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Automations in My tasks
In This Article
Who can use this feature?
Visit our pricing page for more information.
This article delves into how you can add automations to My tasks to save time, reduce manual effort, and increase efficiency when managing your tasks.
Automations are available for customers on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise. Due date is approaching is the only preset automation in My tasks available to Asana Personal.
The custom automation builder is available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. When adding a automation to My tasks, select Create custom automation to get started.
Related articles
Adding automations to My tasks
Adding automation to My tasks will help you save time on manual processes like triaging and automate the movement of tasks through your sections. From the gallery of preset automations, you can pick an option that already has the trigger and action set. You can then specify the parameters needed.
Choose from a selection of preset automations with common triggers such as Due date is approaching, Task is overdue, and Task marked complete.
Recreating Today, Upcoming, Later auto-promotion behavior
To recreate the behavior where tasks moved from Later to Upcoming and from Upcoming to Today, you'll need to add 2 automations to your My tasks. You'll need to add a automation to move tasks to the Upcoming section when the due date is approaching and a automation to move tasks to the Today section when the task is due today.
To add these automations:
- Click Customize
- Click Automations and select Add automation
- Click to add the Due date is approaching automation
- Choose the due date you would like the automation to move a task to a certain section on
- Choose the section you want tasks to move to on your chosen date
You can see that a automation has been deployed when the automations icon (a lightning bolt) appears beside the section that has a automation.
Note
You can add an additional automation for each section to which you would like your tasks to move. For example, you would need to create two automations if you would like your tasks to move first to an Upcoming section when the due date is 3 days away, and a second separate automation to move them to a Today section as the task's due date nears.
When you've created these automations, tasks will move from anywhere in your My tasks into these sections as the due date approaches. They'll move right from your Recently assigned section, or any other section, between midnight and 1am when these automations update your My tasks.
Join our Personal Productivity virtual training to learn more about effectively managing your tasks in Asana. Register now.
Related articles
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Custom task types and statuses
- Task actions
- Import knowledge from Google Drive into Asana Service Management
- Set up a knowledge base in Asana Service Management
- AI Meetings
- Asana AI features and admin controls
- Get started with Asana AI
