Re-use existing Custom Fields in 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.

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 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 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:

• Files
• Formula
• Progress (Auto)
• Relationship
• Rollup
• Tasks

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. Under the Locations section, click Add Location.
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.

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. Click the ellipsis ... icon next to an existing List, Folder, or Space.
3. Click Remove Location.
4. The Custom Field will be removed from all tasks in the selected location.

Moving a Custom Field up

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.

From the Custom Field Manager:

1. Click a Custom Field to open the editor.
2. Click the ellipsis ... icon. next to an existing List, Folder, or Space.

3. Select where to move the Custom Field.

   The options available vary depending on the selected location.

4. Your Custom Field will be moved and added to all tasks in that location.

Moving a Custom Field down

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

From the Custom Field Manager:

1. Click a Custom Field to open the editor.
2. Click the ellipsis ... icon next to an existing List, Folder, or Space.

3. Select where to move the Custom Field.

   The options available vary depending on the selected location.

4. Review the warning modal to understand the impact of moving the Custom Field down.
5. Click Move Field.

A project management example

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

You can:

1. Create a money type 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.

Updated August 25, 2023 14:59