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 three ways to add Custom Fields to task types in ClickUp:

• From a task.
• From Custom Field Manager.
• 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 a field on task type button.
• Or, use the plus icon displayed in the upper-right corner of the Custom Fields section.

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.

From the Create a field on the task type button

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

1. Scroll down to the Custom Fields section.
2. Click Create a field on the task type.
3. Click Create a field.
   
4. Search or browse the available Custom Field types.
5. Set the Custom Field name and options.
6. Click Create.

From the plus icon

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

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

From the Custom Fields section: 

1. In the upper-right corner, click the plus icon.
2. Hover over Create a field.
3. Select On this task type.
4. Search or browse the available Custom Field types.
5. Set the Custom Field name and options.
6. Click Create.

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 a field on task type button.
• Or, using the plus icon displayed in the upper-right corner of the Custom 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.

From the Create a field on the task type button

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

1. Scroll down to the Custom Fields section.
2. Click Create a field on the task type.
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.

From the plus icon

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

Create a task type Custom Field from Custom Field Manager

You can create and edit all Custom Fields from Custom Field Manager.

Create a new task type Custom Field

To create a new task type Custom Field, from Custom Field Manager:

1. In the left sidebar, click an existing task type.
2. In the upper-right corner, click Create new field.
   • Or, click + Create field in the table of existing Custom Fields.
3. Search or browse the available Custom Field types.
4. Enter a field name and set your preferred options.
5. Click Create.

Use an existing task type Custom Field

To use an existing task type Custom Field, from Custom Field Manager:

1. In the left sidebar, click an existing task type.
2. In the upper-right corner, click Add existing field.
3. Search or select from the list of existing task type Custom Fields.
4. Check one or more task type Custom Fields.
5. Click Add Fields.

Create a task type Custom Field from Workspace settings

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

1. To the right of a custom task type, click the ellipsis ... icon.
2. Click Edit.
3. Click Add Custom Field.
   • To add more Custom Fields, click the plus icon.
     
4. Click Create a field or Add field from Workspace.

Create a field from Workspace settings

To create a new 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 a custom task type, click the ellipsis ... icon.
4. Click Edit.
5. Scroll down to the Custom Fields section.
6. Click the plus icon.
7. Click Create field.
   
8. Search or browse the available Custom Field types.
9. Enter a field name and set your preferred options.
10. Click Create.
11. Click Save.

Add a field from Workspace settings

To use an existing Custom Field:

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 a custom task type, click the ellipsis ... icon.
4. Click Edit.
5. Scroll down to the Custom Fields section.
6. Click the plus icon.
7. Click Add field from Workspace.
8. 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.
9. Click Add.
10. Click Save.