Hi everyone,
Is it possible to create an automation rule that assigns a subtask based on a custom field on the parent task? Here’s a description of what I’m trying to do.
I’m going to upload a CSV to my Asana project to create tasks. Once created, each task will have a series of subtasks and approval subtasks.
Each parent task will have the same subtasks, but the assignees of those subtasks can be different depending on the parent task. These are what the subtasks look like:
The assignees of the subtasks are determined by fields on the parent task. For example, the assignee for the subtasks under the “Team 1” header in the screenshot is listed on the parent task in a field called “Team 1”.
To be clear, the custom field is NOT the same as the assignee of the parent task — I realise this can be automated quite easily.
I can’t figure out a way to use a Rule in Asana to do this. I’d also rather not create the subtasks in the CSV since they all have dependencies, and the spreadsheet would be very time consuming to set up.
If anyone has insights here, I’d really appreciate the help.
Hi,
You can’t do that, technically impossible with the native features to access the parent task custom field. One way would be to create those subtasks through a rule, and those subtasks could have the right field based on the trigger task (the parent task) custom field…
@Bastien_Siebman thanks for following up.
Ah too bad. That’s okay — I’ll make a workaround with another automation rule.
@Danny_Harrington, I too am looking for better functionality around this. I think this feature request (Add "People" custom field as variable assignee for rules) combined with @Bastien_Siebman’s tip above would make it possible for you to do what you want. Please vote on the feature. It would allow you to set roles in custom People fields and then create subtasks at certain points in your process that are assigned to the designated person in the People field. I hope the feature gets more momentum, as it would be a big leap forward in auto-delegation of work in flows. I am pleased they accomplished this with the date fields, allowing due dates to be set based on custom date fields. The ability to put people where we need them would be a much bigger win for us than dates.
@Danny_Harrington and @Elizabeth_Lumsden FYI you can accomplish this using rules in our Flowsana integration. (You can write to us if you need any guidance in setting it up.)
