@Richard_Sather This post has been helpful for me to check in on where this stands in functionality to help our team decide if we’re ready to migrate some processes to new task types. I think we’ll end up waiting longer because of the loss of insight you’ve highlighted in portfolio dashboards and universal reports. I have a couple questions for you (or anyone who has the answers):
- Recurring tasks: you highlighted the pro of new occurrences starting back at the first custom status. Have you found that this can be used to trigger any rules? We currently have a manual “reset recurring task” rule that is used to work around the irritating behavior of recurring tasks not triggering rules. Just curious if any new trigger presents itself with recurring custom task types.
- For Advanced Search you simply put “Not yet, hopefully coming soon.” Is it specifically the task type that can’t be selected (include/exclude), the set of custom statuses, or can you not even surface the item when searching by name and other existing options in advanced search?
- Tasks imported by email will not be set to the default task type in a project; “you need to select all and convert them post creation.” Will these trigger “task is added to a project” rules that could be used to update other fields and convert to desired task type?
Thanks again for such a thorough resource. I am slating time soon to review how SLA timer fields work in a “smart workflow” template Asana pointed to in May, 2025 (“Request Tracking”). We aren’t using AI (mostly because it wasn’t available to those with HIPAA compliance until recently), but see that we can still access and try out that smart workflow to see the functionality of the timer fields embedded in it. I’m keeping an open mind that those could potentially provide us with a workaround to overcome the dashboard limitations you mentioned (time in status).