How to use your Asana Integration

A step-by-step guide on how to review your marketing documents using Red Marker in Asana

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Written by Emily Mickan
Updated over a week ago

In order to utilise the Red Marker review within Asana, please first ensure that the integration is enabled. You can learn more about enabling the review in our guide on How to Integrate Red Marker and Asana.

You'll also need to make sure your project is set up to access the Red Marker review. If you need to do this, learn How to enable Red Marker reviews on additional projects.


To use the Red Marker review in tasks:

  1. Create a new task within your project and select YES RMR


  2. Attach a document to the task using the comment field

Once the document has been attached, Asana will notify Red Marker of the document and Red Marker will download it into our platform for review using our custom risk detection.

Red Marker will send back an Annotated PDF version of the document to Asana, which will be attached to the task. Users can then review this document as part of their compliance review.


To use the Red Marker review in subtasks:

  1. Once you're within your task, create a new subtask

  2. Click 'View notes and comments' and select 'Show more fields'

  3. Select 'YES RMR' in the 'Red Marker review field' (this needs to be set in each subtask)

  4. Attach a document to the subtask using the comment field

As above, once the document has been attached, Asana will notify Red Marker of the document and Red Marker will review it using our custom risk detection. Red Marker will then send back an Annotated PDF version of the document to Asana, which will be attached to the subtask. Users can then review this document as part of their compliance review.

Visit Asana's partner page for Red Marker for more information.

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