Master Custom Fields in ClickUp

Custom Fields in ClickUp give you a powerful way to organize, display, and search detailed information across your Workspace so every team member can quickly find the data they need.

This guide explains where to see Custom Fields, how to search and filter them, and how to manage them efficiently without losing control of your task data.

Understand Custom Fields in ClickUp

Custom Fields let you add extra, structured information to tasks, like budgets, owners, dates, or statuses that go beyond default task fields. They can be applied at different levels in your Workspace and reused across views.

Key principles:

Custom Fields can be visible in different views, depending on configuration.
Fields can be reused across multiple locations in your Workspace.
You can search and filter tasks based on Custom Field values.

Where Custom Fields Appear in ClickUp

Before searching or filtering, it helps to know where you can see Custom Fields inside your Workspace.

Task views that support Custom Fields in ClickUp

You can view and work with Custom Fields in the following task views:

List view: Great for structured, spreadsheet‑like visibility of task data.
Board view: See Custom Fields on cards as you move tasks across columns.
Table view: Advanced grid for working with many fields at once.
Calendar, Gantt, and Timeline views: Show date‑based and other relevant Custom Fields tied to schedules.
Everything level task views: Aggregate Custom Fields from multiple locations for broad reporting.

Not every Custom Field will appear in every view by default. You can decide which fields are shown using the view’s settings.

Locations that share Custom Fields in ClickUp

Custom Fields are defined at different hierarchy levels, which affects where they can be reused:

Workspace level: Fields can be available across many Spaces and Folders.
Space level: Fields are reusable inside a specific Space.
Folder level: Fields are shared among Lists within a Folder.
List level: Fields are specific to tasks in a particular List.

When you open a view, it can display Custom Fields created at that level or inherited from higher levels, depending on configuration.

How to View Custom Fields in ClickUp

Use these steps to show or hide Custom Fields in supported views so your team sees only the details that matter.

Show or hide Custom Fields in List, Table, and Everything views

Open a List, Table, or Everything task view.
Locate the column header section at the top of the view.
Click the + or Columns button to manage visible columns.
Browse or search for available Custom Fields from the menu.
Select a Custom Field to add it as a column, or deselect it to hide it.
Drag column headers to reorder Custom Fields as needed.

This lets you tailor each view, so only the most relevant Custom Fields are visible for a particular workflow.

View Custom Fields in Board and Calendar‑style views

In Board, Calendar, Gantt, and Timeline views, Custom Fields usually appear on the task cards or along the schedule bars.

Open the desired view.
Use the view settings or card settings menu to manage which fields appear on cards.
Enable or disable Custom Fields so key data is visible at a glance.

Some fields may only appear when you open a task, depending on configuration and space constraints in the card layout.

Search Custom Fields in ClickUp

Searching Custom Fields helps you quickly find tasks that match specific values or criteria across your Workspace.

Use Filters to search Custom Fields in ClickUp

Filters are the primary way to search Custom Fields inside task views.

Open any supported view such as List, Board, Table, or Everything.
Click the Filters button in the view toolbar.
Select Add filter.
From the field dropdown, choose the Custom Field you want to search.
Pick a condition, such as equals, contains, is set, or is not set, depending on the field type.
Enter or choose the value you need to match.
Apply the filter to see tasks that meet your Custom Field criteria.

You can combine multiple filters to create advanced Custom Field searches. For instance, filter by a Budget field greater than a certain value and a Status field set to a specific option.

Search across many locations with Everything views in ClickUp

Everything level views aggregate tasks from multiple Spaces, Folders, and Lists, including their Custom Fields.

Navigate to the Everything level in your hierarchy.
Open a List or Table view.
Use the Filters menu to add Custom Field filters as described above.

This is helpful when you want a Workspace‑wide search using Custom Fields, such as seeing every task with a particular client name or a shared tag stored in a Custom Field.

Manage and Reuse Custom Fields in ClickUp

Good management of Custom Fields ensures consistency and prevents duplicates in your Workspace.

Identify where a Custom Field is used in ClickUp

From a view that displays a Custom Field, you can explore where that field is available.

Open a List or Table view that shows the Custom Field as a column.
Click the column header for that Custom Field.
Select the option to manage or view details (for example, Manage field or similar, depending on your interface).
Review the locations or levels where that Custom Field is currently applied.

This helps you understand how widely a field is deployed before renaming or adjusting it.

Reuse existing Custom Fields across ClickUp views

Whenever you add a Custom Field to a new view, you can often choose from existing fields instead of creating a new one.

In a view, click the + or Columns button.
Search for a Custom Field name you already use elsewhere.
Select the existing field so it appears in the new view.

Reusing fields keeps reporting consistent and avoids scattered, similar fields with slightly different names.

Best Practices for Custom Fields in ClickUp

To keep your Workspace organized, follow these best practices as you scale your use of Custom Fields.

Standardize names: Use clear, consistent naming for Custom Fields to avoid confusion.
Limit unnecessary fields: Remove or hide fields that are no longer needed to reduce clutter.
Use correct field types: Choose dropdowns, numbers, dates, or other appropriate types so filters and search work properly.
Review at the Workspace level: Periodically audit Workspace, Space, and Folder level fields to maintain a unified data structure.

Learn More About Custom Fields in ClickUp

For the most detailed, up‑to‑date instructions, you can review the official documentation on how to view and search Custom Fields directly in the product help center.

Visit the original article here: View and search Custom Fields in your Workspace.

If you want strategic guidance on structuring your Workspace and Custom Fields for reporting and process automation, you can also explore consulting resources such as Consultevo for tailored implementation support.

By understanding where Custom Fields live, how to display them in views, and how to search with filters, you unlock the full potential of structured data in ClickUp for every team in your Workspace.

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