Use Relationship Custom Fields with Custom Field Manager

You can view, create, and edit Relationship Custom Fields 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 permission is enabled for members.
  • The options to merge and move Custom Fields are available on the Enterprise Plan.

Available Relationships

The following Relationships can be used with Custom Field Manager:

  • Tasks linked using a Tasks Custom Field.
  • Tasks linked, including:
    • Any task in the Workspace Relationships.
    • List to List Relationships.

Dependency Relationships where tasks are linked, waiting on, or blocking other tasks are not displayed in the Custom Field Manager.

You can't move, merge, or convert Relationship Custom Fields.

Create Relationship Custom Fields

You can create Custom Relationships or Tasks Custom Fields from the Custom Field Manager:

  1. From the sidebar, click All Custom Fields or select a specific location.

    To create a List to List Custom Relationship, you must select a List from the Custom Field Manager sidebar.

  2. In the upper-right corner, click Create new field.
  3. In the Create field sidebar, click the dropdown menu next to Field Type.
    Screenshot of the Field Type dropdown when creating a new Custom Field in the Custom Field Manager.png

  4. Select Relationship or Tasks.

    When the Relationship ClickApp is turned on, the Tasks option creates an Any task in the Workspace Custom Relationship.

  5. Name the Relationship and add any additional details.
  6. Choose to add Relationship Columns (formerly rollup fields) by checking Create rollup fields.

    Only List to List Relationships support using Custom Fields as Relationship Columns.

  7. Click Create.

Edit Relationship Custom Fields

You can edit existing Relationship Custom Fields from the Custom Field Manager:

  1. Click a Relationship Custom Field to open the editor.
  2. Set your preferences.
  3. The Custom Field will be updated instantly.

Available options include:

  • Name: Update the name of the field.
  • Description: Give a Custom Field a meaningful description to help others understand how it's used.
  • Field type: This option will always display Relationship. You can't convert Relationship Custom Fields to other Custom Field types.
  • Related to: Displays the type of Custom Relationship. You can't change the type of Custom Relationship.
    • Any task in the Workspace Custom Relationship displays the following text:
    • Related to any task in your Workspace.
    • List to List Custom Relationship displays the following text:
    • Related to task from a specific list and the name of the other List.
  • Location: Displays the specific Workspace, Space(s), Folder(s), and List(s) where your Custom Fields exists on tasks. You can't add, move, or remove Relationship Custom Fields from other locations.
  • Settings: Set your preferences for the Custom Field, including:
    • Required in Tasks: The field must have a value set when a task is create. Required Custom Fields are always pinned.
    • Required in Subtasks: The field must have a value set on subtasks.
    • Visible to Guests: Guests can view the field and values.
  • Delete: Remove the Custom Field from your Workspace.

Screenshot of the options to edit a List to List Relationship Custom Field.

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