I was working on some template rules and noticed the “Do this” option of “Create a task and keep in sync”
Has anyone seen any resources on the purpose of this feature or how to use it? I did a quick search and cannot find specific info.
I mostly want to know when this action would be beneficial in a workflow. I did not see this option available within a project, only a template.
Hi @AbigailB, I did find the following in the Help Center.
The Create a task and keep in sync action pairs with the Salesforce record is created or updated trigger to enable automatic updates from fields in Salesforce to Asana fields through rule actions that map Salesforce variables. When Salesforce fields change, corresponding Asana tasks are automatically updated, ensuring teams always have the latest information without the need for manual updates.
When using the create task and keep in sync action, a Salesforce field will be mapped 1-to-1 with an Asana field. For example, “Account Name” can be mapped 1-to-1 to a text field like “Task Name”. However, the create task and keep in sync action will not update a concatenation of text and variables, like “Account: {Account Name}”.
so this rule action is only applicable if your org uses Salesforce?
Correct
thank you for the info!
