How to Use Custom Cards in ClickUp
Custom cards in ClickUp let you design flexible task views so you can spotlight the most important work, share focused boards with your team, and keep every project organized in a way that matches your workflow.
This guide walks you through what custom cards are, how they work in Board view, and the exact steps to create, edit, copy, and share them.
What are custom cards in ClickUp?
Custom cards are personalized layouts for tasks and subtasks shown in Board view. Instead of seeing the default task layout, you decide which fields are visible and how they appear on each card.
You can use custom cards to:
- Show only a handful of important fields on a board.
- Create different boards for different teams using the same tasks.
- Highlight status, assignees, or custom fields needed for daily standups.
- Reduce visual noise by hiding details you do not need.
Custom cards are available in Board view at all hierarchy levels where Board view is enabled.
Where ClickUp custom cards can be used
Custom cards work in Board view across your workspace. You can use them at levels such as:
- Workspace
- Folder
- List
- Space (depending on structure)
Every board can have multiple custom cards, which lets different people or teams see the same work in the way that is most useful to them.
Accessing custom cards in ClickUp Board view
To start working with custom cards, first open a Board view in ClickUp where your tasks are already grouped into columns.
- Open the desired Space, Folder, or List.
- Switch to Board view from the view toolbar.
- Look for the Card settings at the top right of your board.
From here, you can manage layouts and open the custom cards modal.
How to create a custom card in ClickUp
Follow these steps to build a new card layout from scratch in Board view.
- In your Board view, click the Card menu.
- Select Customize cards to open the settings panel.
- Click + New card layout or a similar option to create a new layout.
- Give the layout a clear, descriptive name so teammates know when to use it.
- Choose which task fields you want visible on each card, such as:
- Title
- Status
- Assignees
- Due date
- Priority
- Custom Fields, like tags, sprint, or client name
- Adjust the order of fields by dragging them into place.
- Save the layout to apply it to the current board.
Once saved, your new layout becomes available in the current Board view, and you can switch between different card layouts whenever you need.
Choosing which fields appear on ClickUp cards
The main power of custom cards in ClickUp is deciding exactly which information appears on each card.
Common fields to include:
- Task name to identify the work item.
- Status to show progress in each column.
- Assignee so ownership is always visible.
- Due date to keep deadlines front and center.
- Priority to highlight urgent work.
- Custom Fields such as:
- Story points or estimates
- Client or account name
- Channel or platform
- Stage, sprint, or release
To adjust fields inside an existing custom card layout, open the Customize cards settings and check or uncheck the fields you want to display.
Managing multiple ClickUp custom card layouts
You can maintain several custom card layouts in the same Board view for different workflows or team needs.
For example, you might have:
- A Developer board layout that focuses on status, priority, and story points.
- A Design board layout that highlights tags, due date, and reviewer.
- A Client board layout that shows only name, status, and due date for easy client reviews.
Switch between layouts using the Card menu in Board view and selecting the layout name from the list.
Rename a ClickUp custom card layout
- Open Board view and click the Card menu.
- Open Customize cards.
- Find the layout you want to rename.
- Click the layout menu (often a three-dot icon).
- Select Rename, update the name, and save.
Duplicate a ClickUp custom card layout
Duplicating a layout is useful when you want a small variation without starting from scratch.
- Open the Customize cards panel in your Board view.
- Locate the layout you want to copy.
- Open its menu and select Duplicate.
- Rename the new layout and adjust fields as needed.
Delete a ClickUp custom card layout
Remove layouts you no longer use to keep your Board view tidy.
- Open Customize cards from the Card menu.
- Find the layout you want to delete.
- Click the layout menu icon.
- Select Delete and confirm.
Deleting a layout removes only the configuration, not your tasks or data.
Sharing custom cards with your ClickUp team
Custom cards make collaboration easier by giving everyone a shared view of what matters most.
Ways to share layouts inside ClickUp include:
- Setting a layout as the default card layout for a board so others see it automatically.
- Asking teammates to select the layout from the Card menu in Board view.
- Duplicating a layout and adjusting it slightly for a specific role or team.
Permissions are based on the underlying Board view and task access. If a user can see the board and tasks, they can usually use shared layouts configured there.
Tips for optimizing ClickUp custom cards
Use these ideas to keep your boards efficient and easy to scan:
- Limit visible fields to only what you need for quick decisions.
- Order fields from most important to least important.
- Use consistent layouts across related boards to reduce confusion.
- Pair custom cards with filters so boards show only relevant work.
- Review layouts regularly and remove ones that are no longer used.
More resources for ClickUp workflows
To see the original help content about custom cards, visit the official ClickUp custom cards documentation.
If you want expert help optimizing your ClickUp setup, process design, or documentation, you can learn more at Consultevo.
By mastering custom cards in ClickUp, you can create focused, readable boards that match how your team actually works, making it easier to track tasks, report progress, and collaborate every day.
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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