Automation

  • 5 min read

How to get more out of Asana via Integration with Zluri ?

Team Zluri

4th September, 2023

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To amplify the power of Asana, organizations are increasingly turning to integrations that enrich their capabilities. Among these, Zluri emerged as a key player, enhancing the effectiveness of Asana's functionalities and propelling operational efficiency to new heights.

As your organization grows and the complexity of tasks increases, the need for effective task and workflow management becomes paramount. Traditional email communication and manual tracking methods are no longer sufficient to manage the intricate web of tasks, responsibilities, and deadlines that modern businesses face. 

Enter task management and workflow management tools – digital assistants that streamline processes, facilitate collaboration and boost productivity. At the forefront of these tools is Asana, a platform designed to empower teams by providing a centralized space to create, assign, track, and complete tasks. 

Its intuitive interface and feature-rich environment make it an ideal choice for organizations of all sizes seeking to optimize their workflows and enhance collaboration.

In pursuit of even greater collaboration and operational efficiency, integrating Zluri with Asana holds tremendous potential. This integration bridges the gap between effective workflow management and optimized teamwork. By merging the capabilities of Asana with the features of Zluri, you and your teams can further elevate your collaborative efforts.

The Zluri + Asana integration offers a seamless blend of task management and workflow streamlining. Through this collaboration, teams can harness the power of both platforms, combining Asana's robust task organization with Zluri's specialized features, resulting in a synergy that enhances overall efficiency.

How Can You Get More Out Of
Zluri + Asana Integration

Let’s take a look at the capabilities offered: 

• User license tracking & usage monitoring

The integration of Zluri and Asana provides your teams with a powerful capability to meticulously oversee the distribution of user licenses and closely analyze their usage patterns. This functionality offers a profound overview of users who hold Asana licenses, shedding light on the frequency of their interactions with the platform. 

This level of visibility empowers you to make strategic decisions concerning resource allocation, recognize high-impact users, and proactively address any gaps in user training to enhance overall proficiency. 

Example: Imagine you are the IT manager, while your colleague serves as the head of operations within the company. By integrating Zluri and Asana, you discern consistent employment of Asana by the quality assurance (QA) team under your purview. On the other hand, you observe sporadic engagement with the platform among the members of the marketing team, overseen by your head of operations.

This recognition prompts you to collaborate with your head of operations and tailor training sessions specifically for the marketing team. The goal is to ensure that each member maximizes the potential of the platform, fostering improved efficiency and collaboration across the marketing team's activities.

• License ownership & spend

Zluri's integration empowers your teams to manage their license ownership and spending within the Asana ecosystem. By maintaining an intricate record of license ownership, administrators can effectively navigate the distribution of licenses across their user base. 

Moreover, the insights gleaned from usage data facilitate the optimization of license expenditure. This optimization includes identifying opportunities to redistribute licenses from less active users and recognizing potential avenues for enhancing user engagement, contributing to cost savings, and maximizing the utility of licenses.

Example: A technology startup integrates Zluri with Asana to track license ownership. By analyzing usage data, they find that several project managers rarely use the platform. 

This information prompts them to reallocate licenses from project managers to developers who are active users. This optimization saves costs and ensures that licenses are assigned where they're most effective.

• Provisioning & deprovisioning workflows

When new employees join an organization, the process of granting them access to the necessary tools and resources is paramount for ensuring a seamless integration into the team. 

The Zluri-Asana integration simplifies this process through automated workflows. As soon as new employees are added to the system, the integration orchestrates the assignment of access privileges to pertinent Asana channels and tasks. This swift provisioning of access not only accelerates an employee's ramp-up period but also ensures they can immediately contribute to their assigned projects.

Similarly, when employees depart from the company, it is essential to promptly revoke their access to company resources, safeguard sensitive information, and minimize security vulnerabilities. The Zluri-Asana integration's deprovisioning workflows excel in this area by automating the removal of user accounts from the Asana platform. 

