I’m currently trying to create a New Hire / Onboarding board in Asana, it should also include a “Departure” section, where we want to move people 1 week before their contract end.
To achieve this, I wanted to implement a rule that automatically moves already checked off tasks that are in the “Complete” section into the “Departure” section and also unchecks them when the due date is approaching.
I’ve created the rule as follows:
When due Date is approaching 1 week before → Check if task is marked as complete and section is “Completed” → Do this: Mark task incomplete and move task to section “Departure”.
By pure logic, this should work but for some reason the tasks in the “Completed” section remain checked off and will not be moved to the “Departure” section.
Do you notice any mistake in the rule setting I made?
Hi @Tillmann_Feibig - Instead of creating the section, can we try by creating field? It will be same, we need to group the view by ‘Field’ instead of ‘Section’ and in the rules too we will be using the field and instead of sections. I have seen using fields has given more flexibility than using the sections.
Please let me know if this helps.
Unfortunately, that won’t work for us, as we need to have the tasks completed but we will think of a workaround.
However, it’s good to know that the rule doesn’t work with due dates, I’ll keep that in mind for the future.
Edit: I just created a rule that marks the tasks incomplete after they were moved to the complete section, that will work for us. Thanks again for the input!
