Search by Custom Fields in ClickUp

Custom Fields in ClickUp make it easy to search, sort, and filter tasks so you can quickly find the work that matters most. This guide walks you through how to use Custom Fields to refine task lists, surface specific items, and keep your Workspace organized.

Using Custom Fields effectively will help your team stay aligned, reduce manual searching, and keep task data consistent across every view.

Understand Custom Fields in ClickUp

Before you can search or filter, you need to know how Custom Fields behave in ClickUp. A Custom Field is an additional data point you add to tasks, like:

• Text or number values
• Dropdown options
• Labels or tags
• Dates or times
• People fields
• Monetary values and more

These fields can be shown or hidden in different views, used in filters, and sorted to bring the right work to the top of your lists.

Where Custom Fields work in ClickUp

You can search, sort, and filter tasks by Custom Fields in most core views of ClickUp. Common places where Custom Fields are available include:

• List view
• Board view
• Table view
• Calendar and other task-focused views

Depending on your Workspace settings and plan, some field types or advanced options may vary, but the overall workflow remains the same.

Show Custom Fields in a ClickUp view

To search, sort, or filter by a field, you must first ensure the Custom Field is visible in the current view.

Step 1: Open the ClickUp location

1. Navigate to the Space, Folder, or List that contains the tasks you want to manage.
2. Select a view such as List or Table where you want to work with Custom Fields.

Step 2: Manage visible columns

1. In the view toolbar, open the columns or fields panel (typically the + or Fields menu).
2. Locate the Custom Field you want to use.
3. Enable it so it is displayed as a column in your task view.

Once the Custom Field is visible as a column, you can interact with it for sorting and filtering.

Sort tasks by Custom Fields in ClickUp

Sorting helps you organize tasks based on values in a Custom Field, such as priority labels, numbers, or dates.

Step 1: Open sort options

1. In your current ClickUp view, locate the column header for the Custom Field you want to sort by.
2. Click the column header or open the view’s sort menu.

Step 2: Choose sort order

1. Select Sort ascending to order tasks from low to high, A–Z, or earliest to latest, depending on the field type.
2. Select Sort descending to reverse the order.

You can often apply multiple sorts at once. For example, first sort by a status field, then by a numeric Custom Field to group and prioritize tasks more precisely.

Filter tasks by Custom Fields in ClickUp

Filtering narrows down the tasks that appear in a view based on specific Custom Field criteria.

Step 1: Open filter menu

1. In the toolbar of your ClickUp view, click the Filter option.
2. Open the menu to add a new filter rule.

Step 2: Add a Custom Field filter

1. From the filter list, select the Custom Field you want to use.
2. Choose a condition, such as is, is not, greater than, less than, or another operator appropriate for the field type.
3. Enter or select the value you want to filter by.

For example, you might filter tasks where a dropdown Custom Field is set to a specific client, or where a numeric field is above a certain threshold.

Step 3: Combine multiple filters

To refine your results further, add more Custom Field filters or combine them with other task properties like status, assignee, or due date.

• Use multiple filters to create a focused list of tasks.
• Clear filters anytime to return to the full view.

Search tasks using Custom Fields in ClickUp

Beyond sorting and filtering in a single view, you can use global search to find tasks that match Custom Field values in ClickUp.

Use workspace search

1. Open the global search bar from the top of your Workspace.
2. Type the term or value related to a Custom Field.
3. Review the matching tasks and open any result to see full details, including Custom Fields.

Depending on your field setup, some Custom Field values may be searchable directly from the global search, helping you quickly find tasks across Spaces and Folders.

Best practices for Custom Fields in ClickUp

To get the most out of search, sort, and filter features, keep these best practices in mind:

• Standardize field names: Use clear, consistent names so everyone understands what each Custom Field represents.
• Choose the right field type: For data you plan to sort or filter, pick structured fields like dropdowns, numbers, or dates instead of plain text.
• Limit unnecessary fields: Too many Custom Fields can clutter views. Keep only fields that support real reporting or filtering needs.
• Use saved views: After you apply sorts and filters, save the view so your team can quickly return to the same configuration.

Troubleshooting Custom Field search in ClickUp

If you cannot search, sort, or filter by a Custom Field in ClickUp, check the following:

• Confirm the field is enabled and visible as a column in the current view.
• Verify that tasks actually have values in the Custom Field.
• Make sure your Workspace plan supports the field type or advanced filtering you are trying to use.
• Review permissions if you cannot see or edit a particular Custom Field.

If issues persist, compare your setup with the official product guidance.

For complete reference details, see the original documentation on the ClickUp Help Center: Search, sort, and filter tasks by Custom Fields.

Improve your ClickUp workflows further

Optimizing Custom Fields is only one part of creating an efficient Workspace. You can go deeper into automation, reporting, and view configuration to streamline your entire process.

If you want expert help designing scalable ClickUp structures, workflow rules, and documentation, consider working with a consultancy that specializes in task and project systems. One option is Consultevo, which focuses on building optimized, documented workflows for teams.

By combining powerful Custom Fields with clear processes, you can make ClickUp a single source of truth for organized, searchable task data across your 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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