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 the rules icon.
Step 3
Click add rule.
Then, click create custom rule.
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. In this example we have chosen the trigger due date is approaching.
Choose an action
Scroll down 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 setting an action, click create rule.
This rule will now be applied to your Asana project.
