Rule Workflows
Updated 3 days ago
Flowsana’s IF-THEN Rules allow you to automate a wide variety of actions on your Asana information.
Here is a step-by-step guide illustrating how to create a Rule Workflow:
If you find that elements you need for your rule, such as Columns/Sections, Tags, Users, or Custom Fields, are not showing, it’s probably because they were recently added to Asana. In this case, select the appropriate “Refresh Data” option, then wait a few minutes until you get an email that your data has been refreshed. At that point, the element you need should appear when you go to build your rule.
Note that you can have any number of Rule Workflows active for a given project. Be mindful about creating multiple rules which have interactions with each other. Note that multiple rules within a project will execute in the order they were created; this order is reflected in the order that rules are listed on your My Workflows page.
Once you have a number of rules set up for a given project, you have the ability to duplicate all of those rules over to another project. See How to Duplicate Rules for details.