I am looking into creating/coding custom rules, as the available ones don’t offer what I need.
I am currently developing a workflow that is reflecting single creatives as a task in a larger project/campaign (as single projects for each task would clutter the interface). I want to keep track of the versions of each task/creative. When the project manager drags the task e.g. SingleVideo to the section “Waiting for Approval”, I want a subtask to be created with a custom field, he can paste a video URL into and which is marked as an approval task. On denial/change request, the toplevel-task is supposed to be auto moved back to the VideoCreation section, and the first approval subtask archived. So when the review of the video/creative is done, the manager can move the task to the “Waiting for Approval” section again, and a second approval task is created, so we still have access to the URL of the first version.
Is there any way to do this wothout coding? If not, how can I custom code rules? I could only find the API itself but nothing on how to use the API within Asana rules.
And my last question, ideally I would not create new tasks for each revision of the creative/task but keep track of several versions/iterations within one subtask, like in an array, that stores video_v01,https/vimeo.com/VIDEOURL1; video_v02;https/vimeo.com/VIDEOURL2 and so on
With a native rule you can create a subtask when a task is moved to a column, this subtask could be an approval task and could (I think) be multi-homed into a project that has a custom field just like you need.
unfortunately I am no developer. I thought there might be just some scripting, but from what I get on a first glance, I have to install a server to communicate. Are there any tutorials on that?
I am basically looking for a function like
on “drag to section” → create subtask “n” as an approvaltask
on denial/request for change of subtask “n” archive it in a custom array field (dependant of the task) “Revision Number/URL/Comments on Revision”
move task back to “video editing in progress”
iterate n and repeat until approved
Any other recommendations on how to achieve that without deep diving how to code an app and install a server?
#1 can be done through native rule, but #2 and following can’t because native rules don’t work in rules. The Asana API Documentation is the one we all use. AppComponent, the piece I shared earlier, has a dedicated documentation.
Honestly what you are describing seems really complex for a non developer. @lpb@Phil_Seeman what do you think?
You could achieve everything using Zapier & co, and custom coding some actions, but that still does require deep developer knowledge.
Thank you guys! Thanks for your advice I guess you might be right.
As I am a bit of a nerd, I think I am gonna give it a shot and try to learn some coding, but otherwise I am gonna try to find a solution involving Zapier and Co. Which one of the automation platforms would you recommend? Will Flowsana help here?
As @Bastien_Siebman and @lpb have said, this will require custom coding. Personally I really wouldn’t advise one to make one’s first project in learning coding as something involving the Asana API - not only will you need to set up a server but for your needs you’ll need to either use webhooks to be notified when the subtask gets approved/denied or else set up a loop to periodically check for that state change.
Having said that, here is my initial thought - but please note this is a quick take, not a detailed analysis:
When the project manager drags the task e.g. SingleVideo to the section “Waiting for Approval”, I want a subtask to be created with a custom field, he can paste a video URL into and which is marked as an approval task.
If you’re on Asana Business or Enterprise, you can do this with an Asana rule; if on Premium, with a Flowsana rule.
On denial/change request, the toplevel-task is supposed to be auto moved back to the VideoCreation section, and the first approval subtask archived.
This is the part that will require some custom coding.
Thank you all. I think I should start with Flowsana, as I will do almost everything of what I currently require. Any idea which integration allows me to make external forms or database content visible in some kind of widget, so I dont have to cros over to a totally different tool, but maybe access ecternal data within the comment section?
All the best