đź’ˇ Delegate faster with a dedicated project with a simple rule

English Forum Tips and Tricks Forum Leaders tips
1

As a result of sending my latest newsletter on Asana, I received a dozen messages (Asana tasks created from my contact form). And for every lead, I always followed the same steps: add our assistant as a collaborator so she can see the task, and assign her on a subtask to create the lead in our CRM.

After doing those steps 3 times, I was like “are you dumb or what? you need to automate this”. Here’s what I did:

  • create a project “Create the lead (automation)” and made it private
  • added a rule “when a task is added to the project, add Julie as a collaborator + create a subtask with instructions”
  • every time a new lead comes in, I multi-home the task into this private project and the rule kicks in :smiling_face_with_three_hearts:

How cool is this?

PS: if you are not part of the 30k Asana users enjoying my newsletter yet, you are missing out iDO Tools - Improve Asana with our tools and automations

3 Likes
2

Why don’t you automate that part as well?

3

Because intro calls could be taken by existing customers and in that case they need to be manually attached to their existing project.

1 Like
4

Ah, got it!