Display Asana project metrics in Geckoboard using Zapier

Use Zapier and Datasets to display Asana project metrics on your Geckoboard dashboard.Example Asana widgets you can build with datasets in Geckoboard

Step 1: Create a new dataset in Geckoboard

Create a new dataset in Geckoboard that matches the data types of a typical Asana project.

  1. Add a new Datasets widget. On the connection panel, click Create new dataset.
  2. Give the dataset a name. Keep to lowercase letters, digits and no spaces. We don't support unicode characters in dataset or field names.Naming a new dataset in Geckoboard
  3. Now add the schema fields that correspond to the data types that make up a typical Asana project. Of the 7 types of fields available, you'll only need String (for task name, assignee, priority and project name) and Datetime (for when the task was completed). Be aware that strings have a limit of 256 characters. Adding dataset schema fields for Asana in Geckoboard As not every Asana task requires an assignee or a priority set, tick the Set as optional checkbox for these fields. Learn more about using empty/null fields.Optional settings for new datasets fields in Geckoboard
  4. When you've finished configuring your fields, click Create dataset. With your dataset created, we'll switch to Zapier to connect our new dataset to a Zap.

Step 2: Create a Zap that connects Asana to your dataset

Make a new Zap in Zapier that connects both your Asana and Geckoboard accounts, before linking it to your new dataset.

  1. Make a new Zap in Zapier. In the first Trigger step, search for and select Asana.
  2. Next, we'll set up our trigger event. From the drop-down list, select Completed Task. This will trigger an update whenever task is is completed in Asana.Adding a new entry Asana trigger in Zapier
  3. Connect to, and select, your Asana account. Then click Continue.
  4. Locate the Asana Workspace and Project you want to connect to.Adding an Asana trigger in Zapier
  5. Click Test trigger. Zapier will attempt to find an entry from your project to use in the Zap.
  6. With your trigger now set up, we'll now add an action to your Zap. Actions are events your Zap performs when your trigger event occurs. Search for and select Geckoboard.
  7. Click the Action Event drop-down list and select Add Record to Dataset. Then, click Continue. Adding a new data Geckoboard action in Zapier
  8. Connect to, and select, your Geckoboard account. You'll need to access your Geckoboard API key. Then click Continue.
  9. Under Dataset ID, select your new dataset.Selecting dataset in Zapier
  10. You'll now see all the schema fields for your dataset. Click each one and select the corresponding field from your Asana project.Linking Asana fields with Geckoboard dataset schema in Zapier
  11. The Update Type dropdown menu is set to Add to existing records (Post) by default. If you've added fields to a unique key, this can be used to modify existing records in case their values have changed since your last update or if you want to fix an incorrect record.Select the method of updating your dataset data in Zapier
  12. Click Test & Continue. In this test Zapier will attempt to send a record to your dataset. You're now ready to click Turn on Zap.
  13. Finally, return to Geckoboard and add a new dataset widget. As you configure your Asana widget you'll see the live preview update. With the survey submission IDs and datetimes, you can quickly build visualizations that show the number of submissions, either as a total or charted over time. For more on configuring datasets widgets, see create visualizations from datasets.Example Asana widgets you can build with datasets in Geckoboard
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