Intro to Custom Fields

Use Custom Fields to customize your Workspace. Different Custom Fields contain different types of data.

Custom Fields can be added to Lists, Folders, Spaces, or your entire Workspace. You can use the same Custom Field in multiple locations.

You can add a Custom Field to a List and it will appear on all tasks and subtasks in that List. Add a Custom Field to a Space, and it will be added to every Folder, List, task, and subtask in that Space.

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.

Screenshot of a List view with 2 Custom Field columns.png

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 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. 

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.

Add existing Custom Fields to a new location

You can add existing Custom Fields to other Spaces, Folders, and Lists from tasks from the Sidebar, and views. Custom Fields added at the Everything level are applied to every task in your Workspace.

Custom Field uses

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.

Use advanced Formulas

Use advanced Formulas to make calculations. 

Edit Custom Fields

Rename and update the details of your Custom Fields to meet your team's needs. Learn how to edit Custom Fields

Set Custom Fields on tasks

Set Custom Fields values from tasks, views, or the Bulk Action Toolbar. 

Search, sort, and filter tasks by Custom Fields

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

Show Custom Fields

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

Manage Custom Fields

Manage Custom Fields to make sure your data is captured and maintained consistently.

Manually sort Custom Fields

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

Troubleshoot Custom Fields

Troubleshoot unexpected Custom Fields behavior.

Hide Custom Fields from guests

To hide Custom Fields from a guest:

  1. Hover over the List or Folder you shared with the guest and click the ellipsis ... icon.
  2. Select List settings or Folder settings.
  3. Click Custom Fields.
  4. From the Custom Field Manager, hover over a field and click Edit.
  5. From the Edit field sidebar, disable Visible to guests.

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