How to Set Up an Auto-Adjust DueDate-Based Workflow
How to get started with an Auto-Adjust DueDate-Based Workflow:
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 Auto-Adjust DueDate-Based Workflow. From the dropdown list, select the project that you want to put under workflow control. 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.
If your desired project 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.
Wait a few minutes until you get an email that the project has been fully
prepared by Flowsana. That’s it! You can now change task due
dates and watch Flowsana adjust its dependents/subtasks accordingly.
If you have any questions about the above or any aspect of Flowsana,
please don’t hesitate to email firstname.lastname@example.org.
How to Set Up a Dynamic Duration-Based Workflow
Following is information on how to get started with a Dynamic Duration-Based Workflow. Please see How Dynamic Duration-Based Workflows Work for details on how this type of workflow operates. There are two ways to get started. If you are building a ...
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: If you haven’t done so already, create a Flowsana account here . After ...
How Dynamic Duration-Based Workflows Work
CUSTOM FIELDS When you put a project under control of a Dynamic Duration-Based workflow, it attaches three custom fields to the project. (If any of these fields doesn't exist, Flowsana creates it.) Duration : This is a number of days, weeks, or ...
Dates of subtasks are not being adjusted by my workflow
This will occur by default if the subtask is not attached to the project that's under Flowsana control. By default, Asana doesn't assign subtasks to the project of their parent task. If you want to have subtasks which are not attached to their ...
How to Set Up Forms Support
How to Set Up Forms Support Flowsana's Forms Support provides a number of enhancements to your use of Asana's forms. How to get started with Forms Support: If you haven’t done so already, create a Flowsana account here . After you’ve created ...