I am the head Asana Wizard at my company, and I’m leaving. I’m trying to get everything handed off before I go, but am running into trouble with rule permissions.
In the help center, it says that I can update the rule editor, but I’m not seeing that option. Here’s a screenshot from the help center, then one from a rule I own which doesn’t have an option for Rule Editor:
I have seen elsewhere that when the rule owner is deprovisioned, the rule ownership will transfer to the current project owner, which would be acceptable. However, some of those comments say that the rule will be paused – does anyone know more about that? I would prefer for all the rules at my company to NOT be paused.
There are several similar topics in the forums, but the ones I have found are old, and I don’t see an answer to this question after the many updates from the past couple of years.
I’m sure you have much wizardry to pass along, and best wishes (and hope you’ll still be active here).
I’m afraid I don’t have any good answers for you. But I did want to share this in case you weren’t already aware of it:
I did just update it fairly recently but I’m sure it’s missing things. Perhaps it will help to uncover something else you need to do proactively. (I wish all this were easier!).
@lpb thanks for the kind words, Larry! Yes, I have used the post you linked several times when others have left the company, it’s extremely helpful!
I will open a ticket and report back if I find out anything useful.
Just to be safe, we may end up duplicating a bunch of key projects, since I assume that the rules will be owned by whoever created the duplicate.
More comprehensive options from Asana for handing over permissions on these structures all at once (rules, templates, etc) would definitely be welcome
