Subtask Approval Tracking

[Anusha_Putty]

I have a task that has multiple approval subtasks and I need to be able to see the approval subtask statuses relatively quickly for the task in a dashboard or somehow in a customized field but because there are multiple approval subtasks, do I need to have a customized field for each aproval? Any ideas on how to accomplish this?

[lpb]

Welcome, @Anusha_Putty,

Yes, you could have multiple single-select custom fields that act like checkboxes–each field named for the role/person and each with a single value or similar.

Or you could have a single Approvals multi-select field with each value named for the role/person to represent in a single field.

If you can substitute the subtasks for that, then you’re set.

If not, and you need to keep the subtasks and the custom field(s) in sync, you can do that manually, with a somewhat complex set of rules in native Asana, or with Flowsana.net.

Thanks,

Larry

[Anusha_Putty]

Thank you for the Welcome! I’m not sure I follow. My approvers are not always going to be the same people and the approval statuses will either be approved or changes requested. In my particular example, This is a language specific proofreading approval, so for example one task may have multiple language approvals , let’s say - spanish proofreading approval and german proofreading approval, assigned to different individuals and they will either update the approval status to either approved or changes needed. So from what you’re saying create a custom field for spanish approval and german approval to click approved vs changes requested. It will have to be manually updated correct? I also want to be able to pull the approver from the subtask somehow. Unfortunately my organization doesn’t have flowsana or AI so trying to figure out the best way forward as the project will be used across various teams. Any thoughts on how I could optimize and automate further?

[lpb]

Hi,

Given the additional requirements, I’m afraid this goes beyond the nature of requests I help with in the Forum; I help clients interactively with workflows like this.

Perhaps someone else will be able to weigh in here.

Thanks,

Larry