This automated disassociation from the platform guarantees that departing employees no longer have access to confidential projects or data, thereby reducing potential risks associated with unauthorized access.

Example: A growing e-commerce company leverages Zluri's integration with Asana to automate user management. When a new marketing manager joins, Zluri automatically provisions an Asana account for them, assigns them to relevant projects, and provides access to marketing-related tasks. 

Later, when an employee leaves, Zluri ensures that their Asana account is promptly deactivated and their access is revoked, mitigating security risks.

• Creating and removing user accounts

Managing user accounts within an organization is pivotal to maintaining operational fluidity and data security. The integration of Zluri and Asana offers an innovative approach to this task, streamlining the creation and removal of user accounts while minimizing manual intervention and potential errors.

Upon onboarding a new employee, the Zluri-Asana integration takes charge of the user account creation process. This automation eliminates the need for manual setup, significantly reducing the time and effort required. As soon as a new team member joins the organization, Zluri seamlessly generates their Asana user account, complete with the necessary access permissions. 

This automated process accelerates the employee's integration into the platform and ensures that they are equipped to start contributing to projects immediately.

In parallel, Zluri equally excels in managing user account removals. When an employee's tenure with the organization concludes, the integration swiftly takes action to deactivate their Asana account. 

This proactive approach to access removal ensures that the departing employee no longer has access to company-sensitive data, thus enhancing overall data security and mitigating potential risks. Moreover, the integration aligns with compliance protocols, aiding in adhering to data protection regulations.

Let’s consider the scenario of a new consultant joining an ongoing project. Zluri's integration with Asana facilitates a seamless experience. Upon the consultant's entry, Zluri generates an Asana account tailored to the consultant's role and responsibilities. This eliminates the need for manual setup, enabling the consultant to dive into project tasks without delay. 

Importantly, as the project concludes and the consultant's engagement ends, Zluri's automation ensures the swift removal of their Asana account. This proactive deprovisioning guarantees that the project's data remains protected and that the consultant's access is promptly revoked, aligning with security best practices.

But wait, wondering how to integrate Asana with Zluri?

Seamlessly Integrate Asana with Zluri in Just 2 Easy Steps

If you're currently using Asana for project management and are curious about how to seamlessly integrate it with Zluri, you're in the right place. This integration holds the potential to unlock a range of benefits, from streamlined processes to improved data management and compliance. 

Let’s explore the steps and advantages of integrating Asana with Zluri, empowering you to make the most of these two powerful tools in harmony.

Step 1: Select Scopes for Asana

To maximize the potential of Zluri's powerful features, such as data discovery, automated workflows, SAML, and license management, you'll need to strategically choose the scopes that align with your IT requirements. 

These scopes determine the extent of data and functionalities that will be accessible through the integration. If you're looking for a smoother process, default scopes are available to simplify your experience.

Step 2: Connect with Asana by Authorizing and Saving the Instance

This step involves establishing a secure connection between Zluri and Asana. To do so, authorization from your Asana administrator is essential. If you possess the necessary Asana credentials, you can expedite the authorization process yourself. 

Alternatively, you can extend an invitation to a designated colleague, enabling them to finalize the authorization on your behalf.

Once the connection is successfully established, Zluri provides the functionality to save this connection instance. Furthermore, if departments of your organization necessitate multiple instances of integration, Zluri supports this by allowing you to create additional instances, each tailored to specific scopes that meet your unique IT requirements.

By diligently following these steps, you ensure a seamless connection between Asana and Zluri, and set the stage for optimized collaboration, streamlined workflows, enhanced data security, and efficient IT management.

The integration of Zluri and Asana transcends mere connectivity, presenting you and your teams with a comprehensive suite of features engineered to optimize license utilization, streamline user administration, refine project distribution, and yield actionable insights for well-informed decision-making. 

This synergistic amalgamation elevates the landscape of project management practices, mitigates administrative complexities, and maximizes the inherent potential of Asana's capabilities.

So what are you waiting for? Book a demo now!

About the author

Team Zluri

Team Zluri