We have Board meetings the 2nd Monday of each month. I have tasks - and tasks to assign - during the 2 weeks prior to each meeting and the day after each meeting. What is the best way to set this up automatically?
Create an ongoing project? If so, how do I setup that workflow?
Create a repeating monthly Parent task with subtasks? If so, are the subtasks repeating?
I need to do this with not only Board meetings but with other committee meetings as well.
I’m new(ish) to Asana and have only just now gotten into things like templates, etc.
Looks like a project template with due date rules might be the way to go. Last question:
Can I make a rule that automatically sets up the next project (based on the template) once the previous project is complete? For example: I need to get things ready for our March Board Meeting. Once that project is complete, can I automatically setup the next month’s project/tasks?
You would have to use tools such as Zapier pr Flowsana. Via Asana rules you can trigger the creation of new tasks or subtasks though.
Now once you have a project template ready it might be the fastest to just have a task created telling you to set up the new project. Creating that from the templates should take just a few seconds normally.