Conditional Logic in Rules

[Anna_Stunkel]

Hi! We use Asana for grants management. We have project phases that include “pending,” “awarded and pending payment,” (this gets moved when we are aware that a grant was awarded) and “awarded and paid” (this phase is assigned when the payment is received.) We have rules to initiate 2 subtasks when the grant goes to “awarded and pending payment” and 2 additional subtasks that are catalyzed when the phase moves to “awarded and paid.”

Occasionally, we become notified of a grant award and receive the money on the same day. When this happens, we have to manually move tasks from “pending” to “awarded and pending payment” to “awarded and paid” or the “awarded and pending payment” subtasks are not initiated. Is there a way to set the conditional logic in rules to ensure all four subtasks get assigned no matter if the phase is moved along all three categories or if the phase is moved from “pending” directly to “awarded and paid”?
Thanks!

[Stephen_Li]

Welcome to the forum, @Anna_Stunkel! I think the easiest way to do this would be to add a custom single-select field called “Pending subtasks added?” (or similar) with a single option (). Your rule would have 3 branches:

1. Check if phase = pending, then add pending subtasks and changes “Pending subtasks added?” to
2. Check if phase = paid AND “Pending subtasks added?” = , then add paid subtasks
3. Check if phase = paid, then add all subtasks

Basically, you’re flagging tasks that have already passed through the pending phase. If they haven’t and get added straight to paid, then you add all the subtasks. If they have, you only add the 2 paid subtasks.