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Intro to Custom Field Manager

View, find, and manage all the Custom Fields in your Workspace in one place!

From Custom Field Manager, you can manage both Custom Fields by location and Custom Fields by task type.

Screenshot of Custom Field Manager.png

What you'll need

  • Custom Field Manager is available on all ClickUp plans.
  • Guests can't use the Custom Field Manager.
  • On Business Plus and Enterprise Plans, members can access the Custom Field Manager if the Manage Custom Fields custom role permission is enabled for members.
  • The options to merge and move Custom Fields are available on the Business Plus and Enterprise Plan.
  • Individual Custom Fields can be hidden from all guests.
  • 60 Custom Field uses are available on the Free Forever Plan.
  • Unlimited Custom Field uses are available on paid plans.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Supported Custom Field types

All Custom Field types are available through the Custom Field Manager.

The following Custom Field types do not support the move, merge, or convert options:

  • Files
  • Relationship
  • Relationship Columns
    • This was formerly called Rollup fields
  • Tasks

The options to move, merge, and convert Custom Fields are only available for certain Custom Field types. You can refer to each page of this article to see which Custom Fields are supported for each action.

Access the Custom Field Manager

Workspace owners, admins, or users with the Manage Custom Fields custom role permission can access the Custom Field Manager from various locations throughout ClickUp.

You can access the Custom Field Manager from the following places in ClickUp:

  • Views
  • Workspaces
  • Spaces
  • Folders
  • Lists
  • Tasks

Views

You can access the Custom Field Manager from a List or Table view:

  1. Click the column heading of an existing Custom Field.
  2. Click Edit field to open the edit modal.
    IntroToCFMEditCF.png
  3. Select Advanced Settings to open the Custom Field Manager. 

Workspace

You can access the Custom Field Manager from your Workspace settings menu:

  1. In the upper-left corner, click your Workspace avatar.
  2. Select Custom Fields or Custom Field Manager.

Spaces, Folders, and Lists

You can access the Custom Field Manager from a Space, Folder, or List's settings.

ClickUp 4.0

To access the Custom Field Manager from a Space, Folder, or List's settings in ClickUp 4.0:

  1. Open the location's ellipsis ... menu:
    • In your Home Sidebar, hover over the location and click the ellipsis ... icon. Or, right-click the location.
    • In one of the location's views, right-click the name of the Space, Folder, or List at the top.
  2. Click Custom Fields.

Screenshot of the Custom Fields option.png

ClickUp 3.0

To access the Custom Field Manager from a Space, Folder, or List's settings in ClickUp 3.0:

  1. Open the location's ellipsis ... menu:
    • In the Sidebar, right-click the location.
    • In one of the location's views, click the ellipsis ... icon next to the location name in the upper-left corner.
  2. Click Custom Fields.

Tasks

You can open the Custom Field Manager while working on a specific task or subtask.

From a task or subtask:

  1. In the upper-right corner, click the ellipsis ... icon.
  2. Select Custom Fields.

Copy a Custom Field ID

To copy a Custom Field ID from the Custom Field Manager:

  1. To the right of the Custom Field, click the ellipsis ... icon.
  2. Select Copy field ID.
  3. The Custom Field ID is copied to your clipboard.