April’s rule to multi-home her marketing tasks to existing projects looked perfect, but Asana AI just couldn’t get it right.
For some reason it could only run effectively when the reference project was manually added to the reference Portfolio. If the project was added by automation, the rule would not recognize the project within the portfolio at all.
Original rule build
Project Aries, clear as day!
Even when the project was added into the Portfolio, with all of the correct permissions, the reasoning failed to acknowledge it within the Portfolio.
To test this one out, I recreated an Intake Project in my sandbox and built 2 rules:
Rule #1 - When a task is added to the project, convert to a new project and add to the Creative Projects Portfolio.
Rule #2 - When a task is added to the project manually, check if the task title contains the name of an existing project, then multi-home the task.
Even when I could see with my own eyes that the project was indeed in the referenced Portfolio, time and time again it would fail.
I was truly stumped.
I tested this automation for an hour straight, refining the prompt verbiage, triple checking permissions, performing small rituals (maybe if I wait 5 minutes before I run the rule, maybe if I click into the project before running the rule, maybe if I eat a croissant before running the rule…). Sometimes the check would work after a certain amount of time had passed, other times it would work if I clicked into the new project, but it never functioned consistently.
Finally, I removed the check condition. And it worked.
Updated rule builder without check condition
Guidance provided across all tests
After a healthy number of tests, this seems to have done the trick in my workspace. The jury is still out on whether this will solve April’s issues, but I will report back as this develops!
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