Rules in Templates are Not Working

Briefly describe (1-2 sentences) the Bug you’re experiencing:
I have a Project Template that has 7 rules set up so that if an option under the “Corresponding Boards” field is selected, it will add the task to another project. But, when I create a project from this template the rules are not working, but when I recreate the rule in the project itself manually it works.

Steps to reproduce: Create a project from a template and try to run the rule

Browser version: Chrome

What version of Asana are you using (Basic/Premium/Business/Enterprise)? Premium


Hi @Sarah_Connors,

(FYI you must have a Business subscription, not Premium, because Premium subscriptions don’t allow for custom rules.)

When the rule is created from the template, and you subsequently set the Corresponding Boards field on a task to “Content/Comm Calendar”, and then you go back into the rule definition page, in the upper left does it show that the rule ran at all (“Last run on…”), or does it say “Rule hasn’t run yet”?

1 Like

It says rule hasn’t run yet.

I would check to see if you have two duplicate custom fields called “Corresponding Boards”. Other than that, @Vanessa_N can probably take over here… :slight_smile:

1 Like

I double checked and we do just have the one custom field for “Corresponding Boards”.

Ultimately we set up the template with 7 rules so that when a selection (photography, content/comm calendar, etc.) is made in the Corresponding Boards field, the task will show up in the corresponding project.

Hi @Sarah_Connors ,

You could try adding the “+ Task is added to this project” trigger as a trigger and make sure at the top of the triggers it is set to ‘When ALL these triggers happen’. This usually helps fire the rules for tasks added.

If the rule in the template are not working, I would suggest generate a project form the template. Then save it as a new template and try generating a project from that new template, then delete the old template. If that still doesn’t work then rebuild the project template from scratch. Were you by any chance on Business and then downgraded to Premium?

And to just make sure, you are manually adding new tasks to the newly generated project, right? There aren’t any tasks already in the project template right? If so, those tasks should be pre-multihomed into the relevant projects (which you expect the rules to multi-home for you), otherwise your rules will never fire for those tasks.

1 Like

Can you clarify what you mean by “pre-multihome” please?

Sure @Sarah_Connors .

In the Project template editor, click into a task to open its task details pane. Under ‘Projects’, click and search the project(s) which you want that task to be multihomed to once the project is created from thos project template.

You can also do this to multiple tasks with your project template by selecting them and using the black bar that shows up along the bottom of the screen and click on the project icon to multihome them that way.

1 Like