[New Feature] What You Can Do With Custom Fields

ClickUp has unleashed its custom fields features for Projects! You’ve already fallen in love with how custom statuses work–allowing you to chart a task’s progress through its various stages. Custom fields takes that to the next level, offering you the ability to add more info while staying consistent throughout your List.

So how can you use Custom Fields in ClickUp?

1) CRM

custom fields in ClickUp

ClickUp can now become your CRM or customer service hub. Set up your lists with phone numbers, emails, notes and prospect statuses that show you how to take action in a glance. The custom fields expands the number of columns available in a List view, so now contact details will be immediately available just in the list view without clicking through to specific task details.

Let’s say you have a new prospect at XYZ company which is on your target list. You can add the contact’s info as a task, but then show the first contact date, phone number and his lead status right in the list view column. If you have the phone or email listed as a custom field, you can click to call or email right away!

You can also show the prospect’s status in the buying cycle and even color code it.  Then set a field for estimated deal value with the currency custom field and tie that back to the prospect’s contact record and even have a summary for the total deal values at that company. With custom fields, you can work from a List without having to open the task itself.

2) Team / Client Budgets

Custom fields will also help you establish cost and budget information in ClickUp. Assign dollar amounts to specific tasks, signaling costs or expenditures. Select the currency field to get started. With this, you can create estimates for how much a certain item would cost. If you’re planning an event, it would be simple to estimate how much lighting, catering, venue, invitations and more will cost. You can plan each item and even do your calculations within ClickUp and compare it to your overall budget. You can also monitor any client budgets as well. 

For teams, track how much your software subscriptions, equipment and more are costing you and then plan accordingly. Or track your expenses and then submit it to your finance team. ClickUp is the perfect customizable project management platform for all of your team needs.

3) Agile Story Points (Scrum Points)

Teams that are already using ClickUp for agile development and agile project management can now use custom fields to add story points. You’ll be able to estimate the work it takes to finish a task more effectively and your team can more accurately gauge their workflow.

Agile in ClickUp

When planning out your scrum workflow, you’ll see how each task adds up. With scrum points, 1 is the easiest, 2 is twice as hard and 3 is three times as difficult. Story points account for the amount of work that must be done, the complexity in that work, and any risk that may be associated with finishing it up.

The Dropdown custom field will allow you to set up a pick list of numbers, and even color code it if you want.

4) Editorial Calendar

If you use ClickUp for publishing blog posts or articles, it’s now easier than ever to set up milestones and deadlines in custom fields. You can create dates for publishing that are different than your due dates for editing and design. You can then select the different promotional channels you want to use or record costs for paying freelancers and contractors. This is another level to your task management.

Conclusion: How Will You Use Custom Fields in ClickUp?

Those are just a few examples of how custom fields can be used in ClickUp. We’re really excited to see how your team uses this capability–maybe its with bug tracking, managing your next product launch or startng a PR campaign. We can’t wait to see how you’ll use custom fields in ClickUp!

Check out this help doc for more on how to set up custom fields.

Join the conversation

Comments for this post are currently closed.

Gwen Claes
8:58 AM

Nice feature! But it's a pity that dropdown values not are sortable and the customfields are not in the API. Are they in the exports ?

ClickUp
8:58 AM

Thanks for the feedback! We're working on the API portion and that should be in the next few weeks.

1
earthandbody
10:14 PM

Great feature! When will it be accessible on mobile versions?

ClickUp
10:14 PM

Hi! We'll be launching on iOS in the next week. And then Android soon after, though that one is still in progress.

Joan Alemany Royo
5:51 PM

Clickup team, I couldn't be happier with all your development and customer service. I felt in love with click up at the beginning of 2018, I was already happy I was crazy of how perfect it was for me, and since then you created the new features I wished and are game changing... I can't express how much I love clickup!

ClickUp
5:51 PM

Wow, thanks so much! Appreciate it! Take a look at our feedback board and add any ideas you'd like to see: https://feedback.clickup.com/feature-requests

Questions? Comments? We're here for you 24/7 at help@clickup.com!

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