Amber’s team manages their ticketing process in Asana, but are troubleshooting some gaps. Often times, the person submitting the form isn’t the same person requesting the feature. In addition, the team is working within some pre-built bundles so the fix has to be easy to implement and non-disruptive to the broader bundle set-up.
THE ISSUE
Let’s say a member of the executive team (we’ll call them the “requester”) delegates a request to be submitted by another member of the team (we’ll call them the “submitter”). Right now, the submitter is the only one added as collaborator, meaning the requester doesn’t receive any status updates associated with the task unless manually tagged in.
OUR SOLUTION
Unfortunately, Asana doesn’t currently support People fields in their forms, so we had to design a workaround. In our request form, we included a text based question called Requester with instructions to provide the requesters email address.
We then went to our AI Studio Rule Builder and built the following rule:
When a Task is added to this project + Add Collaborators using AI
Our Instructions for AI were the following:
When a new task is submitted, review the task description for the response associated with "requester."
Add the user associated with the Requester email address as a collaborator on the project.THE RESULT
Now, when the form is submitted, both the submitter are added to the tasks as collaborators!
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