Click ACME's first project
This action opens the detailed view of the project titled 'ACME's first project', allowing you to manage tasks and track progress associated with it.
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Shared guide
How to automate status changes
Step-by-step guide covering: Click ACME's first project; Click the Customize option; Click the Rules section; Click the Add button.
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Step-by-step Guide15 steps
Click the Customize option
Clicking 'Customize' allows you to adjust your project settings and views in Asana. This includes modifying task display options and organizing your project layout.
Loading screenshot…100%Click the Rules section
This will open the Rules settings where you can manage project automation and conditional actions.
Loading screenshot…100%Click the Add button
Clicking the 'Add' button will allow you to create a new task in your project. This will open a form where you can enter the details of your task.
Loading screenshot…100%Click the Start from scratch button
By clicking this button, you will initiate a new automation rule from a blank template, allowing you to customize the setup based on your specific needs.
Loading screenshot…100%Click the Close button
This action will close the AI chat interface, allowing you to return to your project setup without any interruptions.
Loading screenshot…100%Click the 'When...' label
Clicking the 'When...' label allows you to specify the triggering conditions for your automation rule within the project. This is the first step in defining when the rule should activate.
Loading screenshot…100%Click the 'Due date is approaching' option
Select this trigger to set up notifications when a task's due date is nearing. This allows you to create rules that activate reminders or actions based on upcoming deadlines.
Loading screenshot…100%Click the 'Due today' option
Selecting the 'Due today' option specifies the criteria for the rule, ensuring that the tasks marked for today will be included in the workflow.
Loading screenshot…100%Click the 1 day before option
Selecting '1 day before' sets the trigger for notifications regarding tasks due one day in advance, helping you manage your deadlines effectively.
Loading screenshot…100%Click the Do this… label
This action allows you to specify the subsequent steps or actions that should be triggered as part of the rule you are creating.
Loading screenshot…100%Click the Change Status to… option
Selecting this option allows you to modify the current status of the task, enabling better tracking and management within your project.
Loading screenshot…100%Click the Set Status to dropdown
This action opens a list of available status options you can assign to the rule.
Loading screenshot…100%Click the At Risk status option
Selecting the 'At Risk' status will categorize your project accordingly, allowing you to track its progress more effectively.
Loading screenshot…100%Click the Publish rule button
This action saves and activates the rule you have configured, making it operational within your project. Ensure all required settings are finalized before publishing.
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