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 you’ve created an account and received an email that your account is set up, go to My Workflows on the Flowsana website. Click Create a new 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. Depending on whether you want all subtasks to participate in the workflow or not, make the appropriate selection from the Trigger this rule on changes to dropdown list. Click Put Selected Project Under Flowsana Workflow Control.
- 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" option at the bottom of the page, 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.
- 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. 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.