{"id":4008,"date":"2018-09-17T06:20:05","date_gmt":"2018-09-17T13:20:05","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=4008"},"modified":"2021-07-03T21:44:19","modified_gmt":"2021-07-04T04:44:19","slug":"feature-custom-fields","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/feature-custom-fields\/","title":{"rendered":"[New Feature] What You Can Do With Custom Fields"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">ClickUp has unleashed its custom fields features for Projects! You\u2019ve already fallen in love with how custom statuses work&#8211;allowing you to chart a task\u2019s 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. <\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><strong>So how can you use Custom Fields in ClickUp?<\/strong> <\/span><\/h2>\n<h3><b>1) CRM<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4004 size-full\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/custom-field-set.gif\" alt=\"custom fields in ClickUp\" width=\"726\" height=\"396\" \/><\/p>\n<p><span style=\"font-weight: 400;\">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. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say you have a new prospect at XYZ company which is on your target list. You can add the contact\u2019s 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!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also show the prospect\u2019s status in the buying cycle and even color code it. \u00a0Then set a field for estimated deal value with the currency custom field and tie that back to the prospect\u2019s 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.<\/span><\/p>\n<h3><b>2) Team \/ Client Budgets<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">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\u2019re 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 <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6328082117527-How-to-work-with-clients-in-ClickUp\">any client budgets<\/a> as well.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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. <\/span><\/p>\n<h3><b>3) Agile Story Points (Scrum Points)<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Teams that are already using ClickUp for <a href=\"https:\/\/www.clickup.com\/teams\/agile-development\">agile development<\/a> and <a href=\"https:\/\/clickup.com\/blog\/agile-project-management\/\">agile project management<\/a> can now use custom fields to add story points. You\u2019ll be able to estimate the work it takes to finish a task more effectively and your team can more accurately gauge their workflow.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4005 size-full\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/custom-field-create.gif\" alt=\"Agile in ClickUp\" width=\"726\" height=\"396\" \/><\/p>\n<p><span style=\"font-weight: 400;\">When planning out your scrum workflow, you\u2019ll 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. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Dropdown custom field will allow you to set up a pick list of numbers, and even color code it if you want. <\/span><\/p>\n<h3><b>4) Editorial Calendar<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you use ClickUp for publishing blog posts or articles, it\u2019s 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 <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6328107359895-ClickUp-for-Freelancers\">freelancers<\/a> and contractors. This is another level to your task management. <\/span><\/p>\n<h2><b>Conclusion: How Will You Use Custom Fields in ClickUp?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Those are just a few examples of how custom fields can be used in ClickUp. We\u2019re really excited to see how your team uses this capability&#8211;maybe its with bug tracking, managing your next product launch or startng a PR campaign. We can\u2019t wait to see how you\u2019ll use custom fields in ClickUp!<\/span><\/p>\n<p><a href=\"https:\/\/docs.clickup.com\/features\/custom-fields\"><b>Check out this help doc<\/b><\/a><b> for more on how to set up custom fields. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ClickUp has unleashed its custom fields features for Projects! You\u2019ve already fallen in love with how custom statuses work&#8211;allowing you to chart a task\u2019s 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 [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":4009,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[761,777],"tags":[272,273,271,16],"class_list":["post-4008","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-feature-releases","category-news","tag-custom-fields","tag-customization","tag-feature","tag-project-management"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2018\/09\/custom-fields-1.png","author_info":{"display_name":"Erica Chappell","author_link":"https:\/\/clickup.com\/blog\/author\/erica\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[New Feature] What You Can Do With Custom Fields | ClickUp<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/feature-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[New Feature] What You Can Do With Custom Fields | ClickUp\" \/>\n<meta property=\"og:description\" content=\"ClickUp has unleashed its custom fields features for Projects! 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