What this article covers:
- How to include milestones in your workflows
- How to exclude milestones from your workflows
We've launched an evolution of our product, so some of the terminology and guidance in this article might be a bit out of date, and we're working hard to update it. You can learn more about our new workflow offering here, brush up on the new terminology here, and find out how to build your first workflow here.
How to include milestones in your workflows
We’ve created a new rule that differentiates between tasks and milestones: task type. This means that milestones will be synced automatically when you create a new flow. The only thing you might want to do is check that your milestones are properly mapped. You can do this by customizing your flow.
Why the extra step? If you’re syncing two Asana projects, milestones will be synced with each other across projects automatically.
But if you’re syncing Asana with Jira, for example, you might need to tinker with your mapping. Maybe you’ll want to sync milestones with epics, while tasks might get synced with issues, stories, tasks, or bugs.
How to exclude milestones from a workflow
Say you don’t want to sync your milestones. Not a problem! By adding a rule, you can exclude milestones from your flow. This can be done when creating a new flow and editing an existing flow. From the “Rules” screen, click the "Filter tasks” option. Then, you’ll get a dropdown menu. Under the heading “Task Types” you’ll find a “Only sync tasks of these types” option. Click on it.
The “Only sync tasks of these types” box will appear. Click on it, then click on “Task.” Click Next (if creating a flow) or Save (if editing a flow). Once that’s done, your regular Asana tasks will sync as usual, but your milestones will be excluded from your workflow.