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Productivity

Remizen + Asana Integration

Bring project context to reviews of travel, supplies, and other delivery costs.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Asana

Asana is used for project planning and work tracking. Relate project work to the expenses teams incur to deliver it. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Asana

For organizations that use Asana, a potential workflow could focus on attributing eligible spend to the teams and projects that incurred it. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Asana use case with the people who review spending: Consider project context during expense review.
  • Plan how to organize costs related to a workstream using the relevant project identifiers, task ownership, budgets, and reporting access, and decide who would own each handoff.
  • Before implementation, validate the proposed process to compare project budgets with submitted expenses against your approval policies.

Workflows

  • Consider project context during expense review
  • Organize costs related to a workstream
  • Compare project budgets with submitted expenses

Data and workflow considerations

  • Review project identifiers, task ownership, budgets, and reporting access before defining a Asana workflow.
  • Determine whether Asana data needed for attributing eligible spend to the teams and projects that incurred it may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.