"Assign Task" rule is not found under the Customize section

English Forum Tips and Tricks
1

Hi I have been using ASANA for almost 2 years now and recently just started familiarizing myself with rules to automate my entire work flow processes.

Can we automatically assign a sub task to a designated person when a parent task is move to a certain section?

My corporate is using Business version of ASANA and not sure if the assign task function is available as I was unable to use it under the “Customize” section.

Would really appreciate some form of help or assistance here.

Thanks.

2

Welcome, @Elizabeth_Law,

I’m afraid that’s not supported; maybe one day!

If you click the “+ Add action” box/button, then on the right side, scroll the list of actions available and you’ll see “Change assignee to…”:

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Hope that helps,

Larry

3

Hi Larry,

Thank you for your quick assistance.

There is no “Assign task” under Add action section on my side. Same goes to when I tried to search for it.

Any solutions?

Thanks.

4

HI @Elizabeth_Law you could have

Trigger: Task moved to section
Action : Add a subtask (inside that subtask action you can choose who that would be assigned to)

Screenshot 2023-08-23 at 09.21.03
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5

Hi Danielle,

Is there any way for a rule to assign someone to an already existing subtask (which is part of the form in a project) without having to create a new subtask with the default person who would be assigned to?

Otherwise, thank you for the help.

6

HI Elizabeth,

Sorry not sure I follow. When you form submission comes it it automatically adds a subtask? - In which case that would be the same rule then just earlier on in the process so it would have to be assigned at that point.

7

Hi Danielle,

OK let me try to explain.

Whenever we start a new project, it will come as a form with our own default fields and subtasks already created.

My intention is when a parent task is move to section or a trigger happens (for example when a related subtask within the parent task is mark completed), an existing subtask will be assign to my designated team member (as a rule). I am looking for ways to minimize the manual tasking of daily assignment.

Hope this clears.

Thanks.

8

Hi @Elizabeth_Law you cannot rule to assign a subtask after it has been created the assignee would have to happy upon generation.

9

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