Asana Task Approval

Описание: Today I’m going to show you how to create an approval section for your project in Asana. Then I will show you how to create a rule that assigns someone else that task when it’s moved into the Approval section. And create a rule to communicate when the approver approves the task. The view I will use in this video is the Board view. Let’s get started!

Open Asana and find your project. Click on the Board tab at the top if you don’t already see the Board view.

To add a section, click Add section and name it Approval.

You can click and drag it to where you want. The most logical place is next to the WIP column.

Now let’s create the first rule!

Click the Customize Button at the top right

Click rules

Click add rule

Select Task moved to a section → Assign task

Click Task moved to a section and select Approval.

Click Assign task and choose an assignee.

Click create rule

You will see the lightning bolt next to the Approval column to indicate a rule is set up for that section.

Let’s create the second rule!

Click the Customize Button at the top right

Click rules

Click add rule

Select Task marked complete → Send channel message

For this example, I am using Slack. You can choose what’s best for your company. You also may have to connect Slack with Asana. Follow the prompts to do so.

Click on Send channel message.

Select a Channel.

Write a message, something like, This looks great and it is approved! I have completed the task. Thanks! Alana

Click Create rule.

Let’s test it out!
As you can see, there are a lot of tasks in the WIP column. Let’s say the Write out requirements task is ready for approval. Notice who is assigned the task.
Click and drag the task to the Approval column.

You will see the assignee has changed.

The new assignee will be notified via their Asana inbox that they have a task assigned to them. If they have the email notifications turned on, they will also get notified via email. The newly assigned task will also appear in their My Tasks tab.

Once the new assignee has completed the review, they can simply complete the task by clicking the Mark task complete button.

Once they click the Mark task complete button, you will receive a message in the Slack channel that was selected in the rule.

You can see the notification on Slack desktop.

Click on Slack and you will see the notification highlighted in the channel.

Click on the channel to see the note.

From here, you can go to the task in Asana if you need to write notes or do any other follow up.

This concludes the Task Approval process video. Thanks for watching!

Circlegoddess Designs specializes in Marketing Operations and Graphic Design. Want to learn more? Visit www.circlegoddess.com.

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