This guide will run through how you can connect a task management platform like Asana into your KPIs and OKRs in Empiraa.
You will need an Asana, Zapier and Empiraa account for this integration.
You need the following invite only link to access the beta version of Empiraa within Zapier. Follow the link to get started.
Step 1
The trigger should be Asana and the event will be completed task. This means that when a task is marked as complete in Asana, that will reflect in the progress of the relevant objective in Empiraa.
Step 2
Connect your Asana account. In the trigger dropdown you will be able to select your Asana workspace and the project that task is located in.
Step 3
Some records will be generated. Use the one automatically selected.
Step 4
Empiraa will be the second app. The event will be setting a value to a skill or task objective.
Step 5
Add your Empiraa account.
Step 6
Under action is where we specify which objective we want the data to contribute to. The objective ID can be found by opening the objective details page in Empiraa. To do this go to your myhub dashboard > click the cog next to the objective you want > view objective. On the objective details page in the URL bar there will be a number at the very end of the URL. This is your objective ID.
Step 7
The date section will be when you want the value to transfer to Empiraa. In this case when it is completed.
Step 8
In the value section you will set the number that moves to Empiraa. In this case our objective is measured as complete when we hit 100%, so the value will be 100. If you have multiple aligned actions that all contribute to that 100% umbrella objective, you would make this value smaller (eg. for an objective that has 5 aligned actions, these would be a total value of 20).
Step 9
Now it’s time to test the zap. Go to your Empiraa objective and refresh the page. If the value has increased, the integration is working properly.