Intro to Custom Field Manager

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

Custom Field Manager is currently in beta. Functionality and pricing may change as we continue to improve this feature. Join the 3.0 waitlist.

What you'll need

  • Owners, admins can access the Custom Field Manager.
  • Members and guests with the Manage Custom Fields Custom Permission can access Custom Field Manager.
  • You can have a maximum of 3,000 Custom Fields per Workspace.
  • Custom Field Manager is available on all ClickUp plans.
  • The options to merge and move Custom Fields are available on the Business Plus and Enterprise Plan.
  • 100 Custom Field uses are available on the Free Forever Plan.
  • Unlimited Custom Field uses are available on paid plans.
  • Individual Custom Fields can be hidden from all guests.
  • Guests with edit or full permissions can edit existing Custom Fields but cannot create new ones.

Enabling or disabling the Custom Field Manager

By default, the Custom Field Manager is turned off. You'll need to enable the Custom Field Manager in your settings before you can access it.

Workspace owners and admins can switch back to the version of ClickUp without the Custom Field Manager.

Disabling the Custom Field Manager feature does not remove any Custom Fields or data from your Workspace.

To enable or disable the Custom Field Manager:

  1. Click your account avatar.
  2. Click My Settings.
  3. Scroll down the Custom Field Manager [BETA] option.
  4. Click the toggle to enable or disable the Custom Field Manager.

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 (formerly 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 Doc 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 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

You can access the Custom Field Manager from a List or Table view by either adding a new column or selecting an existing custom field.

When adding a column to a List or Table view:

  1. Click + Add a Column.
    Screenshot of the add column option from List view.
  2. Click Manage fields.
  3. The Custom Field Manager will open.

From a column heading:

  1. Click the column heading of an existing Custom Field.
  2. Click Edit field.
    Screenshot of the column heading menu in List view.
  3. The Custom Field editor will open. Select Advanced Settings to open the Custom Field Manager. 

Workspace

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

  1. Click your Workspace avatar.
  2. Click Custom Field Manager.
  3. The Custom Field Manager will open.

Spaces

You can access the Custom Field Manager from the Space settings menu.

  1. Hover over the Space name and click the ellipsis ... icon. You can do this in either the Sidebar or at the top left of a view at the Space level.
    Screenshot of the Space settings menu.
  2. Select More settings.
  3. Click Custom Task Fields.
  4. The Custom Field Manager will open.

Folders

You can access the Custom Field Manager from the Folder settings menu.

  1. Hover over a Folder and click the ellipsis ... icon.
    Screenshot of the Folder settings menu.
  2. Select Folder settings.
  3. Click Custom Fields.
  4. The Custom Field Manager will open.

Lists

You can access the Custom Field Manager from the List settings menu.

  1. Hover over a List and click the ellipsis ... icon.
    Screenshot of the List settings menu.
  2. Select List settings.
  3. Click Custom Fields.
  4. The Custom Field Manager will open.

Tasks

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

From a task or subtask:

  1. Click the ellipsis ... icon.
    Screenshot of the task settings menu.
  2. Select Custom Fields.
  3. The Custom Field Manager will open.

Updated

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