Manage Custom Fields in ClickUp

Custom Fields in ClickUp let you track exactly the data your team needs, so you can organize work, report on progress, and keep every task aligned with your processes.

This how-to guide explains how to create, edit, reorder, convert, hide, and delete Custom Fields, and how to manage field visibility and permissions at every level of your Workspace.

What are Custom Fields in ClickUp?

Custom Fields add structured data to tasks, Docs, views, and other items, beyond the default fields like status, assignee, and due date. They can store text, numbers, dates, people, labels, formulas, and more.

You can apply them at different hierarchy levels so they are available exactly where you need them. Changes made to a Custom Field definition are reflected anywhere that field is used.

Where you can use ClickUp Custom Fields

Depending on your plan and configuration, you can add or manage Custom Fields in places such as:

• List, Folder, and Space views
• Tasks and subtasks
• Dashboard widgets and reporting tools
• Templates that standardize recurring work

Field availability also depends on permissions and feature access set by Workspace admins.

Access and permissions for ClickUp Custom Fields

Managing Custom Fields may be restricted based on user role and settings.

• Workspace owners and admins can usually create, edit, and delete fields across multiple locations.
• Members can manage fields where they have edit permissions, following any restrictions set by admins.
• Guests may only view or use fields, depending on sharing and privacy settings.

Some actions, like deleting or converting fields, can affect multiple views, so make sure you have the right role before making global changes.

How to create Custom Fields in ClickUp

Create Custom Fields from a view so you can immediately use them on tasks or items.

Step-by-step: Add a new ClickUp Custom Field

1. Open the Space, Folder, or List where you want to work.
2. Switch to a view that supports Custom Fields, such as Table or List.
3. In the header or column area, click the option to add a new field or column.
4. Choose the field type (for example: Text, Number, Dropdown, Date, People, Checkbox, or others).
5. Enter a clear field name and, if available, configure extra options like default values, labels, or formatting.
6. Save your changes to add the field to the current location.

Once created, the field appears for all items in that location, and can often be reused elsewhere in your Workspace.

Reuse and manage existing ClickUp Custom Fields

Instead of creating new fields every time, reuse existing ones to keep your data consistent.

Apply an existing Custom Field

1. Open a view in the Space, Folder, or List where you want to use the field.
2. Open the field management menu for that view.
3. Search or browse for an existing field with the name and type you need.
4. Select it to add it as a column or property in the view.

Reusing fields helps reporting tools and filters work consistently across different parts of your Workspace.

Edit ClickUp Custom Fields

You can update a field’s configuration when your process changes. When you edit a field definition, it affects every location that uses that field.

What you can edit

• Field name or label
• Options for dropdown or label fields
• Default values (where supported)
• Formatting for number, currency, or similar field types

Steps to edit a Custom Field

1. Open any view that already uses the field.
2. Locate the field in the column header or field panel.
3. Open the field options or settings menu.
4. Choose the edit or configure option.
5. Update the name, options, or other settings.
6. Save to apply updates everywhere that field is used.

Review views and automations that depend on the field after editing, to confirm nothing breaks.

Reorder and arrange ClickUp Custom Fields

Changing the order of fields helps your team focus on the most important information first.

Reorder fields in a view

1. Open the relevant view (for example, Table or List).
2. Click and drag the field headers to rearrange columns.
3. Drop each field in the preferred position.

This typically affects the layout for that view only, so each team can design the layout that works best for them.

Hide or show ClickUp Custom Fields

If your view is cluttered, hide fields that are not needed while keeping the data intact.

Hide a Custom Field

1. Open the field management or column settings menu.
2. Uncheck or toggle off the field you want to hide from the view.

Show a hidden Custom Field

1. Open the same field management or column settings menu.
2. Turn the field back on so it appears again.

Hiding a field from a particular view does not delete its data; the field can be shown again at any time.

Convert ClickUp Custom Fields to another type

Sometimes you may need to convert a field from one type to another to match updated workflows.

Typical conversion scenarios

• Change a Text field to a Dropdown to standardize inputs.
• Convert a Number or Text field to a Formula field for calculations.
• Update a Dropdown field to a Label-type field if you need more flexible tagging.

How to convert a Custom Field

1. Open a view that includes the field you want to convert.
2. Open the field’s settings menu.
3. Select the convert or change type option, if available.
4. Choose the new field type.
5. Review any warnings about data changes or formatting.
6. Confirm to complete the conversion.

Depending on the conversion, some data may be reformatted or truncated, so verify your records after converting.

Delete ClickUp Custom Fields safely

Deleting a field can remove it from multiple places, so confirm that it is no longer needed.

Steps to delete a Custom Field

1. Open a view where the field exists.
2. Open the field options or settings menu.
3. Choose delete or remove field.
4. Review the confirmation message, which may show where the field is used.
5. Confirm to delete.

Deleting a field usually removes it and its data from all locations that share that field, not just the current view. If you only want to remove the field from one view, hide it instead of deleting it.

Best practices for managing ClickUp Custom Fields

• Use clear names: Choose descriptive names so everyone understands what each field tracks.
• Standardize options: Align dropdown or label values across teams to simplify reporting.
• Limit field count: Too many fields can clutter views and confuse users; keep only what you need.
• Review regularly: Periodically remove fields that are no longer in use.
• Coordinate with admins: For large Workspaces, have one or more admins oversee global fields.

More resources on ClickUp Custom Fields

For the most detailed and up-to-date product instructions, visit the official documentation on how to manage Custom Fields here: Manage Custom Fields in ClickUp.

If you need expert help designing a scalable field structure, automation, or reporting strategy around your Workspace, you can also consult specialists at Consultevo.

With a consistent strategy for creating, editing, converting, hiding, and deleting Custom Fields in ClickUp, your team can capture accurate data and build powerful views and reports that truly support your workflows.

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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