Manage Custom Fields

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

What you'll need

  • 60 Custom Fields uses are available on the Free Forever Plan.
  • Unlimited uses are available on paid plans.
  • Hiding Custom Fields from guests is available on paid plans.
  • Required Custom Fields are available on the Business, Business Plus, and Enterprise Plans.
  • Individual Custom Fields can be hidden from all guests.

Require Custom Fields

Owners and admins can make Custom Fields required to help enforce processes and ensure data integrity.

Required Custom Fields need to be filled out when creating tasks in any locations the Custom Field is used in. You can make Required Custom Fields optional for subtasks.

Require Custom Fields from a task

To make a Custom Field required from a task:

  1. In the upper-right corner of the Custom Fields table, click the plus icon.
  2. Click Add field from Workspace to open the Custom Field Manager.
  3. Hover over the field and click Edit.
  4. In the Edit field sidebar, enable Required in tasks.
  5. Click Save.

Require Custom Fields from the Sidebar

To make a Custom Field required from the Sidebar:

  1. Click the Space, Folder, or List settings ellipsis ... icon.
  2. Select settings.
  3. Click Custom Fields to open the Custom Field Manager.
  4. Hover over the Custom Field and click Edit.
  5. In the Edit field sidebar, enable Required in tasks.
  6. Click Save.

Enable manual sorting of Custom Fields

Workspace owners and admins can enable the option to sort Custom Fields manually rather than alphabetically. Although Custom Fields can be enabled for individual Spaces, this setting applies to all Custom Fields in your Workspace.

To set your sorting preference:

  1. Click your Workspace avatar.
  2. Select ClickApps.
  3. Browse or search for the Custom Fields ClickApp.
  4. Check the box to sort Custom Fields manually.

Manually sort Custom Fields

You can choose to manually sort Custom Fields in tasks across your Workspace.

Hide Custom Fields from guests

On any of our paid plans, you can show or hide individual Custom Fields from all guests in your Workspace.

  1. From the Custom Field Manager, hover over a field and click Edit.
  2. In the Edit field sidebar, disable Visible to guests.

Screenshot of the Visible to guests toggle in the Edit field sidebar.png

Move tasks with Custom Fields

When you move a task, we'll ask what you want to do with the Custom Fields in your task's current List that don't exist in the destination List.

Select one of the following options:

  • Select all: All Custom Fields will be added to the destination List.
  • Choose: Pick individual Custom Fields to transfer.
  • Do nothing: Move the task without any Custom Fields.

Screenshot of the warning modal that displays when moving a task to a List with different Custom Fields.

Edit Custom Fields

You can also rename and update the details of your Custom Fields at any time. Learn how to edit Custom Fields

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