Greetings. I am just getting into workflow and automations and am hoping someone can help. My client currently has a project board they use for their work contracts for clients. Each client is set up as a task on the board. The board has 4 sections. Each section has 4-6 subtasks to be completed before moving to the next section. I have figured out how to automatically add the subtasks relevant to the respective section as the task is manually moved to the next section. Is there a way to have a trigger or rule applied to move the task to the next section of the project once the subtasks are completed?
If not, is it is possible if the client contract is set up as a separate project to have the next section tasks populate once the previous ones are completed?
To answer your first question, perhaps if the parent task is made dependent on all its subtasks, then you could use the rule trigger “Task is no longer blocked” and the rule action “Move to a section.”
How do you make the parent task dependent on all its subtasks when the creation of the parent task is initiated by the submission of a form? I am struggling to find this answer.
My solution works for the initial question, but won’t work for a form submission, I don’t think, because there’s no way for the subtasks to know the parent task to make dependent upon, nor a way to do the reverse. Flowsana? (cc @Phil_Seeman)
Yes, the Add subtasks rule action in our Flowsana integration (available in the Asana custom rule builder and the rule builder in our web portal) supports creating subtasks which are created to be dependent on the parent task that triggers the rule which adds them. (See the paragraph about dependencies in our help article linked above.)