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Use Custom Fields for marketing teams

Custom Fields enable and improve workflow Automations, reporting, knowledge sharing, and more by adding important information to any marketing project or initiative and providing relevant information at a glance.

Get started now using our Quick Start: Marketing template!

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Custom Fields

We recommend the following Custom Field types for marketing teams:

Custom Field type Description Example
Dropdown Choose from a list of options.

Use this field to display information such as:

  • Marketing task type (e.g campaign, promotion, website)
  • Asset format (e.g mov, png, jpeg)
  • Asset resolution
  • Asset aspect ratio
  • Audience funnel (e.g Youtube, Instagram, website, Twitter)
  • Blog category
  • Social category
  • Strategic goal
People Select people or Teams in your Workspace for each task.

Use this field to select the person who submitted the marketing request, making it easier to follow up with the requester to understand more about the project request.

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Labels Choose from flexible list of options, similar to the Dropdown Custom Field.

Use this field to select the marketing channels for the task, such as:

  • Digital
  • Social media
  • Print
Text Add a single line of text to display on any task. Use this field to display information like objective or description.
Files Upload files from your device or from cloud storage services. Store mockups or other marketing assets in tasks within the Asset Library List.
Money Enter a formatted amount of money in any currency. Use this field to display financial project information, such as budget or spend.
Relationship The Relationship Custom Field allows you to display any tasks that are linked to the one that you're working on. Connect a task in the Marketing Plan List with a task in the Asset Library List.
Website Capture the URL of any website. Use this field to display URLs like asset links or published links.
Date Enter a custom date and time.

Use this field to record any important project dates, like the date you will publish an article or send an email.

The date and time format will match the date and time settings for the Workspace.

AI Fields

Utilize ClickUp AI to summarize, translate, categorize and more!

Screenshot highlighting an Action Items AI Field.png

We recommend the following AI Fields for marketing teams:

AI Field Description Example
Summary Receive a clear, concise overview of your tasks. See a summary of each marketing task in a Space, Folder, or List.
Progress Updates Receive a progress update for tasks in a Space, Folder, or List. Stay up to date on marketing projects and campaigns with automated progress updates.
Translation Translate tasks directly from your views. Translate marketing assets in your Content Calendar or Asset Library Lists.
Action Items See what needs to be done using context from your Workspace. Create actionable steps for any marketing task.
Categorize Automatically categorize tasks. Automatically categorize your marketing tasks to stay organized and save time.