What are Custom Fields? | ClickUp Tutorial for Beginners

In this video we're going to talk about Custom Fields in ClickUp -- aka the reason I originally made the jump from Asana!

Custom Fields are ways to store structured data within ClickUp. These fields are attached to Tasks in your Workspace and can be attached at the Space, Folder, or List level.

In this video (as part of our continued Feature Friday series!) I'll be going through WHAT are Custom Fields, WHY would people use Custom Fields, and PRO TIPS to avoid screwing up your ClickUp account while using Custom Fields.

We'll cover:
00:00 ClickUp Custom Fields
0:42 Hi! I'm Layla at ProcessDriven
1:19 What are ClickUp Custom Fields? (Beginner Explanation)
5:23 Why would you use Custom Fields in ClickUp?
8:20 Warnings/Tips about ClickUp Custom Fields
8:39 Name your Custom Fields Carefully
9:22 Use Existing Custom Fields
10:08 Be careful when deleting your fields. Read the pop up!
11:28 Use Custom Fields for your Workflow "Stages"
11:59 Custom Field Permissions
12:24 Custom Field Order
12:55 Pin Custom Fields
13:27 Hidden Custom Fields vs. Visible Custom Fields

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[LaylaPomper]

What should I cover next? Statuses vs. Custom Fields...or ClickApps...or something else? 😊

[jenniferlewis]

Layla, your realization that you were about to go on a tangent and paused to chomp on your lower lip HAS ME IN STITCHES 🤣 Aside from all the brilliant information in this video, those two seconds alone make this entire episode ✨golden ✨ 😆

[WillBelden]

Watching this video really helped me start setting up the space. Definitely helped to overcome "what's the right way?!" block!

[TonyAnczerRE]

Just started integrating ClickUp for my team (grew out of Asana…) and your videos are super helpful 😁 thanks for the great content!

[localgoodscompany]

You are seriously so good! Did the course and now going through all your videos.

[TheRabbleAt]

Super helpful, as always. There’s so much to learn :-) Thank you, Layla.

[mikebowller]

Layla, by for the best tutorials ever.
What is best practice for recurring tasks, say quarterly tax with sub tasks and amounts etc.
Do I need a workflow to generate the next task when the last is completed or is there something in the system to do that?

[DodaGarcia]

OMG YES that felt very crippling to me in Asana too.

I know pricing SaaS is very difficult but It's just so nonsensical to me when companies offer free plans in which they make the software next to useless. If your software is meant to help businesses, then why not make the pricing follow the growth of the business by charging for storage, number of users, things that indicate a company is growing from the app? It's almost pure profit to them anyway. It sounds really counterproductive to try and turn free users into paid users by getting in the way of the revenue they're trying to generate with the app in the first place.

[DahanaL]

Thank you for the video. I have a question, How do you make custom fields sync across folders and or task and sub tasks?

[jenniferlima]

thanks! i'm a brazilian and there's no portuguese version. so i had a huge problem with this app, but your video helped me a lot :)

[digitalkm]

Hey Layla, thank you so much for your videos!

[rmattbill]

This was helpful. Thank you, thank you, thank you!

[woodsmedia-au]

Just starting with custom fields and I've run into an issue. I've used a form to collect data, that then shows up in custom fields. This issue is when I view the text in the custom fields, it doesn't show all the text, unless I click on that box. Is there any way to change this?

[petkotonchev]

Hello Layla, thanks for your tutorials full of little and helpful hints. It is one thing (regarding the dropdown sub-statuses) that I did not mage/figure out on how to be done and hopefully you will be able to help out.
Is there a way to set up a dependency/relationship between dropdown values and task status?

For example, if I have set up a custom field that contains a dropdown list with ten values, can only three of them shown if the task is in status = ‘Pending’. Similar to a relationship, but the relation be made/configurable to statuses.

[mary-annfife]

Hi Layla, thank you for this video! Do you know whether you can create a dashboard to track a change in custom field over time? e.g. last week I had 1 complete task and this week I have 4? Where the custom field is essentially used as a status column.

[glaziermedia]

So I have created a custom field in a list, i have now decided i should have put it in the space to its available everywhere. How can I "promote" from a list to a space?

[scottbaker]

It seems that I cannot see Customer Fields as an option to fill out when creating a new Task on the iOS App. I have to create the task, then reenter the task, and then fill out the customer files. Is this correct?

[samiam]

I came for learning how to tame the ClickUp Beast, I stayed for the muppet swing-into-view intro 😂

[tonypunch]

im using free plan. Is there a way to replace custom field to use group function?

[mischugo]

Thank you so much for your tutorials. They are really helpful and of high quality.
I love the incredible variety of ClickUp, but I can not really approach to :-(
I can create my tasks and projects with the all options. Projects a re folders, lists are like sub-projects .. and so on. Everything fits somehow. But then. I don't know where I stand the next day. From which project to which to do today? What is the status of everything? How to have a focus. Fast!. I keep losing track :-)