Rules

To create a rule in Asana, open the project, click "Customize," select "Add Rule," and configure the trigger and action pair.

You can use rules to automate actions across different apps. The following Asana integrations work well with rules: 

• Slack

• MSFT Teams

• Gmail

• G Cal

• Dropbox

• Notion

• Confluence

• OneDrive

• HubSpot

• Jira Cloud

• Zendesk

• PagerDuty

• Box

The triggers and actions you can use in rules include triggers like task updates, date changes, or form submissions, and actions like reassigning, moving tasks, changing fields, and sending messages.

You can use rules to update custom fields. Rules can automatically update custom field values when conditions are met.

You can use multiple actions in a single rule. A single rule can perform multiple actions from one trigger.

Rule bundles are reusable sets of automations that can be applied to multiple projects for consistency.

Rules support cross-project automation. Some rule types allow triggering actions in another project, depending on structure and integrations.

There are templates or pre-built rule examples. Asana provides a library of rule templates that users can apply or customize.

You can disable or pause a rule without deleting it. You can temporarily deactivate a rule and re-enable it later.

You can see when a rule was triggered. Rule actions appear in the task activity feed so you can track automation history. They also appear in our new rule activity log at the project or portfolio level.