How to Use Custom Fields in ClickUp
Custom Fields in ClickUp let you track any kind of data that matters to your work, from budgets and deadlines to clients and campaigns. This guide walks you through practical ways to use them so you can organize information, automate workflows, and report on progress with confidence.
What Custom Fields in ClickUp Can Do
Custom Fields add flexible data columns to your Workspace, making almost any workflow possible. They can be tailored to individual items, tasks, subtasks, Milestones, or even used across locations with matching names and types.
With the right setup, you can:
- Track business data like revenue, costs, and contracts.
- Organize creative and marketing campaigns.
- Manage software development work.
- Collect form responses and client inputs.
- Power reporting dashboards and automation.
All examples below are based on the official Custom Fields uses documentation found on the ClickUp Help Center.
How to Plan Custom Fields in ClickUp
Before creating fields, take a moment to plan what you want to track. This makes ClickUp easier to scale across teams.
Step 1: Clarify your goals
Decide the primary outcome you want from Custom Fields, such as:
- Tracking financial performance per client.
- Following the status of legal or HR requests.
- Managing campaign assets and deadlines.
- Standardizing engineering task details.
Step 2: Choose the right Custom Field types
ClickUp offers many Custom Field types. Based on the source article, common options include:
- Text for notes, IDs, or links.
- Dropdown for structured choices such as priority or region.
- Number for quantities, scores, or counts.
- Currency for budgets, quotes, and invoices.
- Date for deadlines and key milestones.
- Checkbox for yes/no values, like approvals.
Pick the simplest type that accurately reflects how your team works.
Step 3: Decide where to apply fields in ClickUp
Plan whether Custom Fields should live at the List or Folder level, or be available more widely. Matching Custom Field names and types can make data consistent across multiple Spaces and Lists.
Business and Operations Uses in ClickUp
Companies often use ClickUp Custom Fields to manage operations, finance, and client work in a single place.
Track client and account details
To organize client records, create fields such as:
- Client Type (Dropdown: New, Existing, VIP).
- Contract Value (Currency).
- Renewal Date (Date).
- Account Owner (Text or User field, based on your setup).
This setup makes it easy to filter and sort clients and generate reports using Custom Fields.
Monitor budgets and costs
For financial tracking, set up fields like:
- Estimated Cost (Currency).
- Actual Cost (Currency).
- Budget Status (Dropdown: Under, On Track, Over).
You can then group tasks by Budget Status or display total costs in views and dashboards, all within ClickUp.
Manage internal request queues
Many teams use ClickUp Custom Fields to structure requests, including IT, HR, legal, and facilities. Common examples include:
- Request Type (Dropdown: Access, Hardware, Policy, Contract, Other).
- Department (Dropdown).
- Urgency (Dropdown or Number).
- Approval Required (Checkbox).
These fields make it simple to route, prioritize, and report on request volume over time.
Marketing Workflows with ClickUp Custom Fields
Marketing teams can use Custom Fields in ClickUp to centralize campaign planning, creative production, and performance tracking.
Content and campaign planning
Create structured content workflows by adding fields such as:
- Content Type (Dropdown: Blog, Email, Social, Ad, Video).
- Channel (Dropdown: Web, Paid, Organic, Social, Events).
- Target Persona (Dropdown).
- Publish Date (Date).
Use these fields to build views grouped by Content Type or Channel so each marketer sees exactly what they need.
Creative production details
Streamline assets and deliverables within ClickUp using fields like:
- Asset Size (Text for dimensions or specs).
- Brand or Product Line (Dropdown).
- Design Status (Dropdown: Briefed, In Design, In Review, Final).
This creates a single source of truth for creative status across campaigns.
Performance and ROI tracking
You can log basic performance data using Custom Fields, for example:
- Leads Generated (Number).
- Revenue Attributed (Currency).
- Cost per Lead (Number or Currency).
These fields help you generate simple dashboards inside ClickUp that show which campaigns deliver the most impact.
Engineering and Product Management in ClickUp
Product and engineering teams rely on structured data. Custom Fields let you capture all the technical context a task or feature needs.
Define product requirements
Use fields to standardize requirement tracking, such as:
- Feature Area (Dropdown: Onboarding, Billing, Integrations, Core).
- Impact (Dropdown or Number scale).
- Effort (Number or Dropdown for t-shirt sizing).
- Release Target (Date or Dropdown for version number).
Sorting or filtering by Impact and Effort in ClickUp supports more data-driven prioritization.
Structure engineering work
For engineering tasks, consider fields like:
- Environment (Dropdown: Dev, Staging, Production).
- Component (Dropdown for major systems or services).
- Bug Severity (Dropdown: Low, Medium, High, Critical).
These Custom Fields can be reused across Lists so incident and bug data stays consistent over time.
Using ClickUp Custom Fields with Forms
Custom Fields pair well with Forms, allowing you to gather structured information from any stakeholder.
Turn Forms into structured tasks
When you build a Form in ClickUp, map fields on the Form to Custom Fields, such as:
- Requester name and contact info (Text).
- Request category (Dropdown).
- Preferred due date (Date).
- Budget or cost estimate (Currency).
Every submission becomes a task prefilled with consistent Custom Field data, saving time on triage and data entry.
Reporting and Dashboards with ClickUp Custom Fields
Once your Workspace uses Custom Fields consistently, you can build powerful reports.
Filter and sort by Custom Fields
Views in ClickUp can filter, sort, and group tasks using Custom Fields. For example:
- Sort by Contract Value to see your highest value accounts.
- Filter by Budget Status to catch over-budget projects.
- Group by Request Type to analyze work intake.
Dashboards powered by Custom Fields
Dashboards can summarize Custom Field data in charts and widgets, such as:
- Total revenue per client segment.
- Number of open requests by department.
- Average cost per campaign.
This lets leaders track performance without leaving ClickUp.
Next Steps for Optimizing ClickUp
Using Custom Fields effectively is one of the most impactful ways to tailor ClickUp to your business. To go beyond the basics and design scalable systems, you may want expert help. For specialized consulting on workflows, automations, and documentation, you can visit Consultevo.
For more detailed reference on available field types and options, review the official Custom Fields uses article in the ClickUp Help Center. Combine these ideas with your own processes to create a flexible, data-rich Workspace that supports every team.
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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