Add or move Custom Fields with Custom Field Manager

Add existing Custom Fields to other locations to keep your data organized.

You can add or remove Custom Fields to Spaces, Folders, and Lists in your Workspace, or move Custom Fields up or down through your Workspace Hierarchy.

The option to move Custom Fields is available on the Business Plus and Enterprise Plans.

What you'll need

  • Owners and admins can access the Custom Field Manager.
  • Members and guests with the Manage Custom Fields Custom Permission can access Custom Field Manager.
  • Custom Field Manager is available on all ClickUp plans.
  • The Custom Field Manager is only available on ClickUp 3.0.
  • The options to merge and move Custom Fields are available on the Business Plus and Enterprise Plans.

Available options

Most Custom Field types can be moved.

The following Custom Field types can't be moved:

Add a Custom Field to a new location

You can add a Custom Field to a new List, Folder, or Space in your Workspace.

From the Custom Field Manager:

  1. Click a Custom Field to open the editor.
  2. In the Locations section, click the plus icon.
  3. Search or browse your Workspace and select a Space, Folder, or List.
  4. The Custom Field will be added to all tasks in the location.

Screenshot of the plus icon next to Locations in the Edit field modal.png

Remove a Custom Field from a location

You can remove a Custom Field from a List, Folder, or Space in your Workspace.

When a Custom Field is removed from a location no data is deleted from your tasks. The Custom Field will be hidden on tasks that are not in the remaining locations.

You can add a Custom Field back to a location. If a task previously had a value in the Custom Field, it will be restored.

Custom Fields must exist in at least one location in your Workspace or they will be deleted.

From the Custom Field Manager:

  1. Click a Custom Field to open the editor.
  2. To expand all locations, click Locations.
  3. Hover over a location and click the icon.
  4. The Custom Field will be removed from all tasks in the selected location.

Move a Custom Field

Move Custom Fields up or down in your Workspace Hierarchy.

When moving Custom Fields up, the Custom Fields is added to all tasks in that location. You can choose a Folder, Space, or Workspace above the current location.

When you move a Custom Field down, no data is deleted from your tasks. The Custom Field will be hidden on tasks that are not in the new location. You can add the Custom Field back to a higher location. If a task previously had a value in the Custom Field, it will be restored.

When moving Custom Fields down, you can:

  • Choose a List, Folder, or Space.
  • See how many items will be impacted by moving the Custom Field, including:
    • Locations
    • Automations
    • Forms
    • View Filters
    • Tasks

To move a Custom Field up or down in the Hierarchy:

  1. From the Custom Field Manager, click a Custom Field to open the editor.
  2. To expand all locations, click Locations.
  3. Hover over a location and click Change Location.
  4. Hover over the new location and click Select.
  5. The Custom Field is moved and added to all tasks in that location.

A project management example

The following is a real-world example of moving a Custom Field between locations.

You can:

  1. Create a Money Custom Field called Project budget in a Folder called Q4 Projects.
  2. Populate the Project budget field on several tasks in various Lists.
  3. Move the Custom Field to a specific project List called Budgeting.

The Project budget Custom Field will be hidden on tasks in any other List in the Q4 Projects Folder.

Then, move the Project budget Custom Field back up to the Q4 Projects Folder.

The field will be re-added to all the tasks in the Folder.

Any tasks that previously had an amount in the Project budget field will display the last value added before the Custom Field was moved down to the Budgeting List.

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