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- You’ve been invited to Asana; now what?
- Getting started with Asana’s mobile app
- How Asana works
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- Top features to discover
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- Create tasks in Asana
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- Automate and scale your work with the Customize menu
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- How to choose the right project blueprint for your work
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- Connect your tools with Asana
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- How to invite team members to Asana
- How to sign up for a free Asana trial
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- My trial has ended, what happens to my tasks, rules, and workflows?
- Purchasing a subscription after a trial
- Set goals during your Asana trial
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- Build the foundation of your workflow
- Use dependencies to kick work off at the right time
- Request a task review with a simple automation
- Control how tasks are added to projects
- Add movement to your workflow
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- What is a workflow?
- Assign work automatically with custom fields
- Building cross-functional workflows in Asana
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- Bundles
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- Rules integrations for cloud storage and file sharing
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- How to export all time entry data from Asana as CSV via API
- Understand automation triggers and actions in Asana
- Formula custom fields
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- Rules integrations for productivity and communication
- Forms
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- Bundles FAQ
- Automation actions
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- Variables in automations
- HubSpot automations integration
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- Automations
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- Tables
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- Asana app in Claude
- Migrating time tracking data from Everhour to Asana
- Zoom meetings in Asana
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- Slack comment sync in Asana
- Microsoft Teams and Asana integration
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- How to create a Zoom call notes workflow with AI Studio
- Asana for Adobe Creative Cloud
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- Enabling permissions for Asana-built and Microsoft 365 integrations
- Google and Asana
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- Weighted goals
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- Asana Goals FAQ
- Goals strategy map
- Write great goals with Asana Goals
- The goal tracking process with Asana Goals
- Lead the goals management process in your organization with Asana Goals
- Get started with Asana Goals
- Goal types and templates
- Progress, status, and connecting work to goals
- Goals privacy and sharing
- Converting tasks into projects
- Views in My tasks
- Custom fields in My tasks
- Custom task types and statuses
- Task actions
- My Tasks
- Scheduling tasks using start dates, due dates, and times
- Text formatting in Asana
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- Save time in Asana
- Understanding tasks
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- Email tasks to Asana
- Automations in My tasks
- Project overview tab
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- Teamless projects
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- Sections
- Import data from other tools to projects in Asana
- Understanding projects
- Project importing and exporting
- Timeline
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- Project owner and members
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- Project customization and views
- Gantt view FAQ
- Shareable notes in Asana
- Advanced CSV import options
- Pages in Asana (formerly Notes)
- Gantt view
- Permissions overview
- Task permissions
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- Private custom fields
- Asana custom field permissions
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- Individual project permissions
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- Managing timesheet reviewers and approvals
- Logging and submitting timesheets
- Workload compare mode
- Project progress and status updates
- Workload
- Capacity planning
- Tracking project budgets and progress with timesheets and budgets add-on
- Reporting with the Timesheets and Budgets add-on
- Setting up timesheets and budgets add-on
- Ideas and brainstorms
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- Using Asana to track customer feedback
- One-on-ones
- Using Asana for project management
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- How to apply a RACI Matrix in Asana
- Project intake
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- Asana for team meetings
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- Video production calendar
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- How to create a content calendar in Asana
- How to use Asana for account tracking
- Creative production
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- Event planning with Asana
- Smart import
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- Asana AI FAQ
- Understanding Asana AI requests and usage allocation
- Understanding Open-Weight Models in Asana
- Smart chat
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- Asana AI customization
- Get started with Asana AI
- Asana AI features and admin controls
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- Setting up Licensing Division ID with SCIM
- Asana compliance settings
- Permissions management add-on
- Cross-App Access
- Service accounts
- Data retention policy
- Setting up Asana roles in Microsoft Entra ID with SCIM
- Global authentication settings
- SCIM provisioning for Asana
- Advanced setup: provisioning licenses with SCIM
- Advanced setup: assigning Asana roles with SCIM
- Provisioning and deprovisioning users with SCIM
- Admin security controls
- App management and integrations
- Delete your Asana account
- Authentication and access management options for paid plans
- IP allowlisting in Asana
- Mobile apps security permissions
- Setting up Asana roles in Okta with SCIM
- How to access the admin console
- Accounts
- Data contributions
- HIPAA Compliance
- Role-based access control (RBAC) with custom roles
- Admin and super admin roles in Asana
- Microsoft 365 Copilot connector for Asana
- Managing members and teams in a division
- Asana Sandboxes
- Membership and collaboration in workspaces
- Manage approved workspaces
- Managing an organization
- University organizations
- Managing teams through the admin console
- Workspaces and organizations FAQ
- Division access and management FAQ
- Understanding workspaces
- Divisions in paid organizations
- Your Asana account
- Advanced division management
- Introducing Asana Gov
- A guide to divisions in Asana
- Managing members in an organization
- Managing workspaces
- Managing organization settings
- Managing people in organizations
- License assignment in divisions
- Payment methods and invoices
- Billing settings in the admin console
- Security and billing for divisions
- Payments in CAD and KRW currency
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- Norway VAT
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- Changes to automatic payments in India due to RBI regulations
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- Adding payment methods for manually invoiced customers
- Upgrading or changing your Asana plan
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- Accessing your billing page
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- Philippines VAT
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- Billing
- Learn about Asana Legacy Enterprise features
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- Asana for nonprofits
- Modify your Asana plan
- Manage your growing Asana subscription
- Learn about Asana Advanced features
- Learn about Asana Business features
- Learn about Asana Starter features
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- View only
- Asana subscriptions and pricing
- Tasks and subtasks
- Upcoming discontinuation of personal projects spaces
- Asana Forum basics
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- How do I get support from Asana?
