ClickUp Custom Fields How-To Guide

ClickUp Custom Fields let you track exactly the data your team cares about, from budgets and priorities to client details and due dates, all inside your workspaces.

This how-to article walks you through setting up, managing, and using Custom Fields so you can tailor your workspace to any workflow.

What are Custom Fields in ClickUp?

Custom Fields extend the standard task fields so you can capture and organize additional details for your work items.

You can use them on tasks, subtasks, and views to store information like costs, statuses, links, and more.

Key benefits of ClickUp Custom Fields

Standardize how your team tracks important data.
Filter, sort, and group tasks by any field you create.
Customize views for different teams and processes.
Surface the right data on List, Board, Calendar, and other views.

Custom Field types available in ClickUp

There are multiple Custom Field types available so you can match the data you need to the correct format.

Common field types

Text: For notes, names, and short descriptions.
Number: For quantities, hours, or counts.
Currency: For budgets, prices, and financial values.
Date: For milestones, deadlines, and key events.
Dropdown: For predefined options like status or region.
Checkbox: For simple yes/no or done/not done values.

Advanced field types

People: Assign owners, reviewers, or stakeholders.
Email: Store contact addresses for leads or clients.
Phone: Track phone numbers on tasks or accounts.
URL: Save links to documents, assets, or external tools.
Label-type fields: Apply multiple tags or categories.

The exact fields available and behavior may depend on your current workspace setup and permissions as described in the official documentation at ClickUp Custom Fields help center section.

How to create Custom Fields in ClickUp

You can add Custom Fields directly from views so they immediately become part of your workflow.

Step-by-step: Create a Custom Field

Open the Space, Folder, or List where you want to add the field.
Go to a view that supports Custom Fields, such as List or Board view.
Locate the header area where columns are displayed.
Choose the option to add or manage fields in that view.
Select the Custom Field type you need, such as Text, Number, or Dropdown.
Name the field clearly so your team understands its purpose.
Configure any extra settings, like default values or options.
Save the field so it appears as a column on your view.

Once created, your new field can be reused across other locations depending on how your workspace is configured.

Managing Custom Fields across ClickUp

After you add a field, you may want to edit, reorder, or reuse it in other parts of your workspace.

Edit a Custom Field

Open a view that already shows the field.
Click the field name or open the field settings menu.
Update the name, options, or formatting as allowed.
Save your changes so they apply wherever the field is used.

Editing fields helps keep terminology consistent while your processes evolve.

Reorder and hide fields

Drag columns in List view to reorder Custom Fields.
Use the view settings to hide fields that are not needed.
Show hidden fields again later if your process changes.

This flexibility makes it easier to build focused views that show only the most important data.

Using ClickUp Custom Fields in your workflows

Custom Fields become truly powerful when you use them in filters, sorting, and reporting.

Filter and sort with Custom Fields

Filter tasks by any field value, such as a region or project phase.
Sort by number, currency, or date fields to see priorities or timelines.
Combine multiple filters to focus on a specific dataset.

These options help teams quickly find work items based on the custom information they track.

Display fields on different ClickUp views

List view: Show Custom Fields as columns for clear overviews.
Board view: Display key details on task cards.
Calendar view: Use Date fields to organize events and time-based work.
Other supported views: Configure which fields appear so each view surfaces the right details.

You can tailor each view so team members always see the context they need.

Workspace-level considerations for ClickUp Custom Fields

Custom Fields can behave differently depending on where they are created and how your workspace is structured.

Location and hierarchy

Fields can be created at Space, Folder, or List level.
Higher-level fields can often be reused in lower levels to maintain consistency.
Use consistent naming conventions so fields are easy to recognize.

Permissions and access

Only members with the right permissions can create or manage certain fields.
Guests may have limited ability to view or edit specific Custom Fields.
Check your workspace settings if any team member cannot see a field.

Clear permissions and naming standards help prevent confusion as more fields are added.

Best practices for Custom Fields in ClickUp

A few simple guidelines will keep your setup scalable as your workspace grows.

Plan field names and types before creating them to reduce duplicates.
Use Dropdowns or labels instead of free text when you need consistent reporting.
Review fields regularly and remove or hide unused ones.
Document which fields are mandatory for certain workflows.

Following these practices makes reporting, searching, and automation more reliable.

Where to learn more about ClickUp Custom Fields

For complete, always up-to-date details on Custom Fields, including limits, feature availability, and the latest improvements, refer to the official help center: ClickUp Custom Fields documentation.

If you need strategic help designing workspace structures, integrating tools, or scaling workflows around Custom Fields, you can also find expert consulting services at Consultevo.

By configuring Custom Fields thoughtfully, your workspace can mirror any process, making it easier for every team to track, manage, and report on the data that matters most.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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