Offboarding tasks for a departure
Creates Asana tasks for an exit interview, collecting equipment and removing access when a departure is logged in a sheet.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1
Google SheetsNew row triggerStarts the workflow when a departure is added to the sheet. - 2
AsanaCreate taskCreates the exit interview, equipment and access tasks.
How it works
What happens on each run, in plain English.
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.
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