1. Create Tasks:
2. Update Tasks:
3. Link Existing Tasks to a conversation: Skim through existing tasks in the workspace and link them to the particular conversation.
4. Configure Custom Fields:
5. View your linked task in ClickUp: When you create or link a conversation to a task, Helpwise Conversation and Contact details (email for email inbox, phone number for SMS, Whatsapp inbox) are added to the details of the task.
How to Setup Asana X Helpwise Integration
Note: To enable Asana integration, you must have an Asana account where customized Helpwise fields such as Helpwise Contact and Conversation Link can be created. Customisable fields can be created for a single workspace in a trial/free Asana account and for all workspaces in paid Asana account.
In case, you are not logged in to your Asana Account, then you first need to log in to your account and authorize the access request.