Add Custom Fields in ClickUp
In ClickUp, you can quickly add an existing Custom Field to a new location so your team can reuse important data across tasks, Lists, Folders, and Spaces. This guide explains the supported locations, access requirements, and step-by-step methods to apply your Custom Fields wherever you need them.
Overview of Custom Fields in ClickUp
Custom Fields in ClickUp let you track extra information beyond standard task details. Rather than recreating the same field over and over, you can apply an existing field to new locations and maintain consistent data across your Workspace.
You can add an existing Custom Field to any of these locations where Custom Fields are already enabled:
- Tasks
- List view
- Board view
- Everything view
- Dashboard cards that support tasks
When you apply a field to another location, ClickUp links it to the original Custom Field definition so values and configuration stay aligned.
Requirements to use Custom Fields in ClickUp
Before you add a Custom Field to a new location in ClickUp, make sure your plan and permissions support this feature.
Plan and feature availability in ClickUp
Custom Fields are available on most ClickUp plans, but the number of fields and advanced options can vary. If your Workspace has limitations, you may not be able to add more fields once you reach your plan’s cap.
To ensure you can add existing fields to new locations, confirm that:
- Custom Fields are enabled for your Workspace.
- Your current plan supports the number and types of fields you are using.
- You have not exceeded any Custom Field limits defined by your subscription.
Permission requirements in ClickUp
To add a Custom Field to a new location in ClickUp, you need the correct access in that Space, Folder, or List. Typically, you must be:
- A Workspace owner or admin, or
- A member with edit permissions for the location where you are adding the field.
If you can see tasks but cannot modify fields, contact a Workspace admin to update your permissions.
How to add a Custom Field from the task view in ClickUp
The fastest way to reuse an existing Custom Field is directly from a task. This method works when you have another location where the field already exists and you want to bring it into the current List, Folder, or Space.
Step-by-step: add an existing Custom Field from a task
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Open a task in the location where you want to use the Custom Field.
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In the task sidebar, scroll to the Custom Fields section. If no fields are visible, you may see an option to add or manage fields.
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Click the option to add an existing field or to manage Custom Fields from the task.
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In the field selection dialog, search for the name of the Custom Field you want to reuse. The list will show fields that already exist elsewhere in your Workspace.
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Select the desired field, then confirm to apply it to the current location. This connects the existing Custom Field to the task’s List, Folder, or Space.
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Once added, enter or update values for the field on the task as needed.
After you apply the field from one task, it becomes available to all tasks in the same location within ClickUp.
How to add a Custom Field from a view in ClickUp
You can also apply an existing Custom Field from List view or Board view. This approach is helpful when you want to manage fields in bulk for the entire location.
Step-by-step: add an existing Custom Field from List view
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Open the List view in the location where you want to add the Custom Field.
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In the columns header row, click the plus icon (+) or the option to add a column.
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From the menu, choose Custom Field options. This opens a list of existing fields and field types.
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Select the option to use an existing Custom Field rather than creating a new one.
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Search by field name or browse the list to find the Custom Field you want to reuse across this List.
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Click the field to add it as a column. The column now appears in your List view for all tasks in that location.
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Update values in the column cells to set or edit the Custom Field values for each task.
Step-by-step: add an existing Custom Field from Board view
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Switch to Board view for your location in ClickUp.
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Open the view settings or layout controls, then look for options to manage fields or displayed properties.
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Choose to add a Custom Field to the card layout.
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Select the option to use an existing field and search for the Custom Field you want.
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Confirm to apply the field so it appears on cards in this Board view.
Both List and Board view methods connect the existing Custom Field to the underlying location, so it becomes available for all tasks within that List, Folder, or Space in ClickUp.
Managing existing Custom Fields in ClickUp
Once a Custom Field is applied to multiple locations in ClickUp, you can manage its configuration centrally. Editing the field usually affects all locations where it is used.
Edit or remove a Custom Field from a location
To keep your Workspace organized, you might need to hide or remove a Custom Field from a specific location without deleting it everywhere.
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Open a task or view that uses the Custom Field.
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Access the Custom Fields management area (often via a gear icon, three-dot menu, or field settings).
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Locate the Custom Field you want to adjust and choose to hide or remove it from this location.
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Confirm the change. Values may remain stored historically, but the field will no longer appear in that specific view or location.
If you truly no longer need a Custom Field anywhere in ClickUp, you can delete it at the Workspace level, but this may remove all existing values associated with that field.
Best practices for using Custom Fields in ClickUp
Applying Custom Fields across locations is powerful, but it works best with a clear structure.
- Standardize names: Use consistent naming so people recognize and reuse the correct Custom Field rather than creating duplicates.
- Limit field types: Choose the most appropriate field type (dropdown, text, number, date, etc.) before rolling it out widely.
- Plan your hierarchy: Decide whether to apply fields at the Space, Folder, or List level based on how broadly they should be used inside ClickUp.
- Review regularly: Periodically audit your Custom Fields to remove unused ones and avoid clutter.
Additional resources for ClickUp users
For more detail, examples, and the latest interface updates, see the official guide on adding a Custom Field to a new location in ClickUp support.
If you want expert help organizing your Workspace structure and optimizing how you use Custom Fields in ClickUp, you can explore consulting and implementation services at Consultevo.
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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