Category: Asana

How to Import Goals Data from Asana into Google Sheets

Getting your Asana Goals data into Google Sheets helps you track strategic objectives, monitor progress, and build custom reports. Coefficient makes this process seamless and automatic.

This guide shows you how to import your Asana Goals data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Asana account.

  • Step 2:

    Step 2. Select Import from… and choose the Goals object.

  • Step 3:

    Step 3. Configure any filters/columns you need and import the data to your Google Sheets.

  • Step 4:

    Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Here’s a simple guide to importing your Asana Goals data:

Step 1: Installation and Connection

First, you need to get Coefficient for your Google Sheets.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from the Extensions menu. In the Coefficient sidebar that appears, click “Import from…”. Select Asana from the list of connectors and follow the prompts to connect your account securely.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Importing the Data

After connecting Asana, you’ll be prompted to select what data you want to import.

  • Choose the option to import Objects.
  • Select the Goals object from the list provided.
  • You can then choose specific fields (columns) you want to pull into your sheet.
  • Apply any filters or sorting options if needed to refine your data.
  • Click the “Import” button.

Your Asana Goals data will now load directly into your Google Sheets.

Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: (Optional) Setting Up Auto-Refresh

To ensure your Goals data stays current, set up auto-refresh.

  • With your imported data sheet open, find the import listed in the Coefficient sidebar.
  • Click the “Refresh” button next to the import name.
  • Select “Auto Refresh”.
  • Choose your desired schedule (e.g., hourly, daily, weekly) and click “Save”.

Coefficient will now automatically update your Goals data on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Goals Data from Asana into Google Sheets

Getting your Asana Goals data into Google Sheets helps you track strategic objectives, monitor progress, and build custom reports. Coefficient makes this process seamless and automatic.

This guide shows you how to import your Asana Goals data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Asana account.

  • Step 2:

    Step 2. Select Import from… and choose the Goals object.

  • Step 3:

    Step 3. Configure any filters/columns you need and import the data to your Google Sheets.

  • Step 4:

    Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Here’s a simple guide to importing your Asana Goals data:

Step 1: Installation and Connection

First, you need to get Coefficient for your Google Sheets.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from the Extensions menu. In the Coefficient sidebar that appears, click “Import from…”. Select Asana from the list of connectors and follow the prompts to connect your account securely.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Importing the Data

After connecting Asana, you’ll be prompted to select what data you want to import.

  • Choose the option to import Objects.
  • Select the Goals object from the list provided.
  • You can then choose specific fields (columns) you want to pull into your sheet.
  • Apply any filters or sorting options if needed to refine your data.
  • Click the “Import” button.

Your Asana Goals data will now load directly into your Google Sheets.

Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: (Optional) Setting Up Auto-Refresh

To ensure your Goals data stays current, set up auto-refresh.

  • With your imported data sheet open, find the import listed in the Coefficient sidebar.
  • Click the “Refresh” button next to the import name.
  • Select “Auto Refresh”.
  • Choose your desired schedule (e.g., hourly, daily, weekly) and click “Save”.

Coefficient will now automatically update your Goals data on the schedule you set.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Goals Data from Asana into Excel

Bringing your Asana Goals data into Excel helps you track team goals, monitor progress, and align your work with objectives. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Goals data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Use Import from… to select the Asana connector.

  • Step 3:

    Step 3. Choose the Goals object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Goals into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Goals data

With the connection ready, you can now bring in your Goals data.

  1. In the Coefficient sidebar for Asana, choose to import from an **Object**.
  2. Find and select the “”Goals”” object from the list.
  3. Choose the specific data fields from Goals that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Goals data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Goals data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Portfolios Data from Asana into Excel

Bringing your Asana Portfolios data into Excel helps you track your project portfolios, manage their status, and get an overview of key projects. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Portfolios data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Use Import from… to select the Asana connector.

  • Step 3:

    Step 3. Choose the Portfolios object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Portfolios into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Portfolios data

With the connection ready, you can now bring in your Portfolios data.

  1. In the Coefficient sidebar for Asana, choose to import from an **Object**.
  2. Find and select the “”Portfolios”” object from the list.
  3. Choose the specific data fields from Portfolios that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Portfolios data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Portfolios data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Projects Data from Asana into Excel

Accessing your Asana Projects data in Excel helps you track project status, analyze performance, and manage your portfolio. Manually exporting this data is slow and quickly becomes outdated.

Using Coefficient creates a live link that automatically refreshes.

This guide shows you how to easily get your Projects data from Asana right into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Asana account.

  • Step 2:

    Step 2. Select Import from… and choose the Asana connector.

  • Step 3:

    Step 3. Pick the Projects object and configure your import options.

  • Step 4:

    Step 4. Import the data to your Excel sheet and set up auto-refresh.

Step-by-step guide to importing Asana Projects into Excel

Step 1: Install and connect Coefficient

First, you need to get Coefficient for Excel.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click on Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient add-in from the Home tab or the Add-ins tab.
  6. In the Coefficient sidebar, click “”Import from…”” and find the Asana connector. You’ll be guided to log in and connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Projects data

Now that you’re connected, let’s get the data.

