Introducing manual rule triggers!

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22

I’m having the same issue where /i can create a manual trigger but have no way to execute it. Tried in app and via browser.

23

@Jennie_Chafin are you also on a Legacy tier?
Per Julio_V’s post, the issue seems related to Legacy Tiers and this has been escalated to the relevant team to look into. :slight_smile:

1 Like
24

I currently use manually set custom fields as rule triggers (as I’m sure many do). I’ll be interested to see if this feature will improve my workflow … or if it’ll just be a different way to do what I’m already doing.

26

I tried it too; the trigger doesn’t exist outside of the rule builder just as everyone else is experiencing. We are a brand-new company to Asana.

27

I feel like if it could be a button on the task or project layout or somewhere more convenient than within the “more” or right-click functionality

28

@JD_Nelson1,

  • There are currently no buttons on tasks for any actions, including those more common than this one, so I’m not sure that would be consistent with the current design, and
  • I don’t think it would be so clear to place it elsewhere in the project layout generally because it applies only to the selected task.

If/when it’s possible to manually trigger rules for multiply-selected tasks, I would expect it to appear in the footer multi-select toolbar, though.

Thanks,

Larry

29

Hi everyone,

Our team has applied a fix for this issue, and the feature should now be available on Legacy plans.

@Ludwig_V could you kindly confirm if this is resolved on your end?

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30

Thanks, @Julio_V, I can confirm both affordances are now found as expected in my Phoenix legacy env!

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31

@Julio_V can confirm it is working as intended now :grin:

Thank you for your assistance!

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32

I just wanted to offer my favorite use case for this so far: We have an event project that goes through an approval process and then the majority of the tasks beyond that point are assigned to me. I have created a manual rule to add a task to a 1:1 with my supervisor as a reminder of anything that I may need to discuss in person.

6 Likes
33

With the introduction of manual rule triggers it is even more important to have the ability to sort the rules. When using a custom “Action” field, you can show the rules in a logical sort, when you use the run a rule option you see the rules as they are in the rulebuilder.

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34

Hi @lpb ,

Manual rules also run on subtasks now :slight_smile:

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35

Thanks–I just updated the OP!

36

It’s Jannuary 2025, and I still don’t have the ability to manually trigger rules from the project view. Is this because I’m still on the free trial? I’ve put in my payment info and will be on the Advanced plan starting 2/2, is that why I can’t seem to access this feature?

37

Welcome, @Kate_H,

Yes, that’s the reason:

Thanks,

Larry

38

How can I manually run a rule I just created within My Tasks instead of waiting for it to run automatically later tonight?

39

Hi @Danielle_Tolley1 , in the first ‘When’ card, you can add an additional When and choose the first one from the list on the right ‘Run manually’.

Save your rule and then to run it manually, right click on a task and choose Run rule.

40

Hey there! Does anyone know if Guests users are able to run manual rules?

1 Like
41

Welcome, @Julieta_Arenzo2,

I just tried it and I cannot manually run a rule as a Guest that a Member is able to manually run.

I see no mention of this in the help for manual rules:

Who can view and run a manually triggered rule?

This depends on the role the user has in the project which contains the rule. Project admins and editors can view and run these rules via the manual trigger. Commenters and viewers cannot.

Thanks,

Larry

4 Likes
42

How can I run a rule I just created manually so that it applies to an entire section of tasks in “my Tasks” rather than just one task?