Visibly track when I forward / reassign a task

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As a supervisor, I review a lot of content via Asana tasks.

Rather than marking the task “complete” upon finishing my review, I often reassign the task to a staff or colleague for a next step. I want to be able to easily / visibly track how and when I do that.

Asana task flows are built to effectively track when I’ve “completed” a task, but not when I’ve reassigned it. I want to see that in my inbox or as a filter in “my tasks”. My awful current workaround is I go to the person who I know I reassigned it to in order to find the task there (I will often want to find the links I’ve attached to the task, or look at the feedback I left in a comment).

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Hi @Brandon_Olszewski, welcome to the forum!

There are a few different ways to handle this, but here’s the approach I’d take:

  1. Create a custom field (e.g., “Reassigned”) that you can toggle when a task needs to be handed off.

  2. Build a rule:
    When the task is marked complete and the custom field is set to “Reassigned,” automatically create a subtask.

  3. Configure the subtask to copy over the key details from the main task.

With this setup, you can simply update the custom field to “Reassigned,” mark the task complete, and Asana will generate the new subtask. Then you can assign that subtask to the new owner, while keeping the original task intact and still searchable/sortable in your My Tasks.

Hope that helps!

Jeremy

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I didn’t expect a response so quickly. Thank you Jeremy!

I appreciate the thoughtful workaround. I’ll give it a try. My main concerns:

  1. It is a little complicated, but not much.
  2. It is generating new items and content, and I usually want to minimize the number of items I + my team is actually tracking. (a signal / noise issue)
  3. I don’t like working with subtasks. There are limitations to them that make them less practical than regular tasks - in my experience - such as: I can’t see what project they’re assigned to in “My Tasks” (I am not giving that explanation due diligence, but it’s a reason I quit using subtasks), they’re a level down (so harder to find)…maybe that’s it.

Anyway, I do appreciate the thoughtful reply.

I will look into the “Inbox” feature and see if there’s a way to configure and leverage that for the visibility I want.