How to add custom fields in Asana

Asana has several project management tools to streamline your work, such as custom fields. These allow you to include additional data in your tasks. You can insert an item by stage, cost, priority, or any other aspect that is critical to your projects. This gives you a better view of progress across your organization.

But to reap the benefits of custom fields, you must first learn how to add them. This article will explain how to do it.

Add custom fields

Asana has an intuitive interface that allows you to effortlessly access virtually any feature. This includes custom fields. Here’s what you need to do to include them:

1. Launch Asana and go to the toolbar on the left.
   
2. Open an existing project or start a new one by clicking the “+” sign next to a team and choosing the “Blank Project” option. If you choose the latter, give your project a name so that it arrives in your workspace.
   
3. Go to the top right of the window and press the “+” symbol. This should take you to the “Add Fields” screen.
   
4. Here you can add a title, select the type, and include a brief description. Make any necessary adjustments.
   
5. Check the box that allows you to add the field to your organization’s library. This will make the item available to the entire organization. Alternatively, do not check the box if you want to create a project-specific field that can only be accessed by certain people.
   

Add custom fields to My Tasks

Unfortunately, there is no way to include custom fields in the “My Tasks” p. You can only work with them in inpidual projects after uploading an existing file or creating a blank project from scratch.

Add a custom date field

Asana currently does not support custom date fields. The only three types of elements you can incorporate into your projects are drop-down menus, numbers, and text.

The good news is that you can easily add dates with Asana’s built-in dates feature. Here’s what you need to do to add your start date:

1. Open a task.
   
2. Click “Due Date” within your assignment. Type the expiration date or select it from the drop-down list.
   
3. Enter or click the desired date on the left side of the screen. The program should now update the task with the start and due dates, and the range should be included in your workspace.
   

Note that Asana first lets you decide your due date. If she sets the start date before the due date, the due date will default to the same value as her start date.

Additionally, your task dates default to today’s date in the following scenarios:

1. Its start time has no time or expiration date.
2. Its expiration and start date are undated.
3. You set your time range, but removed your due date.
4. You only included a start date or start time.

Frequent questions

How do I group and filter data by custom field in Asana?

A great way to organize your workspace is to group and filter data based on your custom fields. Follow these steps to set up this agreement:

1. Install Full Screen for Asana. It is an extension that unlocks many convenient features, such as grouping by custom fields.

2. Open your project or start a new one.

3. Tap the “+” symbol at the top right of the screen.

4. Select a “Dropdown” field from the “Type” p.

5. Name the field and add as many categories as you like.

6. For each project task, designate a corresponding category in your “Category” menu.

7. Go to Screenful and select your field name in the “Group by” p.

What are the limitations of custom fields in Asana?

While custom fields are useful, they have their fair share of limitations. As mentioned above, the only three types you can choose from are dropdown, text, and number. Additionally, you can only include up to 50 items/options and your projects can have up to 20 fields. Another drawback is that your task list can display only five fields at a time.

Why can’t I add custom fields in Asana?

There are several reasons why you may not be able to add custom fields in Asana. But in most cases, your organization may be using the Basic version. Adding custom fields is reserved for Premium plans or higher.

What can I do with text fields in Asana?

Asana text fields are incredibly useful, especially for account or lead tracking. This type allows you to enter certain information (for example, phone number, address, company, and email address) and obtain crucial data. You can stay on top of your clients, check their status, and see who manages each account.

Robust functionality at your fingertips

If you want to improve your Asana experience, adding custom fields is the easiest way to do it. It’s an easy-to-access feature that speeds up your projects and helps declutter your workspace. Just use appropriate names and types, and your fields will do you a world of good.