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.
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:
- In the upper-left corner, Click your Workspace avatar.
- Click Apps.
- Select ClickApps.
- Browse or search for the Custom Fields ClickApp.
- Toggle on the Custom Fields ClickApp.
- Uncheck any Spaces that don't need Custom Fields.
- 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.
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.
Set Custom Field permissions
You can set Custom Field permissions on the Business Plus and Enterprise Plans.
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.