Set task Custom Fields in ClickUp
Custom Fields in ClickUp let you add structured, trackable data directly to tasks so your team can capture details like budgets, priorities, owners, and more in a consistent way.
This guide explains how to set Custom Fields on tasks, update their values, and understand how they behave across your Workspace.
What are task Custom Fields in ClickUp?
Task-level Custom Fields in ClickUp are additional columns of information that appear on individual tasks and views. They extend default fields like status, assignee, and due date with data types tailored to your workflow.
Examples of task Custom Fields include:
- Text notes, tags, or reference IDs
- Dropdown options for stages or categories
- Numbers for budgets, estimates, or counts
- Dates for launches or approvals
- People fields for reviewers or stakeholders
- Formulas for calculated values
Once created, these fields can be reused across locations, filtered, sorted, and reported on to keep your work in ClickUp organized.
Where task Custom Fields can be set in ClickUp
You can set or change Custom Fields on tasks in ClickUp from several locations, depending on how you like to work:
- Task view
- List view
- Board view
- Table and other advanced views
Each option uses the same underlying Custom Fields, so updates stay in sync throughout ClickUp.
Set task Custom Fields from task view in ClickUp
Task view is often the fastest place to update the specific details of a single task.
Steps to set Custom Field values in task view
- Open your Workspace and navigate to the Space, Folder, or List containing your task.
- Click a task to open it in task view.
- Locate the Custom Fields section or panel on the task.
- If the Custom Field you need is visible, click its value area.
- Enter or select the new value, such as a date, number, text, or dropdown option.
- Click outside the field or press enter to save the value.
Any changes you make to Custom Fields here will immediately apply to this task across all ClickUp views where that task appears.
Set task Custom Fields from List view in ClickUp
List view allows you to see many tasks at once along with their Custom Fields in a spreadsheet-like layout.
Show Custom Fields in List view
- Open the desired List in ClickUp.
- In the column header area, click the option to manage columns or fields.
- Select the Custom Fields you want to display so they appear as columns.
Update task Custom Field values in List view
- Locate the column for the Custom Field you want to edit.
- Find the task row you need to update.
- Click the cell where the row and column intersect.
- Enter or select the new value for that Custom Field.
- Repeat for other tasks to update multiple items quickly.
This method is ideal when you need to set or adjust the same Custom Field for many tasks in ClickUp in one place.
Set task Custom Fields from Board view in ClickUp
Board view shows tasks as cards grouped into columns, usually by status or another field. You can still work with Custom Fields on each card.
Show Custom Fields on task cards
- Open a Board view in your ClickUp location.
- Use the view settings or layout options to choose which Custom Fields display on each task card.
- Select the fields that are most important to see at a glance, such as priority, estimate, or owner.
Edit Custom Field values from Board view
- Hover over a task card on the board.
- Click the Custom Field displayed on the card, or open the full task if more convenient.
- Change the value, then click away to save.
Board view makes it easy to combine visual workflow management with quick Custom Field updates in ClickUp.
Manage existing task Custom Fields in ClickUp
Beyond setting values, you may need to manage how Custom Fields behave, where they appear, or how they are filled out across tasks.
Edit Custom Field options
For certain field types, like dropdowns or labels, you can modify the list of available options. From a view that displays the field:
- Open the field settings menu from the column header or field label.
- Add, rename, or remove options as needed.
- Save the changes to update the field everywhere it is used.
Updates apply across all tasks that use this Custom Field in ClickUp, helping keep data consistent.
Reorder and show or hide Custom Fields
In many views, you can control layout to keep your workspace focused:
- Drag and drop Custom Field columns to reorder them in List or Table views.
- Hide fields that are not needed for day-to-day work.
- Show fields again later from the manage columns or manage fields menu.
This keeps important Custom Fields front and center while avoiding clutter in ClickUp.
Tips for consistent Custom Fields usage in ClickUp
To get the most out of task Custom Fields, align how your team uses them across Spaces and Folders.
- Standardize names: Use clear, descriptive names so anyone can understand what data belongs in each field.
- Reuse existing fields: Before creating a new field, check if a similar Custom Field already exists in your ClickUp location.
- Use the right type: Choose the Custom Field type (text, number, dropdown, etc.) that best matches the data structure you need.
- Document conventions: Create a short guideline for your Workspace describing how and when to use key Custom Fields.
Consistent use improves reporting, filters, and dashboards built on Custom Fields in ClickUp.
Learn more about Custom Fields for ClickUp
For full details and the latest interface changes, always refer to the official documentation. You can read the original article on how to set Custom Fields on tasks directly on the ClickUp Help Center: Set Custom Fields on tasks.
If you want help designing scalable Custom Field structures, automation strategies, or AI-ready workflows around ClickUp, you can also visit Consultevo for consulting and implementation support.
By using task Custom Fields effectively in ClickUp, you centralize key information, streamline collaboration, and set up powerful reporting that grows with your team.
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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