How to Automate Project creation via a task

[Embassy_Covenant]

I have a project set up that when someone submits a form it will create a task. I want the information in that form to be used to create a Project based on a project template. Is this possible?

[lpb]

Welcome, @Embassy_Covenant,

Yes, depending on the degree and nature of what you’re expecting the project to look like.

First, for each attribute that you want to use in the project that’s now a form question, create a Custom Field, of the right type (single select, multi-select, number, date, etc.) then “connect” that form question to this field (vs. not using a Custom Field as you may have it set up now.)

Then include Rules. You can specify that when a form submission arrives, use a template to create a project. You can use those field values now as Variables, for example to create tasks or use as conditions for different actions.

Finally, if you want to persist the values of any of the task’s Custom fields as Project Custom fields, also create a Portfolio, add the same Custom fields there, and when converting the task to a project, specify the project should be a member of Portfolio, and the fields will map.

You’ll want to read about all these things in help.asana.com for the details.

Thanks,

Larry

[Embassy_Covenant]

Thank you Larry,

Is there documentation for this process, or was this something you discovered on you own?

[lpb]

Each part of it is documented in help.asana.com. You may also be able to find other Forum posts here by searching, or perhaps there’s a video somewhere.

[Embassy_Covenant]

Perfect thank you!!!