- Accidental deletion
- Navigation and display
- Security and permissions
- Recover deleted tasks, projects, and more
- Salesforce AppExchange Integration Deprecation FAQ
- Deprecation of integrations
- Automation permission update FAQ
- Asana Certification FAQ
- Triggering AI Teammates
- AI Teammate Skills
- How to create or discover an AI Teammate
- Connect Salesforce to AI Teammates with a custom MCP app
- Connect Databricks custom apps to Asana AI Teammates
- Managing your AI Teammates Add-On Licenses
- Create custom MCP apps for AI Teammates
- AI Teammates
- Connect and manage apps for AI Teammates and Dash
- AI Teammates templates
- Understanding access control, memories, integrations, and approvals for AI Teammates and Dash
- Words to workflows in AI Studio
- AI Studio FAQ
- AI Studio Plus
- Troubleshooting in AI Studio
- AI Studio - Human in the loop
- Introduction to Asana AI Studio
- Work smarter with Asana AI
- Writing instructions in AI Studio
- AI Studio credit optimization
- AI Studio add-on and pricing
- How to structure a prompt in AI Studio
- How the Use AI variable works
- AI Studio models
- Create Smart workflows with AI Studio
- Connect your Smart workflow with the right data sources
- AI Studio pre-built AI automations
- AI Studio rate limiting
- An admin's guide to AI Studio
- How to configure ticket statuses
- AI-suggested articles in your knowledge base
- How to configure queue categories and custom fields
- Customizing AI response and routing guidance
- Customizing queue automations in Asana Service Management
- Configuring SLAs and work schedules
- Using email intake to create tickets in Asana Service Management
- Set up a knowledge base in Asana Service Management
Lookup fields
What are lookup fields?
Lookup fields let you automatically display field values from referenced records within tables directly within your project, portfolio or table view. By connecting a lookup field to a reference custom field, you can surface relevant data from linked records without manually duplicating information, keeping your project, portfolio or table views up to date and reducing repetitive data entry.
Related articles:
Create a lookup field
- Open your project in Asana.
- Click the + button next to the column headers in list view, or select Customize and then Fields.
- Click Add field.
- Select Lookup as the field type.
- Choose the reference custom field that the lookup field should pull data from.
- Note: The reference custom field must be Table-scoped for lookup fields to work. Project-scoped reference custom fields cannot be used in a lookup field.
- Click Create field.
Once added, the lookup field automatically populates with the corresponding field value from the referenced record. If the source data changes, the lookup field updates to reflect the change in real time.
How lookup fields work
Lookup fields work in conjunction with reference custom fields. When a task has a reference field pointing to a record, a lookup field can pull a specific field value from that referenced object and display it on the task.
- Lookup fields are read-only; you cannot edit the displayed value directly from the lookup field.
- To change the value shown in a lookup field, update the source field on the record.
- If the reference field is empty or the referenced object is private, the lookup field displays accordingly.
- If the source field is private but its value is empty, the lookup field will still display "Private" to prevent exposing whether the underlying source value is empty.
Use case
- Resource management: Surface assignee or team information from referenced records.
- Connecting tables and expanding table views: Connect two tables to pull related information directly into your view. For example, an office table can use a reference custom field to link to records in a vendors table, and lookup fields can then display details about the specific vendors assigned to each office.
