It would be incredibly useful to be able to create a project (as it allows a board view and advanced customization), and have the ability to automatically add any tasks assigned to me to that project.
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Agreed. OR, provide views that are not based on the assumption that every view is linked to exactly 1 project. Thereby one can allow viewing of tasks, milestones, subtasks etc. that are in multiple projects without forcing them to be added to a project that is created for no other purpose than to allow a few tasks from a few projects to be seen together. The current Asana approach is not scaleable and it violates CS 101 principles to require data to be modified merely to view it in views…particularly when said data already possesses all the attributes that would make it possible to differentiate it and view it through search.
Please check JIRA, they have allowed full SQL syntax querying (incl sorting, filtering, grouping etc.) of items across entire workspaces for…approximately 17 years.
This feature would be super useful, as I like to have the hotlink field show, and you can’t select it to show except in projects, which is why I created a “my to do list” project, but then I still have to manually add tasks that are assigned to me to show up in this project, which is just extra work that shouldn’t be necessary.
Yes , this would be massively helpful … imagine how quickly you could assess your own workload and plan your time if every task assigned to you went to a Master Timeline so you could view it there and move things around
Hi all! The My Tasks shows any task assigned to you and you can customise sections and view (apart from timeline) as well as add custom fields. IF you are desperate for timeline you could add a rule to your my tasks so that every time a task is added to My Tasks it adds to your personal project if you want?
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My Tasks would be perfect but it doesn’t include the Workflow automation. Add that to My Tasks and the solution would be done. Example: my work is almost always time based primarily–across multiple projects. It’s less important what project I’m working and more important what I have to get done today (I support multiple people on multiple projects). I have sections in My Tasks based on Do This Month, Do This Week, Do Today. I’d love to have a Workflow that would automatically put tasks assigned to me in the appropriate section based on Due Date. I can’t do it because My Tasks isn’t considered to be a “Project” therefore no Workflow.
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Re “Workflow”: I think you mean the Workflow tab in projects, but @Danielle-GenD’s suggestion was to add a rule which can be done in My Tasks via Customize > Rules. However, unless you’re on the Business or Enterprise Asana plan, you won’t have access to the needed rule action.
Re your My Tasks workflow, many of us don’t rely on the automation you’re asking for. It’s more manual, but it allows for you to triage “what you have to do today” as you mention because if a task that will take you multiple days to do is due in a eight days, you would want it in a Do Today section (or at least I would!). To achieve that workflow, I wrote this article which many clients have used, in case you want to have a look:
Larry
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The problem with Custom Rules is they don’t run on Tasks put in Recently Assigned…I have to manually sort them out first–which completely negates the entire purpose of needing the rule. Because I am in a support function I receive upwards of 100 plus tasks a day and was hoping to automate the basic sorting into a section based on Due date.
If a system are going to tout the first step in any automation is to do a manual step then the system has failed the usability aspect.
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I was offering one solution which I understand doesn’t work for you. Asana offers many options, the one I showed was only one.
That’s not the case (except for recurring tasks).
Thanks,
Larry
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I appreciate te help, I really do, but several of the solutions don’t appear to work or, are so confusing/convuluted they are harder to configure than they should be,
I’ll have to report Rules as having a bug because I’ve yet to get a single one to run unless it’s in any other section than Recently Assigned. There appears to be another bug as well as they don’t seem to run rules after the first one in a section. As to how and when the rules run it still seems to be a black box. I know they are supposed to run at midnight, but they don’t appear to.
Hi everyone, thanks for this thread! I’ve been looking into how to do this and I’ve found a way. if you have Asana Business, this can be done through My tasks → Customize → Rules → When: Task is added to this project → Do this: Add to an additional project → Run Rule
On the “Add to an additional project” you can select both the project and the section where you’d like to receive those tasks, which is what I was looking for!
I hope this helps!
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Welcome, @Maria_Clara_Trujillo, and thanks!
Yes, this is the solution a couple of us proposed here, but it’s very helpful to have your clear description and screenshot which our others were missing.
Thanks,
Larry
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Is there any plan to make this degree of customization available on a standard plan? I work on a team that is large enough to make the expense unattainable. I understand that greater features rightly warrant higher prices, however this specific functionality seems like something that is rather well suited to the entry level of a software focused on greater efficiency in task-management. Is implementing this in way that is accessible to Asana Premium subscribers in the roadmap?
I believe this is available to Starter plan subscribers (the current version of the legacy Premium plan).
Thanks,
Larry
Regrettably, it does not appear to be available without “Custom Rules” which seem to reside behind the paywall for “Asana Advanced”.
I completely understand that full customization of rules is the type of quality-of-life feature which would very reasonable warrant a higher tier plan. However, this seems like such a common need for someone wanting to manage their workflow that over double the cost seems, from my perspective as a consumer, perhaps excessive.
I respect your team, and adore your product, but I firmly believe that adding “When Task is Assigned to Me, Add to Project” as a Rule that can be added to the “My Tasks” section at the lower tiers would be a meaningful value-add and quite on mission for the company.
Thanks for taking the time!
Are you on the Premium Plan or the Starter Plan? Your screenshot would be consistent with my understanding if you’re on Premium; it’s not available.
But according to Asana’s AI Chat:
Yes, the “add to project” rule action is available in the Asana Starter plan. Rules, including the custom rule builder which allows you to create various rule actions, are available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers.
And according to this help article, it’s not available in Premium, as I mentioned.
But these resources sometimes don’t include every detail, and note that I’m not an Asana employee so you may want to contact Asana Sales.
If you haven’t already, click the title to scroll to the top and vote by clicking the Vote button; that’s the quickest and most effective way to express your support for a request.
Thanks,
Larry
Hi, @Gary_Arnold_Seevers .
This is not a direct answer.
In my case, I have had some trouble in the past because of the functional differences between My Tasks and projects. A prime example is the Timeline feature (see this post Add Timeline to My Task ).
I still strongly hope for this. So, I agree with the idea of ​​automatically adding a task to another project when it is assigned to me as one of the improvements. I also use the My Tasks rule to automatically add it to my own project.
As for other functions, the My Tasks feature has been improved over the past year or so (the ability to hold multiple views, note view, etc.), so I have recently used the automatic addition to other projects less.
Also, it is surprisingly troublesome to check both My Tasks and my own projects.
So, what kind of function would you like to have to automatically add tasks assigned to you to another project?
Hello,
Thank you so much for the thoughtful response! I believe @lpb may have correctly deduced that my company holds one of the few subscription tiers for which Custom Rules are not accessible in “My Tasks”, so I believe that the kind of function I would hope to have could be as simple as making that available in the “Asana Premium” tier. It seems very odd that this feature would be available in the “Starter” plan, but not the “Premium”.
That said, I agree with your sentiment that the potential for inefficiencies increases as one checks multiple areas for assignments, so I would be as happy to see “My Tasks” with a timeline view, as I would this approach.
I find that the “Timeline” view is what really sets Asana apart from other solutions for me. It really allows me to assess my workflow in an easily comprehensible manner.
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