Hide Custom Fields from Guests in ClickUp

In ClickUp, you can keep sensitive data private by hiding specific Custom Fields from guests and limited members while still allowing your internal team to see and use them. This guide explains how the permission works, what is required to use it, and how to enable or disable it in your Workspace.

What this ClickUp feature does

This feature lets Workspace admins control which users can view Custom Fields on tasks, views, and dashboards. When enabled, people with limited access will not see the fields you decide to hide.

Use this option when you want to:

• Share tasks externally without exposing internal details.
• Restrict access to financial, HR, or strategy-related fields.
• Keep reporting accurate for your team while simplifying views for guests.

Requirements to hide Custom Fields in ClickUp

Before you can hide Custom Fields from guests and limited members in ClickUp, your Workspace must meet these conditions:

• You must be on a plan that includes this permission control.
• You must have admin or owner permissions to edit Workspace-level settings.
• The Custom Fields feature needs to be active in your Workspace.

If you are unsure whether your plan supports this, review the feature details on the official help article for this setting at ClickUp Help Center.

How ClickUp handles guests and limited members

Understanding user types is important before you configure this option. In ClickUp, people with restricted access are usually set up as:

• Guests: External collaborators with limited sharing and permission options.
• Limited members: Users with constrained access to spaces, folders, lists, or tasks.

The “hide Custom Fields” control affects what these users can see when they open tasks or views that contain protected information.

Enable the hide Custom Fields setting in ClickUp

To turn on the option that hides specific fields from guests and limited members in ClickUp, follow these steps from the Workspace level.

Step 1: Open Workspace settings in ClickUp

1. Sign in to your Workspace.
2. Click your Workspace avatar or initials in the lower-left corner.
3. Select the settings or admin area for your Workspace.

This menu is where you manage global features, permissions, and security settings for all users.

Step 2: Find Custom Fields permissions in ClickUp

1. In the settings sidebar, locate the section for permissions, security, or advanced settings.
2. Look for an option specifically related to Custom Fields visibility.
3. Open the page or panel that controls which users can view or edit Custom Fields.

The exact wording may vary slightly over time, but the setting will reference guests and limited members in relation to Custom Fields visibility.

Step 3: Turn on hiding for guests and limited members

1. Locate the toggle or checkbox that controls whether guests and limited members can see Custom Fields.
2. Switch the control to the option that hides Custom Fields from these users.
3. Save or confirm your changes.

From this point on, your external users and limited members will not see the fields you choose to keep private, depending on how you configure them in each context.

Control Custom Fields visibility on items in ClickUp

Once the global setting is enabled, you can apply it at the level of your views, tasks, or dashboards inside ClickUp.

Hide Custom Fields on task views

To control visibility on list, board, or other task views, you can adjust which columns appear for each audience.

1. Open the Space, Folder, or List that contains your tasks.
2. In the view settings or columns menu, locate the Custom Fields you want to hide.
3. Configure view options so that certain fields are available only to internal members.

Guests and limited members will see a simplified version of the same view without the restricted Custom Fields.

Hide Custom Fields on dashboards in ClickUp

If your Workspace uses dashboards, you may want to keep certain metrics or data points private when sharing them with external users.

1. Open the dashboard you want to adjust.
2. Edit widgets that display Custom Fields, such as tables or charts.
3. Remove or reconfigure any sensitive Custom Fields before sharing the dashboard link with guests.

The global hide setting helps ensure that restricted users do not see protected fields, but you should still double-check dashboard widgets for any exposed data.

What guests see after you hide fields in ClickUp

When the Hide Custom Fields option is active and configured properly, guests and limited members will experience a cleaner, safer interface.

• They only see standard task properties and non-restricted Custom Fields.
• Columns or fields that are hidden simply do not appear in their views.
• They cannot search or filter using Custom Fields they are not allowed to access.

Internal members with higher permissions will still see and work with all relevant Custom Fields as usual.

Best practices for using this ClickUp setting

To get the most value from this feature in ClickUp, consider the following recommendations:

• Classify your fields: Identify which fields contain sensitive financial, legal, personal, or strategic information.
• Standardize naming: Use clear names for restricted fields, so admins instantly recognize which ones must stay hidden from external users.
• Test with a guest account: Log in as a guest or limited member (or use a test profile) to confirm views display only the intended fields.
• Review before sharing: Before inviting a new client or vendor, quickly check key Spaces and dashboards for any exposed Custom Fields.

Troubleshooting hidden Custom Fields in ClickUp

If something does not look right with this feature in ClickUp, try these checks:

• Confirm you turned on the workspace-level setting for hiding Custom Fields from guests and limited members.
• Verify the user’s exact role and access level; a full member may still see the fields.
• Inspect individual views or dashboards to confirm which fields are included.

If problems continue, refer back to the official documentation for the most accurate, up-to-date behavior and limitations on this feature at the ClickUp support article.

Learn more about optimizing ClickUp setups

Hiding Custom Fields from guests and limited members is just one part of building a secure and efficient Workspace. To go deeper into productivity systems, process design, and implementation strategies that complement ClickUp, you can explore additional resources from specialized consultants.

For advanced workflows, integrations, and optimization guidance, visit Consultevo for expert insights and services.

By carefully configuring these options, you can confidently share projects with external collaborators in ClickUp while keeping internal data protected and your workspace organized.

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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