It’s easy to add a rule to automate actions in PageProof based on an Asana trigger event. For example, when the Asana task’s due date is approaching, skip all the reviewers holding up the proof in the current step.
Here’s how to set up a rule to automate actions in your Asana project for proofs referencing tasks:
Add a rule to your Asana project
Step 1
In Asana, in your project menu bar, click customize.
Step 2
Click rules.
Step 3
Click add.
Then, select start from scratch.
Step 4
Choose a trigger
A trigger is a task’s event. For example, when a task’s due date is approaching, or the task changes in priority. There are many triggers to choose from, including any PageProof custom fields.
In this example we have chosen the trigger due date is approaching.
Choose a PageProof action
Search 'PageProof' to see the available PageProof actions:
Nudge reviewers: Reviewers who have not yet finished reviewing the proof will be nudged.
Skip current step: The mandatory reviewers and gatekeepers holding up the current workflow step will be skipped.
Approve proof: The proof will be given final approval.
Archive proof: The proof will be set to archived.
After selecting a PageProof action, name your rule and click publish rule.
This rule will now be applied to your Asana project.
Reach out to your customer success manager for further assistance with the PageProof integration with Asana.