在進入下一階段之前請求對工作的回饋是一個常見的工作流程。例如,您可能需要法務團隊在發布前審查行銷文案。本文概述如何使用規則設定簡單的自動化,以便在需要時自動請求審查任務。 新增自訂欄位
首先,請在專案中新增自訂欄位,以表明哪些任務需要審查。在此範例中,我們將使用名為「需要審查」的自訂欄位,並提供「是」和「否」選項。

現在自訂欄位已新增至專案,只需點擊幾下,即可指出哪些任務需要審查,哪些不需要。這也意味著我們可以使用自訂欄位值作為規則的觸發因素。
接下來,我們將設定一個規則,重新指派任務、新增要求審查的評論,並設定截止日期。當「需要審查」欄位值設定為「是」時,所有這些都會自動執行。

請參閱以下範例。Alan 只需變更「需要審查」欄位值,Asana 就會自動選擇指派對象、截止日期並新增評論。

新增其他規則,在審閱完成後將任務移動至下一階段,以繼續建立此自動化。這種簡單的自動化可在需要審閱者輸入時自動通知審閱者,而無需手動介入,從而簡化審閱流程。請提供一種標準化的方式,以便在整個組織中請求審查。
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