We recently upgraded to an Asana business account in order to begin using features like custom fields and custom rules.
New to these two features, I am looking for some advice on creating custom fields and then rules based on them to allow me to sort tasks into various projects or sections of projects based on their due date.
For example moving a task to a project if the due date falls within the current week (7 day period) or moving a task into a section of a project if it is overdue or remains incomplete when the due date has passed.
I am looking for help here as our business is running on EOS and I am hoping to build some of the EOS components into Asana. We tried an EOS specific software and have found ourselves missing Asana and it’s easy communication ability.
However, both transitioning from a free account to business account w/no experience using custom fields or rules and implementing some of the functionality of this other EOS centric system is proving more difficult than I thought.
Any and all help is appreciated!