My workplace is in the process of shifting across to Asana from several other platforms, and myself and a colleague are tasked with setting up our team’s project boards in a way that best suits us.
Because we often have multiple sub-tasks under one card with separate due dates that need both checking-off and calendar visibility, we require these sub-tasks to show on a selected project calendar. Lets call our board Project A, and the global calendar Project B.
I understand there is a manual way to do this, however as our team needs to set up as much automation as possible, we’ve been trying to set up a Rule which will put a sub-task with a particular pre-determined tag on another project’s calendar.
However, it seems that even though this rule works for tasks and should work for sub-tasks, the sub-tasks given the appropriate tag still do not show up on the other project’s calendar. The rule should theoretically work, it just doesn’t.
Essentially rule is: ‘When task created on Project A is given ‘X’ tag, add to Project B’
This works on tasks.
On the subtask, I click ‘show inherited fields’ and select the appropriate tag’:
However, it doesn’t show up on the calendar.
Is there another way I can set up this Rule to accomodate sub-tasks? We also have Flowsana, if that has a way around the sub-tasks not showing.
We have also tried setting up a template with sub-tasks already pre=assigned to Project B, however the template menu does not allow us to do this.
Cheers, and thanks for the help.
create a real task with subtasks (being multi-homed) and then turn the task into a template from the 3-dot menu → I am quite sure multi-homing on subtasks will be kept.
Thanks so much!