We are set up as an agency model marketing team and send out clients weekly reports. We have our Asana set up with a project for each client and use the subtasks with headers for sorting tasks within that client. We do weekly reporting for each client there are up to 3 different services in that report, so there are 3 team members who need to make updates before the client lead can send the report. We currently have this set up with a task for the report and subtasks for each segment that needs to be updated, however we cannot use due dates for those subtasks due to the functionality of the reoccurring task itself not updating due dates for the next instance of the task. I also tried making the subtasks separately as tasks of their own and then just @tagged the consolidated report task in the description to keep them linked together but that also does not update instance to instance and will take you to the completed task. I’ve also tried creating the Reporting task and then within that have 4 reoccurring tasks one for each service and one to send but that makes a very long subtask list - since you cant filter subtasks to only show uncompleted ones - is there a way to sort subtasks so that completed tasks go to the bottom of the list? Custom fields aren’t ideal as I would like to assign each team member their part of the report to have it on their task list.
What would be the best way to set up this kind of task? At the moment we keep ending up with duplicates of the subtasks that didn’t get checked off before the master task was completed but with no due date so its getting really messy to tell which is the current task. Any help or suggestions would be much appreciated