How to Create a Rule in Asana

Quick summary

Asana Rules let you automate repetitive task actions by defining a trigger, optional conditions, and an action that runs automatically. Setting up a rule in Asana takes under two minutes and eliminates the need for manual status updates or task assignments.

Steps

1. Navigate to the Projects menu to open your target project.
2. Click Customize to access project customization options.
3. In the Add section, select Rules to open the rule builder.
4. Add a trigger that sets the rule in motion.
5. Click Add condition to define the conditions for your rule.
6. Select an option for your condition to refine when the rule fires.
7. Choose a column or section to specify the condition scope.
8. Define the action you want Asana to perform when the trigger and conditions are met.
9. Choose a section as the destination for the automated action.
10. Review all rule settings, then click Publish rule to save and activate it.