Custom fields by task type
beta
Ivan Villa
Problem:
Custom fields can become messy when you have different types of work (tasks) within the same lists. For example, having a bug, feature, and an epic task all in the same list would cause them all to have the same custom fields, even though I would want specific ones for each type.
Other issues arise when fields that should only belong to the top-level task spread down to all its subtasks.
Ask:
Custom fields should have the option to be added to a custom task type itself.
- Whenever I create a new task of that type, it will come along with all its custom fields.
- Those fields will not spread to any task that is not of that type.
Log In
Ivan Villa
Updated Dec 2025
Hey Everyone 👋
I know there is a good number of people looking forward to custom fields by task type. I wanted to share this demo video I made for those in the beta, going over what custom fields by task type will bring.
If you're interested in the beta, please fill out the form here and we'll enable access soon after 👉 https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
Feel free to ask any questions!
Christine Marcus
Hi Team - I requested through the form to join the Beta group for this. Is it a closed beta? Or what is the normal turnaround time to know if you get to join Beta or not? I submitted the form over 5-7 days ago which is what was mentioned in the Form that's why I'm checking in this way. Thanks!
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Tin Hoang
Hi ClickUp team, I submitted the form for this task type's custom fields and sub-folder feature 5 days ago, but don't see it applied yet. Could you please help me check my submission? And when I'm opted in, will I receive any email or notification confirming I have access to the feature?
Raina Ahuja
Tin Hoang: You should now have access from your workspace. Feel free to share any feedback here!
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Tin Hoang
Raina Ahuja Well received it, Raina. Thank you a lot.
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Alex Bowsher
Just submitted the form. Can we please get BETA access to this feature as I am in the middle of building out a new Space in which this would be very helpful. Raina Ahuja Ivan Villa
Raina Ahuja
Alex Bowsher: Hey Alex! Your workspace should now have access. Please let me know if you have any feedback!
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Alex Bowsher
Hey Raina Ahuja, thanks for enabling... I am already seeing some issues / confusion when moving current custom fields from the Space they are in to the correct Task Type.
When attempting to convert some custom fields we are seeing a popup stating, "We found "X" tasks with filled-in values that will be hidden. To make them visible again, simply convert those tasks to one of the selected types."
How am I supposed to find out which tasks these are? I looked for possible matches before merging, but I cannot find any that would meet any possible criteria here.
For example (see attached screenshot):
- We have 143 tasks that are currently Task Type (Vehicle) and have a Checkbox Custom Field (Photos) that is currently checked. All of these tasks are in the same Space and list. When trying to move the Checkbox Custom Field (Photos) from being applied to any Task at the Space level and apply them to the Task Type (Vehicle) I am getting this popup, and I really am not sure why. This is only happening to a few of the custom fields and not all of them.
- Why would these be hidden in this case? I am just applying a custom field that is already on these tasks to the same tasks but not at the Space level anymore...
- What exactly is being hidden, the task or the custom field and why?
- How do we find out what is hidden after proceeding to correct it if it is wrong?
Is it possible to get a quick teams / zoom / video call setup to run through this with us?
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Alex Bowsher
Raina Ahuja... so I ended up just proceeding with the change to see what would happen.... and none of the 143 Tasks or Custom Fields were hidden.
I think this might be a bug when moving Custom Fields from Location to Task Type when the Task Type is already applied to all of those tasks and there is data filled / checked in to the custom field.
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Alex Bowsher
Raina Ahuja We really need Buttons and Formula Custom Fields to be able to be used here as well.. do you have any timeline or can confirm that those are being worked on as well?
Chris Atherton
If we beta test this is there any impact to existing data when we convert from location to task type field ie is existing data retained? We have a lot of fields and this will help control what’s seen however nervous to role out a beta if there could be data loss (not so worried if it’s just some field types don’t work yet or some small UI enhancements are needed)
Raina Ahuja
Chris Atherton: When your workspace is added to the beta, before any changes are made, you have the option to select which custom fields to switch over from location to task type at any time. You can always switch the CF back to location without losing any data.
The enhancements we're still working on are more on the UX/UI side, plus resolving some display issues that other have reported in this thread (such as not seeing custom fields by task type in the dashboard cards or seeing all custom fields for all types on mobile).
Hope this information helps! If you're interested in signing up, the form is here: https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
Abraham Gluck
How can I be a beta tester?
Raina Ahuja
Abraham Gluck Thank you for your interest! Please fill out this form and we'll enable the feature for you within a few days - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
Raina Ahuja
Abraham Gluck Just enabled the feature for your workspace. Let me know if you have any feedback!
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Joe Wechsler
Raina Ahuja How can I get access to this feature? We have so many custom fields that are literally for one task type but currently are showing on the location side making the tasks very bulky. Please turn on for me :)
Raina Ahuja
Joe Wechsler Hey Joe! Appreciate the interest. If you don't mind filling out this form so we have the right information, I'll go ahead and enable this for you shortly after - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
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Joe Wechsler
Raina Ahuja done!! Looking forward
Raina Ahuja
Joe Wechsler: Just enabled for your workspace! Give it a whirl and let me know if you have any feedback.
Óscar
In the workspace I co-manage we've set up several workarounds that help us manage tasks without this feature, but it's becoming more and more difficult as the team and project grows in size and complexity.
I would love to be able to include this feature in my Workspace, even if it is currently in a Beta stage. Is there any way I could request access to this Beta feature?
Óscar
Replying to myself because I stumbled upon the answer by mere chance and it may be useful for future visitors of this forum:
When enabling ClickUp 4.0 for your Workspace, a modal prompts offering you to join this feature's Beta. Just following the link and following the instructions should suffice. Instructions state waiting times of 5-7 business days for new requests so I can't confirm yet myself, though.
Nicole Dupont
Hey Óscar, any chance you can share the link it gave you? I enabled ClickUp 4.0 but didn't get the prompt but DESPERATELY need this feature.
Nicole Dupont
Raina Ahuja
Óscar Thank you for your interest! This should now be enabled for your workspace. Please let me know if you have any feedback.
Raina Ahuja
Nicole Dupont Thank you for your interest! I saw your submission come through, we'll be doing another round of additions from the waitlist tomorrow so I'll circle back when this is enabled for you.
Nicole Dupont
Raina Ahuja, thank you so much!
Raina Ahuja
Nicole Dupont: Just enabled it for your workspace. Please let me know if you have any feedback!
Dimitar Dimitrov
Reporting a bug: seems like when you use Lists in Dashboard, the default task type is not working, but its working perfect in list view. I guess something around Dashboards.
Lukas Moser
Dimitar Dimitrov reported this one 8 weeks ago.. sad face.
Raina Ahuja
Lukas Moser Dimitar Dimitrov Thank you for flagging! We've got a fix, just getting it reviewed and deployed in the next week or so.
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Brigette Tighe
Hi, I'm currently beta testing.
I understand that Custom Fields can now live either under a task type or a location. But it's not clear whether custom fields (or will be able to) live under multiple task types. Please advise.
Dimitar Dimitrov
Hi Ivan Villa task type custom fields is great and already makes a big change in our workflow. I was wondering, because we have now a lot of Custom Fields from locations, you can guess its a messy and even if we organize it by Task Type we see see Custom Fileds from locations. So can you introduce a settings to choose between showing Task Type and Location Fields OR only Task Type Fields in the tasks?
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