ClickUp Custom Field Manager Guide

The ClickUp Custom Field Manager is a central place where Workspace admins can review, organize, and maintain every custom field used across their Space, Folder, and List hierarchy. This how-to guide walks you through accessing the manager, understanding the available controls, and efficiently updating fields at scale.

Accessing the ClickUp Custom Field Manager

Only Workspace admins can use the Custom Field Manager. Members and guests cannot access this tool.

1. Open your Workspace in ClickUp.
2. Click your avatar in the lower-left corner.
3. Select Settings.
4. From the left sidebar, click Custom Fields.
5. Open the Custom Field Manager tab if it is not already selected.

Once opened, you will see a list of all custom fields that exist anywhere in your Workspace, including fields on Spaces, Folders, Lists, and tasks.

Understanding the ClickUp Custom Field Manager layout

The manager displays custom fields in a table with columns that help you quickly review and take action. Each row is a single field and includes the following details:

• Name: The name of the custom field as it appears on tasks and views.
• Type: The field type, such as Text, Number, Dropdown, Label, Formula, and others.
• Location: Where the field is used in your hierarchy. This includes Spaces, Folders, and Lists.
• Usage: How many tasks currently use that custom field.
• Last updated: The most recent date the field was edited.
• Actions: Options to edit, merge, delete, or otherwise manage the field.

You can scroll, search, and filter to find exactly the fields you want to adjust.

Filtering and searching custom fields in ClickUp

The Custom Field Manager includes tools to narrow down fields so you can manage them more precisely.

Search by field name

1. In the top area of the manager, click the search box.
2. Type the name or part of the name of the field you want to find.
3. The table will filter automatically to only show matching fields.

Filter by field attributes

You can filter fields based on several attributes to quickly locate a group of related fields:

• Field type: Show only specific types such as Dropdown, Date, or Number.
• Location: Filter by Space, Folder, or List where the field is used.
• Usage count: Focus on heavily used fields or find fields used in few tasks.

Combining search and filters helps you efficiently audit your Workspace setup in ClickUp.

Editing custom fields with ClickUp Custom Field Manager

You can update existing custom fields directly from the manager without opening individual tasks or views.

Edit a single custom field

1. In the table, hover over the field you want to modify.
2. Click the More or Edit icon in the Actions column.
3. Update the field details, such as name, color, or options (for dropdown or label fields).
4. Save your changes.

Changes made here apply everywhere that field is used across your Workspace.

Bulk edit multiple fields

Bulk actions let you adjust many fields simultaneously.

1. Use the checkboxes on the left of each row to select multiple custom fields.
2. Click the bulk actions menu that appears at the top of the table.
3. Choose the desired action, such as Delete or another available bulk operation.
4. Confirm the action when prompted.

Use bulk actions cautiously, especially when deleting fields that may be used in important processes.

Merging duplicate custom fields in ClickUp

Over time, it is common for teams to create duplicate or overlapping custom fields. The Custom Field Manager makes it easier to consolidate these.

When to merge fields

Consider merging fields when:

• Two or more fields track the same information with slightly different names.
• Multiple teams used separate fields for similar workflows.
• You want to standardize reporting and dashboards across Spaces.

How to merge custom fields

1. Identify the fields that should be combined in the manager list.
2. Select the duplicate fields using the checkboxes.
3. Open the bulk actions menu and choose Merge (if available in your feature set).
4. Select the primary field that will remain after the merge.
5. Confirm to merge values into the selected primary field.

After merging, tasks will use the unified field, helping you maintain a consistent data structure throughout ClickUp.

Deleting custom fields from ClickUp Custom Field Manager

Use deletion carefully, because removing a custom field can permanently delete its data from associated tasks.

Delete a single field

1. Locate the field you want to delete.
2. Click the Actions icon on that row.
3. Select Delete.
4. Review the warning describing the impact on existing data.
5. Confirm the deletion if you are sure.

Bulk delete unused or low-value fields

1. Sort or filter by Usage to find fields with low or zero usage.
2. Select multiple fields using the checkboxes.
3. Click the bulk actions menu.
4. Choose Delete and confirm.

Cleaning up unused fields improves performance and keeps your ClickUp workspace easier to manage.

Best practices for organizing ClickUp custom fields

Use the Custom Field Manager to establish long-term structure and clarity in your Workspace.

• Standardize naming: Use clear, consistent names such as “Client Status” or “Target Launch Date” rather than abbreviations.
• Align with hierarchy: Keep fields scoped to the right Space, Folder, or List to avoid unnecessary clutter.
• Avoid duplicates: Search the manager before creating a new field to see if one already exists.
• Review periodically: Schedule regular audits of fields using filters and usage counts.
• Collaborate with admins: Coordinate with other admins before deleting or merging highly used fields.

More resources on ClickUp custom fields

To dive deeper into every feature and limitation of the Custom Field Manager, see the official documentation from the source page: Intro to Custom Field Manager.

If you need expert consulting on workspace structure, custom fields, and process design, you can explore services from Consultevo, a consultancy specializing in productivity platforms.

By using the ClickUp Custom Field Manager consistently, you can keep your Workspace clean, standardize data for reporting, and ensure that every team member works with reliable, well-structured information.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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