Plan projects in Freehand with the Asana add-on

The Asana add-on for Freehand brings Asana's flexible project planning into Freehand's infinite canvas. Run more inclusive and collaborative planning sessions and manage projects across your brand, design, operations, events, and marketing teams.

You can import Asana tasks into Freehand and create Asana tasks directly from sticky notes and cards.

Set up the Asana add-on

The first time you use the Asana add-on, you have to authorize it to access your Asana account.

1. Sign in to InVision and open your freehand.
2. On the bottom toolbar, click More ••• and select Asana. The Asana modal appears.
3. Click Authorize. A new window opens.
4. Sign in to Asana.
5. Click Allow.

You'll now select your Asana workspace and project.

1. Click Workspace and choose your workspace. If your workspace contains a lot of projects, the add-on may load for several seconds before you can continue.
2. Click Project and choose your project.
3. Click Continue. All the tasks in your chosen project appear in the Asana modal.

Import Asana tasks and milestones into Freehand

Once you've set up the Asana add-on, you can import Asana tasks and milestones into your freehands.

1. On the bottom toolbar, click More ••• and select Asana. The Asana modal appears.
2. Search or scroll through the list.
3. Click the item you want to add.
4. Click Import item from Asana. The Asana task or milestone appears as cards in the freehand.

To open the item in Asana, click the Asana logo in the bottom right of the card.

Create Asana tasks from sticky notes and cards in Freehand

To create a new Asana task from sticky notes or cards in Freehand:

1. Click a sticky note or a card in your freehand. A contextual menu opens above the item.
2. Click More ••• and select Convert to Asana. The Asana modal appears.
3. Review the selected workspace and project. If you wish to change either, do so now.
4. Click Resource type and select the desired type.
5. Click Continue.
6. Complete the Assignee, Start Date, and Due Date fields, if desired.
7. Click Create Work Item.

The sticky note or card is now an Asana card. Any changes you make to the task in Asana will be reflected live on the card in Freehand.

To open the task in Asana, click the Asana logo in the bottom right of the card.

Switch to a different workspace and project

Every time you open the Asana add-on, it defaults to the workspace and project you last chose. You can switch the workspace and project at any time.

To switch to a different workspace and project:

1. In the Asana add-on modal, next to the current project name, click Change.
2. Select a new workspace and project.
3. Click Continue.