How to Use Custom Fields in ClickUp

Custom Fields in ClickUp let you track almost any type of data directly on tasks, Lists, Folders, and Spaces so your team can work with the exact information it needs in one place.

This step-by-step guide explains what Custom Fields are, how they work, and how to create, manage, and apply them effectively.

What Are Custom Fields in ClickUp?

Custom Fields in ClickUp are flexible data points you add to tasks or higher levels of your Workspace to store extra information beyond default task fields like status, assignee, and due date.

They help you tailor your Workspace to match your processes, so you can manage anything from budgets and priorities to client details or sprint points.

You can add Custom Fields to:

• Spaces
• Folders
• Lists
• Individual tasks (when enabled at a higher level)

Many field types are available, including text, numbers, dates, dropdowns, and more. Some are enabled by default on certain plans, while advanced field types may require paid plans or specific permissions.

Key Benefits of Custom Fields in ClickUp

Using Custom Fields in ClickUp offers several advantages for teams of all sizes:

• Track unique data: Store exactly the information your workflow requires.
• Standardize processes: Use consistent fields across Spaces, Folders, and Lists.
• Improve reporting: Filter, sort, and group tasks using Custom Field data.
• Enhance visibility: Surface critical values directly in task views.

Understanding Custom Field Types in ClickUp

ClickUp supports a variety of Custom Field types so you can capture different formats of data. Common types include:

• Text: For notes, IDs, or short descriptions.
• Number: For quantities, budgets, or scores.
• Currency: For financial amounts.
• Date or Date & Time: For events, milestones, or follow-up dates.
• Dropdown or Labels: For predefined options such as priority or category.
• Checkbox: For yes/no or true/false items.
• People or User: For assigning related owners or stakeholders.

Additional specialized field types may be available depending on your plan and Workspace settings. Each type has its own display behavior and options when sorting, filtering, or grouping tasks.

How Custom Fields Work in ClickUp Hierarchy

Custom Fields in ClickUp follow the hierarchy of your Workspace, which is usually structured as Spaces, Folders, Lists, and tasks.

Key behaviors:

• When you create a Custom Field on a List, it becomes available to all tasks in that List.
• When added at the Folder level, the field is available to every List inside that Folder.
• When created in a Space, it can be reused in Lists and Folders within that Space.
• Fields can be reused in multiple locations so you do not have to recreate them each time.

This structure makes it easy to keep your Custom Fields consistent across similar workflows while still allowing flexibility.

How to Create Custom Fields in ClickUp

Follow these steps to create a new Custom Field for your work:

Step 1: Open the View Where You Want the ClickUp Custom Field

1. Navigate to the Space, Folder, or List where you want to create the field.
2. Open a task view such as List view, Board view, or another supported view.

Step 2: Add a New Custom Field in ClickUp

1. In the view, locate the header area where columns are displayed.
2. Click the option to add a column or field (for example, a “+” in the column bar).
3. Select the Custom Field type you want to create, such as Text, Number, or Dropdown.
4. Enter a clear name for the field so teammates immediately know what it captures.
5. Configure any additional settings such as default values or options.
6. Save the field to make it available for tasks in that location.

Step 3: Apply and Fill In Your New Custom Field

1. Once created, the Custom Field appears as a column in your view.
2. Click into the field for each task and add the appropriate value.
3. Use filters, sorting, or grouping based on this field to organize your work.

How to Manage Existing Custom Fields in ClickUp

After creating Custom Fields in ClickUp, you can manage them to keep your Workspace organized and accurate.

Rename a ClickUp Custom Field

1. Open a view where the field is visible.
2. Click the column header for the Custom Field.
3. Select the option to rename or edit the field.
4. Enter the new name and save your changes.

The updated name appears everywhere that field is used in your Workspace.

Change Options for Dropdown or Label Fields

1. Open the view that uses the dropdown or label Custom Field.
2. Click the field header to open settings.
3. Add, remove, or rename options as needed.
4. Save your changes so future tasks use the updated options.

Hide or Remove a Custom Field in ClickUp

To simplify a view without deleting data:

1. Click the Custom Field column header.
2. Choose the option to hide the field from the current view.

To remove the field entirely from a location (if you have permissions):

1. Open the field settings from the header.
2. Select the remove or delete option.
3. Confirm you want to remove the field from that level.

Be cautious when removing fields, especially if they are used in multiple places.

Using Custom Fields in ClickUp Views

Once your Custom Fields are set up, you can use them to organize and analyze work across ClickUp views.

• Filter: Show only tasks that match specific Custom Field values.
• Sort: Order tasks by numerical, date, or text fields.
• Group: Group tasks by shared Custom Field values, such as status categories or owners.
• Summarize: Use totals or other calculations on supported numeric field types.

These options help you turn raw field data into meaningful insight for planning and progress tracking.

Best Practices for Custom Fields in ClickUp

To keep your Workspace efficient and easy to maintain, follow these best practices:

• Plan your structure: Decide which fields should live at the Space, Folder, or List level before creating them.
• Use clear names: Name fields so every teammate understands their purpose.
• Reuse fields: Reuse existing Custom Fields instead of creating duplicates with slightly different names.
• Review periodically: Audit and clean up unused fields to reduce clutter.
• Limit access: Ensure only the right people can create or delete fields to keep data consistent.

Where to Learn More About ClickUp Custom Fields

For complete, up-to-date details and plan-specific limitations, review the official ClickUp documentation on Custom Fields here: Intro to Custom Fields.

If you want expert help designing an efficient Workspace, structuring hierarchy, and optimizing Custom Fields for reporting, you can explore consulting and implementation services at Consultevo.

By setting up Custom Fields thoughtfully and managing them over time, you can transform ClickUp into a tailored system that reflects exactly how your team plans, executes, and reports on work.

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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