Global Rules would rule! Create a library for Rules

Hi @Jan-Rienk !

The rules in Premium are fairly limited. Have you tried the custom rule builder in the Business Plan? If you are looking for more options, you can try out Flowsana.net, Make.com or Unito.io. And for some creative inspiration, check out The coolest Asana rules 😎

I understand how you feel, it can become overwhelming. But there is very elegant alternative: simply add just one rule to your templates: if task added > add task to a ‘master’ project.

To elaborate, if you are on the Business Plan, you could do the following, which I have setup for numerous clients and has proven very effective for scaling and managing hundreds of projects:

  1. So say you have one project per client (generated from a ‘Client’ project template)
  2. You also create a ‘master’ project called eg. ‘All clients tasks’ (which could even be private to just you)
  3. Since your ‘master’ project will collect all new tasks from all your client projects (via multi-homing), you can setup up all the rules in just the ‘master’ project which will apply these rules to all your client projects.
    So you can use this ‘master’ project for your rules library :wink:

You can repeat the above for other ‘sets’ of projects, like marketing/social media posts, sales etc, and have a ‘master’ project for each of these ‘sets’ of projects or departments with their own set of rules that will apply to all their projects!

:bulb: for best performance results, make sure to start all your rules in your ‘master’ project(s) with the trigger: ‘task added to this project’ followed by your trigger(s) → your action(s)