If a task is in two project boards, and those project boards share status’ then is there a way to automate them? So if I’m in one board and move it over it will reflect in the other board.
Use Case: We’re. a consulting company. So we have boards for each client, and then a shared board for the whole team. We want to see tasks at the team level (and use filters) but also see tasks at the client level.
Hi @Stephen_Crane and welcome to the forum,
You have to use a global (i.e. in your organizational library) custom field and a rule in each project to accomplish this. This thread discusses it:
Hey
I am trying to set up my Asana a bit more streamlined, so having a portfolio with several projects. The problem with this is I now don’t have a central board to use during standup,
so to fix this I have made it so that when a task is added to any of the projects the standup project is added to the task as well,
The problem is when I move the task to a different section, the 2 projects that the task is in don’t both update. Is it possible to keep these in sync?
Thanks
Jonathan
You might also want to upvote this related request:
Continue to default board view columns to match list view’s sections, but also enable alternate choices, for example, that the columns could correspond to a chosen select custom field’s option values.
For example, if the project had a Priority single-select field I could choose it and the columns would be High, Medium, and Low. Or if the project had a Phase field, they could be Phase 1, Phase 2, Phase 3.
I’ve created this thread at @Marie ’s request because the thread:
was recently closed wh…
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system
26 December 2023 16:35
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