Asana
Integration
Great News! – Our Asana Integration is here!
Asana is a robust task management software equipped with essential features such as projects, workspaces, tasks, and sections to facilitate efficient project and task management for various clients and teams.
The recently introduced TigerLRM integration empowers users with the capability to designate roles and responsibilities to team members. Furthermore, you can assign tasks, establish deadlines, and create subtasks to facilitate the division of projects into manageable components.
This new feature can be activated at the Administrator Tab under Add-Ons > Asana > Activate
There are 2 ways to create a task on Asana through TigerLRM:
- Under Lead Module: You can manually create Asana task under the Lead Module: Just go to your lead and click “Create Asana Task” on your options at the top and start filling out your information,
- Using Asana template with automation rule: Go to the Administrator tab at the left of the dashboard and select ‘Asana Template’ in order to create a new template. Once your template has been created, you can also create automation rules at the Administrator Tab > Automation.
Activate your Asana integration and start using this useful feature right away!
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.