Manually sort Custom Fields

Change how Custom Fields are sorted in tasks across your Workspace.

If you need help displaying Custom Fields across your Workspace, read our Show Custom Fields in tasks and views article.

What you'll need

  • 60 Custom Field uses are available on the Free Forever Plan.
  • Unlimited uses are available on paid plans.
  • Workspace owners on the Business Plus and Enterprise Plans can use custom role permissions to manage Custom Fields.
  • Guests with edit or full edit permissions can edit existing Custom Fields, but cannot create new ones.

How Custom Fields are sorted

Custom Fields are always sorted in the following order:

  1. Filled required Custom Fields, from largest Hierarchy location to smallest.

    Progress (Auto) Custom Fields are always considered filled.

  2. Empty required Custom Fields, from largest Hierarchy location to smallest.
  3. Filled pinned Custom Fields, from largest Hierarchy location to smallest.
  4. Empty pinned Custom Fields, from largest Hierarchy location to smallest.
  5. All other filled Custom Fields, from largest Hierarchy location to smallest.
  6. All other empty Custom Fields, from largest Hierarchy location to smallest.

Once manual sorting is enabled, you can only change the order of your Custom Fields within these six categories. 

For example, List A has three required Custom Fields and three pinned Custom Fields. You can change the order of the three pinned Custom Fields, but they will always display below the three required Custom Fields. 

Tasks in Multiple Lists

When looking at a task that is in multiple Lists, List-level Custom Fields from other Lists display above List-level Custom Fields from its home List.

List and Table view columns

Changing the order of Custom Fields won't impact Custom Field columns in List and Table views, but will update the order of Custom Fields shown in Board view and Calendar view.

Enable manual sorting for Custom Fields

To enable manual sorting of Custom Fields:

  1. Navigate to your ClickApps.
  2. On the Custom Fields ClickApp, click the Sort dropdown.
  3. Select Manual.

Manually sort Custom Fields

Once enabled, you can manually sort Custom Fields from the Custom Field Manager:

  1. In the left sidebar, select a location to see the fields in it.
  2. In the upper-right corner, click the Reorder toggle.
  3. Use the drag handles to the left of Custom Fields to reorder them within their categories. Changes are automatically saved.

Screenshot highlighting the drag handles.png

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