Integrations

Move projects from other tools

Bring your projects, tasks, and team from Asana, monday.com, and other project tools into Agiled.

Moving from another project tool? Import your projects and tasks so your team can carry on in Agiled without retyping anything. The import only reads from the other tool; it never changes anything there.

Import from Asana or monday.com

  1. Open Settings › Apps and choose Asana or monday.com.
  2. Select Connect, sign in, and approve access. If your Asana account has more than one workspace, choose the one to import.
  3. Back on the app's page in Agiled, select Import now.
  4. Wait for the run to finish in Recent runs.
  5. Open Productivity › Projects and check a few projects and tasks.

You're done when your projects and their tasks appear in Agiled.

What comes across

  • Asana: projects, tasks (active and completed), and users. Archived projects are left out.
  • monday.com: every board the account can see becomes a project, and its items become tasks, with their status, priority, dates, and assignees where available. Updates and files aren't imported.
  • People: a user is matched only when a teammate in Agiled has the same email address. Tasks for anyone else come across unassigned.

Other project and CRM tools

Settings › Apps also lists tools such as ClickUp, Jira, Linear, Wrike, Teamwork.com, Avaza, and Teamleader. Connect one the same way and select Import now, or Sync now if it keeps updating. See Connect an app.

Good to know

  • Importing again updates the same projects and tasks instead of making copies. It's not a live sync, and changes in Agiled aren't sent back.
  • monday.com has no board picker. Remove the account's access to test or private boards you don't want imported before you connect.
  • Invite your team before importing so their tasks are assigned to them.
  • Disconnecting keeps everything already imported.

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