Asana Integration
Integrate Asana with AgencyPro to sync projects, tasks, milestones, and statuses in real-time. Your team continues working in Asana while clients see curated progress updates in their portal — no Asana license required for clients. Perfect for agencies that manage delivery in Asana and want client visibility without chaos.
Why Connect Asana with AgencyPro?
Your team loves Asana. Your clients should never see Asana. This is the fundamental tension agencies face with project management tools, and the integration resolves it perfectly. Your team continues working in Asana with all the internal discussion, technical tasks, and sausage-making that clients don't need to see. The integration surfaces only the client-relevant progress — milestones hit, deliverables shipped, deadlines approaching — in the AgencyPro portal. Clients get the transparency they need to feel confident in your work, without being overwhelmed by internal operations. And because sync is bi-directional, client-initiated requests (through the portal) can create tasks directly in Asana for your team to action.
Key Features
Benefits for Your Agency
How Agencies Use Asana with AgencyPro
Client transparency without Asana licenses
Your 10-person team works in Asana. Your 50 clients see curated progress in the portal. You pay for 10 Asana seats, not 60, and clients never have to learn Asana's interface.
Milestone-based client communication
When an Asana task tagged as a milestone completes, the client automatically sees a celebration-style update in their portal — no need for manual "we shipped X" emails.
Client request routing to Asana
When clients file a request through the portal (e.g., "Can we change the hero image?"), a task appears in the right Asana project with full context, ready for triage.
How to Set Up Asana
- Navigate to Settings → Integrations → Asana in AgencyPro
- Click "Connect Asana" and authenticate via OAuth
- Select which Asana workspace to connect
- Map Asana projects to AgencyPro projects (one-to-one or many-to-one)
- Configure task filters to hide internal or sensitive tasks from clients
- Enable real-time sync — updates flow between systems instantly
Frequently Asked Questions
Do clients see every task in my Asana project?
Only tasks you choose to expose. During setup you configure filters — for example, "show only tasks tagged Client-Facing" or "hide all tasks in the Internal section". Clients see a clean, curated view.
Does this work with Asana's free Personal plan?
Yes. The integration supports all Asana plans. The free Personal plan has some limits (no timeline view, reduced reporting), but syncing projects and tasks works fully.
Can clients create tasks in Asana from the portal?
Yes, through request forms. When clients file a request in their portal, you can configure it to create a task automatically in a specific Asana project, assigned to the right team member with custom fields populated.
How do custom fields sync between Asana and AgencyPro?
You map Asana custom fields to AgencyPro fields during setup. Common mappings include priority, status, category, and estimated hours. Mapped fields sync bi-directionally when either side is updated.
What happens if I delete a task in Asana?
The corresponding entry in AgencyPro is archived (not deleted), preserving history. You can choose "delete in both systems" or "archive in AgencyPro" behavior in settings.
Explore More
Ready to Get Started?
Connect Asana with AgencyPro and streamline your workflow today.