Custom fields let you build ClickUp into virtually anything you can imagine. 

Track, sort, and filter work according to your Workspace's needs.

Getting started

  1. Enable the Custom Fields ClickApp for your Space(s)
  2. Select whether you want to sort Custom Fields manually or alphabetically
  3. Open a Folder or List’s settings from the ... menu in the sidebar
  4. Click Custom fields 
  5. Add, edit, or organize the custom fields for this Folder or List, or locate an existing field from another Folder or List in your Workspace
  6. Open a task to set the field 

Creating Custom Fields

  1. Click on the ellipses next to a Space, Folder or List
  2. Select “Custom Fields”
  3. Click New Custom Field 
  4. Select a field type (field type details below)
  5. Name your field

NOTE: You can create custom fields at the Space, Folder and List level, however, each custom field must be unique in its group. For example, if you create a custom field for a Folder, you can't create the same custom field with the same title in a List nested in the Folder.

How to Use Custom Fields

Important notes

Displaying Custom Fields

  • You can display any Field(s) you like in List, Board, and Calendar views. 
  • In List view, click the +  icon on the right side of the columns header to show hidden fields or create new ones.
  • In Calendar and Board views, click the settings  menu in the upper right
  • You may hide custom fields from invited Guests by opening a Folder or List’s custom fields menu. Beside each field in the Folder or List, click Guests

Additionally, you can create new Custom Fields when adding columns to List View. 

  1. Click on the + icon in the top left of your List View.
  2. Select a Custom Field type from the dropdown
  3. Set the field name
  4. Hit ENTER or RETURN on your keyboard, or click “Add Column”

Workspace Custom Fields

Create a custom field that's accessible for any Space, Folder, List or task across your entire Workspace!

  1. View Everything  in List View
  2. Click the + sign above your list of tasks to create a new field at the Workspace level.

Now, you'll see this field as an option for any new item you create in your Workspace.

Setting Custom Fields In Tasks

  1. Open a task
  2. Select any custom field located under the task description
  3. Set your field

To edit the custom fields in a task, select +Add or edit fields next to the collapsed fields. This will affect the custom fields for the entire Folder.

Task view will only display fields with values. You can quickly clear any value by hitting the x button on the right side of any custom field.

Note: If you want to have a field displayed regardless of if it's filled in, pin it! Enterprise Plan owners can determine who has the ability to pin custom fields through Custom Permissions.

Setting Custom Fields In List

  • Click the ellipses ... for a List
  • Select Custom Fields in the dropdown
  • Click New Custom Field 
  • Select a field type, give the field a name, and click Create 

Bulk Editing Custom Fields with the Multitask Toolbar

  • Select one or more tasks
  • Locate the Custom Field icon from the toolbar
  • Set or remove custom fields from your available options

Sorting

  1. Ensure column is visible (see Displaying Custom Fields above)
  2. Click the column header to sort

Filtering

  1. Open the filter or settings menu from Calendar, Board, or List View
  2. Click the + icon in the lower-left
  3. Choose from any custom field you've created
  4. Insert a value
  5. Choose the match type

Custom Field Details

Types

Formula fields

With formula fields, you're able to make calculations between numeric custom fields on a task to automatically determine things like the cost of a new product order or scoring for a new lead.

Custom Fields Reporting

Gain insight into how your fields are being used with reports! You can group results by person, task, and even sort and filter your results for customized viewing.

Use custom fields if you

  • Want to add custom information to all tasks in a Folder or List
  • Want to track tasks across Folders or Lists for things like scrum points, budget calculations, or importance levels
  • Need workmates to add certain information for each task
  • Need to sort or filter by custom fields

Want some more tips on the different fields ClickUp offers? Just click here!

Custom Fields Mobile

Take advantage of custom fields on iOS and Android, so you can keep working on the go!

What could we improve? Let us know here!

Custom Fields on Paid Plans

  • Unlimited Plan & above: Unlimited Custom Fields
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