Approval/Rules Issue

Hi, I am trying to set up a flow where my staff can mark a task for approval, it moves to a section called ‘Approval Requested’, then if their manager flags it for changes requested it would move back into the ‘In Progress’ section for the employee to complete. If the manager approves the task it would be marked complete and move to the completed section. The issue I am having is that when it is marked ‘Changes Requested’ it moves to the ‘In Progress’ section for a second, then it moves into the ‘Completed’ section.

You can watch the issue here My items - Awesome Screenshot

It appears that your issue is in your rule that moves “Completed” tasks to the Completed section. Asana considers an approval task that is marked at all as a “Completed” task.

What’ll you need to do is use the advanced rule builder and designate that if a Task is marked as completed, Check if Task Type is not Approval, then move it to the completed section.

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Hi @eneriynaffit , to add to @billyadams’s workaround, you may also want to add another action to your rule; to incomplete the approval task if it’s marked as ‘Changes requested’.

You could also tweak your other problematic rule (that moves completed tasks to the Completed section) to NOT be triggered by other rules (top right ... button).

Thanks @Richard_Sather, TIL that you could uncheck a box to not allow a rule to be triggered by another rule. Can’t believe I had never noticed that before. Would completely solve a problem I’ve had with a Completion Sync rule(s) that sync actual completion status with a Task Progress single-select field.

Glad to help, @billyadams! :slight_smile: