How do I make a rules to control the request forms

Before I get to discussing your requests, one note: you said

I’m not 100% sure of your meaning here but I think you mean “if it’s included in the cost of our Asana subscription plan”. Flowsana is independent of Asana and as such is a separate-cost subscription, so that might rule (no pun intended) it out for you; but I’ll mention it anyway below since it’s potentially part of solutions to your requests.


OK, so I think you have two requests:

  1. Have form submissions get filed into the Priority section.
  2. Assign a person to the incoming form-based task.

In terms of 1. Have form submissions go into the Priority section.

What you need to accomplish that is a rule with a rule action that says “put this task into the Priority column/section”.

(Asana’s term for what you called a “lane” is a “column/section”.)

The question then is, what can you create as a rule trigger that would execute that rule action?

This means that the easiest trigger would be “When a new task is created in the project”.

Unfortunately, that trigger is not available at the Asana Premium subscription level that you’re at, only at the Asana Business subscription level. So your two options for getting availability of such a trigger are (a) upgrading to Asana Business or (b) subscribing to Flowsana, whose rules are available to all Asana subscription levels, and which also has such a trigger. With either Asana Business or Flowsana, you could create a rule of “when a new task is added to the project, move it to the Priority column/section” - request met!

Now, there is a way you could accomplish it via the Asana Premium subscription level, but it’s a bit more complicated than the above. Asana Premium doesn’t let you create custom rules, but it does have a limited set of pre-built rules. One of those is “When a custom field value changes to [certain value], move the task to a column/section”.

You could use this rule in conjunction with the Priority field you mentioned, assuming you include that field a a question on your form, which you indicated that you had done (while that Priority field was created by Asana for you, it’s a custom field just like any other drop-down-list custom field).

The only thing that makes this approach a bit messier is that you’ll need the create a rule for every value of the custom field - in the case of the built-in Priority field, that would be 4 rules. In other words, you’d need to add these 4 rules:

  • When the value of the Priority field changes to High, move the task to the Priority column/section.
  • When the value of the Priority field changes to Medium, move the task to the Priority column/section.
  • When the value of the Priority field changes to Low, move the task to the Priority column/section.
  • When the value of the Priority field changes to ----, move the task to the Priority column/section.

So no matter what value the form submitter chooses for the Priority field, it won’t matter - in each case, a rule will fire that will put the form’s task into your desired column/section. Request met!

This approach is a bit messier in that you need 4 rules instead of just the 1 rule you’d need with “when a new task is added to the project, move it to the Priority column/section”. But the big difference is you could use the 4-rule approach with your current Asana Premium subscription level.


OK, in terms of your other request: 2. Assign a person to the incoming form-based task.

The answer here depends on whether you’re wanting to always assign the task to the same user, or you want the assignee to be selected from a field on the form.

Unfortunately in either case, it can’t be accomplished at your current Premium subscription level.

If you want to always assign the task to the same user, that capability is available in both Asana’s Business subscription level and in Flowsana (as part of its Forms Support feature).

If you want the assignee to come from a value in a form field (i.e. question), that capability isn’t available at all in native Asana, but is available in Flowsana as part of its Forms Support feature. (You can read more about Flowsana’s Forms Support here.)


You did also ask

Yes, email notifications to the assignee of a task are available in Asana, dependent on how that user has configured their notifications. You can read more about that here.

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