# Support associating tasks with the "Client record" reference custom field

**URL:** <https://forum.asana.com/t/support-associating-tasks-with-the-client-record-reference-custom-field/1158292>\
**Category:** Product Ideas\
**Tags:** launched, asana-client-management\
**Created:** [12 October 2026 19:15 UTC](https://forum.asana.com/t/support-associating-tasks-with-the-client-record-reference-custom-field/1158292 "2026-10-12T19:15:00Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![Skyler](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/skyler/32/34575_2.png) [@Skyler](https://forum.asana.com/u/Skyler)\
**Post date:** [12 October 2026 19:15 UTC](https://forum.asana.com/t/support-associating-tasks-with-the-client-record-reference-custom-field/1158292/1 "2026-10-12T19:15:00Z")

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When adding the Asana-created `Client record` reference custom field to projects across the product it returns “No matches found” when attempting to associate a Task with a specific _Client_ portfolio.

 ![Google Chrome 2026-10-12 14.11.26](https://us1.discourse-cdn.com/asana/original/4X/8/8/1/881747fec477ef7c8e9f436c10ca619a32ce8feb.png)

 ![2026.10.12 14.12.20 Field Importer - Asana](https://us1.discourse-cdn.com/asana/original/4X/9/7/c/97c894eb273eee9283e23140d7a19ae05f409f22.png)

However, if we were to add our own reference custom field with the source set to “Portfolios” the associated _Client_ values appear in the dropdown (amongst others).

I understand that the Project itself is associated with the Client custom portfolio. But tasks may live in multiple projects, including those not within any Client portfolio. As such, being able to display the “Client record” on the card in the BoardView or in a column in the SpreadsheetGrid view are useful for context.

Historically we use a `reference` custom field with the source set to portfolio to do this and it was our hope that the rollout of the #asana-client-management product would make this easier as it could enforce some “valid options” logic in virtue of the nature of the newer _Client_ custom portfolio type.

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<div class="post-metadata">

**Author:** ![LaurenAldredge](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/laurenaldredge/32/292791_2.png) [@LaurenAldredge](https://forum.asana.com/u/LaurenAldredge)\
**Post date:** [29 October 2026 20:12 UTC](https://forum.asana.com/t/support-associating-tasks-with-the-client-record-reference-custom-field/1158292/2 "2026-10-29T20:12:15Z")

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Yoo hooo 👋 [Introducing: Tables](https://forum.asana.com/t/introducing-tables/1160226)