The coolest Asana rules šŸ˜Ž

I’m hoping to create a new rule which will add an assignee based on Project Roles.

I’ve created a custom field of ā€œTask Ownerā€ Example some tasks are always assigned to the team assistant, some to the product developer and the designer. Each team and each product will have a different assistant. So I’d like to create a rule that when I assign project roles in the Project overview it automatically assigns each task to my team for said project.

Tips?

1 Like

Roles in Project Overview are not available in Rules, so really no solution there…

would you mind showing me how to create this rule?

Thanks!

@Bastien_Siebman: I’m curious if we can create a rule in which the project status changes (say ā€œcontractedā€), create a new project in a certain team.

Thanks!

Hi,

Rules in Asana at the moment only apply to tasks, not projects. You would have to use 3rd party automation tools like make.com or Zapier.

Thanks for explaining this rule, but is there any how to ? Thanks a lot :blush:

How to use Zapier you mean?

oh yeah, sorry, I meant that there are no screenshots on how to set up the The Standup Robot :slightly_smiling_face:

Here you go, the standup robot.
CleanShot 2022-12-09 at 08.39.11

Where can I find the Out of Office rule? @fitz2 Thanks in advance

@Dieter_Ceulemans1 this is a rule you have to create yourself in your My Tasks.

1 Like

Hi @Dieter_Ceulemans1,

It’s not any type of pre-built rule; it’s a custom rule you would create using the Asana rule builder (Business or Enterprise subscription required) like this:

image

4 Likes

This is a great resource that I saw on the Asana LinkedIn page today. Can you walk me through the reasoning behind assigning a task to ā€œThe Invisible Manā€ in The Cry for Help?

1 Like

The idea is to cover the use case of someone needing help but not knowing who to ask: their manager? their senior colleague? an assistant?

The rule does 2 things: multi-homes the task in a project, which you potentially don’t see, so senior members can have a backlog of tickets to help with. And assigning to a guest/fun account is just a way to show that this is being looked at, until an actual assignee is picked.

Does it make sense?

1 Like

Such a helpful post, thank you!

When I tried to implement :star: The Date Equalizer :star: I don’t see the option, ā€œChoose a number of days in the future.ā€ I recall it in the past, but now my only options are in the screen shot below. Can someone tell me what I’m doing wrong?

Hi @Drew_Chin,

Select Trigger date, then at the bottom of that window you can select Relative date for the option to select the number of days in the future.

Thx @jeremy_Long I see the Select Trigger date and Relative date however, I can’t select 0 as a shift time.

I’m understanding this rule to basically move a due date to the same date as when I marked it completed. Am I understanding the rule correctly?

Nevermind I figured it out. Thanks @jeremy_long; I see i just needed to Set due date to the date this rule is triggered

1 Like

@Drew_Chin sorry for the confusion, you are correct. I must have been thinking of the way the old rule builder was set up.

New user here, will have to learn a bit more to better understand when I would use some of these. A good post, though.

Why not simply name The Cleaning Lady / The Cleaning Dude to ā€œThe Cleanerā€. Way more fun reference, anyway.

Thanks!

1 Like