It’s probably easier to explain what I am trying to do than to describe the actions.
We are a non-profit and part of our organization is open by appointment only.
I’ve created a workflow where the client completes a form on our website. This then gets e-mailed to an Asana project and a task is created. Our staff are then notified of the newly created task.
Is there a way to automatically add the client as a guest to view and interact with that particular task? When a staff member begins working on the task, I would like for the client and staff member to be able to communicate (set up a time for the appointment for example).
I think this would be possible on projects but not tasks. I have not found a way to create a new project via e-mail, only tasks.
Anyone have thoughts on how to accomplish this without manually creating a project from the task and then adding the client as a guest to the project?