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Use Signature Fields in ClickUp

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Use Signature Custom Fields in ClickUp

Signature Custom Fields in ClickUp let you securely capture electronic signatures on tasks and forms, so you can approve work, document consent, and streamline simple agreements without leaving your workspace.

This guide explains how Signature Custom Fields work, how to add them, and how to collect signatures from people inside and outside your Workspace.

What Signature Custom Fields in ClickUp Do

A Signature Custom Field adds a dedicated area where people can sign directly inside a task or form. These fields are designed for simple acknowledgement and approval workflows, not for complex legal contracts.

Key things to know about Signature Custom Fields:

  • They store a person’s drawn or typed signature as an image.
  • They can be added to tasks and forms like other Custom Fields.
  • They help standardize approvals, consent, and confirmations.
  • They are available on eligible ClickUp plans that support advanced Custom Fields.

Because the field is built into the platform, signatures stay attached to the relevant item, making it easier to track who approved what and when.

Access requirements in ClickUp

Before adding or using a Signature Custom Field, confirm that:

  • Your Workspace plan includes Custom Fields.
  • You have permission to create or edit Custom Fields on the List, Folder, or Space where you are working.
  • You can edit the task or form where the Signature Custom Field will appear.

Admins and Workspace owners can control access to fields and layouts to keep signatures secure and organized.

How to add a Signature Custom Field in ClickUp

You can add a Signature Custom Field from the task view or from List view, depending on how you prefer to manage fields.

Add a Signature Field from a task in ClickUp

  1. Open the task where you want to collect a signature.

  2. Locate the Custom Fields area in the task. If needed, expand the section to see all fields.

  3. Select the option to + Add Custom Field or manage fields from the task sidebar.

  4. In the Custom Field creation menu, choose the Signature field type.

  5. Name the field, for example Client Approval Signature or Manager Sign-off.

  6. Optionally, set visibility, default options, and other configuration settings.

  7. Save the Custom Field to add it to the task and the current location (List, Folder, or Space).

Once saved, the Signature Custom Field will be available on other tasks in that location, so you can reuse the same approval step consistently.

Add a Signature Field from List view in ClickUp

  1. Open the List where you want to manage Custom Fields.

  2. In the List view header, open the Custom Fields or column management panel.

  3. Select + Add Column or + Add Custom Field.

  4. Choose the Signature field type.

  5. Give the field a clear, descriptive name, such as Terms Acceptance or Project Sign-off.

  6. Confirm the location where the field should be available (this List, parent Folder, or entire Space).

  7. Save your changes. The Signature Custom Field will appear as a column in List view and as a field in each task.

Adding the field at the List level makes it easier to include signatures in templates and recurring workflows.

Use Signature Custom Fields in ClickUp tasks

After you add a Signature Custom Field, you can use it in any task in that location.

Collect a signature inside a task

  1. Open the task that contains the Signature Custom Field.

  2. Scroll to the Custom Fields section and find your Signature field.

  3. Click the Signature field to open the signing window.

  4. Choose how to sign, depending on available options:

    • Draw a signature using a mouse or trackpad.
    • Use a touchscreen device to sign with a finger or stylus.

  5. Select Save or Apply to attach the signature to the task.

The saved signature appears in the field as an image. You can review it with the task details and other Custom Fields, giving you a clear record of approval.

Edit or clear a Signature field in ClickUp

Depending on Workspace permissions and your role, you may be able to remove or replace an existing signature.

  1. Open the task with the existing signature.

  2. Click the Signature Custom Field.

  3. Use the option to Clear or Edit the signature, if enabled.

  4. Collect a new signature or leave the field blank as needed.

Consider limiting who can change signatures to maintain a reliable audit trail.

Use Signature Custom Fields in ClickUp Forms

Signature Custom Fields are especially useful in ClickUp Forms, where you can gather approvals and consent from clients, stakeholders, or other external users.

Add a Signature field to a form

  1. Open the List that contains or will contain the tasks created by your form.

  2. Go to the form builder for that List.

  3. In the form builder sidebar, locate the existing Signature Custom Field or add a new Signature field if none exists.

  4. Drag the Signature field into the form layout.

  5. Customize the label, help text, and instructions so signers understand what they are agreeing to.

  6. Decide whether the Signature field is required before submission.

  7. Save and publish the form.

When someone fills out the form, their signature will be captured in the associated task’s Signature Custom Field, along with all other submitted data.

Common form use cases in ClickUp

  • Client approval for creative assets or deliverables.

  • Internal sign-off for change requests or scope updates.

  • Consent forms for participation, access, or data handling.

  • Simple acknowledgement of terms or policies.

By combining forms and Signature Custom Fields, you can centralize all approvals directly in your ClickUp Lists.

Best practices for Signature Custom Fields in ClickUp

To get the most value from Signature Custom Fields, follow these recommendations:

  • Use clear field names: Indicate what is being approved, such as Contract Approval or Design Sign-off.

  • Add context in descriptions: Provide a short explanation describing the purpose of the signature.

  • Pair with other Custom Fields: Track approver name, role, and date alongside the Signature field.

  • Use templates: Include Signature Custom Fields in task or List templates to standardize approvals across projects.

  • Review permissions: Limit who can edit or remove signatures to maintain data integrity.

When implemented consistently, Signature Custom Fields help you build reliable and repeatable approval workflows in ClickUp.

More resources for optimizing ClickUp

To see the official documentation for Signature Custom Fields, review the source article on the ClickUp Help Center: Use Signature Custom Fields.

If you want expert help designing workflows, templates, and automation around approvals, you can explore consulting and implementation services at Consultevo.

By combining Signature Custom Fields with other powerful features, you can turn ClickUp into a central hub for tracking approvals, sign-offs, and simple agreements across 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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