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Integrate Asana with your Neatro Action Plan

Asana and Neatro work seamlessly together. Here’s how.

Integrating Asana with your Neatro Action Plan streamlines collaboration by allowing you to export action items directly from Neatro to your Asana workspace.

This guide walks you through the steps to ensure a smooth and efficient integration — helping your team strengthen its continuous improvement practices.

Why should I export Neatro action items to Asana?

Exporting action items to Asana offers several advantages:

Increase visibility: When your Neatro action items are visible in Asana, your team is less likely to forget them.

Save time: Export action items to Asana in just a few clicks. No need to recreate them manually.

Strengthen continuous improvement: Keeping your action plan visible in your project management workflow reinforces accountability and follow-through.

How do I export Neatro action items to Asana?

Neatro allows you to export action items to Asana in two ways:

  • From your Team’s Action Plan board (Option A)

  • From a retrospective report (Option B)

Choose the option that best fits your workflow.

 

Option A: Export from your Team’s Action Plan board

  1. To get started, go to your team’s Action Plan board: https://app.neatro.io/action-items

  2. Click the action item you want to export to Asana. If you don’t have any existing action items, click the + Action Item button to create one.

  3. Click the integration logo at the bottom of the action item panel to start the Asana export process.

  4. In the integration options, select Asana.

  5. If you are not already logged in to Asana, you will be prompted to sign in. Make sure you have your credentials ready.

  6. Next, select the appropriate Asana Workspace and project for the exported action item. This ensures the item is properly structured within your Asana environment.

 

Option B: Export from a retrospective report

  1. To get started, open your retrospective report: https://app.neatro.io/retrospectives

  2. Locate the action item you want to export and click the Integrations button next to it.

  3. Select Asana from the available integrations.

  4. If you are not logged in to Asana, you will be prompted to sign in.

  5. Then choose the appropriate Asana Workspace and project for the action item. This ensures the data aligns with your project configuration.