Manage Custom Fields in ClickUp

Custom Fields in ClickUp let you track the exact data your team needs on tasks, Docs, views, and more. This guide explains how to create, edit, reuse, and remove Custom Fields so you can keep your Workspace organized and consistent.

Using Custom Fields correctly helps you standardize information, improve reporting, and make it easier for every team member to find and update key details.

Understanding Custom Fields in ClickUp

Custom Fields in ClickUp are flexible data points you add on top of standard task properties like status, assignee, or due date. They are available on certain paid plans and can be applied at different levels of your Workspace.

Common Custom Field types include:

Text, number, and currency fields
Dropdown and label options
Dates and times
People fields and relationships
Formulas and calculated values

Each field can be reused across Lists, Folders, and Spaces so your data stays consistent.

Where Custom Fields Work in ClickUp

Custom Fields in ClickUp can be displayed in many locations to match your workflow. Depending on your setup, you can see and use Custom Fields in:

List view, Board view, and other task views
Task details and sidebars
Task descriptions and Docs through embeds or links
Dashboards using widgets that reference Custom Field data

Access to Custom Fields may depend on your plan and Workspace permissions.

How to Create Custom Fields in ClickUp

You can create new Custom Fields from several places in ClickUp. The most common way is directly from a task view.

Create a Custom Field from a List view in ClickUp

Open the Space, Folder, or List where you want to add the field.
Switch to List view if you are not already there.
Scroll horizontally to the end of the columns.
Click the option to Add column or + to add a new field.
Select Custom Field and choose a field type, such as text, number, or dropdown.
Give the field a clear name and configure any options, such as choices for a dropdown.
Click Create or Save to add the Custom Field to the view.

Once created, the Custom Field appears as a column in the view and can be filled in for each task.

Create a Custom Field from task view in ClickUp

Open any task in the relevant List.
In the task sidebar, look for the Custom Fields section.
Click Add Custom Field or a similar button.
Choose the field type and set its name and options.
Save your changes to add the Custom Field to all tasks in that List or location.

This method is ideal when you are working directly with a task and realize you need new data to be tracked for similar tasks.

Manage and Edit Custom Fields in ClickUp

After adding Custom Fields in ClickUp, you can fine-tune them to match how your team works. You can change names, options, visibility, and more.

Edit Custom Field settings

Open the view where the Custom Field appears.
Hover over the Custom Field column header.
Click the dropdown or settings icon on the header.
Select Edit field or the appropriate option.
Update the field name, description, or options as allowed for the field type.
Save your changes to apply them across that location.

Certain changes, such as renaming a field, will be reflected wherever that same field is reused in your Workspace.

Show or hide Custom Fields in ClickUp views

If a view is cluttered, you can hide specific Custom Fields without deleting them.

Open the view with the Custom Fields.
Click the Columns or Show/Hide menu, depending on your layout.
Check or uncheck the Custom Fields you want to show or hide.
Save the view layout if you want these settings to persist for your team.

Hiding a Custom Field from a view does not remove its data. Tasks still keep their values for reporting or use in other views.

Reusing Custom Fields in ClickUp

Reusing Custom Fields in ClickUp ensures consistent reporting and simplifies maintenance. Instead of creating a new field each time, you can use existing fields across Spaces, Folders, and Lists.

Add an existing Custom Field to a new view

Open the view where you want to reuse the field.
Click Add column or + Custom Field.
Select the option to use an existing Custom Field.
Search or browse for the field by name or type.
Select the field and confirm.

The field and its configuration will be reused, keeping your Workspace structured and easier to analyze.

Use Custom Field templates in ClickUp

In some plans, you can save a group of Custom Fields as part of a template. This is helpful for repeated processes like client onboarding or sprint planning.

Open a Space, Folder, or List with the full set of Custom Fields you want.
Create a template from that location, following your Workspace template options.
When applying the template elsewhere, the same Custom Fields are added automatically.

This approach helps you standardize data models across teams while taking full advantage of Custom Fields in ClickUp.

Remove or Delete Custom Fields in ClickUp

If a field is no longer needed, you can either remove it from a specific view or delete it entirely from your Workspace. Use caution because deleting can remove stored data.

Remove a Custom Field from a view

Open the view containing the Custom Field column.
Hover over the Custom Field column header.
Click the dropdown or settings icon.
Select Remove from view or a similar option.
Confirm your selection.

This hides the Custom Field from that view but keeps the field and its data available in other views where it is used.

Delete a Custom Field from ClickUp

Access the field management option from the column header or Custom Field settings.
Select Delete field if available.
Review any warnings about data loss.
Confirm the deletion to remove the field and its values from the Workspace locations where it is used.

Once deleted, Custom Field data is not available for reporting or filters in ClickUp, so review carefully before confirming.

Tips for Organizing Custom Fields in ClickUp

To keep your Workspace efficient, follow these best practices when working with Custom Fields in ClickUp.

Standardize names: Use consistent naming, such as Client Type or Priority Score, so people can quickly understand what each field represents.
Limit duplicates: Before creating a new Custom Field, search for existing ones you can reuse.
Group related fields: In views, place related Custom Fields near each other for easier scanning.
Use only what you need: Hide rarely used fields from everyday views to keep interfaces clean.
Review regularly: Periodically audit Custom Fields to remove old or unused ones.

Learn More About Custom Fields in ClickUp

For the full official documentation and the latest feature details, review the Custom Fields section of the ClickUp Help Center here: Manage Custom Fields.

If you need expert help setting up Custom Fields, workflows, or integrations, you can also work with a consulting partner such as Consultevo to optimize your workspace configuration.

By carefully creating, managing, and reusing Custom Fields in ClickUp, you can build a flexible, scalable system for tracking all the data that matters to your team.

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