How do I assign a subtask to someone specified in a custom field at the project level

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1

I have an editorial board for weekly newsletters. At the project level, each week someone is assigned as the POC and another person is Editor-in-Chief.

POC = assignee
EIC = custom field

Within tasks, an individual task assignee will change the status to editing and a subtask is created. A similar operation happens when the same parent task is switched to “For Approval”. Is it possible to pull the POC and EIC from the project level and assign it to those subtasks within the project?

2

Welcome to the community @Occasio_Gee3! :asana: :waving_hand:

You can’t directly pull a project-level field into a subtask unless the subtask is added to the project. That said, you can use project roles for POC and EIC (recommended)
Add POC and EIC as project roles, then create rules such as:

  • When status changes to Editing, create a subtask and assign it to the EIC project role

  • When status changes to For Approval, create a subtask and assign it to the POC project role

In the same rule, include “add the new subtask to this project” so the subtask has full project context.