CAPABILITIES
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Rule actions
Rules are available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business, and Legacy Enterprise.
Visit our pricing page for more information.
Rules allow you to streamline routine tasks and establish workflows with ease. For a rule to work, you need a trigger that activates the rule and an action that is performed automatically. This article will cover the various rule actions in more detail. For information on rule triggers, please refer to this Help Center article.
Related articles:
What is a rule action?
A rule action is an automated activity performed when a rule's trigger event occurs. Rule actions allow you to streamline routine tasks and establish workflows by automatically taking specified actions like moving tasks, creating new tasks or subtasks, updating task details, and more.
How to choose a rule action
To select a rule action:
- Navigate to Customize in the top-right corner of your project
- Click + Add rule, then Create custom rule
- Choose your desired triggers and conditions first if you prefer
- Next, click the Do this... card to view the available actions
- Click Publish rule to save and activate the new rule
Rule action examples
There are a variety of actions you can configure, for rules to perform automatically. Here are some common examples:
Move task
This action moves a task to a specified project section when the rule is triggered. For example, you could create a rule to move tasks to an "Urgent" section when their custom field status changes to "Urgent".
Change task field
This action can assign the task to a specific user when the rule runs. A common use case is automatically reassigning tasks when they move through project stages, or changing a task's due date based on an urgency custom field.
Create new
You can automatically generate tasks in the project, or even multiple subtasks on a parent task with this action. This is useful for breaking down large tasks into step-by-step processes. When setting up the rule, you pre-define the subtask title, assignee, and other details.
