Create Custom Fields in ClickUp
Custom Fields in ClickUp let you track exactly the information your team needs, from simple text notes to advanced calculated data. This guide explains the different Custom Field types and how to create them so you can tailor your Workspace to match any workflow.
What are Custom Fields in ClickUp?
Custom Fields in ClickUp are flexible data points you add to tasks, Lists, Folders, or Spaces. They sit alongside standard task fields like status, assignee, and due date, but give you complete control over what you track.
You can use Custom Fields to store details such as:
- Client names and account IDs
- Project budgets and estimates
- Approval checkboxes and dropdown statuses
- Links to external resources or documents
- Rollups of values from related items
Once created, these fields can be shown in views, filtered, grouped, or used in reporting and dashboards.
Main Custom Field types in ClickUp
ClickUp supports many Custom Field types so you can model almost any type of data. Below is an overview of the most commonly used types, based on the categories provided in the source documentation.
ClickUp text and notes fields
Text-style Custom Fields are ideal when you need open-ended information.
- Text fields: Capture short free-form information like tags, codes, or short notes.
- Long text or description-style fields: Store longer narratives, requirements, or meeting notes separate from the main task description.
Use these whenever the value does not need to be calculated, sorted numerically, or treated as a date.
ClickUp number and currency fields
Use numeric Custom Fields in ClickUp when you want to measure or compare values.
- Number fields: Store any numerical value, such as hours, quantities, or scores.
- Currency fields: Track financial data like budgets, costs, invoices, or quotes with currency formatting.
These fields can often be summarized and used in advanced reporting or rollups.
ClickUp dropdowns, labels, and choices
Choice-based Custom Fields help standardize data entry and reduce errors.
- Dropdown fields: Define a fixed list of options users can select from, such as priority levels, regions, or product lines.
- Multi-select or label-style fields: Allow multiple options at once, useful for tagging multiple teams, platforms, or features.
These structured fields make it easy to filter and group tasks consistently across projects.
ClickUp date and time fields
Date-related Custom Fields in ClickUp are useful when you need more than one schedule field.
- Date fields: Track additional dates beyond the built-in start and due dates, such as launch dates, review dates, or contract renewals.
- Date ranges (where available): Capture spans of time like campaigns or event durations.
Using multiple date fields allows you to manage complex timelines without overloading a single due date.
ClickUp people and relation fields
Relational fields connect tasks to people or other records in ClickUp.
- User or people fields: Assign a Custom Field to specific users, like reviewers, stakeholders, or account owners, separate from the task assignee.
- Task relation fields: Link a task to other tasks, Lists, or items to show relationships such as dependencies or cross-team collaboration.
These are especially helpful for cross-functional projects and approvals.
Calculated and Rollup fields in ClickUp
Some Custom Fields in ClickUp can perform calculations or summarize data from related items.
- Formula fields: Combine values from other fields using formulas, for example calculating margin from revenue and cost fields.
- Rollup fields: Summarize values from related tasks, such as total story points, total budget, or count of related items.
These advanced fields turn your Workspace into a lightweight database or reporting system.
How to create Custom Fields in ClickUp
The exact steps to create Custom Fields in ClickUp can vary slightly by plan and view type, but the general process is similar everywhere.
Step 1: Open the location where you need the field
Decide where you want the Custom Field to live. You can create fields at different levels, such as:
- Space level
- Folder level
- List level
- View level in tasks or other views
Open the List or view where you want the new field to appear so you can configure it in context.
Step 2: Add a new Custom Field in ClickUp
In most task views, you can add a Custom Field with these steps:
- Locate the header area where column fields are displayed.
- Click the option to + Add column, + Add field, or a similar button depending on your layout.
- Choose Custom Field from the menu.
This opens the Custom Field creation panel.
Step 3: Choose the ClickUp Custom Field type
Next, select the type of field that best matches the data you want to store.
- In the Custom Field panel, browse the available options such as text, number, dropdown, date, people, or rollup.
- Click the type you need. For example, choose Number to track quantities, or Dropdown to enforce fixed choices.
Selecting the right type ensures you can sort, filter, and report on your data effectively.
Step 4: Configure field name and settings
Each Custom Field in ClickUp must have a clear name and, in many cases, additional settings.
- Enter a descriptive field name that explains what users should enter.
- For dropdown or multi-select fields, add the list of choices and optionally assign colors.
- For number or currency fields, configure formatting such as decimal places or currency symbol where available.
- Adjust visibility or sharing options if the interface offers them, so the field appears at the right hierarchy level.
Once you complete the configuration, save the field to add it to your view.
Step 5: Reuse or manage existing ClickUp Custom Fields
After you create Custom Fields in ClickUp, you can often reuse them in other locations so you do not have to rebuild them.
- Look for options to add an existing Custom Field instead of creating a new one.
- Search for the field by name and apply it across multiple Lists or views.
- Edit a field to update its name or options; your changes can propagate where the field is used.
Reusing fields keeps your data structure consistent across Spaces and teams.
Best practices for Custom Fields in ClickUp
To keep your Workspace organized and easy to understand, follow these best practices when working with Custom Fields in ClickUp.
- Use clear naming conventions: Include a prefix or category (for example, Finance – Budget or Client – Tier) so users recognize what each field is for.
- Limit unnecessary fields: Too many fields can overwhelm views. Only create fields that support reporting, decisions, or required workflows.
- Standardize dropdown values: Decide on consistent labels and capitalization to prevent duplicate meanings.
- Test on a sample List: Before rolling out widely, experiment on a smaller project to confirm the field type and configuration work as expected.
- Review fields regularly: Archive or repurpose fields that are no longer needed to avoid clutter.
Where to learn more about ClickUp Custom Fields
For detailed, official documentation about every Custom Field type in ClickUp, including any new options or limitations, refer to the original help section from ClickUp at this Custom Fields article.
If you want expert help implementing Custom Fields, automations, and reporting strategies, you can also explore consulting and optimization services at Consultevo.
By understanding the available types and following the creation steps above, you can transform ClickUp into a customized system that fits your exact processes, data requirements, and reporting needs.
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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