I’m Nicola, an Asana Customer Success Manager, and today I wanted to talk about how to use Custom Fields with Advanced Search so that you can create dynamic search views for your team!
Oftentimes when talking to customers I hear questions like “what else can I do with custom fields?” or “it’s great that we are using custom fields but what can we use with this data?”
I love when customers want to explore custom fields because I think when you couple custom fields with advanced search, you can either zoom out or zoom in on the work that is getting done within your organization and use that information to your advantage.
For example, let’s suppose I’m working on a deployment project where tasks need to be completed by a given date or else the project starts to fall behind.
I might want to add custom fields to this project such as: owner, status, priority, risk level.
As a project manager overseeing multiple projects at one time, I might think about how can I create a view across my projects that shows me my most important tasks.
What I can do is create an advanced search for all tasks across projects that have the custom field for high priority and high risk. This search would output all my tasks that are currently at risk and high priority. If I’m a project manager overseeing multiple projects, these are the tasks that I need to make sure get shipped on time. If I’m able to create a view that shows me these tasks, I can allocate my resources appropriately! I can then favorite the search so that it appears in my favorites area for easy navigation.
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