How to achieve this? When custom status is changed to sth --> create a task copy with task name only under a given a section on a diff project

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Hi, I’d love to know how to achieve this with customr rules (or is it workflows):

When a custom status on a given is changed to something (and not empty), the task is cloned only name of task on a different additional project under a given section.

User case:
We have a project called Blog Content Factory. Each task = each article we are working on. There is a custom field on that project called Desired Action (eg: Click CTA, watch video, etc).
Then we have other project called Goal Optimization as a list, with sections named after each desired action. This project is to work on specific tactics, and not on content production.

So whenever a blog article on Content Factory is set, say, to Click CTA, it’b great if the task is cloned only the name and assignee (and nothing else, for comments and description and work is different: producing an article vs optimizing CTAs once published), and appearing under the right section in project Optimization.

I’ve tried with Custom Rules, but it allows me to add the same task on 2 different projects. I don’t want the same task with all comments, etc be on different projects. As I say above, the task should be cloned but empty, just task name and assignee being equal.

Is this possible to achieve?

Thank YOU

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Hi @Elena_Benito_Ruiz1 , instead of using the action 'Add or move to another project ', use the ‘Create task’ action. You can then ‘build’ the duplicate task by substituting the task name, assignee and due date to variables from the triggered task - look out for the + icons.

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Hi @Richard_Sather
I see I can’t add any reply anymore to the thread above. I am struggling with your solution here. I recorded this loom Brave Browser - Content Factory - Asana - 5 March 2025 | Loom
Thank YOU!

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Hi Elena, I just replied to your Loom.

For others reading:
In a nutshell, @Elena_Benito_Ruiz1 wants the newly created task to be created in another project, and not also to appear in the current project of the triggered rule. (that is what the ‘Create task’ action does by default).

I recommended that she could create a new section in her Content Factory called ‘Remove from project’ and then have another rule that when a task is added to that section, then remove task from project.

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