As an example, we have a task that was moved into the Today section by a rule because that task’s date was Today. However, when we decide to change the due date to a different date in the future, how can we get that task to them move out of the Today section and into the appropriate future section (ie. Upcoming (next 7 days) or Later (beyond 7 days))?
Following!
I’ve only discovered today that if there is no rule to move it out, it will stay there.
Would love to hear people’s ways around this!
I feel like a benefit of Asana is that things are updated rather fluidly when a plan changes. This is definitely a sticking point and doesn’t really function the way all of the other real-time features do!
Hi @Michelle_Tenuta,
This would be the rule to use:
However, many people are unaware that date-related rules trigger between midnight and 1am. So if you just changed the date, the rule will not trigger (yet) and it will look like the rule is just not working. If however, you come back tomorrow, you will notice that the rule will have triggered overnight.
Here a couple of things to keep in mind when working with date rules
Cheers,
Rosario
@Rosario_Messina, I’ve unmarked your solution because I don’t think it will address the need. @Danielle_Poulton would need a separate rule for every single number of days in the future because the one you showed would only match when the task is exactly seven days before being due, and she wants much more flexibility.
@Danielle_Poulton, I think I’d recommend multiple rules where the trigger is setting one of the options of a single-select custom field, say, with values like 3 days out, 7 days out, 14 days out, …, and each rule has two actions: 1) move to the desired section, and 2) set due date n days in the future.
Hope that helps,
Larry
Good catch Ipb
Thanks for rectifying this. For some reason, I thought the issue was -expecting the rule triggers immediately-.
Thanks, @Rosario_Messina, and all the great replies; great to see you as a Forum Leader.
Hi, I wonder if I could please jump in here as I was about to create a similar post before seeing this.
Our issue is that the sections within team members’ My Tasks page aren’t all time bound e.g. some sections are project based. When a task automatically moves into the Today section due to the rule we have in place, and we change the date, we want it to automatically move back into the section it should sit it.
Do you know if there’s any way to do this when the section is say project based as opposed to time?
Thanks in advance!
We are also in the same boat - under each team members “my tasks” section there are sections that say "Recently Assigned, Today, This Week and Later. I have attempted to add rules that add tasks to those sections based on the approaching due date but when I have applied the rules - nothing changes!
- Rule for Later : When due date is approaching 52 weeks - check if task is in recently assigned section-- move task to later
- Rule for this Week: When due date is approaching One Week Before- check if task is in recently assigned section- - move task to section - this week
- Rule for Today : When due date is approaching task due today - check if task is in recently assigned section- Move task to section today
I applied all these rules and nothing moved? Help!
Welcome, @Jacob_Shamblin,
The “when due date is approaching…” rules will fire only once daily just after midnight.
If on Thursday you have a task assigned to you and give it a due date of Friday, then at just after 12:01a Friday that Rule for Today rule will fire and should move the task to the today section.
If not, then send us a screenshot of the full rule definition you have.
Also, see detailed info on setting up such rules in my article on My Tasks:
Thanks,
Larry