Tasks from specific creators to specific editors (rules)

Hi Team,

we are really enjoying Asana as a team.

It would be very helpful for us when creating tasks if we could create a rule that allows the following:

When a member of a certain team creates a task, it is automatically assigned to members of another team.

This way, the assignees do not have to be selected manually.
This would save us quite some time as we create a large numer of tasks which are created between the teams.

Best regards

@Pavlin_Stenaj,

I’d like to move your topic to Product Feedback so you and others can vote for it, but first could you

  • Search Product Feedback and make sure there isn’t already a request there (if so, just vote for it there and reply here to let me know), and
  • If not, then please clarify your request. I’m having trouble understanding (the title seems different than the body; also there can only be one assignee for a task and it’s unclear if you’re expecting that).

Thanks,

Larry

2 Likes

Hi Larry,

thank you for your reply.

I couldn’t find the request in the Product Feedback category.
There are two teams working on a project. Members of one team create tasks and assign them to members of the other team. I would like to create the following rule (custom field → “people”):

If a member of team A creates a task → Asana assigns task to 5 members of team B
If a member of team B creates a task → Asana assigns task to 5 members of team A

I only found the rule to let Asana assign tasks to previously set assignees (not depending on the creator).

Best regards
Pavlin

Note: Not a solution but marked as such to elevate a key reply

Thanks for the clarification. I’m afraid I can’t see a way to do this. Perhaps Flowsana.net (@Phil_Seeman)?

You could create a Product Feedback. For the trigger you’d need Asana rules to be able to provide a variable value for the task’s creator that you could use. For the action, do you mean “Asana randomly assigns the task to one of 5 members of team B?”

Thanks,

Larry

1 Like

Hi Larry,

yes, correct. That is what I was hoping for.
For the action, I mean the possibility to assign the task to a set of members of the group.
I’ve uploaded a screenshot of a rule which we have running for now.
rule custom field assignees

1 Like

Hi @Pavlin_Stenaj,

I’m afraid it’s still unclear on your intention (at least to me, maybe @lpb gets it!)

Asana only allows a task to be assigned to one person; a task can’t be assigned to multiple team members. In the Asana UI there is an “Assign to multiple people” option but the name is misleading as it creates a separate copy of the task for each assignee.

Are you looking for this multiple-task-copy action, or are you looking to assign the task to one person in the team, with the assignee randomly selected from the team members (as @lpb asked), or are you looking for something else entirely?

2 Likes

Hi @Phil_Seeman,
Hi @lpb,

thank you both for reaching out again.
In order to clarify which feature I was looking for, I prepared this attachment:

This is the current situation (Asana will always add the same team members to the custom field “people” which were previously set)
Rule 1

And this is what I need (Asana will add team members to the custom field “people” if the task is created by me or another specific person). This screenshot has been customized

Best regards
Pavlin

Hi @Pavlin_Stenaj .

So you basically want a ‘created by’ condition?

1 Like

Hi Richard,

yes, exactly. That would be very helpful.
Asana could then auto-assign created tasks to a people-custom-field, when a specific team member is the creator of the task.

Best regards
Pavlin

Asana doesn’t natively have a way to access “Created by” in a rule.

You could do it using our Flowsana integration, via a 2-step process: first build a rule that puts the task’s creator into a text custom field, using our {task.CreatedBy} variable:

Then build a second rule like you have illustrated above, where you can now use this custom field (which contains the task’s creator) in the conditions of your rule.

1 Like

Hi @Phil_Seeman

thank you for the hint.
Before starting Flowsana, it states that it will not have access to the respective workspace.
So I think I wouldn’t be able to integrate Flowsana to the project I’m currently working on.

@Pavlin_Stenaj,

It is possible for Asana admins to have external apps blocked. You might ask them if they can give you permission to use it. :wink:

That’s right, but will my settings be vanished after the free trial?

Definitely not!

1 Like

Alright, I will try :+1:. Thank you!

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