The guy that set up our project templates and rule automation is leaving our staff. How can I change the owner of those rules before his account goes away?
Hi @Matthew_Drury. Welcome. Have a look at the Asana guide specifics around Rules: https://asana.com/guide/help/premium/rules#gl-rule-considerations
When you deprovision someone who has Rules, their Rule will be paused and ownership of any Rules on projects will be passed to the Project Owner. If there is no Project Owner, ownership will be passed to the Admin who deprovisioned the user.
There is also an product request where you can vote on allowing other users to edit rules: Allow other users to edit an automation rule.
Hope this helps!
And that works for Templates too?
Yes, what @Bernie_Orelup explained here also works for templates and all projects created from templates!
Is there a way to know the Rules that person was holding? cc @Julien_RENAUD
Thank you much!
There isn’t a directory for all rules owned by a specific members, but if we don’t already a #productfeedback thread on this topic, sounds like a good opportunity to create a new one!
@Marie - just wanted to make sure you are aware that when a user has two accounts and they are merged, the old account that was merged into the new one… if the old account had any rules, they become uneditable AND they do not transfer to the current project owner. I filed a support ticket, but just wanted to make your team and other users aware. Thanks, as always, for your help.