Recruiting with ClickUp Custom Fields

Using ClickUp to manage recruiting helps hiring teams track candidates, interviews, and offers in one organized workflow. With Custom Fields, you can capture structured data for every applicant and quickly filter, sort, and report on your hiring pipeline.

This how-to guide walks you through configuring Custom Fields for recruiting, viewing and updating candidate data, and using those fields to optimize your hiring process.

Why use ClickUp Custom Fields for recruiting?

Custom Fields in ClickUp let you create flexible, searchable data points for each candidate task or record. Instead of relying on notes alone, your team can store standardized information and keep everyone aligned.

Key benefits include:

• Consistent, structured applicant data across all roles.
• Fast filtering and sorting to identify top candidates.
• Clear visibility into interview stages and hiring progress.
• Shared context for recruiters, hiring managers, and HR.

When you design effective recruitment fields and apply them at the right level in ClickUp, your workspace becomes a lightweight applicant tracking system.

Plan your recruiting data in ClickUp

Before you start adding Custom Fields, decide what information your team needs to capture for each candidate. Spend a few minutes mapping this out so you avoid clutter and keep fields meaningful.

Common recruiting data points include:

• Candidate contact information.
• Role or department they applied for.
• Source of application (job board, referral, careers page).
• Interview stage and interview dates.
• Assigned recruiter and hiring manager.
• Compensation details or salary expectations.
• Offer status and final decision.

Once you know what to collect, you can translate that list into Custom Fields in your ClickUp Space, Folder, or List.

Set up ClickUp Custom Fields for recruiting

To manage recruiting successfully, create a dedicated List or set of Lists in ClickUp where each task represents one candidate. Then add Custom Fields to store their recruiting information.

Create a recruiting List in ClickUp

1. Open the Space or Folder where you track hiring.
2. Create a new List, for example Software Engineer Candidates or Marketing Applicants.
3. Define a basic Status workflow for the List, such as New, Phone Screen, Onsite, Offer, and Hired.
4. Use other ClickUp views like Board or Table to visualize your pipeline by Status.

With the List in place, you can design the Custom Fields that will appear on every candidate task within that List.

Add recruiting Custom Fields in ClickUp

Use a combination of field types so your recruiting data stays clean and easy to update.

1. Open your recruiting List in ClickUp.
2. Switch to a view like List or Table so you can see the field columns.
3. Click the option to add a new Custom Field (usually via the + icon in the column area).
4. Choose a field type and name it according to the data you want to collect.

Examples of helpful recruiting fields:

• Dropdown: Interview Stage, Application Source, Seniority.
• Date: Application Date, Phone Screen Date, Onsite Interview Date.
• Text: LinkedIn Profile URL, Portfolio Link, Referral Name.
• Email: Candidate Email.
• Phone: Candidate Phone.
• People: Recruiter, Hiring Manager, Interviewer.
• Number: Years of Experience, Expected Salary.
• Currency: Offer Amount or Salary Range.
• Checkbox: Signed NDA, Background Check Complete.

Apply fields at the highest level in ClickUp where they are relevant (for example, a Space for all recruiting, or a Folder for a department) so you can reuse them across multiple Lists.

Track candidate information with ClickUp

Once Custom Fields are set up, every candidate task in your recruiting List can store detailed information. This makes updating and reviewing records efficient for your entire team.

Add candidate records in ClickUp

1. In your recruiting List, create a new task for each applicant.
2. Use the task title for the candidate name, for example Alex Smith – Product Manager.
3. Fill in Custom Fields for contact information, role, and current interview stage.
4. Attach the candidate’s resume, cover letter, and any work samples to the task.
5. Use the task description or comments to capture interview notes.

Each task becomes a complete snapshot of the candidate, combining standard fields, Custom Fields, and attachments.

Update interview progress in ClickUp

As candidates move through the process, keep fields and Statuses current so your ClickUp views stay accurate.

1. Change the task Status when a candidate advances or is disqualified.
2. Update Interview Stage and interview Date fields after each step.
3. Assign the task to the recruiter or hiring manager responsible.
4. Record outcomes, such as Offer Sent or Offer Accepted, using Dropdown or Checkbox fields.

These updates give everyone a real-time picture of who is in the pipeline and which stage they are in.

Analyze your recruiting pipeline in ClickUp

With key data captured in Custom Fields, you can use core ClickUp features to filter, sort, and group candidates.

Filter and sort by recruiting fields

In List or Table view, you can:

• Filter candidates by Interview Stage, Source, or Department.
• Sort by Application Date, Expected Salary, or Years of Experience.
• Quickly identify candidates who need follow-up or scheduling.

Filtering and sorting based on Custom Fields allows your recruiting team to prioritize outreach and manage workload more effectively.

Group candidates for clearer insight

Depending on the view, you can group tasks by Status or by certain Custom Fields. For example, group candidates by Application Source to see which channels produce the most interviews or by Recruiter to balance the pipeline across your team.

Collaborate on hiring decisions in ClickUp

ClickUp also supports collaboration around candidates, so Custom Fields are only one part of a complete recruiting workflow.

• Use comments and @mentions to collect interviewer feedback on each task.
• Apply task priorities along with Custom Fields to highlight urgent candidates.
• Use Checklists or Subtasks for interview steps, such as phone screen, technical interview, and final conversation.
• Create Dashboards that pull in recruiting data from Custom Fields to visualize total candidates, offers, and hires.

By combining communication tools and structured data, your team can make faster, better hiring decisions without leaving ClickUp.

Learn more about recruiting with ClickUp

To see the original documentation that this guide is based on, review the official help article on using Custom Fields for recruiting in ClickUp support.

If you want expert help designing scalable hiring workflows, workspace architecture, or AI-enhanced processes around ClickUp, you can explore consulting resources at Consultevo.

With well-planned Custom Fields and consistent usage, ClickUp can serve as a powerful, centralized recruiting hub for your entire organization.

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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