Auto share project created from a task

[Dave_Pfeiffer]

Ability to set up a rule to auto share a project with a team. I currently have task that was created by a form auto turn into a project with a custom template and assigned to a porfolio. It would be good to have the ability to auto share with the team so the portfolio dashboard we create is consistent for all the people from the team that view the portfolio dashboard.

Currently I am doing the following manual steps on each project coming in.

InvitingTeamstoanAsanaProject_PDF_2024-09-12214715.336388.pdf (1.2 MB)

[Richard_Sather]

Hi @Dave_Pfeiffer , your manual steps will soon be over with the introduction of Rules, coming soon to Portfolios! These will include add/removing members as actions, similar to project rules where you can add/remove collaborators!

You can follow this thread, here:

Rules for Portfolios or Projects

Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we have a few processes that are tied to our status changes on a project level (At Risk and Off Track trigger a Project Manager to Client communication for example). We would love to be able to apply some automation to the Project Level, and be able to manage it in Portfolio view.

[Dave_Pfeiffer]

Fantastic! Thank you.