What syncs
Time entries and budgets are Softbooq-native and do not sync to external tools. The external tool is your task management layer; Softbooq is the project-of-record for costing, billing and reporting.
Supported providers
Connect Asana
1
Open Settings → Integrations → Project Tools → Asana → Connect
2
Authorise via Asana OAuth
You are redirected to Asana’s authorisation screen. Sign in with an Asana account that has access to the workspace you want to connect.
3
Select the workspace
If you manage multiple Asana workspaces, choose the one to link. One Asana workspace maps to one Softbooq tenant.
4
Map projects
After connecting, go to the Projects module and open any project. Use Link external project to associate it with an Asana project in the connected workspace.
Connect Trello
1
Generate a Trello personal API token
Go to trello.com/app-key, copy your API key, then click Generate Token to create a personal token with read/write access.
2
Open Settings → Integrations → Project Tools → Trello → Connect
Enter your API key and personal token. Credentials are stored encrypted in the Softbooq Vault and never shown again.
3
Map boards to projects
In the Projects module, open a project and use Link Trello board to associate it with a Trello board. One board maps to one Softbooq project.
Connect Linear
1
Open Settings → Integrations → Project Tools → Linear → Connect
2
Authorise via Linear OAuth
You are redirected to Linear’s authorisation screen. Approve the requested scopes: read/write issues and projects.
3
Select the team
Choose the Linear team to sync. One Linear team maps to one Softbooq tenant connection.
4
Map projects
In the Projects module, use Link Linear project to associate a Softbooq project with a Linear project.
Connect Microsoft Planner
1
Ensure Microsoft 365 is connected under Settings → Integrations → Admin Sync
Microsoft Planner uses the same Microsoft 365 OAuth token as the directory sync. If Microsoft 365 is already connected, Planner is available without a separate OAuth flow.
2
Open Settings → Integrations → Project Tools → Microsoft Planner → Enable
3
Map plans to projects
In the Projects module, use Link Planner plan to associate a Softbooq project with a Microsoft Planner plan.
Connect Jira
1
Generate a Jira API token
Log into your Atlassian account at id.atlassian.com/manage/api-tokens and create a new API token. Copy the token value — it is shown only once.
2
Open Settings → Integrations → Project Tools → Jira → Connect
Enter your Jira workspace URL (e.g. yourcompany.atlassian.net), your Atlassian account email, and the API token. Credentials are stored encrypted.
3
Map projects
In the Projects module, use Link Jira project to associate a Softbooq project with a Jira project key (e.g. ENG, OPS).
How task sync works
When you link a Softbooq project to an external project, the initial sync imports all existing tasks. After that:- New tasks created in Softbooq are pushed to the external tool within seconds.
- New tasks created externally are pulled into Softbooq on a nightly cron. Asana and Linear also push via webhooks for near-real-time inbound sync.
- Status changes propagate in both directions. Completing a task in Softbooq marks it done externally, and vice versa.
- Assignees are matched by email address. If the external assignee’s email does not match any Softbooq team member, the task is imported as unassigned.
Sync badges
Each Softbooq task that originates from or is linked to an external tool shows a sync badge with the provider logo. The badge links directly to the record in the external tool and shows the last sync timestamp on hover.Disconnect a provider
1
Open Settings → Integrations → Project Tools → [Provider] → Disconnect
2
Confirm
The access token or API key is removed. Existing synced tasks remain in Softbooq as static records with no further sync.
3
Unlink project associations (optional)
Open each linked project and click Unlink to remove the association. This is not required — unlinked associations simply stop producing sync attempts.
Troubleshooting
A task created externally is not appearing in Softbooq
A task created externally is not appearing in Softbooq
Webhook delivery is not always instant. Open the linked project in Softbooq and click Sync now to pull changes immediately. If the task is still missing after a manual sync, verify that the task is in the exact project or board linked in Softbooq — tasks in a different project in the same workspace are not pulled.
Assignees are showing as Unassigned after sync
Assignees are showing as Unassigned after sync
The sync matches assignees by email. The assignee’s email in the external tool must exactly match their Softbooq account email. If they use different emails, update one of them to match, then run Sync now.
My Trello token stopped working
My Trello token stopped working
Trello personal tokens do not expire unless revoked manually. If the token stops working, go to trello.com → Your Account → Power-Ups and Token Permissions and check its status. If revoked, generate a new token and update it in Settings → Integrations → Project Tools → Trello.
Microsoft Planner shows Not connected
Microsoft Planner shows Not connected
Planner uses the Microsoft 365 connection from Admin Sync. If the Microsoft 365 OAuth token has expired (inactive for more than 90 days), reconnect under Settings → Integrations → Admin Sync → Microsoft 365. Planner recovers automatically once the parent connection is active.
Jira tasks sync but comments are not coming across
Jira tasks sync but comments are not coming across
Comment sync is not currently supported. Task content (title, description, status, assignee, due date) syncs bidirectionally; Jira comments stay in Jira. Softbooq is the project-of-record for cost and billing, not a comment mirror.
See also
Projects
The Softbooq project record that external tasks sync into.
Admin Sync
Microsoft Planner shares its OAuth token with the Microsoft 365 Admin Sync connection.
Confluence
Connect your Atlassian knowledge base to the IT Helpdesk module.