Global Rules would rule! Create a library for Rules

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104

I really need this as well! Changing rules for 30+ projects is such a time suck. Give me my master rules list to make this 1000x more efficient!

105

Just adding my vote here. We should either be able to use a Rules library on the template creation screen, or at least be able to duplicate templates. But having to rebuild the rules/logic for each template seems like a highly unnecessary, easily avoidable situation.

106

5 years passing and it has not been added. Please add.

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107

It is unbelievable that, after five years and hundreds of requests, it is still not possible to save rules for use in other projects. There isn’t even a proper API for creating rules programmatically.

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108

2 posts were merged into an existing topic: Duplicate ‘Otherwise if’ (branches) and ‘Do this’ (actions) in Custom Rules

109

Hi @Verner_Keel , welcome to the forum :wave:

Actually there is; it’s called ‘Bundles’ available on Enterprise tiers.

110

So, does that mean Asana is not interested in non-enterprise paying clients, such as teams with fewer than 50 people?

The ability to save a rule as a variable is by no means useful only for large teams. Having to recreate a new rule even for just ten projects is incredibly frustrating.

I’m starting to regret that I recently paid yearly fee upfront.

111

I’m not disagreeing with you, I’m just stating that it is available for those who want to pay for it. I also don’t work for Asana so I can’t speak on their behalf. I’m a volunteer forum leader, in case it’s not clear. :slight_smile:

112

Project templates, a feature of the lowest paid plan level (Starter/Premium) allows you to define a rule once and use it any number of projects.

Bundles are more flexible but are not required for the above.

Thanks,

Larry

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113

This assumes that one creates a perfect template with rules that satisfy their needs indefinitely. However, if the team uses this template to create 25 projects and later decides to add a new rule, the only option would be to manually apply the rule to all 25 projects.

114

Thanks for clarifying! I’ll see if I can create a workaround programmatically using their API. If I manage to do so, I’ll share the solution here. Otherwise, Asana isn’t too bad.

115

Rules are currently not supported by the API.

It’s not - the other option is upgrading to Enterprise and using Bundles which are designed for the exact scenario you described. The price difference between Advanced and Enterprise is a lot smaller than people think.

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116

Thank you for the information, Richard. The Rules API is weak, but the other API endpoints are good enough for creating custom rules that run in the background. I have to do some custom programming anyway, as the current Rules visual editor has some questionable limitations.

Are you saying that the “Enterprise” tier is actually just a fixed-price tier using an overkill name? Usually, enterprise tiers are meant for teams consisting of hundreds of people with very specific needs, which make it impossible to create fixed-price tiers.

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117

Hi @Verner_Keel , I’ll message you privately regarding the Enterprise pricing.

118

Hi, as far as I am aware templates only work for new projects. As for bundles I don’t have the enterprise plan so I could not test it, but it seems if you want to apply say 2 new rules you created in one project and to several other projects via a bundle, the rules break if you only take the rules into the bundle without the corresponding sections. But if you include the sections, they will duplicate in the existing projects and have to be manually deleted after applying the bundle. Is that a correct assessment?

In any case rules should be in a library just like custom fields as was requested in the original post by Brian. I hope that someday we can see such a feature.

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119

I think you’re correct, @Alexander_Bargstaedt, and it may be a bit clunky unless generally projects are in the same state with respect to presence or absence of bundled features.

Thanks,

Larry

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120

We do have enterprise and bundles are great unless you want to duplicate the same rule within the project in which you created it. It is tedious to recreate all these rules step by step rather than just having a duplicate option that creates the same rule (especially when there are 4 or 5 condition) in the same project.