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.

You can't make AI Custom Fields required.

To make a Custom Field required from the Custom Field Manager:

1. Hover over the Custom Field and click Edit.
2. In the Edit field sidebar, enable Required in tasks.
3. Click Save.

Set a default value

Set default Custom Field values to save time! When you set a default value, every new task you create will have the value until it's overridden. 

You can set a default Custom Field value for the following fields:

• Checkbox
• Date
• Dropdown
• Email
• Labels
• Location
• Money
• Number
• Phone
• Progress (Manual)
• Rating
• Text
• Text area (Long Text)
• Website

You can't set default values for AI Custom Fields.

To set a default value from the Custom Field Manager:

1. Hover over the Custom Field and click Edit.
2. Click Field Type to expand the options.
3. Enable Default value.
   
4. In the field under Default value, select or type the value.
5. In the lower-right corner of the sidebar, 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. In the upper-left corner, click your Workspace name.
2. Click Apps.
3. Select ClickApps.
4. Browse or search for the Custom Fields ClickApp.
5. 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.

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.

Edit Custom Fields

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