  1. In the Coefficient sidebar, with Asana selected, choose to import from an **Object**.
  2. Find and select the “”Projects”” object from the list.
  3. Choose the specific fields you want to bring into Excel.
  4. Apply any filters or sorting needed for your data.
  5. Click the “”Import”” button.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Projects data current without manual effort.

  1. After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
  2. Click the refresh options icon (usually a small clock or settings gear).
  3. Choose “”Schedule”” to set up automatic refreshes.
  4. Select how often you want the data to update (e.g., daily, hourly) and pick a time.
  5. Save your schedule. Your Projects data will now update on its own.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Sections Data from Asana into Excel

Bringing your Asana Sections data into Excel helps you analyze your project structures, track section organization, and manage your task breakdown. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Sections data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Choose the Asana connector from the Import from… options.

  • Step 3:

    Step 3. Select the Sections object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Sections into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Asana connector. You will be guided through connecting your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Sections data

Now you can pull your Sections data into Excel.

  1. In the Coefficient sidebar for Asana, select to import from an **Object**.
  2. Choose the “”Sections”” object from the list.
  3. Select the specific data fields related to your Sections that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Sections data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Sections data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Stories Data from Asana into Excel

Bringing your Asana Stories data into Excel helps you track activity updates, comments, and communication history on your tasks and projects. Manually accessing this data is not efficient and it quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you how to easily import your Stories data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Use Import from… to select the Asana connector.

  • Step 3:

    Step 3. Choose the Stories object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Stories into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Stories data

With the connection ready, you can now bring in your Stories data.

  1. In the Coefficient sidebar for Asana, choose to import from an **Object**.
  2. Find and select the “”Stories”” object from the list.
  3. Choose the specific data fields from Stories that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Stories data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Stories data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Tags Data from Asana into Excel

Bringing your Asana Tags data into Excel helps you analyze how tags are used, track common topics, and manage your tagging system. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Tags data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Choose the Asana connector from the Import from… options.

  • Step 3:

    Step 3. Select the Tags object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Tags into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Tags data

With the connection ready, you can now bring in your Tags data.

  1. In the Coefficient sidebar for Asana, choose to import from an **Object**.
  2. Find and select the “”Tags”” object from the list.
  3. Choose the specific data fields from Tags that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Tags data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Tags data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Tasks Data from Asana into Excel

Bringing your Asana Tasks data into Excel helps you track tasks, manage assignments, and get an overview of your project workloads. Manually exporting this data is inefficient and quickly becomes old.

Coefficient creates a live connection for automatic data updates.

This guide shows you the steps to easily import your Tasks data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Choose the Asana connector from the Import from… options.

  • Step 3:

    Step 3. Select the Tasks object and pick the relevant fields.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Tasks into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for “”Coefficient”” and install it from the Office Add-ins store.
  5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
  6. Click “”Import from…”” and find the Asana connector. You will be guided through connecting your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Tasks data

Now you can pull your Tasks data into Excel.

  1. In the Coefficient sidebar for Asana, select to import from an **Object**.
  2. Choose the “”Tasks”” object from the list.
  3. Select the specific data fields related to your Tasks that you need in Excel.
  4. Apply any filters or sorting if required.
  5. Click the “”Import”” button to bring the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Tasks data current without manual updates.

  1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
  2. Click the settings icon for refresh options.
  3. Select “”Schedule”” to set up automated updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
  5. Save your schedule. Your Tasks data will now update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals

How to Import Users Data from Asana into Excel

Bringing your Asana Users data into Excel helps you manage your user base, track user details, and analyze user activity. Manually exporting this data is inefficient and quickly becomes old.

Coefficient offers a live connection for automatic data updates.

This guide shows you the steps to easily import your Users data from Asana into Excel.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Excel and connect your Asana account.

  • Step 2:

    Step 2. Use Import from… to select the Asana connector.

  • Step 3:

    Step 3. Choose the Users object and select the fields you need.

  • Step 4:

    Step 4. Import the data into your sheet and set up auto-refresh.

Step-by-step guide to importing Asana Users into Excel

Step 1: Install and connect Coefficient

Get Coefficient installed in your Excel application to start.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click Get Add-ins.
  4. Search for and install “”Coefficient”” from the Office Add-ins store.
  5. Open the Coefficient sidebar, found in the Home or Add-ins tab.
  6. Click “”Import from…”” and select Asana. Follow the steps to connect your Asana account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import the Users data

With the connection ready, you can now bring in your Users data.

  1. In the Coefficient sidebar for Asana, choose to import from an **Object**.
  2. Find and select the “”Users”” object from the list.
  3. Choose the specific data fields from Users that you want in your Excel sheet.
  4. Apply any filters or sorting if needed.
  5. Click “”Import”” to pull the data into your sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

Step 3: Set up auto-refresh (Optional)

Keep your Users data current automatically.

  1. After the data is imported, find your import listed in the Coefficient sidebar next to the Refresh button.
  2. Click the refresh settings icon.
  3. Select “”Schedule”” to automate updates.
  4. Choose how often the data should refresh (e.g., hourly, daily) and set a time.
  5. Save the schedule. Your Users data will update automatically.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Asana Objects

  • Users
  • Teams
  • Projects
  • Tasks
  • Sections
  • Stories
  • Tags
  • Portfolios
  • Goals