How to Use Custom Field Types in ClickUp

Custom Fields in ClickUp let you track exactly the information your team needs, from numbers and dates to people and locations. This guide explains how to set up and manage each Custom Field type so you can build flexible, data-rich workflows.

Getting started with ClickUp Custom Fields

Custom Fields are available on most paid plans and can be added to tasks, subtasks, and certain other views. Each Custom Field type stores a specific kind of data, which helps you standardize tracking and reporting.

To access and configure Custom Fields, you will typically open a task or view, then use the Custom Fields options in the toolbar or settings panel. From there you can create new fields, edit existing ones, and apply them to locations.

How to create Custom Fields in ClickUp

1. Open the Space, Folder, List, or view where you want to use a new Custom Field.

2. Locate the Custom Fields section in the view or task toolbar.

3. Select the option to add or manage Custom Fields.

4. Choose a field type based on the data you want to track.

5. Name the Custom Field and configure its options.

6. Save your changes so the field becomes available to items in that location.

ClickUp text and selection Custom Field types

Use these Custom Field types to capture names, tags, and qualitative information that is easy to scan and filter.

Text and Long Text fields in ClickUp

• Text: Store short phrases such as labels, IDs, or short notes. Ideal for single-line information.
• Long Text: Capture longer descriptions, summaries, or instructions that do not fit in a standard description.

These fields help you keep detailed information structured without cluttering the main task description.

Dropdown, Labels, and Multiple options in ClickUp

• Dropdown: Create a list of exclusive options where only one value can be selected at a time.
• Labels: Add colorful tags that allow multiple selections, such as content categories or product tags.
• Multiple Options: Similar to labels, this allows choosing several preset values for a single task.

Selection fields standardize how your team categorizes tasks, which improves filtering and reporting across views.

ClickUp numeric and calculation Custom Field types

Numeric Custom Fields keep financials, estimates, and other measurable data consistent across your Workspace.

Number and Currency fields

• Number: Track counts, scores, or any plain numeric value such as inventory levels or story points.
• Currency: Store monetary values like budgets, quotes, and costs, with formatting that matches your chosen currency type.

These fields are especially helpful when building reporting boards and dashboards.

Automatic calculations with Formula fields

Formula fields let you perform calculations using values from other fields. For example, you can multiply quantity by a rate field to generate a total cost.

• Use arithmetic operators to combine numeric Custom Fields.
• Reference other supported fields to keep formulas up to date.
• Display calculated values directly in task views and reports.

By leveraging formulas, you reduce manual updates and keep your data consistent.

ClickUp date, time, and scheduling Custom Fields

Date and time Custom Fields extend scheduling beyond basic due dates, letting you map out more complex workflows.

Date, Start Date, and End Date fields

• Date: Track a specific calendar date such as a milestone, launch day, or review deadline.
• Start Date: Mark when work should begin on a task or phase.
• End Date: Track when a related process or phase should be completed.

Using multiple date fields allows you to visualize timelines, calculate durations, and keep stakeholders aligned.

Time, Duration, and related scheduling options

• Time: Add precise timestamps for events like meetings or deployment windows.
• Duration (when available): Represent how long work should take between two dates or times.

These scheduling fields are especially useful in calendar, timeline, and Gantt-style views.

ClickUp people and collaboration Custom Field types

People-related Custom Fields add extra context about responsibility and stakeholders beyond the main assignee.

People and User fields

• People: Reference specific Workspace members, such as reviewers, approvers, or secondary owners.
• User fields: Capture who reported an issue, who requested work, or who is the primary contact.

By assigning people through Custom Fields, teams can clarify roles and improve accountability without changing task assignees.

Relationship and dependency tracking

Some Custom Field types help represent relationships between items. For example, you can reference related tasks or linked items to make context easy to find.

• Store IDs or URLs that connect work across Lists and Spaces.
• Use relationships to support advanced reporting and cross-functional tracking.

ClickUp location and reference Custom Field types

Location and reference fields help teams that track physical assets, addresses, or external resources.

Location and address-style fields

• Location: Record where an activity takes place, such as an office, warehouse, or client site.
• Address-type fields: Capture street details, cities, and postal codes where needed.

These fields are useful for field operations, events, and logistics workflows.

Website, email, and reference fields

• URL or Website: Link to external resources like design files, documentation, or customer pages.
• Email: Track contact information for leads, clients, or vendors.

Reference fields turn each task into a central hub of context, reducing time spent searching for information.

Managing ClickUp Custom Fields across your Workspace

As you add more Custom Fields, it is important to keep them organized and consistent. This helps maintain clean views and reliable reporting.

Editing, hiding, and reusing fields

• Rename fields to match your team’s terminology.
• Hide fields from specific views when they are not needed.
• Reuse existing fields across Lists or Folders to keep data standardized.

Consistent field usage ensures that filters, groups, and dashboards remain accurate.

Best practices for Custom Field performance

• Limit the number of active fields in a single view to keep interfaces simple.
• Choose the most specific field type possible so reporting and formulas remain reliable.
• Review fields regularly and remove ones that are no longer used.

These habits help your Workspace stay fast, organized, and easy to understand.

More resources on ClickUp Custom Fields

To explore the full technical reference for every available Custom Field type, see the official documentation on the ClickUp Help Center: Custom Field types reference.

If you want strategic help designing scalable structures, automations, and reporting built around Custom Fields, you can also learn more about expert consulting at Consultevo.

By choosing the right Custom Field types and managing them carefully, you can make ClickUp a precise, adaptable system for tracking any kind of work your team handles.

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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