have for visualizing my Asana data?
Custom-build data visualizations based on data sources and Klips you create from scratch.
Custom-built by you
Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.
- Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
- Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.
Before you can start building Klips and dashboards you need to connect to Asana data in Klipfolio.
How do I connect to Asana data in Klipfolio?
To connect your Asana data to Klipfolio, you will need your Personal Access Token.
To get the right data from Asana, you use your Asana Personal Access Token in the queries provided by Klipfolio or in your own query when building data sources.
How do I find my Asana Personal Access Token?
To find your Asana Personal Access Token:
- Log in to Asana.
- From the My Profile Settings dialogue, navigate to the Apps tab.
- Click the Manage Developer Apps link.
- Under Personal Access Tokens, click + Create New Personal Access Token.
- Copy your Personal Access Token for use in Klipfolio.
Note: Personal Access Tokens only display once. If you forget your personal access token, you can generate a new one.
How do I create an Asana custom-built data source?
If you choose to create a custom Asana data source, you may need to enter your Asana Project ID or Task ID into a specific spot in the query.
To find your Asana Project ID:
- Navigate to the Service Connectors page in Klipfolio and choose Asana from the list.
- On the Choose a pre-built or custom connection page, select Project Tasks.
- On the Configure your data source page, enter your Asana Personal Access Token and Select a Project from the drop-down list.
- Click Switch to Custom settings.
- Copy the set of digits between projects and tasks in the query. For example, if the query reads
https://app.asana.com/api/1.0/projects/12345678910121/tasks, your Asana Project ID is 12345678910121.
To find your Asana Task ID:
- Navigate to the Service Connectors page in Klipfolio and choose Asana from the list.
- On the Choose a pre-built or custom connection page, select Project Tasks.
- On the Configure your data source page, enter your Asana Personal Access Token and Select a Project from the drop-down list.
- Click Get data.
- Copy your Task ID from the query results.
To create an Asana custom-built data source:
- Navigate to the Service Connectors page in Klipfolio and choose Asana from the list.
- On the Choose a pre-built or custom connection page, click Create a custom Asana data source.
- Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder query information with your own.
For example, replace <projectID> with your Asana Project ID. - Edit the Query URL to return the data you need. Refer to the Asana API documentation for details.
- At Parameters, under Value, enter your Personal Access Token as in the following example:
- Click Get data.
- Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source.
- Click Save.
How do I create an Asana custom Klip?
You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!
More about Asana's API and queries
Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:
If you need assistance using APIs, enlist a data analyst or developer.
Use the Asana API documentation and Explorer to discover more data requests as well as to build and test your queries before you use them to bring data into Klipfolio.
See the reference table below for API related information and sample queries.
| API Documentation and Explorer | Asana API documentation and Explorer |
|
Authentication Method |
API Key Authentication |
| Response Format | JSON |
|
API Limits and Notes |
Limits may differ between Asana Personal Access Tokens. |
|
Date Format |
Example date format:
|
| Sample Queries |
Get details on your Asana workspaces:
Get your user details:
|