Rule when tasks moves from one section to next in project 1, do the same in project 2

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1

Hello! I have 2 projects, each containing matching 9 sections. Project 1 is my parent project. When I add a task to P1 section 1 and check a specific checkbox, I have a rule that the task is also added to section 1 in P2. I want to be able to move the task in P1 section 1 to P1 section 2 and have a rule which moves the task to section 2 of P2. I haven’t figured out how to do that. Any guidance on this would be much appreciated!

2

If the checkbox is in the fields library, you could have a rule in P2 that checks the same condition.

3

Hello @Bilyana_Yakova, welcome to the forum!

Here is how I would do it:

  • Create a “Section” Custom Field
    Add it to the organization’s custom field library.
    Include it in both P1 and P2.
  • Set Up Rules in Both Projects
    When a task is moved to a new section, update the custom field accordingly.
    When the custom field changes, move the task to the corresponding section.
  • Bidirectional Sync
    Since the custom field applies to both projects, moving a task in either one will trigger a matching movement in the other.
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4

Thank you! This is very helpful

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5

@Bilyana_Yakova,

It can be even simpler. Must you have real Asana sections? If not, consider adding to both projects the Section single-select custom field @Jeremy_Long recommended, value that field for all existing tasks, remove your actual sections and click the Group button in the top right toolbar and change from Sections to your new Section custom field instead, then Save view to lock that in. Do those things in both projects.

Forget about those rules to keep sections and the custom field in sync; you don’t need them with this approach.

Thanks,

Larry

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