I’m wanting to use Asana Boards for workflows and to be able to auto-assign tasks and auto-create a task using a template potentially from zapier or an email… Manually created tasks in the board may have the option to select a template from a menu to build the task and link the template workflow and triggers.
The idea is to be able to create a task template and triggers within a project…
The template would be used to auto create the task on creation by zapier, say from a lead, or email… The triggers would be used when the sub-task in the task is completed… To assign the next tasks and due date (based on the template), reassign the assignee on the Task and to update the column to the next step in the process.
The setup of the Board would need to be the key driver of the workflow and triggers available when creating templates…
This would potentially require the locking down of the completion button on the main tasks, as the template and the sub-tasks would really be driving the progress of the task across the board.
I see this really only being used in boards.
Project and Team Members could even be assigned specific types of roles in a project which could allow for dynamic assignment using the template. i.e Instead of a template assign sub-task 1 to Jo Blogs instead it my assign to ‘CRM’ or ‘Sales’ etc
There is not much on the market which can do this and for entrepreneurs keeping all work in the one place is so helpful…