I’m on the Asana Advanced plan and work in a multi-brand, multi-market environment. This means I’m often managing multiple project boards across different brands. I keep adding more and more rules to automate workflows, but it’s becoming difficult to manage and keep track of them all.
How do you organize your rules so they remain clear and easy to maintain? Do you have best practices for naming, grouping, or documenting them, especially when working across several brands and markets?
Any tips or examples would be greatly appreciated.
If you have a lot of rules doing the same thing, bundles can be great, and I reccommend to take a look at this topic: Streamline work using Bundles
Also, for making the automations future proof and not dependant on individual contributors it might be good to look into service accounts
I should note these are features available to Enterprise (+) plans.
For other plans/situations it might be a solution to make a tech team, and add that team to the projects that have automations so you can ensure multiple people have access to the automations, and it is kept up to date with team membership.