Project Management migration
Field-level mapping, validation, and rollback between InLoox and Asana. We move data and schema; workflows are rebuilt natively in Asana.
InLoox
Source
Asana
Destination
Compatibility
9 of 12
objects map 1:1 between InLoox and Asana.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from InLoox to Asana is a structural migration across two fundamentally different project management paradigms. InLoox structures work around phases and milestones embedded in a SQL-backed project hierarchy with deep Outlook integration, while Asana uses a task-first model with sections, subtasks, and multiple views (list, board, timeline, calendar). We resolve these differences during scoping: InLoox phases become Asana sections, InLoox milestones become Asana milestones, per-project custom fields are extracted individually and mapped to Asana custom fields per project, and time entries are preserved as custom fields or a time-tracking integration depending on the destination Asana tier. Budget totals migrate as custom number fields. Mind maps do not migrate due to the absence of a documented API format. Outlook-local task records that escaped the web API are reconciled from PST during discovery. We do not migrate InLoox automations, risk registers, or document links as live connections; we deliver a written inventory for the customer's admin to rebuild in Asana Rules.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a InLoox object lands in Asana, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
InLoox
Project
Asana
Project
1:1InLoox projects map to Asana projects as the top-level container. We extract name, description, status, start/end dates, and project-level custom fields. InLoox project privacy and department visibility settings are noted during discovery and mapped to Asana team membership and project sharing rules. Projects with no explicit team assignment default to the migration workspace.
InLoox
Phase / Milestone
Asana
Section / Milestone
1:1InLoox phases (sequenced sub-containers with milestone flags) map to Asana sections. Phase ordering is preserved as section sequence order within the project. InLoox milestones with due dates map to Asana milestones with the milestone checkbox enabled. Phase-level custom fields migrate as section custom fields if supported by the destination tier, otherwise noted as a post-migration gap.
InLoox
Task / Subtask
Asana
Task / Subtask
1:1InLoox tasks map to Asana tasks with assignees, due dates, priority, and completion status preserved. Subtasks are flattened and reconstructed in Asana using parent-task ID linkage. Task-level custom fields map to Asana custom fields scoped per project. Gantt predecessor/successor dependencies from InLoox migrate as Asana dependencies (finish-to-start, start-to-start, finish-to-finish, start-to-finish); see the gotcha on Asana dependency bugs with complex chains.
InLoox
Time Entry
Asana
Task Custom Field or Time Tracking Add-on
lossyBillable and non-billable time logs (hours, date, user, description) migrate as custom number or duration fields on the parent Asana task. If the destination Asana workspace is on Business or Enterprise, we configure the native time tracking add-on and map time entries to that model. Rate-based billing fields require custom field mapping to a currency or number field. Time entry totals per project are aggregated into a project-level custom field.
InLoox
Budget / Budget Lines
Asana
Custom Fields
lossyInLoox budgets are structured budget sections scoped to the project with totals and line items. Asana has no native budget object, so we map budget totals to a project-level custom number field and individual line items to task-level or section-level custom fields. The customer specifies during scoping whether budget data should be visible on individual tasks or only at the project summary level. Budget metadata (currency, cost center, fiscal period) maps to additional custom text or date fields.
InLoox
Custom Fields
Asana
Custom Fields
1:1InLoox custom fields are defined per project and optionally scoped to specific areas (budgets, documents, line items). We extract the full per-project custom field schema during discovery, build a field map for each project individually, and apply field-level mapping during load. Asana custom fields are created per project (or as workspace-level fields) to match the InLoox definitions. Field type mapping: InLoox text, number, date, dropdown, and checkbox types map directly to equivalent Asana custom field types. Multi-select dropdowns map to Asana multi-select. Boolean fields map to Asana checkbox or enum depending on use.
InLoox
Kanban Board
Asana
Board View
1:1InLoox Kanban column definitions are project-specific. We export column names and card positions as a structured list and map them to the Asana board view columns. Column count limits and WIP (work-in-progress) limit fields may not translate directly; we note these as configuration gaps for the customer's admin. Card order within columns migrates as task order within the mapped Asana section.
InLoox
Gantt Chart Data
Asana
Timeline View / Dependencies
1:1InLoox Gantt task dependencies (predecessor/successor) and date ranges are stored as part of the task object. We extract the dependency chain and reconstruct it in Asana using the dependency API (add dependency, predecessor, successor endpoints). The Asana timeline view renders the chain visually. Asana's timeline is not a traditional Gantt chart with built-in critical path calculation; we document this limitation in the migration report.
InLoox
Document / Attachment Links
Asana
Attachments
1:1InLoox document links reference SharePoint Online document libraries or file server paths. We export the document URLs and metadata (filename, last modified, author). Asana attachments link to Google Drive, Dropbox, or uploaded files. SharePoint links migrate as URL custom fields rather than native attachments since Asana does not have native SharePoint integration. The customer may need to re-link documents if SharePoint permissions are not shared externally.
InLoox
Resource / Team Member
Asana
Member
1:1InLoox resources are user assignments on tasks and projects. We match by email against the Asana workspace member list. Unmatched assignees go to a reconciliation queue for the customer's admin to provision Asana accounts. InLoox project roles (up to 10 customizable roles on Unlimited) do not map directly to Asana's member-permission model; we document role definitions for the admin to reconfigure as project privacy settings and task-level assignees.
