Use case: When a task is completed by a developer, it needs to be reviewed by someone.
Here are some options:
a. Re-assign task to reviewer
CON: Person who did the task is now lost info. After review is complete, reviewer now must reassign the task back to the developer. This relies on each person knowing who to assign to next.
b. Add a sub-task for the reviewer
CON: This is tedious if you have to do it for every single task. Also, its not possible to filter based on custom fields from the parent task. E.g. If I want to sort all the work I have to review based on a Priority custom field in the parent task - not possible.
c. Add a plain text custom field called Reviewer where the initials of the reviewer are entered
CON: Doesn’t appear in that user’s My Tasks.
WORKAROUND: Each user should create a report for incomplete tasks with their initials in the Reviewer custom field.
d. Task copies
CON: This is tedious. I’m not sure if the tasks link back to the original, and what about all the other custom fields on the task…
I am currently trying out option C.
The solution IMHO would be to add a custom field type of a User. See Users in custom fields (Created by).
A good mental model for this is the many variations of RACI matrixes - responsible, accountable, consulted, informed.
R = Developer = Assigned to (single person following Apple’s DRI principle)
A = Product manager = The owner of the project the task is inside of (Asana lets you search by this - i.e. People > In projects owner by)
C = Another developer/tester = Sub task
I = Other developers/customer success = Task collaborators