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Quick card settings in ClickUp

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Quick card settings in ClickUp

ClickUp quick card settings let you control how task information appears in views, so your team can see the right details at a glance and work faster.

This guide explains what quick cards are, how to enable and customize them, and how to use these settings to streamline task management.

What are quick cards in ClickUp?

Quick cards are compact task previews that display key details directly in certain views. They help you understand a task without opening its full task page.

With quick cards, you can show or hide important information such as:

  • Task name and assignees
  • Due dates and time estimates
  • Custom Fields
  • Descriptions and tags
  • Subtasks and dependencies

Quick card settings in ClickUp control which of these fields appear and how they are arranged.

Where ClickUp quick cards are available

Quick cards are available in specific ClickUp views that focus on task organization and prioritization. The exact options can differ based on the view type.

You can typically use quick card settings in views like:

  • Board view
  • List view
  • Calendar or similar task-centric layouts

If a view supports quick cards, you will see the quick card settings option in its toolbar or view settings menu.

How to open quick card settings in ClickUp

Use the following steps to access quick card settings for a view.

  1. Open the Space, Folder, or List where you want to adjust task previews.

  2. Select the view (for example, Board or List) where you want to customize quick cards.

  3. Open the view settings menu. This is usually found as an icon in the top right of the view.

  4. Look for the quick card or card settings option and click it to open the configuration panel.

Once the panel is open, you can enable, disable, and customize available fields for that specific view.

Enable or disable quick cards in ClickUp

Some views may let you toggle quick cards on or off.

  1. Open the quick card settings panel as described above.

  2. Locate the toggle or checkbox that controls quick cards.

  3. Turn the option on to display quick cards with your selected fields.

  4. Turn the option off to show a simpler task row or tile with minimal details.

Disabling quick cards can be useful if you prefer a cleaner, condensed view with fewer visual elements.

Customize ClickUp quick card fields

Quick card settings in ClickUp allow you to choose which fields appear on each task card. This lets you surface relevant data without overcrowding the interface.

Select which fields show on the card in ClickUp

To choose fields for your quick cards:

  1. Open the quick card settings panel for your chosen view.

  2. Review the list of available fields, such as:

    • Assignees
    • Due Date
    • Priority
    • Custom Fields
    • Time Tracking or Time Estimate
    • Tags
    • Subtask indicators

  3. Enable the fields you want to display by toggling them on.

  4. Disable any fields that are not essential for quick scanning.

Changes apply to that specific view, so you can tailor quick cards differently for planning, execution, or reporting views.

Reorder quick card fields in ClickUp

In many cases, ClickUp lets you control the order of fields displayed on quick cards.

  1. Within the quick card settings panel, find the list of selected fields.

  2. Drag and drop fields to change their order.

  3. Place the most important details, such as due date or priority, near the top or in the most visible area of the card.

Reordering fields helps highlight the information your team needs to see first.

Use Custom Fields on ClickUp quick cards

Custom Fields are often crucial for workflows such as sales pipelines, content calendars, or product backlogs. Quick cards can show these fields for faster decision-making.

  1. Ensure your tasks already include the relevant Custom Fields.

  2. Open quick card settings in the relevant view.

  3. Scroll to the Custom Fields section, if available.

  4. Toggle on any Custom Fields that should appear on the card, such as:

    • Stage or Status labels
    • Budget or cost
    • Client name
    • Effort or complexity scores

This brings important contextual data directly into your task previews.

Optimize ClickUp quick cards for different teams

Each team can configure ClickUp quick card settings in a way that fits its workflow.

ClickUp quick card ideas for project teams

Project and operations teams may prioritize scheduling and responsibility details. Consider enabling:

  • Assignees
  • Due Date
  • Priority
  • Dependencies or subtask indicators
  • Time Estimate Custom Fields

This configuration allows project leads to quickly identify blockers, deadlines, and workload.

ClickUp quick card ideas for marketing teams

Marketing teams often manage campaigns, content, and design tasks. Helpful quick card fields can include:

  • Campaign name Custom Field
  • Content type or channel Custom Field
  • Due Date
  • Tags for campaigns or platforms
  • Assignees or owner

With these details, marketers can scan a board and immediately understand task context.

ClickUp quick card ideas for product teams

Product and engineering teams rely on prioritization and scope indicators. Useful quick card fields might include:

  • Priority
  • Story points or effort Custom Field
  • Release or sprint tags
  • Assignees
  • Dependencies

Configured this way, a backlog or sprint board becomes easier to organize and groom.

Save and share ClickUp quick card configurations

Quick card settings are typically saved per view, so once you adjust them, the layout stays consistent.

  1. After adjusting fields and layout, close the quick card settings panel.

  2. Confirm that your card previews now match your selections.

  3. If your workspace uses shared views, teammates will see the same quick card configuration for that view.

You can create multiple views with different quick card settings to support various purposes, such as planning, execution, or reporting.

Troubleshooting ClickUp quick card settings

If you do not see the expected quick card layout, try the following steps.

  • Verify that you are in a view type that supports quick cards.

  • Reopen quick card settings and confirm the correct fields are enabled.

  • Check workspace permissions if some options seem unavailable.

  • Refresh the view to make sure your latest configuration is loaded.

For the most accurate and up-to-date details, view the official quick card documentation in the ClickUp Help Center: Quick card settings article.

Learn more about optimizing ClickUp

To go beyond quick cards and improve your broader workspace setup, consider expert resources on workflow design, automation, and workspace structure.

You can explore additional strategy and implementation tips from consultants familiar with ClickUp and similar tools at Consultevo.

By tailoring quick card settings and related views, you can build a ClickUp environment that keeps critical information visible while reducing noise, helping every team member stay aligned and efficient.

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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