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
After you’ve created an account and received an email that your account is set up, go to
on the Flowsana website. Click
Add another Flowsana 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).
Put Selected Project Under Flowsana Workflow
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.
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.
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
If you have any questions about the above or any aspect of Flowsana, please don’t hesitate to email
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