Offer (for Starter/Premium and above) a new rule "Start/Due date is approaching . . ." to trigger based on the earlier of Start date or Due date

Yeah, my use case is I want. I’m hoping to use the start date as a trigger for rules. "When start date is past, CHECK IF progress field is “not started”, THEN set “status” field to “behind” AND comment “Start date for this task has past, please update.”

I already have another rule that’s "WHEN task is overdue 1 day after, THEN set “status” field to overdue AND comment “this task is overdue.”

Hi everyone, we just started to roll out the new start date is approaching trigger for rules in addition to the existing due date is approaching and date field changed trigger.

This enables powerful new rule-based workflows, for example: When a task is ready for work to begin, move it to a new section and assign it to me.

Please note, this rule doesn’t trigger when both Start date and Due date is approaching. If you need the rule to trigger for both cases, you would need to create two separate rules.

If you want additional triggers based on Date fields, you can upvote for this request: Date is approaching rule trigger for Date fields

Feel free to reach out via the Tips and Tricks category if you have any questions!

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:tada::tada::tada::tada::tada: omg! omg! omg! It’s happening! :tada::tada::tada::tada::tada:
After the looooooooooooong wait, fhis feels like birthday and Christmas at the same time.
Thank you for (finally) rolling this out , dear Asana Crew!

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@Emily_Roman – first of all… AWESOME update! Please pass along my gratitude to the team.

Question:
If we create a rule based on start date, do tasks that only have a due date also get triggered?

No, @Bryan_TeamKickstart, I can confirm. Do vote at the top of this thread for that feature, if you haven’t already.

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I’ve created the following task, but it only partially worked. All the tasks that have a due date of today were moved correctly. All Tasks with a start day of today haven’t been moved at all.

Are you asking a question or just reaffirming the request in my OP? I can comment after your reply, and if you translate your rule to English.

Thanks,

Larry

Im basically having a rule with two triggers: „start date approaching: today“ and „due date approaching:today“ and an action „move to section: today“

While both triggers are combined with a logical „OR“.

From my understand of the new feature and rules, this rule should do exactly what is requested in the original post, but it doesn’t for tasks who’s start date is approaching.

Thanks for clarifying.

Yes, I agree with you, and I have several rules set up like this for the past few weeks and my tests showed that they were working as you expected.

If you’re sure they’re not working for you, Try these troubleshooting steps, then please create a support ticket: see How to contact our Support Team.

Is “Start Date Approaching” rule live for everyone on Premium? I’m trying to set it up in the My Tasks section but it’s not showing as an option.

@Greg_Fisher,

Note: Edited by Larry 2024 09 25 because I initially gave the wrong answer; now it’s correct. Sorry!

No, Start date is approaching is available only for Business/Advanced and above plans. Also, there’s a slight catch:

In order to use it, you first have to change in the top-right Runs on task and subtasks to Runs on tasks:

Thanks,

Larry

I have a task set with a date range of 1 October - 7 October. I have a rule that moves this task to a specific section 1 week before it is due. However, I noticed that the rule identifies 7 October as the due date so the rule triggers 1 week before the end of the date range instead of 1 week before the start of the date range. I want it to trigger the rule 1 week before 1 October. Is this possible? Thanks.

@Jovi_Figueroa
Welcome to our forum!

I think you can do it if you choose “Start date is approaching” as a trigger.

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@Jovi_Figueroa,

Yes, as @Tetsuo_Kawakami indicated just above, you can use the “Start date is approaching” trigger. Note that you will have to change the default “Runs on tasks and subtasks” to “Runs on tasks.”

For a full set of instructions on adding this and other My Tasks rules, you may be interested in:

Thanks,

Larry

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Thanks, Larry!

This is very helpful to know. We are currently on Asana Premium. Is this feature available to us?

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Note: Edited by Larry 2024 09 25 because I initially gave the wrong answer; now it’s correct. Sorry!

Sorry, no; it’s only available for Asana Business/Advanced and above.

Premium is a legacy plan, and Smart Rules aren’t available there. One would need to switch to Starter plan to use them. However there is “a catch”: on Starter plan rules actions are limited to 500 per month, while on Premium there is no limit on rules actions.

@Przemek,

Your post mentions “Smart Rules” but I don’t see which post your writing in reply to.

However, maybe you were referring not to Smart Rules but to “Start date is approaching” because you made me realize that two of my recently replies in this topic were mistaken and I wrote that that feature was available in Premium when it is not. I’ve corrected each of those posts and included a note about the fact that I made edits.

Thanks,

Larry

FYI, @Przemek, the limit of monthly rule actions per month, is currently 250 (not 500).

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As a reminder, this rule trigger/condition is available in our Flowsana integration’s rules (and there is no monthly limit). :wink:

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