Custom Fields let you build ClickUp to manage virtually anything you can imagine! 💡
Track, sort, and filter work according to your Workspace's needs.
Custom Fields are a ClickApp that can be enabled by Admin+ from the menu behind their avatar.
On the ClickApps page, select whether you want to sort Custom Fields manually or alphabetically on your task windows.
All paid plans include unlimited uses of Custom Fields!
The Free Forever Plan includes 100 uses of Custom Fields, which includes setting and editing values within Custom Fields.
If you'd like more opportunities to explore the features of a paid plan, contact us by chat or email firstname.lastname@example.org for a free trial!
Editing Custom Fields
Open a Space, Folder, or List’s settings from the
...menu in the sidebar
Add, edit, or organize the Custom Fields for the selected area
- You can also locate an existing field from another area in your Workspace
Business Plan and above users can require any Custom Fields to be filled in upon task creation
Open a task to set the field
Note: You can add multiple options at a time to dropdown and label Custom Fields by copying and pasting values from outside of ClickUp! Each option must be separated by a line break, such as separate cells in a column in Excel or Google Sheets or new lines in a Word or Google Doc.
Creating Custom Fields
From the same Custom Fields option on the
...menu, click on New Custom Field
Select the Custom Field type
Name your field
Choose to require a Custom Field (available on our Business Plan and above)
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.
Searching Custom Fields
Input your text-based Custom Field value into any view search bar on the top left corner of your view. Look up a contact by their email, find client tasks by searching for their website, locate an email within your index by subject line, and more.
Searchable Custom Field types include:
Moving tasks with Custom Fields
When you move your task, a popup will appear and ask what you'd like to do with the Custom Fields that exist in your task's current List, but not in the destination List.
You have the option to Select all, which means all the custom fields will be added to the destination List, you can selectively choose which Custom Fields transfer, or you can choose to Do nothing, which will move the task without any of the Custom Fields.
Deleting Custom Fields
If you delete a Custom Field, it will be available to restore for 30 days. Click here to for details about Trash feature.
If a Custom Field exists in more than one hierarchy location, you can choose to remove it from a specific place.
On Edit field screen, you will be notified if the Custom Field exists in multiple places. Click on the places to show options for removal. Deleting the field will remove it from all places.
Note: you will only be able to remove a Custom field from the location it was added, not locations that inherit it. For example, if a Custom Field was created or added to a Folder, you will not be able to remove it from specific Lists inside the Folder.
Required Custom Fields
From the Custom Fields Manager modal, Admins can choose to require Custom Fields to be filled out upon task creation. Requiring Custom Fields helps enforce process and ensure data integrity for your entire Workspace.
If on, the selected Custom Field will prevent a new task from being created until it's filled out.
Note: This will require the Custom Field to be filled out in all the locations it is used.
How to Use Custom Fields
Custom Fields ClickApp must be turned on at the Space level
Custom Fields can be added to any specific Space, Folder, or List. And from there you can use that same field in other locations!
Custom Fields are inherited down the hierarchy. If you add a field at the Everything level, it will be available to every task in your Workspace. If you add a Custom Field at the Folder level, it will be available to each List. At this time, custom fields are not able to be reduced down to more particular locations.
Guests can edit existing Custom Fields but will not be able to create new fields.
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 Show menu in the upper right
You may hide Custom Fields from Guests. From the Custom Fields manager menu, simply hover over each field and click the Guests icon. If the eye icon is purple, the field is being shown to guests. If it is grey, it is not being shown.
Additionally, you can hide or create new Custom Fields when adding columns to List View.
Click on the + icon in the top left of your List view
Select a Custom Field type from the dropdown
Set the field name
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!
Everythingin List View
+sign on the top right of your tasks. Choose
Custom Fields libraryto select from existing fields, or select the Custom Field type to create a new Custom 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
In each task window, you will find available Custom Fields below the task description.
By default task view will display fields with values. You can click
Show empty fields to view all available Custom Fields. If you want to have a field displayed regardless of if it's filled in, pin it!
And, you can quickly clear any entered value by hitting the
x button on the right side of any Custom Field.
To edit the Custom Fields in a task, select
+Add or edit fields at the bottom right of the Custom Field section.
Then as you hover over your options, you will be able to pin, rename, delete, or hide the field from guests. Changes made here will affect the Custom Field everywhere that it is used.
Note: 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
Custom Fieldsin the dropdown
New Custom Field
Select a field type, give the field a name, and click
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
Ensure column is visible (see Displaying Custom Fields above)
Click the column header to sort
Click the + icon in the lower-left
Choose from any Custom Field you've created
Insert a value
Choose the match type
Custom Field Types
Want more details on the different fields ClickUp offers? Just click here!
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 Mobile
Take advantage of Custom Fields on iOS and Android, so you can keep working on the go!