Thanks for the video, great idea to use Asana for a basic CRM. Question: If you delete tasks, that create subtask or project via automation, that created task/project via automation also will be changed/deleted/canceled?
Brilliantly done and I always learn something new. Regarding rules, can a task move from one section to another based on a relative due date? For example, when a video is moved from "scheduled" to "live", I want it to, based on rule, move from live to complete using a relative due date, say, 3 days after the trigger moving it to live, then marked complete. Tried but can't seem to make this work. Thanks again for great instruction.
This has been so helpful, thank you
You're welcome 😀
Thanks for the video, great idea to use Asana for a basic CRM. Question: If you delete tasks, that create subtask or project via automation, that created task/project via automation also will be changed/deleted/canceled?
would it be possible to automate new propsect leads with zapier?
Yes, depending on where your prospects come from, you could likely use Zapier to add leads to a project in Asana.
Brilliantly done and I always learn something new. Regarding rules, can a task move from one section to another based on a relative due date? For example, when a video is moved from "scheduled" to "live", I want it to, based on rule, move from live to complete using a relative due date, say, 3 days after the trigger moving it to live, then marked complete. Tried but can't seem to make this work. Thanks again for great instruction.
Thanks Ralph. I feel this is too complex/not possible with Asana rules. But would be possible using Zapier.