Hi everyone, how’s it going?
I’m trying to figure out a situation in Asana.
We have some standard projects that we replicate for a few of our clients. In these projects, the sections are exactly the same. I would like a task to be in two identical projects at the same time, and whenever it is moved to a different section in one project, I want that section change to be replicated in the other project.
Is there a way to do this?
Yes there’s a way, and it’s called multi-homing tasks from one project to another.
Project 1 - Internal: where add task is triggered, and be multi-homed to the client facing board.
Asana rules will also be heavily used on both project, by triggering the rule from custom fields.
Edit: the use of custom field should be Identical on both boards, allowing both asana boards to run the same automations on custom field trigger. This way the changes in section happens in both asana boards.
As @Bryan_Martillan suggests, multi-homing (add a task to two or more projects) is the start of your solution, but doesn’t handle upating the section with the location. As mentioned, you can do that wih rules, but it would take some effort.
Instead, if you could use the somewhat newish feature “Custom Task Types” instead of Sections, and group each project by the Custom Task Type statuses/values, then a move in either project will automatically update the other(s), no rules required.
Thanks,
Larry
Thanks, @Bryan_Martillan !
I’ve already tried this, but the problem is that I still have to update rules in both projects.
I’m looking for a way to do this more easily.
I think that it cal solve my problem… I’ll try this, @lpb !Thanks a lot!