The coolest Asana rules 😎

[Bastien_Siebman]

@Ufuoma_Ogaga

Does anyone have a workaround rule that will send an email to a client when they have overdue tasks?

Not yet, we would need a rule that triggers when tasks are overdue. Maybe they’ll introduce this soon.

[Phil_Seeman]

@Ufuoma_Ogaga

Does anyone have a workaround rule that will send an email to a client when they have overdue tasks?

FYI this is easily done with Flowsana: “If a task is past due, send an email notification to the task’s assignee”:

You can even make it more specific, like “If a task is past due by 3 days…”, in case you want to cut them a little slack before you remind them.

[Ufuoma_Ogaga]

Can we make it like a list of tasks in one email reminder? So, 5 overdue tasks in one email reminder to the client.

Also, can it be used to inform a client about the next task to complete as part of an onboarding process?

[Phil_Seeman]

@Ufuoma_Ogaga

Can we make it like a list of tasks in one email reminder?

No, it would be one email per task.

@Ufuoma_Ogaga

can it be used to inform a client about the next task to complete

No, not currently. That’s an interesting idea; I’ll give that some thought in terms of Flowsana product enhancements.

[anon86052188]

As a former trello user, it’s really frustrating how lacking Asana rules is compared to Butler

[Bastien_Siebman]

The Asana Rules are only the tip of the iceberg. Once you start playing the automation game seriously; there are other apps like Zapier & Flowsana. I put together a list of all triggers and all actions for them!

The Asana automation bible: all the triggers and actions from Asana, Zapier, Flowsana, Make.com

Once you are convinced that automation is a game-changer, you need to get your hands dirty and start building your first scenarios. And pretty quickly, you realize that all your dreams can’t become true with a single tool. In order to cover many cases, you might need to combine Asana, Zapier & Flowsana. For any question regarding Flowsana, @Phil_Seeman is very active on the forum and can help. If you want to do the same work for other tools like Workato or Tray, please don’t hesitate! Unlike F…

[anon65280172]

Hi, is there a way where you can set a rule that every time a task is created in a project, a template task is used?

I was trying to use the forms which will create a task whenever it is answered (its great for collecting data) and pushes it as a task but I wanted to have that task have subtasks automatically because my template task has 13 subtasks I need to have in each new task.

Thoughts?

[Bastien_Siebman]

@anon65280172

is there a way where you can set a rule that every time a task is created in a project, a template task is used?

Template tasks can’t be used in Rules (yet).

@anon65280172

have that task have subtasks automatically

Flowsana will be the solution in your case.

[anon65280172]

Thanks for the tip!

[Bastien_Siebman]

Two new rules using the latest “Task almost due” and “Task overdue”!
The Gentle Whisperer
The Cleaning Lady

[anon11836725]

This is so helpful! Thanks

[Bastien_Siebman]

Thanks @anon11836725 !
I just added The Standup Robot

[Ufuoma_Ogaga]

@Bastien_Siebman I don’t see the “due date changed” triggers anymore in my business account. Is there a way to achieve the The Clock Master function?

[Phil_Seeman]

@Ufuoma_Ogaga

I don’t see the “due date changed” triggers anymore in my business account.

It’s still there - it’s in the Triggers area under Due dates > Due date set > New due date.

IMO the wording is a little confusing; “New” due date can be interpreted as meaning a due date was newly added where there wasn’t one there previously, which s not what it actually means.

[Ufuoma_Ogaga]

Thanks Phil! Agreed, the wording is confusing.

[anon11193516]

Can you share the “how to” on The Standup Robot?

[Bastien_Siebman]

Something like this

[Hossam_Gaber]

The “Clock Master” Rule is the best

Thumbs up

[M.Flouris]

Good job to you and thanks for sharing.
Extremely disappointing though, that for such trivial tasks, walkarounds, 3rd party tools and burnt brain cells are required. In other words: poor job for Asana…

[Bastien_Siebman]

@M.Flouris

Extremely disappointing though, that for such trivial tasks, walkarounds, 3rd party tools and burnt brain cells are required. In other words: poor job for Asana…

Not sure what you refer to but my list is all about using Asana by itself…