Asana Integrations


Comment-to-Task conversion automated in seconds.


Background

I lead the design for Velt's Asana Integration — an SDK (software development kit) that enables teams to collaborate via comments, video, and audio on any live product. Asana Integrations enables project managers to turn Velt comments into Asana tasks automatically, cutting down on manual work.


My role

Product Designer

Team

Hensen Huynh, Jonathan Lin

Product Type

B2B, Desktop


Problem

An average project has fifty comments, many of which need to be turned into tasks using project management tools. Currently, project managers spend ten hours a week manually transferring Velt comments into tasks. We saw this as an opportunity to reduce time spent on tedious, busy work.



Research

Survey data revealed that most of our customers were using Asana. I followed up by conducting interviews to dive deeper into their workflows and pain points.



Time consuming.


Project managers spend ten hours weekly manually converting Velt comments into Asana tasks, wasting valuable time.



Human error.


Many comments are often left unconverted into Asana tasks, due to human error, making it difficult to assess what has been completed.


Solution trade-offs
with XFN partners

"How might we make converting Velt comments into Asana tasks quicker and easier for project managers?"


As a team, we evaluated several options, including Asana integrations and an in-house project management system. We ultimately decided to prioritize Asana integrations. Within this focus, we needed to develop a method for project managers to control which comments were transferred to Asana. To tailor the experience for different audiences, I began by mapping out the information architecture of the admin integrations authorization page, highlighting four key categories: what the integration involves, authorization, connecting to a workspace, and project details.



Integration Information Architecture


Testing early iterations
of the Asana integration
flow

Admins tried linking projects, before authorizing the integration.


Once I developed high-fidelity prototypes, I proceeded to validate them with admins and project managers. One of our usability testing goals was to assess task completion. We discovered that while admins were eventually able to complete the flow, they tried connecting their project to an Asana project before authorizing the integration.



Final solutions

Impact

1 month post launch



Through an iterative design approach, we were able to cut down average time spent on manual data entry by 70%.


Next project


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