Connect Asana
Task completion rate, task counts by project, deadline adherence per employee.
Prerequisites
- Asana account with workspace admin OR a personal access token
- A PerfCopilot admin account (the Connect button is only visible to admins)
1. Generate credentials in Asana
- Sign in and go to https://app.asana.com/0/my-apps.
- Click Create new token and label it "PerfCopilot".
📖 Official guide: Personal access token — Asana's own documentation for creating this credential.
- Confirm and copy the token (shown once).
- Store it somewhere safe before closing the dialog — Asana will not display it again.
Copy these values; you'll paste them in the next step:
- personal access token
2. Paste into PerfCopilot
-
Open Integrations on your PerfCopilot admin.
-
Find the Asana card and click Connect (or Manage if already configured).
-
Paste each value into the matching field:
| Field in PerfCopilot | Value from step 1 | |---|---| | personal access token |
<your value>| -
Click Save.
3. Verify
Click Test in the drawer. Expected:
✅ Authenticated as your.name@company.com
If you see a red error, jump to Common errors.
Common errors
| Message | What it usually means | Fix |
|---|---|---|
| HTTP 401: Not Authorized | Token revoked or wrong. | Re-create the personal access token at https://app.asana.com/0/my-apps and re-paste. |
| HTTP 403: Forbidden — workspace mismatch | The personal token's owning workspace doesn't match the org's workspace. | Create a workspace-admin token from an account that belongs to the correct workspace, then re-paste. |
| HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |
What signals we pull
goals— current goal list per employee- task throughput
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