View and search Custom Fields in your Workspace

You can see and search all Custom Fields in your Workspace from the Custom Field Manager.

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 Plans. 

See all Custom Fields in your Workspace

To see all Custom Fields you have permissions to in your Workspace, click All Custom Fields in the upper-left corner of the Custom Field Manager.

Use the sidebar to browse your Workspace Hierarchy. Click any Space, Folder, or List to view the available Custom Fields in each location.

Custom Fields are inherited through the Hierarchy. For example, if you create a Custom Field at the Space level, it will be available in all Folders and Lists created in that Space.

Search, filter, group, and sort Custom Fields

You can find specific Custom Fields using the following options in the Custom Field Manager:

  • Search: Search for Custom Fields by name using the search bar in the upper-right corner.
  • Filter: Click Filter to view Custom Fields that meet specific criteria, including:
    • Created by: Select one or more people to see the Custom Fields they created. Use the is not operator to see Custom Fields that were not created by the selected people.
    • Location: View Custom Fields that exist in specific Spaces, Folders, or Lists. Use the is not operator to see Custom Fields that are not in the selected location.
    • Field Type: Filter by Custom Field type. Use the is not operator to see Custom Fields that are not the selected type.
    • Group: Group Custom Fields by Field type or Location type by clicking Group by.
  • Sort: Sort Custom Fields by the name, visibility, or pinned columns in ascending or descending order by clicking the column header. You can only sort by one column at a time.

Screenshot of the Custom Field Manager.png

Search

To search for a Custom Field from the Custom Field Manager:

  1. In the sidebar, click All Custom Fields or select a specific location.
  2. In the upper-right corner, click Search.
  3. Enter the name of a Custom Field.
  4. As you type, Custom Fields that match your search term will display.

Filter

To filter Custom Fields in the Custom Field Manager:

  1. In the sidebar, click All Custom Fields or select a specific location.
  2. In the top-left corner, click Filter.
  3. Set your Filter options.
  4. The table of Custom Fields will display tasks that match your filter criteria.

Group

To group Custom Fields in the Custom Field Manager:

  1. In the sidebar, click All Custom Fields or select a specific location.
  2. Click Group By and select an option.
  3. Collapse and expand each group by clicking the group heading.

Sort

To sort Custom Fields from the Custom Field Manager:

  1. In the sidebar, click All Custom Fields or select a specific location.
  2. Click a column heading to sort fields by the values in that column.

    Sorting is not available for the Locations and Created by columns.

  3. Click the column heading again to switch between ascending and descending order.
  4. The list of Custom Fields will display tasks in the selected sort order.
  5. Click the column heading a third time to remove sorting from that column.

Pin a Custom Field

By default, Custom Fields are hidden on tasks until you set a value for them. You can pin a Custom Field so that it always appears on tasks even when the field is empty.

There are two ways to pin a Custom Field from the Custom Field Manager:

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