So close now with the “Field is changed” trigger for Date Custom Fields. Can’t be much longer, right? Fingers crossed for day-based triggers and respective actions.
Hi, the ability for rules on the custom field date is awesome. Great integration. One very important thing would be to add in the ability to trigger a rule when the date is “past due” or “x # of days before or after”.
As it stands now, the available triggers make this far less functional than it could be.
Thanks for your consideration,
Hello @mikedfarrell,
I merged your post into an existing feedback request thread. Your vote has been transferred as well.
Hey guys,
I’ve been using Asana for a few weeks now. It is the main task management tool used at my new employer.
One of the things that I really really miss is an automation that puts a task in a particular section based on how long it hasen’t been moved from the To-Do section.
Example:
I create a task every time I get a new customer assigned. That is the Start Date. If the customer books their kick off with me, I move the task to the next section (Prepare Kick Off Meeting). Now, if the customer has not successfully booked a kick off meeting for more than 30 days and the task has not been moved from the To-Do section, I’d like Asana to automatically move it to my Overdue section.
As I understand, this is currently not possibel and I have many scenarious for which this would be very helpful. Currently, I have to create workarounds with other apps to send reminders which kind of defeats the purpose of using Asana to beginn with.
Thanks and have a good one.
Franz
Hi @Franz_Gillmeyer ,
Welcome to the forum!
I’m merging your topic into an existing feedback thread about this.
Don’t forget to vote for your own feedback. You havent voted for your feedback, so no votes have been transferred. (So you can add your vote for this topic I’ve merged it into)
As a workaround for your specific situation you could change the deadline based on section movement:
- When: a task is moved to a section
- Check if: section is prepare kick-off
- Do this: Set due date to
<days from rule being triggered>
You can set up branches to cover all section movement you want to cover, and add extra conditions to check for if needed.
You can then set up a separate rule to handle tasks becoming overdue.
Note: the Task is overdue trigger only works for rules that only run on tasks!
Still no update on this Asana? Like many others, I absolutely NEED the ability to create rules on ‘this date is coming up in X days’. Understand Flowsana can do the job, but we already pay a hefty license fee as an organisation for Asana, it could really use being a native features without having to pay an extra $2.99 per user in my org to do something seemingly fairly simple.
Even if I could say ‘hey, when a date is added to the custom field, make that also the due date’ I could use the Due Date rules…but unless I’m missing something, that doesn’t seem to exist either.
Any movement here ? Agree with @Chris_Mills - Really not interested in paying for an extra service to make a rule happen. We absolutely NEED more rules for custom date fields. Especially a “When X date is approaching”
Adding my vote here! I would love to be able to use “When “X” date is approaching” rule! Thanks!
Welcome, @Ale_Velázquez,
I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button.
Thanks,
Larry
I’ve skimmed the posts, but I’m not sure if my use case applies to this feature request.
- I have a task called MyJob Profile, that instructs someone to create a job profile for a role. The task is in a section called Documentation (important because it is not the only doc in that section).
- They’ve done the task. They set a custom status field to “done”. They also set a custom date field called “last reviewed” to the date they created it.
- I want a custom rule to trigger 6 months after the last reviewed date and set the custom status field to “needs review”.
So my ask here is for the WHEN trigger in the rule to support a RELATIVE DATE for a CUSTOM FIELD . e.g. WHEN last_reviewed is older than 6 months THEN set status = review
I could really use that option as well.
In case you’re still looking for a solution, I’ve gotten around this limitation by creating a formula field to calculate number of days (also possible by months) between a custom date field to today per this post, and then writing a rule around that formula field’s results, like so:
Hi @Leigh_Flynn ! I tried using your work around however I couldn’t figure out how to check if that new custom formula field is greater than a certain number. The custom formula field wasn’t even an option to choose from when I moved to the “check if” stage of setting up the automation. Can you tell me how you got this to populate for you?
Hi @Becky_Knauer . It’s a little bit hidden away. In the options for the “Check if” stage, you want the “Number is” option. Hope this helps!
I agree, that’s not ideal and it took me a while to remember I can’t search for a field name…
@Leigh_Flynn (or @Bastien_Siebman!) because I’ve created a formula custom field (not a number custom field) to calculate the number of days between a custom date field and today, it’s still not showing up when I look for that formula custom field under the “Number is” option…it only gives 2 other number custom fields that we’ve created within the project. Am I just totally missing something?
When you click “Formatting” in your screenshot do you see this:
I think it’s a Duration not a Number type field, fwiw.
Thanks,
Larry
I just tried and indeed if the formula spits out a duration, you can’t do a condition on it
Thanks, @lpb and @Bastien_Siebman. It is spitting out a duration. Bummer that I can’t get this to work because of that
Can you try doing a “+0” or “*1” in the formula? it might convert it into a number
@Becky_Knauer Yes, @Bastien_Siebman is right, it needs a +0 to convert to a number, but in doing that, it will also change the units away from days.
You’ll need to click on the “advanced editor” toggle at the bottom of the formula field window, and input the formula like this to convert it to a number and then change the units back to days:
( ( [[your product start date field]]-[[$TODAY]] ) + 0 ) / 1440
Here’s mine: