How to Set Up a Rule Workflow

How to Set Up a Rule Workflow

How to Set Up a Rule Workflow

Flowsana's IF-THEN Rules allow you to automate a wide variety of actions on your Asana information.  


How to get started with a Rule  Workflow:  

  1. If you haven’t done so already,  create a Flowsana account here .
  2. After you’ve created an account and received an email that your account is set up, go to  My Workflows  on the Flowsana website.  Click  Add another Flowsana workflow .   Select the   Rule Workflow  option, then select Add a new rule .   From the dropdown list, select the project for which you want to add a rule.  Select the Condition and Action that you want to automate; fill in the blanks presented to you as needed, depending on the selections you make.  If you want all subtasks to participate in the workflow, check the Also apply this workflow to subtasks  checkbox (otherwise, it will only work with tasks which are attached to the project, which does not include subtasks by default).   Click  Put Selected Project Under Flowsana Workflow
    1. If your template isn’t in the dropdown list, click on   Add NEW projects from Asana    and wait a few minutes until you get an email that your projects list has been refreshed.
    2. If you find that other 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, click on Refresh ALL data from Asana and 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.

  3. Wait a few minutes until you get an email that the project has been fully prepared by Flowsana.  That’s it!  Your rule-based automation will now be in effect.

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; currently there is no guarantee of the order in which multiple rules will be executed in a particular project.

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.

If you have any questions about the above or any aspect of Flowsana, please don’t hesitate to email  support@flowsana.net .  

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