Rule to convert a completed task to an Approval state

English Forum Tips and Tricks
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1

Hi all,

I’m trying to see if someone has a recommendation on how I could set up a rule to do the following:

  • When a task is marked complete > Move to section > switch completion status to approval
  • or any task created is switched to an approved state rather than the default checkmark :white_check_mark:
2

Hi,

The action to turn a task into an approval task does not exist natively in Asana. I thought it was available in the API but I have a big doubt here, @Phil_Seeman any insight? Thanks!

3

Actually I just checked my own post (:man_facepalming: ) The Asana automation bible: all the triggers and actions from Asana, Zapier, Flowsana, Make.com and Flowsana from @Phil_Seeman has this action!

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4

Correct - Flowsana and the other integrations can do it!

It’s actually easy to do via the API, all you do is set the resource subtype of the task:

task.resource_subtype = "approval"

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5

Thanks, @Phil_Seeman and @Bastien_Siebman. I’ll definitely look into Flowsana some more. I may have some questions around integrating it with my company’s instance given we typically need Security and Legal reviews for bringing on new systems or integrations.

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Understood! Don’t hesitate to email “support at flowsana dot net” with any questions.

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