Custom fields by task type
in progress
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.
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Ivan Villa
Hey there! š
Task types were just the start to help get different types of work organized in ClickUp. The team is working on various follow-up projects that will help make ClickUp tasks better fit the different types of work we manage.
I wanted to get this form out for those who want to be a bit more involved as we build out the next version. Whether you want to participate in betas or just want to be kept in the loop with designs, please fill out the form below.
P.S: Once we have Custom fields by task type in a testable state we will be looking at this form āļøš.
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Olli Pajari
Hey there! I'm new in ClickUp world. Just started the implementation week ago and we faced this issue. I had long conversation first with AI and later with support person regarding this issue. They couldn't help with current functionality. I hope this will come soon.
Justine Dechaine
I would find this more useful than custom fields by space/folder/list...
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Brittney Swank
I've been checking this page daily for the past several months for updates on custom fields by task type. It would be completely life changing for me to switch all of my business over to ClickUp, however I cant find a work around for having multiple tasks within a list that have unique columns that pertain to the task. This is going to be so appreciated!
Ivan Villa
Hey there! š
Task types were just the start to help get different types of work organized in ClickUp. The team is working on various follow-up projects that will help make ClickUp tasks better fit the different types of work we manage.
I wanted to get this form out for those who want to be a bit more involved as we build out the next version. Whether you want to participate in betas or just want to be kept in the loop with designs, please fill out the form below.
P.S: Once we have Custom fields by task type in a testable state we will be looking at this form āļøš.
Florian Schardt
Ivan Villa Somehow the form link is not working for me.
G
Grant Hushek
Ivan Villa Let's goooo. Task types and progress bars are my two favorite features. Just signed up
J
Julie Babin
Can we consider removing permission to some type of user to create custom field ? Right now, if I want to show a custom field, the first option is to create a new one, which is confusing. Also, having the possibility to only show the spaces custom field.
K
Kieran Thomas
Sigurd Seteklev Hi. Do you have a rough idea of when this might be deployed? Thx
Kolton White
Also adding would be helpful to be able to manually sort the custom fields in the task view as well!
Instead of just defaulting to sorting alphabetically š
K
Kieran Thomas
Kolton White Hi. You already can :-) I havenāt got Clickup open in front of me, but from memory, if you go to the custom fields, thereās a toggle option which I think is labelled āreorderā or something similar to that. Click it, and then it enables you to drag and drop the custom fields into whatever order you like.
I hope that helps?
The thing I could like to be able to do is include custom fields in the top section of the card along with built-in fields. That ability would really help improve the flow for data population
Kolton White
Kieran Thomas unfortunately not, no such toggle option exists :(
Double checked and no functionality there.
Only on Sub-tasks
K
Kieran Thomas
Kolton White Hi. Iāve got Clickup in front of me today so can hopefully give you some clearer instructions to help :-)
(The following assumes your using desktop rather than the mobile app)
1) In the left hand menu, find the ālistā which contains the custom fields you wish to reorder
2) hover over it and click the 3 dots
3) select ālist settingsā
4) Select ācustom fieldsā
5 you should now see any custom fields which exist for that list, and towards the top right, you
should
see a āreorderā toggle. Caveat:
I say
should
as that works on my work account which is a paid account. However, when I tired on my home/personal account it doesnāt show, despite the fact itās supposed to be included as a feature even in the free accounts.Therefore, could be worth raising a bug report a link to this info. (it could also be that the packages have changed and the info is out of date)
I hope that helps a little?
Kolton White
Kieran Thomas thanks for typing this out! unfortunately still no reorder toggle in sight after navigating to where you directed.. :/
(The filter or group options here don't affect the layout, just this view)
For either web or desktop app.
(i'm on a paid business plus account as well)
K
Kieran Thomas
Kolton White thatās so weird!
I wondered initially if I wasnāt seeing it as I hadnāt added enough fields to trigger it, but when I tested my work one, it showed even with zero custom fields.
Iād raise it as a bug as thereās either some non-obvious trigger, or, the documentation needs updating.
I can flag it too if you like, as Iām seeing the same on my personal one.
Best of luck. Sorry I couldnāt help further
Kolton White
Kieran Thomas Could you show what it looks like on your screen if you are seeing it? that'd be helpful for me to flag as a bug.
If you don't mind flagging as well to get some traction going that'd be wonderful.
Thanks for your attempt to help already!!
K
Kieran Thomas
Kolton White No problem. Here's a screenshot from my work account with zero custom fields:
K
Kieran Thomas
And one from my work account with custom fields:
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Kieran Thomas
We're currently on the "Unlimited" plan at work.
Kolton White
Kieran Thomas figured it out btw!
You have to go to Settings > ClickApps > scroll to Custom Fields, then select manual from the Sort dropbox.
then it allows you to reorder
James Hogg
Great news that this is IN PROGRESS!
Would be awesome to have some preference option for Custom Field inheritance.
eg:
- Use Task Type fields only
- Use Task Type + List Custom Fields.
That way can toggle type to get some additional custom fields not relevant to other tasks in list OR as often needed in SubTasks totally ignoring the List Custom Fields that are not relevant on the SubTasks.
Lilly
This will be SO helpful for our workflow and I hope the timeline for implementing it isn't too far out!
I wonder if this can go hand-in-hand with allowing customization of the task view by task type. It would be great to be able to change which fields and custom fields show in the top section.
For some tasks, I might only need an assignee, due date, and status because the information is all available in the parent task. Other tasks may not have a an assignee or due date because it represents an asset that doesn't have any expiration date associated with it.
Maciej Rydlewicz
Yes, of course, this is VERY reasonable request!
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