I know I am using Asana a bit outside of what its intended use is here, but was wondering if there was a solution to the issue I’m running into. Currently, the email integrations only allow for using the email address of a rule triggerer, an assignee, or a custom field. I have built out a CRM which …

Hi @Peter_Thomas6 , yes, this can be achieved if the custom field is added to your library (1st checkmark in the field’s settings) and then you add the same field in both projects that the tasks are multi-homed into.

Thanks, @Richard_Sather . I have added the fields to both projects, but since the tasks are separate they have no way of relating to one another. They just look like empty and open fields ready for data in eack task. So right now, Project A has a field for Name and Email. Project B has those same f…

[image] Peter_Thomas6: create a project in B I meant to say every time I create a task in Project B, not another project in project B.

Hi @Peter_Thomas6 , it still sounds like the fields have not been added to your library as I explained above so perhaps it may help if I elaborate, although I am slightly confused as to why you are creating a task in project B, instead of adding it from project A… Please see this guide and follow t…

Hi @Peter_Thomas6 Check what Richard shared and how you can use the multi home feature. To be clear, there is currently no rule for asana to look for a common custom field in 2 projects and autopopulate its content. Multi-homing is the option to see the same field in both projects. And by the way…

@Richard_Sather @Rashad_Issa Thank you both for the feedback. Some clarifications: I swear I am using a global custom field by checking the box that was mentioned above, and adding the same field to both projects, so we can definitely rule that out. There is only one field in my library named “Cont…

Peter, thank you so much for providing further insight and for clarifying your ideal scenario. I understand what you are trying to do. As I said, you wont be able to find a rule that will populate the details automaticlly in this manner. As we stand as well, there are no rules that will trigger an…

[quote=“Rashad_Issa, post:9, topic:808825”] As we stand as well, there are no rules that will trigger an action related to text custom fields. [/quote] @Rashad_Issa There is an external action through Gmail that works. It allows you to take an email custom field and have it be the recipient of a …

Ah, sorry I don’t work with gmail so I wouldn’t be well verse by it. But good to know. And yes, you will always find great user cases and few gaps here and there, like in every platform. I personally def won’t add these as licenses. The use case does not justify the ROI (I think). I will keep an e…

Hi Peter – I’m trying to do the same multi-homing with my Asana CRM project–elected official information in Project A (List view) (custom fields for district, city, county, title, email, mobile, political party) and multi-homing them to Project B: Outreach (targeted, scheduled, follow up) All custo…

Replicating Field Data from One Task to Another In Two Separate Projects

English Forum Ask the Community

ka_nishiyama July 31, 2025, 3:26pm 13

I’m not sure if this is a good answer.

However, I think it might be a hint.

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Replicating Field Data from One Task to Another In Two Separate Projects

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