Recurring task - start at beginning of workflow

[Dirk_Evers]

Hi,

I have to manage repetitive workflows (tax returns) which come back every period (monthly, quarterly, etc.). I figured out how the repetitive task is working. The only annoying thing is, if I mark a task (return) as complete, it generates a new task but with all the old approvals marked too. I want the newly created task to start at the beginning of the workflow again. How can I do this?
thanks in advance

[Andrea_Mayer]

Welcome to the Asana Community Forum @Dirk_Evers!

Maybe you can create one task as a starting point. Then add a custom field with drop-down and when you select a specific option and also close the task it would trigger a new one to be created (with all the info and subtasks as required).

[roci]

@Andrea_Mayer can you provide the steps to add the custom field with dropdown and what the settings would be?

[Christine_Bolton]

@roci,

This would be dependent on your specific project. For instance, this is a tax return project & I might have 10 different tasks due each month for this project that have subtasks, maybe these tasks are grouped by GL code.

First, I would create a custom field (single select or multi-select) that has the GL code
Then create a rule. When task is complete > GL code = x > Create New Task with subtasks due in X number of days.

Hope this helps.

Christine