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