Hello Asana Community,
I wanted to share how our team has been managing invoice approvals within Asana, in the absence of a dedicated rule for routing tasks to specific sections within a project.
In our workflow, we utilize tags as a workaround. Each invoice entered into our invoice approval project is automatically tagged as “Pending approval” and assigned to the responsible individual within the company.
Followed by a rule in the assigned person’s inbox:
Trigger: Task is added to my tasks
Check if: Invoice approval status is set to “Pending approval”, “Approved”, or “Rejected”
Action: Move task to section “Invoice approval”
I hope this insight helps others facing similar challenges.
Looking forward to hearing your thoughts and any alternative approaches you’ve found useful!
Best regards, Pesach