Create Custom Fields in ClickUp

Custom Fields in ClickUp let you track exactly the data your team needs, from budgets and priorities to client names and due dates. This step-by-step guide explains how to create, edit, reuse, and manage Custom Fields across your Workspace.

What are Custom Fields in ClickUp?

Custom Fields extend standard task properties so you can add structured data that is specific to your workflow. They can be used on tasks, views, and locations such as Lists, Folders, and Spaces.

With Custom Fields, you can store details like:

Text values such as client names or contract IDs
Numbers such as estimates, revenues, or scores
Dates like launch dates or renewal dates
Dropdown options for statuses, stages, or categories
People, tags, checkboxes, and more

Once created, these fields become reusable so you can keep data consistent and easier to report on across ClickUp.

How to add Custom Fields in ClickUp

You can add Custom Fields from the task view or from the view-level toolbar. The options you see depend on your permissions and plan, but the general workflow is the same.

Add a Custom Field on a task in ClickUp

To add a new Custom Field directly from an open task:

Open a task in your desired List.
In the task details area, locate the section where fields such as assignee and due date appear.
Click the option to add or manage fields for the task. This typically appears as a “+” or “Add Custom Field” style control.
Choose the type of field you want to create, for example Text, Number, Dropdown, Date, or another supported type.
Name the field clearly so everyone understands its purpose.
Configure any settings for the selected type, such as options for a Dropdown or default values for a Checkbox.
Save the Custom Field to add it to the task and to the location where the task lives.

After saving, the new field is available to other tasks in the same location and can be surfaced on views.

Add a Custom Field from a ClickUp view

You can also add Custom Fields from views such as List views. This makes it easier to standardize fields for multiple tasks at once.

Navigate to the Space, Folder, or List that contains your tasks.
Open a view, such as a List view, where columns and fields are visible.
Use the view toolbar or column controls to add a new field. Look for an “+ Add column” or “+ Custom Field” option.
Select the Custom Field type you need.
Give the field a clear name, then configure options and defaults if available.
Save the field. It appears as a new column in the view and is now available on tasks in that location.

This method is useful when you want to apply a Custom Field across many tasks in ClickUp and manage data from a high-level view.

Manage Custom Field types in ClickUp

Each Custom Field type has specific behavior. When you create a field, choose the type that best fits the data you need to capture.

Common Custom Field types include:

Text: Free-form text for flexible notes or IDs.
Number: Numeric values with optional formatting for currency or units.
Date: Single dates for tracking milestones or deadlines that differ from the main due date.
Dropdown: Predefined options for pipeline stages, priorities, or categories.
Checkbox: Simple true/false tracking for approvals or completion flags.
People and other field types: Depending on your plan, you may see more options designed to support dynamic workflows.

When you select a type, configure any advanced options that appear, such as colors for Dropdown options or formatting rules for numbers.

Reuse existing Custom Fields in ClickUp

To keep your Workspace consistent, you can reuse existing Custom Fields instead of creating duplicates.

Use an existing Custom Field on tasks

When you add a field from a task or view, ClickUp shows a list of previously created fields that are available in your location.

Open a task or view where you want to add a field.
Click the option to add a field.
Search or browse existing fields by name.
Select the field to apply it to the task or view.

Reusing fields helps ensure that reporting and filtering stay reliable, especially when multiple teams collaborate.

Share Custom Fields across locations in ClickUp

Custom Fields created at a higher level, such as a Space, can be used in child Folders and Lists. When possible, create shared fields at the level that matches how widely they should be applied.

This makes it easier to:

Filter tasks by consistent criteria.
Build dashboards that report across multiple Lists.
Avoid similar fields with slightly different names.

Edit and manage Custom Fields in ClickUp

You can edit Custom Field settings, remove fields from individual locations, or hide them from views without deleting the underlying data.

Edit a Custom Field

To change the name, options, or configuration of a field:

Open a task or view that displays the field.
Locate the field in the task panel or at the top of the column in a List view.
Open the field’s settings menu, usually found by clicking an options icon next to the field.
Update the name, color, options, or format, depending on the field type.
Save your changes so they apply across all items that use that field.

Editing a field updates it everywhere it is used in that location, keeping your data aligned.

Hide or remove a Custom Field from a view

If a field is no longer needed in a specific view but you want to keep the data:

Open the view where the field appears.
Find the field’s column or task-level display.
Use the view or column menu to hide the field from that view.

Hiding a field affects visibility only. The data remains available and can be shown again later.

Remove a Custom Field from a location

To remove a field from a List, Folder, or Space:

Open any view where the field is in use.
Access the field’s settings.
Choose the option to remove it from the location. The exact wording may vary by interface version.

Removing a field from a location affects all tasks within that location. Review carefully before confirming removal.

Best practices for Custom Fields in ClickUp

Use these practices to keep your Custom Fields scalable and easy to maintain:

Standardize names: Use clear, descriptive names like “Client Name” or “Budget (USD)” so the purpose is obvious.
Create fields at the right level: If a field is used across multiple Lists, create it at the Space or Folder level when possible.
Reuse fields: Before creating a new field, check for existing ones with the same purpose.
Limit field count: Only add fields that are truly useful to avoid cluttering views.
Review regularly: Periodically audit Custom Fields and hide or remove those that are no longer needed.

Learn more about ClickUp Custom Fields

For the full official documentation and the latest interface details, see the original ClickUp help article on creating Custom Fields: Create Custom Fields.

If you need strategic workflow design or implementation help around custom data structures, automation, or reporting, you can find expert consulting resources at Consultevo.

By following these steps and practices, you can configure Custom Fields in ClickUp to match your team’s unique processes while keeping data organized, searchable, and ready for reporting.

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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