Collaboration

Asana

Manage Asana workspaces, projects, tasks, and comments conversationally - and let employees work their own tasks through Dex Go.

Dex connects to Asana through the REST API so admins can run day-to-day work management conversationally - list workspaces, create and archive projects, create/update/reassign/complete tasks, post comments, and manage workspace membership. Dex handles the awkward parts of the Asana API for you: it always paginates and scopes list calls by workspace, and it sequences offboarding so a departing employee's open tasks get reassigned before the user is removed. Employees use Dex Go to view and work their own tasks and to file requests as tasks into the right project. Authentication is a Personal Access Token that inherits the permissions of its owning Asana user, so guardrails live in Dex policy rather than in the token.

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What Dex does with Asana

Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.

For admins (CoAdmin)

List workspaces and browse projects and tasks, scoped and paginated by workspace automatically
Create projects, and update or archive existing ones
Create, update, reassign, and complete tasks
Post comments (stories) on tasks
Add or remove workspace members - with approval
Offboard a departing employee: resolve their open tasks, reassign or unassign each per your direction, then remove them from the workspace
Delete projects and tasks after confirmation (destructive)

For employees (self-service)

View and get details on your own Asana tasks
File an IT or other request as a task into the right project
Create a task for yourself
Mark your own task complete
Comment on your own task

Just ask Dex

Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.

Admin prompts

>List all projects in our main workspace
>Create a task in the Information Technology project titled "Rotate firewall admin credentials", due next Friday
>Reassign all of dlevi's open tasks to their manager, then remove them from the workspace
>Archive the "Q2 Launch" project
>Post a comment on task 12045 that the fix has been deployed

Employee prompts

>What tasks are assigned to me?
>Submit an IT request: my monitor keeps flickering
>Mark my "Update onboarding docs" task complete
>Add a comment to my task that I'm blocked on access

Policy actions

Every action Dex can take on Asana is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.

Action	What it does	Guardrails
`asana_list_workspaces`	List or get Asana workspaces	—
`asana_list_projects`	List or get Asana projects	—
`asana_manage_project`	Create an Asana project	—
`asana_update_project`	Update or archive an Asana project	—
`asana_delete_project`	Delete an Asana project (destructive; confirmed before calling)	—
`asana_list_tasks`	List or get Asana tasks	—
`asana_manage_task`	Create an Asana task	—
`asana_update_task`	Update, reassign, or complete an Asana task	—
`asana_delete_task`	Delete an Asana task (destructive; confirmed before calling)	—
`asana_manage_comment`	Post a comment on an Asana task	—
`asana_manage_workspace_membership`	Add or remove a user from an Asana workspace	approval

How to configure Asana

Onboarding takes minutes. Dex validates your credentials before saving them.

Setup steps

1
In Asana, open the Developer Console (profile photo > Settings > Apps > Developer apps) and create a Personal Access Token for Dex.
2
Decide which Asana user owns the token - the token inherits that user's full permission set, and workspace membership changes require that user to be a workspace admin.
3
In Dex, enable the Asana integration and paste the Personal Access Token.
4
Dex validates the token with a live call to /users/me before saving and reports which Asana account it authenticated as.
5
Review the generated action policies - workspace membership changes require approval by default.

Credentials required

personal_access_token: Asana Personal Access Token generated from the Developer Console; inherits the full permissions of its owning Asana user

Requirements

•An Asana account with a Personal Access Token from the Developer Console
•For workspace membership changes, the token's owning user must be a workspace admin
•Organization-tier features (teams, custom fields) require a paid Asana Business/Enterprise workspace; project creation there may need a team
•A shared/service account token will resolve "my tasks" to that account, not the individual employee - use an appropriate owner for self-service

Related integrations

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