Asana

If your team organizes review requests through Asana, you can link the Asana Project to appear in Protege AI's dashboard for task management.

1. Access the Dashboard: Log in to your Protege account via the dashboard at app.tryprotege.com.

2. Navigate to Settings: Once logged in, navigate to the "Settings" section of the dashboard. This is located at the bottom of the navigation sidebar.

3. Link Asana: Within the Settings section, select the option "Task Managers." On that page, click on set up new integration option to begin the process.

   • It is recommended to create an Asana user under protege-bot@[your company name].com. Comments and feedback left through Protege AI will show up under this identity.

1. Authorize Access: You will be redirected to the Asana sign-in page. Enter your Asana account credentials to authorize Protege AI to access your Asana projects.

1. Select Project Board: Once authorized, you will be prompted to select the specific project board within Asana that you want to link to Protege AI. You can also select the Default Evaluation Type for the board. Leave blank for AI autorecommend to be used.

1. Confirmation: After selecting the project board, you will receive confirmation that Asana has been successfully linked to your Protege AI account.

2. Start Reviewing: With Asana linked, you can now preview your tasks and files to review in Protege AI for efficient task management.

Note:

• If the user who linked the board leaves the company or no longer has access, the board will need to be relinked.

• If you encounter any issues during the installation process or require assistance, please reach out to our support team at [email protected]. We're here to help ensure a smooth installation and seamless integration with your workflow.