Creates Asana tasks for an exit interview, collecting equipment and removing access when a departure is logged in a sheet.

UsesAsanaGoogle Sheets

Offboarding tasks for a departure

When someone's departure is added to your Departures sheet, three Asana tasks are created so nothing is forgotten: an exit interview due 2 working days before their last day, collecting their laptop and badge on their last day, and removing their access to company systems on their last day.

The manager is assigned the first two. You choose who handles the access task in the step. The sheet needs the columns Name, Email, Last day and Manager email.

Google SheetsGoogle SheetsWhen a row is added to the spreadsheet. Save it as departure.When a row is added to the spreadsheet. Save it as departure.
AsanaTask: exit interviewCreate task 'Hold an exit interview with departure.fields.Name'. Save it as exit_interview. Due in working days: -2 Count working days from: departure.fields["Last day"]Asana
AsanaTask: get back the laptop and badgeCreate task 'Collect the laptop and badge from departure.fields.Name'. Save it as return_equipment. Due date: departure.fields["Last day"]Asana
AsanaTask: remove their accessCreate task 'Remove access to company systems for departure.fields.Name'. Save it as remove_access. Due date: departure.fields["Last day"]Asana