How can I create a notification or task creation for someone when a custom field in a portfolio changes

[Stephen_Li]

Hi @Thomas_Roos ,

Unfortunately, rules are not yet available at the project/portfolio level. If you use a 3PP integrator like Zapier or Make, I think this should be relatively simple to achieve. Alternatively, you could consider working with one of the Asana partners who specialize in integration; maybe try @Bryan_TeamKickstart ?

Additionally, consider voting for this request:

Rules for Portfolios or Projects

Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we have a few processes that are tied to our status changes on a project level (At Risk and Off Track trigger a Project Manager to Client communication for example). We would love to be able to apply some automation to the Project Level, and be able to manage it in Portfolio view.