Approval process - assign the approver

English Forum Use Cases
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Sharing the process I’m trying out for handing off Approvals tasks with the new Rules integrations:

Weekly recurring task to “Draft Weekly Report” - assigned to Writer

Second weekly recurring Task - set as an Approval Task - for “Review Weekly Report” - assigned to Reviewer

  • The Approval Task is marked as dependent on the “Draft” Task

  • Completing the Draft Task will unblock the Approval Task, which will notify the Reviewer in their Asana Inbox. (I also set up a Rule triggering an automated message to the relevant project Slack channel - which my team checks more frequently than inboxes) letting the Reviewer know the draft is ready.

  • If the draft is good to go, the Reviewer can simply mark the Approval Task as “Approve”, and this will trigger notifications in Asana and Slack to alert the team the report is ready for delivery.

  • If the Reviewer has notes, they mark the task as “Request Changes”.

  • If “Request Changes” is selected Rules are setup to re-assign the Review Task to the Writer, to generate a comment in the task tagging the Writer to alert them of the needed revisions, and to trigger a back-up message to the same team Slack Channel flagging requested revisions. Then Writer can then mark the task as “Approve” once the requested revisions are made.

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