What this article covers:
- How to include milestones in a new sync
- How to exclude milestones from a sync
How to include milestones in a new sync
We’ve created a new filter that differentiates between tasks and milestones: task type. This means that milestones will be synced automatically when you create a new sync. The only thing you might want to do is check that your milestones are properly mapped. You can do this by customizing your sync.
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 sync
Say you don’t want to sync your milestones. Not a problem! By adding a filter, you can exclude milestones from your sync. This can be done when creating a new sync and editing an existing sync. From the “Filter tasks” screen, click on the box under “Add a filter.” 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 sync) or Save (if editing a sync). Once that’s done, your regular Asana tasks will sync as usual, but your milestones will be excluded from your sync.