Can I create a Salesforce report of Opportunities with Asana Tasks (or without Asana Tasks)?
I have the integration working, and since the Tasks are linked to the opportunity, I was hoping this was possible.
Can I create a Salesforce report of Opportunities with Asana Tasks (or without Asana Tasks)?
I have the integration working, and since the Tasks are linked to the opportunity, I was hoping this was possible.
Very interested in this as well. Just learning now how things work with the integration, and determining what we can report / analyze from tasks showing in accounts or opportunities
Same here - this would be a very helpful feature
Commenting in hopes that this gets some attention. We’re also hoping to find a way to make these kinds of reports in SFDC.
Hey all, I’m not sure what integration platform you’re utilizing, but if you’re using one that allows you to set a property’s default value when it’s linked to an Asana task, you should be able to filter your reports based on the value’s presence.
Does that make sense?