InLoox
Checklist
Asana
Subtasks / Checklist
1:1Inline checklists on InLoox tasks are stored as structured list items. We extract every checklist entry, its completion state, and parent task association. In Asana, we map these to either Asana checklist items (on the task) or subtasks, depending on whether the checklist items represent simple flags or sub-tasks with their own assignees and due dates.
InLoox
Department / Org Unit
Asana
Team
lossyInLoox departments control visibility and permissions at the project level. Asana uses Teams as the organizational unit, with project sharing rules determining access. We extract the department tree during discovery and map department hierarchies to Asana Teams and project-team assignments. Custom permission levels per InLoox department may require post-migration admin configuration in Asana.
| InLoox | Asana | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Phase / Milestone | Section / Milestone1:1 | Fully supported | |
| Task / Subtask | Task / Subtask1:1 | Fully supported | |
| Time Entry | Task Custom Field or Time Tracking Add-onlossy | Fully supported | |
| Budget / Budget Lines | Custom Fieldslossy | Mapping required | |
| Custom Fields | Custom Fields1:1 | Mapping required | |
| Kanban Board | Board View1:1 | Fully supported | |
| Gantt Chart Data | Timeline View / Dependencies1:1 | Fully supported | |
| Document / Attachment Links | Attachments1:1 | Mapping required | |
| Resource / Team Member | Member1:1 | Fully supported | |
| Checklist | Subtasks / Checklist1:1 | Fully supported | |
| Department / Org Unit | Teamlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
InLoox gotchas
InLoox 11 feature parity gaps with InLoox 10
Outlook-plugin-local task data escapes the web API
API access is tier-gated with no public rate limit documentation
Custom fields vary per project, not a global schema
Mind maps have no exportable API format
Asana gotchas
Automation rules have no export representation
API rate limits cap bulk migration throughput
Portfolios are view-only objects that do not hold data
Custom field enum options cannot be updated via API
Subtasks do not appear in project views by default
Pair-specific challenges
Migration approach
Discovery and InLoox edition audit
We audit the source InLoox workspace across edition (Starter/Professional/Enterprise/Unlimited/On-Premise), project count, phase depth, per-project custom field schemas, time entry volume, budget structures, Kanban board configurations, and Gantt dependency complexity. We also assess Outlook plugin usage density to estimate PST reconciliation scope. We pair this with an Asana tier decision: Starter covers basic projects and tasks; Premium ($10.99/user) adds custom fields, timelines, and milestones; Business ($24.99/user) adds time tracking, portfolios, goals, and workload management. The discovery output is a written migration scope and a per-project custom field inventory.
PST orphan record extraction and web API reconciliation
We compare the InLoox web API project and task export against the Outlook PST layer (provided by the customer as an exported mailbox or accessible via Exchange/Graph API). Any tasks that exist in the PST but not in the web API are flagged as Outlook-local orphans and extracted with their assignees, due dates, and checklist items. This reconciliation step is required before we can claim full task coverage and is scoped as a discovery add-on for environments with high Outlook plugin usage.
Asana workspace setup and per-project custom field creation
We create the Asana workspace structure: teams mapped from InLoox departments, projects mapped from InLoox projects with start/end dates and privacy settings applied. For each project, we create the corresponding Asana custom fields per the per-project InLoox schema. Sections are created from InLoox phases in sequence order. Milestone fields are enabled on milestone-flagged tasks. Budget custom fields are created per the agreed budget visibility model. This step requires validation against a small Asana test workspace before full production setup.
Phase, task, and dependency migration in hierarchy order
We run migration in dependency order: projects first (name, description, dates, status), then sections (from phases in order), then tasks with parent-task linkage for subtasks, then Asana dependencies (migrated as finish-to-start by default with type preserved from InLoox). Assignee resolution matches by email against the Asana member list. Orphan assignees are held in the reconciliation queue. Time entries, budget totals, and budget line items are loaded as custom fields after the task tree is stable. Each phase emits a row-count reconciliation report before the next phase begins.
Document link and attachment migration
We load document URLs (SharePoint links, file server paths) as URL custom fields on the relevant Asana tasks. We do not migrate file content; the document link points to the original source. If the customer uses Asana Business or Enterprise with the Google Drive integration, we configure the integration during this step so that Drive links open natively. SharePoint links remain as URL fields and open externally.
Cutover, delta sync, and automation handoff
We freeze InLoox writes during cutover, run a final delta migration of any records modified during the migration window, then hand over Asana as the system of record. We deliver a written automation inventory covering any InLoox automations, Kanban WIP limit settings, and risk management records with recommended Asana equivalents (Rules for automations, sections for risk logs). We support a one-week hypercare window. We do not rebuild InLoox automations as Asana Rules inside the migration scope; that is a separate engagement or an internal admin task.
Platform deep dives
InLoox
Source
Strengths
Weaknesses
Asana
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across InLoox and Asana.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
InLoox: Not publicly documented; tier-gated — higher on Professional, unlimited on Enterprise/Unlimited.
Data volume sensitivity
InLoox doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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