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Intro to Custom Fields

Enrich your tasks with Custom Fields to add important context and improve your Dashboard reporting. Whether you're adding an email address for a customer relationship management task, a dropdown to categorize work, or location fields to plot your work on a map, Custom Fields allows you to fully customize your Workspace.

Check out our course on how to Add, Edit, and Manage Custom Fields in ClickUp University.

Custom Fields can be added to Lists, Folders, Spaces, or your entire Workspace. You can use the same Custom Field in multiple locations. When you add a Custom Field to a List, it will display on all tasks and subtasks in that List. When you add a Custom Field to a Space, it will be added to every Folder, List, task, and subtask in that Space.

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.
  • Individual Custom Fields can be hidden from all guests.
  • Guests with edit or full permissions can edit existing Custom Fields but cannot create new ones.
  • Guests cannot create new options for Label and Dropdown Custom Fields.
  • You can pin Custom Fields on the Business Plan and up. 
  • A use of this feature is counted each time you add a value to a Custom Field to a task. Learn more about Custom Field uses and use limits.

Enable the Custom Fields ClickApp

Owners and admins can enable the Custom Fields ClickApp for the entire Workspace or individual Spaces.

To enable the Custom Fields ClickApp:

  1. In the upper-left corner, click your Workspace avatar.
  2. Click Apps.
  3. Select ClickApps.
  4. Browse or search for the Custom Fields ClickApp.
  5. Toggle on the Custom Fields ClickApp.
  6. Uncheck any Spaces that don't need Custom Fields.
  7. Choose if you want to sort Custom Fields manually instead of alphabetically.

Custom Field types

Different Custom Fields types allow you to capture and use different types of information to organize tasks and maintain consistency.

For example, you can create a Phone Custom Field to capture client phone numbers or use Formula Fields to perform calculations.

Create Custom Fields

Create new Custom Fields from other locations in your Workspace.

Create Relationship Custom Fields

Learn how to create Relationship Custom Fields.

Show Custom Fields

Show and explore the data available in Custom Fields from tasks or views. 

Display data from related tasks in List view by adding a rollup field column!

Add Custom Fields to new locations

Add Custom Fields to additional Spaces, Folders, and Lists. 

Adding a Custom Field to a view will add it to that location. For example, adding a Custom Field column to a List view at the Everything level will add the Custom Field to all tasks in your Workspace.

AI Custom Fields

Use AI Custom Fields to summarize tasks, get updates, translate, and create action items, or create your own content custom AI fields for endless possibilities!

Set Custom Field permissions

You can set Custom Field permissions to safeguard important information.

Use Formula Fields

Create custom calculations using Formula Fields!

Set Custom Field values 

Set Custom Fields values to organize and add context to your tasks!

Search, sort, and filter tasks by Custom Fields

Use Custom Fields to search, track, sort, and filter the work in your tasks. 

Manage Custom Fields

Manage Custom Fields to make sure your data is captured and maintained consistently. The following articles will help you manage your Custom Fields:

Custom Fields searched by ClickUp AI 

The following Custom Fields are searched when you ask AI a question about a task:

  • Date
  • Email
  • Location
  • Number
  • Phone Number
  • Text
  • Text area (Long Text)
  • URL
  • Dropdown
  • Label
  • Checkbox
  • Money

Unexpected Custom Field behavior

If a Custom Field is not behaving how you expect, ensure that the correct Custom Field type has been created for the expected behavior.

If you enter a URL or location, make sure you're using the Website or Location Custom Field. The information can be put into Text Custom Fields but won't work as intended.

Number not valid error for commas

Commas are not supported for all Custom Fields at this time. 

Can't find an address in Location Custom Fields

The Location Custom Field provides you with addresses to select using Google Maps data. If an address you enter is not showing up on Google Maps, it displays the closest match in the Location Custom Field.

If you cannot find a specific address, try the following:

  • Use Google Maps Plus Codes. Find the equivalent Plus Code and input it into the Location Custom Field. 
  • Use a Text Custom Field to contain the address. This allows you to input addresses in a text format without automatic suggestions. You will not be able to use the data directly in a Map view when using a Text Custom Field.

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