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Create Custom Fields by task type

Create or add Custom Fields by task type to your Workspace.

Custom Fields by task type is currently available in beta. Pricing and feature availability is subject to change. You can request to join the beta here.

Custom Fields by task type feature availability and limits vary by plan and user role. Learn more

Adding Custom Fields to task types

You can add Custom Fields to task types one of two ways:

  1. Creating a new task type Custom Field.
  2. Adding an existing Custom Field to a task type.

You can add existing Custom Fields to a task type, including:

  • Task type Custom Fields.
  • Location Custom Fields.

Using a location Custom Field converts it to a task type Custom Field.

You can also add task type Custom Fields to tasks that aren't using a custom task type. This will add the Custom Field to all new and existing tasks in your Workspace.

There are multiple ways to add Custom Fields to task types in ClickUp:

  • From a task
  • From Workspace settings

Create a task type Custom Field from a task

From a task, you can:

  • Create new task type Custom Fields.
  • Use existing task type Custom Fields.
  • Use existing location Custom Fields from your Workspace.
  • This option converts the location Custom Field to a task type Custom Field.

Creating the first task type Custom Field

There are two ways to create the first task type Custom Field from a task:

  • Use the Create field button.
  • Use the plus icon displayed in the upper-right corner of the Fields section.

This is only possible on tasks with a non-default task type. Both options let you quickly create a new Custom Field on the current task type.

For any additional task type Custom Fields, you'll always use the plus icon.

Screenshot of the create field and plus icons.png

From the Create field button

To add the first Custom Field to a task type, from a task:

  1. Scroll down to the Fields section and click Create field.
    Screenshot of the create field button.png
  2. Click Create field.
    Screenshot of the Create a field button.png
  3. Search or browse the available Custom Field types.
  4. Set the Custom Field name and options.
  5. Click Create.
Screenshot of the option to create a dropdown Custom Field on a task type.

From the plus icon

You can create your first task type Custom Field from the plus icon in the Fields section of a task.

For additional task type Custom Fields, you'll always use the plus icon.

From the Fields section: 

  1. In the upper-right corner, click the plus icon.
  2. Hover over Create a field.
  3. Select On this Task Type.
    Screenshot of the on this task type button.png
  4. Search or browse the available Custom Field types.
  5. Set the Custom Field name and options.
  6. Click Create.
Screenshot of the option to create a dropdown Custom Field on a task type.

Add an existing Custom Field to a task type from a task

You can add existing Custom Fields to a task type, including:

  • Task type Custom Fields.
  • Location Custom Fields.

Using a location Custom Field converts it to a task type Custom Field.

Adding the first task type Custom Field

There are two ways to add the first task type Custom Field to a task type from a task:

  • Using the Create field button.
  • Using the plus icon displayed in the upper-right corner of the Fields section.

Both options let you quickly add an existing Custom Field to the current task type.

For any additional task type Custom Fields, you'll always use the plus icon.

Screenshot of the create field and plus icons .png

From the Create field button

To add an existing Custom Field to the current task type, from a task:

  1. Scroll down to the Fields section.
  2. Click Create field.
  3. Select Add field from Workspace.
  4. Search or browse existing task type and location Custom Fields.
    • You can select a location Custom Field to convert it to a task type Custom Field.
  5. Click Add.

Screenshot of the Add button.png

From the plus icon

To add an existing Custom Field to the current task type, from the Fields section: 

  1. In the upper-right corner, click the plus icon.
  2. Hover over Add field from Workspace.
  3. Select On this Task Type.
    Screenshot of the option to add an existing Custom Field to a task type.
  4. Search or browse existing task type and location Custom Fields.
    • You can select a location Custom Field to convert it to a task type Custom Field.
  5. Click Add.

Screenshot of the Add button.png

Create a task type Custom Field from your Workspace settings

Add a new or existing task type Custom Field from your Workspace settings.

Create a field from Workspace settings

To create a new task type Custom Field from Workspace settings:

  1. In the upper-left corner, click your Workspace avatar and select Settings.
  2. In the All settings sidebar, click Task Types.
  3. To the right of the custom task type you want to update, click the ellipsis ... button.
  4. Scroll down to the Fields section and click the plus icon.
  5. Click Create field.
  6. Search or browse the available Custom Field types.
  7. Select the Custom Field you want to add to this task type.
  8. Enter a field name and set your preferred options.
  9. Click Create.
  10. Click Save.

Add a field from Workspace settings

To add a Custom Field to a task type from your Workspace settings:

  1. In the upper-left corner, click your Workspace avatar and select Settings.
  2. In the All settings sidebar, click Task Types.
  3. To the right of the custom task type you want to update, click the ellipsis ... button.
  4. Scroll down to the Fields section and click the plus icon.
  5. Click Add field from Workspace.
  6. Search or browse existing task type and location Custom Fields.
    • You can select a location Custom Field to convert it to a task type Custom Field.
  7. Click Add.
  8. Click Save.