We would like to use Asana rules when creating tasks. Our goal is that whenever a task is created (via Asana itself or Missive (our inbox management tool, Asana is integrated), it is automatically: Assigned to a specific person Set to Medium priority Set to Not Started for task progress G…

Hi @Ciara_Sabud , welcome to the forum! As of right now, there isn’t a way to create “global rules.” You were on the right track by adding the rule to your Master Project. It’s much less work to add a rule to all your projects that multihomes tasks into that project, rather than creating separate ru…

Hi Jeremy, thanks for your response! Could you share why it would be more complex for subtasks and/or recurring tasks? What issues might we face if we go that route?

Subtasks aren’t added to projects by default, so they won’t trigger rules that rely on “task is added to project.” Also, recurring tasks aren’t treated as new tasks, so they also won’t trigger rules based on that condition either.

[image] Ciara_Sabud: Assigned to a specific person Set to Medium priority Set to Not Started for task progress Given a due date of today Is there a way where we can include the subtasks for the rule?

If the subtasks are created by a rule, you can use a custom field as a trigger as outlined in this post Default Status for New Subtasks Subtasks that are manually created could potentially do the same, but the custom field would have to be manually set.

Thanks Jeremy! I have another question. I have set up this rule. [Screenshot 2025-12-05 at 1.00.48 PM] However, the rule only automates for the first condition, which checks if the task priority is empty. I want this rule to evaluate all the conditions we added. Here is the result: [Screenshot …

Funny, I’m having a similar conversation in another thread. Jeremy’s solution to set a field seems like a decent workaround, but it seems that it really only works for automatically created subtasks via rule, otherwise I manually have to set the custom field on every subtask which then just creates …

@Ciara_Sabud @Cory_Wallace Adding to @Jeremy_Long ’s input you might find some puzzle pieces here: Streamline work using Bundles (Bundles are designed to address automation at scale, note that they require an Enterprise plan) ⚡ Pre-multi-home tasks in project templates would allow adding tasks fro…

[image] Ciara_Sabud: However, the rule only automates for the first condition, which checks if the task priority is empty. I want this rule to evaluate all the conditions we added. Here is the result: [image] Ciara_Sabud: Do I need to create separate rules for each? Yes. Rule condition…

Thanks - bundles doesn’t really seem to fit the bill here and we do use multi-homing, but this doesn’t really seem to solve the issue of wanting to set a different status than the first one in the list for new subtasks created on-the-fly (without manually adding a field to each one, which is an equa…

Rules in Creating Tasks

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Cory_Wallace December 8, 2025, 2:04pm 13

Bundles seems a little overkill - I just want me and my team to easily create subtasks that default to a particular subtask. Regarding custom task types - that’s the principal issue - I made a post about it here about the same time Ciara started her post:

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Rules in Creating Tasks

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