Sort, Filter, and Search Tasks by Custom Fields in ClickUp
In ClickUp, Custom Fields let you track and organize work in a flexible way. Once your fields are set up, you can sort, filter, and search tasks using these fields to quickly find the information you need, analyze data, and fine-tune your views.
This guide explains how to use Custom Fields to manage task lists in ClickUp, including sorting, filtering, pinning, and searching across your Workspace.
Understand Custom Fields in ClickUp
Custom Fields in ClickUp are extra data points you can add to tasks, like dropdowns, numbers, dates, or text. After adding them to a view, you can use them to:
- Sort tasks in ascending or descending order
- Filter tasks based on one or more field values
- Search tasks that match specific Custom Field criteria
- Pin or unpin fields so they stay visible in your view
These options make it easier to create tailored views for your team and workflows.
Add or Show Custom Fields in ClickUp Views
Before you can sort or filter tasks by Custom Fields in ClickUp, make sure those fields are visible in your current view.
Show Custom Fields in List or Table View
- Open the Space, Folder, or List where your tasks are located.
- Switch to a List or Table view that displays columns.
- Click the + icon on the right side of the column header area.
- Select the Custom Field you want to display.
- If the field does not exist yet, create a new Custom Field from the menu.
- Confirm, and the Custom Field appears as a column in your view.
Once a Custom Field appears as a column, you can sort, filter, and search based on that field.
How to Sort Tasks by Custom Fields in ClickUp
Sorting tasks by Custom Fields in ClickUp helps you visually rank or group work based on values such as priority, cost, or due dates.
Sort a View by a Single Custom Field
- Open your List or Table view.
- Locate the Custom Field column you want to use.
- Click the column header for that Custom Field.
- Choose the sorting direction:
- Ascending (for A–Z, lowest to highest, or earliest date)
- Descending (for Z–A, highest to lowest, or latest date)
The tasks in your current view are rearranged immediately based on the selected Custom Field values.
Sort by Multiple Custom Fields in ClickUp
You can apply more than one sort to create a structured order, such as sorting by a status Custom Field and then by a numeric Custom Field.
- In your List or Table view, click the Sort button in the toolbar.
- Click Add sort.
- Select a Custom Field from the dropdown.
- Choose Ascending or Descending.
- Repeat to add more Custom Field sorts in the order you want them applied.
Tasks are sorted first by the top sort rule, then by subsequent Custom Field rules. You can remove a sort at any time from the same panel.
Filter Tasks by Custom Fields in ClickUp
Filtering tasks by Custom Fields in ClickUp lets you focus on a specific subset of work, such as tasks with a selected dropdown option or a number within a certain range.
Add a Custom Field Filter
- Open the desired view (List, Board, or Table).
- Click the Filter button in the toolbar.
- Select a Custom Field from the filter dropdown.
- Choose a filter operator based on the field type. For example:
- Dropdown: is, is not
- Number: greater than, less than, between
- Date: before, after, on, between
- Text: contains, does not contain
- Set the value or range for the filter.
- Close the filter panel to apply.
Only tasks that meet all active filter conditions will remain visible in the view.
Use Multiple Custom Field Filters Together
You can stack several Custom Field filters to narrow your results.
- From the Filter panel, click Add filter again.
- Choose another Custom Field and operator.
- Set the desired value or range.
- Repeat as needed.
Filters are combined so that tasks must satisfy every active filter to appear. Remove any filter from the panel to broaden the results again.
Search Tasks by Custom Fields in ClickUp
In ClickUp, you can also search tasks by Custom Fields to quickly locate work that matches a particular value, even across multiple locations.
Search Within a View Using Custom Fields
- Open the view you want to search.
- Use the search box (often labeled Search or Find in the view toolbar).
- Enter text that appears in a text-based Custom Field, or a value associated with another field type.
- Click the search result or clear the search field to reset the view.
This is especially useful when you know the value stored in a Custom Field and want to jump straight to the matching task.
Workspace-Level Search Using Custom Fields
Depending on your plan and configuration, global or advanced search features may consider Custom Field content. For detailed, up-to-date capabilities, review the official documentation on the ClickUp Help Center: Sort, filter, and search tasks by Custom Fields.
Pin and Manage Custom Fields in ClickUp Views
To keep important information visible, you can pin Custom Field columns in ClickUp so they stay in place as you scroll horizontally.
Pin a Custom Field Column
- In a List or Table view, hover over the Custom Field column header.
- Click the column menu (often represented by three dots).
- Select Pin column or the equivalent pin option.
The pinned Custom Field column remains fixed on the left side of your view, making it easier to compare task details while scrolling through many columns.
Resize, Reorder, or Hide Custom Fields
To further refine your ClickUp layout, you can:
- Resize a Custom Field column by dragging its edge.
- Reorder columns by dragging and dropping the header to a new position.
- Hide a Custom Field column from the column menu if you do not need it in the current view.
These options help you design clean, focused task views based on your Custom Fields.
Save and Reuse ClickUp Views with Custom Field Settings
After you invest time configuring sorts, filters, and pinned columns using Custom Fields in ClickUp, you can save those settings in a view so your team can reuse them.
- Apply your desired Custom Field sorts and filters.
- Adjust columns, pin key Custom Fields, and arrange the layout.
- Click the view name or view settings menu.
- Save your layout, or update the existing view settings.
Team members can then open the same view and see tasks organized by the Custom Fields you configured, ensuring consistent reporting and tracking.
Advanced Optimization Beyond ClickUp
If you want to go further with reporting, automation, or AI workflows on top of your ClickUp data, you can explore external optimization partners. For example, Consultevo provides consulting services focused on leveraging productivity platforms, SEO, and AI-driven process design.
Learn More About Custom Fields in ClickUp
This article focuses on how to sort, filter, and search tasks by Custom Fields in ClickUp. For field types, limitations, and the most current feature set, consult the official documentation: ClickUp Custom Field sorting and filtering guide.
By setting up clear Custom Field structures and using the sorting, filtering, and search tools described above, you can transform raw task data in ClickUp into flexible, actionable views that align with your team’s daily workflows.
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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