Hello! This is a request for a tip or trick, please. We track our sales pipeline at a high level in Excel where we associate revenue, priority, etc. We then track the detail of these leads (specific projects, follow-ups, conversations, meetings, etc.) in Asana. Our goal is to have the ability to open our Asana projects and/or tasks from the high level Excel workbook so the owner and others can easily dig into activity and progress being made on any given lead.
I can add the Asana project URL to Excel easy enough, however, receive the following error message when clicking on the link: “Unable to open Log in - Asana path location. Cannot download the information you requested.”
Has anyone done this or have a suggestion for how we might be able to accomplish this?
Thank you!