Duplicate a rule while building project

I am creating a project from scratch and I am having rules that when tasks move to certain sections, one custom field value changes.

I would like the ability to duplicate the rule as I am b building it.

Here is an image on the rule I created as an example. It would be good to click on the 3 dots and get duplicate options and then change the value of the trigger / action with couple of clicks.

Where the 3 dots are on the top right corner, add an option ‘duplicate rule’

Thoughts?

20 Likes

Hi @Christine_Bolton

The merge into the other thread is not appropriate. I have just asked @Marie & @Nao_Kumazaki forntheir assistance to unmerge.

Thanks!

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@Paul_Grobler here is the original post

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Hi! I removed the merge, as I completed it on the wrong post. Is this not showing for you? I’m not seeing it to still be merged. Sorry!

2 Likes

I just found this post - I totally agree being able to duplicate a rule would be great! Sometimes you spend a lot of time building out a rule (creating sub tasks, assigning custom fields, etc.) and it would be great if you could duplicate the rule so that the main framework is set up, and you could make minor changes to the rule settings. I voted!

11 Likes

I am also looking for this feature. Is there any plan for it in the roadmap this year?

5 Likes

Upvoting this one! I have to build out individual rules for 5 different designers and it’s taking forever - being able to duplicate and just change the name of the designer would be amazing.

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I would also like to be able to duplicate rules.

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It would be great if we were given the option to duplicate a previously built Check-If ruleset so we don’t have to rebuild everything over and over again where one criteria is changed.

Example, I have a ruleset that helps to auto assign a Project Manager to a task (because we can’t target a custom field to auto assign them) that I need to do for 15 Project Managers. So I am literally repeating the process of creating:

Check If:
Status is > Account Review
Lead PM is set to > [List of company’s PMs]

Fourteen times. And this is one of the simpler rule sets, I have others that contain five criteria where all but one are exactly the same.

Please add a plus-sign to the bottom right of the Check-If box that duplicates it. Thanks!

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@Jonathan_Grabon - I’ve merged your post into a similar request (slightly broader than your ask, but functionally the same). Please make sure you give it a vote!

3 Likes

Please create this feature! I am spending a lot of time creating rules when all i need is to update one field.

6 Likes

I have been looking for this feature as well. I have a project where new items are added to the recent section at the top and as I change the status of one of the custom fields, I want the task to move to other sections of the project. There are 6 options for this custom field, which means I have to tediously make this rule 6 times from scratch. “Duplicate rule” would be so much faster and I would just have to change a couple of options and have all the rules set. Seems like a simple feature to add.

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Also voting for this - for example, when I have to build rules that cause things to be archived, it would be so nice to be able to duplicate the rule for the previous fiscal year, as needed.

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I often take an opposite approach and my clients generally find this easier to do, because there’s no need to recreate things each year:

Thanks,

Larry

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Guess no news on being able to duplicate rules? Taking ages to lay the foundations for automating a project with 60 very similar but slightly different rules :melting_face:

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I’m no Trello fan, but that is one feature I miss; being able to keep a library of rules and add them to different projects. Duplicating rules seems to be a much needed feature in Asana.

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Any news on that? I see it crucial for automate requests