The Asana integration in Ping allows you to automatically sync action items from your meetings directly into Asana projects. This guide explains how the integration works and how to configure it for your workflow.

Overview

Ping's Asana integration supports both automatic syncing and manual syncing of action items. Action items can be routed to the right Asana project based on which clients are in your meeting, or sent to your personal fallback board when no client is associated.

How Auto-Sync Works

After a meeting ends and action items are extracted, Ping automatically determines where to sync them using this logic:

Priority 1: Client Default Projects

For each unique client in the meeting:

• If the client has a default Asana project configured, all action items are synced to that client's project

• This happens automatically with no manual action required

Priority 2: Personal Fallback Boards

If there are no clients in the meeting OR none of the clients have default projects configured:

• Each Ping user in the meeting receives a copy of each action item in their personal fallback board

• The user is automatically set as the assignee

• The due date is automatically set to today

Setting Up Client-Associated Projects

Who can do this: Organization Owners only

How to configure:

1. Navigate to a client's page in Ping

2. Look for the "Auto-sync to Asana" button in the header (next to other integration buttons)

3. Click the button to open the project selection modal

4. Choose the Asana workspace and project where action items should be synced

5. Click confirm to save the configuration

Once configured:

• The client page will display "Syncs to: [Project Name]"

• Organization owners can click this to change the project or remove the configuration

• Team members will see the project name as read-only information

When it works:

• Any meeting that includes a contact associated with this client will automatically sync action items to the configured project

• This happens after the meeting transcript is processed and action items are extracted

Setting Up User Fallback Boards

Who can do this: Any user with Asana connected

How to configure:

1. Go to Settings → Integrations

2. Find the Asana integration card

3. Click the configuration icon

4. Select your personal fallback project (like "Ping Inbox" or "My Tasks")

5. Save your selection

When it works:

• Your fallback board receives action items when meetings have no clients OR when clients don't have default projects configured

• You'll be set as the assignee automatically

• Due date will be set to today

• This is perfect for processing tasks after a long day of meetings

Manual Sync (Ad-Hoc)

You can always manually sync action items even if auto-sync is configured:

Single Action Item Sync

1. Open a meeting in Ping

2. Find the action item you want to sync

3. Click the sync button on the action item

4. Select the Asana workspace and project

5. The task is created in Asana

Bulk Sync

1. Go to the Action Items page in Ping

2. Select multiple action items using checkboxes

3. Click the "Sync to Asana" button (if you have multiple integrations connected, use the dropdown to select Asana)

4. Select the project to sync to

5. All selected items are synced at once

Requirements

Asana Connection Required

You must connect your Asana account in Settings → Integrations before you can use any Asana features.

For client-level auto-sync:

• The organization owner who configures the client's default project must keep their Asana account connected

• If they disconnect Asana, auto-sync for that client will fail

For personal fallback boards:

• Each user must connect their own Asana account and configure their own fallback board

Tips & Best Practices

Use client projects for client work

• Set up default Asana projects for your most frequent clients

• Action items will automatically go to the right place

• Great for client-facing meetings and external calls

Use fallback boards for internal meetings

• Configure a personal "Ping Inbox" or "To Process" project

• Perfect for internal meetings, team syncs, and one-on-ones

• Quickly process tasks from your day in one centralized location

Combine both approaches

• Client meetings → auto-sync to client projects

• Internal meetings → auto-sync to your personal fallback board

• Manual sync for edge cases or when you want more control

What Gets Synced

When action items are synced to Asana, the following information is included:

• Task Name: The action item title

• Task Description: The action item description

• Link to Ping: A direct link back to the meeting in Ping is appended to the description

For auto-sync to client projects:

• No assignee is set (you can assign in Asana)

• No due date is set (you can set in Asana)

For personal fallback boards:

• You are set as the assignee

• Due date is set to today

Troubleshooting

Action items aren't syncing automatically

• Verify the client has a default project configured (check the client page)

• If no client project, verify you have a personal fallback board set up

• Ensure the user who configured the client's project still has Asana connected

I don't see the "Auto-sync to Asana" button

• Only organization owners can configure client-level projects

• You must have Asana connected in Settings → Integrations

Tasks are going to the wrong project

• Check the client's configuration on their page

• Organization owners can click the project name to change it

I want to sync old action items

• Use the manual sync or bulk sync feature

• Auto-sync only works for new meetings going forward