How to Use ClickUp Custom Fields

Custom Fields in ClickUp let you track exactly the data your team needs, from budgets and priorities to approvals and due dates, all within your tasks and views.

This step-by-step guide explains what Custom Fields are, how they work across your workspace, and how to create, manage, and use them efficiently.

What ClickUp Custom Fields Are

Custom Fields are flexible data fields you add to tasks, views, and locations to store specific information that is not covered by default task properties.

You can use them to capture details such as:

• Numbers like cost, hours, or story points
• Dates such as launch dates or review deadlines
• Dropdown options like status, team, or region
• Text for notes, links, or IDs

Once added, these fields can appear in multiple places so your team has consistent data wherever they work.

Where ClickUp Custom Fields Can Be Used

You can apply Custom Fields at different levels of your workspace structure. The availability and behavior of a field depend on where you add it.

Apply Custom Fields in ClickUp locations

Custom Fields can be attached to specific hierarchy levels, such as:

• Workspace
• Folder
• List
• Task views

Adding a Custom Field at a higher level, like the Workspace, makes it easier to reuse and report on that field across many Folders and Lists.

Use Custom Fields across ClickUp views

After you create a field, you can display it in different views to manage and analyze your data, including:

• List view for structured columns and sorting
• Board view for cards with field details
• Table-style views for spreadsheet-like control
• Other supported views that surface Custom Fields in sidebars or panels

This flexibility helps you show key information where it is most useful for your team.

How ClickUp Custom Fields Work

Every Custom Field has a type, a name, and certain options or settings. Together, these define how the field stores data and how people interact with it.

Common Custom Field types in ClickUp

Depending on your plan, you can choose from several field types. Typical categories include:

• Text fields for freeform information such as notes, URLs, and reference codes.
• Number fields for budgets, estimates, quantities, or scores.
• Date fields for important milestones, start dates, and review dates.
• Dropdowns and labels for standardized selections like stages, owners, or locations.
• People or user fields to show additional assignees or stakeholders.

Each type is designed to make data entry faster and reporting more accurate.

Visibility and sharing of ClickUp Custom Fields

When you add a Custom Field, you control where it appears:

• Limit a field to a specific List if it is unique to one workflow.
• Apply it to a Folder to share it across multiple related Lists.
• Promote it to Workspace level when you want consistent data across teams.

ClickUp stores each field as a reusable object, so the same field can be turned on or off in different locations without losing data.

How to Create Custom Fields in ClickUp

Follow these steps to add a new Custom Field to tasks in your workspace.

Step 1: Open a view that supports ClickUp Custom Fields

1. Navigate to the Space, Folder, or List where you want to add the field.
2. Open a List or other supported view that displays task columns.

Custom Fields are easiest to create from views where columns can be managed directly.

Step 2: Add a new Custom Field in ClickUp

1. Look for the column header area in your view.
2. Select the option to add or manage columns.
3. Choose Add Custom Field or a similar button.

This opens the Custom Field creation panel, where you define the field details.

Step 3: Choose the Custom Field type

1. Review the list of available field types.
2. Select the type that best fits the data you want to store, such as Text, Number, or Date.
3. Confirm your selection to move to configuration.

The type you choose controls how the field behaves and what values it accepts.

Step 4: Configure your ClickUp Custom Field

1. Enter a clear and descriptive field name.
2. If applicable, add default values or options, such as dropdown items.
3. Decide where the field should be available, for example in the current List, Folder, or the entire Workspace.
4. Save the new Custom Field.

After saving, you will see the field as a column or property in your view, ready for data entry.

How to Edit and Manage ClickUp Custom Fields

Over time, you may need to update Custom Fields, adjust where they appear, or clean up unused ones.

Edit an existing ClickUp Custom Field

1. Open a view where the field is currently displayed.
2. Locate the Custom Field column header or field label.
3. Open the field settings or context menu.
4. Update the name, options, or other allowed settings.
5. Save your changes.

Your updates will apply everywhere that specific Custom Field is used, helping keep data consistent.

Show or hide ClickUp Custom Fields

You can control visibility of fields without deleting data.

1. Open the column or field management menu in your view.
2. Toggle the Custom Field on or off for that particular view or location.
3. Save or apply the changes.

Hiding a field removes it from the layout but preserves the values on your tasks.

Remove a Custom Field from a ClickUp location

1. Open the field management area.
2. Choose the option to remove or detach the field from the current List or Folder.
3. Confirm the action.

Depending on your plan and settings, you may also have options to fully delete the field from your workspace. Review the impact carefully before confirming.

Best Practices for ClickUp Custom Fields

Using Custom Fields thoughtfully helps your workspace stay organized and easy to report on.

• Standardize naming: Use clear, descriptive names so everyone understands what each field tracks.
• Reuse fields: Apply the same Custom Field across related locations to keep reporting consistent.
• Limit one-off fields: Avoid creating many similar fields that track the same concept in slightly different ways.
• Review regularly: Periodically check active fields and tidy up any that are unused or redundant.

Applying these guidelines makes it easier for teams and automation tools to use your data effectively.

Learn More About ClickUp Custom Fields

To dive deeper into Custom Fields and advanced configuration options, review the official introduction section on the ClickUp Help Center: Intro to Custom Fields.

If you need strategic help designing scalable field structures, automation, and reporting, you can also consult with productivity and systems specialists at Consultevo.

By mastering Custom Fields, you can turn ClickUp into a tailored workspace that captures the exact data your teams need to plan, execute, and report on every project.

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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