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
Raina Ahuja
Hi everyone!
Thank you for all of your continued feedback on the beta so far and helping us shape the experience. If you're interested in joining the beta, please fill out the form here and we'll enable access for you shortly after - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
For those of your interested in custom fields on both locations and task type - we'd love to hear more about your use cases. Please share them in the thread below so we can understand your workflows better. Thank you!
Jenni Skarsten
It would be an extra bonus if we could restrict custom fields to certain task types within a specific location
Konstantinos Tsiomos
We have been beta testing this feature and can confirm that it significantly advances several of our use cases. However, there is a minor quality-of-life issue that currently limits broader adoption.
When a Custom Field is set as a ‘Task Type’, it becomes available as a filter across the entire Workspace, effectively behaving as a Workspace-level field. While this is logically consistent, in large and very large Workspaces it results in excessively long dropdown lists and unnecessary scrolling.
A possible improvement would be to separate these categories into distinct sections (e.g. inside FILTER and GROUP) in order to keep the interface organized and render the feature better scalable.
Raina Ahuja
Hi everyone!
Thank you for all of your continued feedback on the beta so far and helping us shape the experience. If you're interested in joining the beta, please fill out the form here and we'll enable access for you shortly after - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
For those of your interested in custom fields on both locations and task type - we'd love to hear more about your use cases. Please share them in the thread below so we can understand your workflows better. Thank you!
Michael
Raina Ahuja I can't think of them off the top of my head, but if i have time as i roll across them i'll post here.
But the basic point is simply that there are instances wherein we want a CF to be applied to a specific task type, or category of task types.... EXCEPT(!).... there's this one list or two that it would be nice to have that CF in.
Again, it's a pretty simple concept. No real need to "ClickUpThink" it. 😉
Oh, and by the by, when are we getting Button CF by task type?!
Jon Rowand
Raina Ahuja a major pain point is that the initial release of custom fields by task type stopped short in not updating Dashboard cards. In particular, Task List cards. It requires that custom field is linked to a location and does not respect those linked to task type. ClickUp's current state also prevents a field from being linked to both a Task Type and a Location, forcing a choice and we need certain fields to be tied to the Task Type. In short, the dashboard cards should at least function like a list view where it shows the custom field value if the task/row is the associated task type, otherwise then giving the "This Custom Field is not enabled for this task type" warning prompt instead of blocking all task rows with the "You'll need to add this Custom Field to this task's location before you can use it."
Jon Rowand
Raina Ahuja , ah and one more. I know this is already on you all's radar, but I'll add voice to allowing formula custom fields to be linked with task types.
J
Jenny Bausola
Raina Ahuja We tested the function and are happy so far, it helped cleaning up unnecessary custom fields for different task types (in our case project types). We now ran into the problem where we have some custom fields also being used in different lists and spaces for example "client ID" - now they are separate from the other custom fields and we can't order them correctly. The problem could be solved if the custom fields could keep their location for other lists and also be included in task types.
Also it would help if within the custom field manager we could sort the custom fields within their different task types. Now it is all grouped together and makes it hard to keep an overview or put them in the right order.
Also if we could choose if we want the custom fields within a task type to be displayed separate from location custom fields or grouped together. That would help with unnecessary scrolling and searching.
C
Camila Matias
If possible, expand the custom fields to allow multiple choices for the drop-down list and checkbox types
Yair Adi
I'm in the beta and testing very happy!
But i found on mobile it is showing the custom fields from others task type on top the traditional custom fields.
Also empty custom fields are showed between non-empty.
The expected behavior is to remain hidden until I touch "see all custom fields" exactly like on desktop.
Reed Holland
Yair Adi, agreed. I will be much happier with this feature once this is resolved.
Raina Ahuja
Reed Holland Yair Adi Thank you for the feedback - we're working on some improvements to the mobile display at the moment. Should be coming soon!
Michael
Yair Adi oh it's outrageously annoying.
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!
Raina Ahuja
Christine Marcus: Hi Christine! I just checked our list and you should've received access the week of Dec 15th. Let me know if you still don't see the feature enabled in your workspace and I can take another look to see what's going on.
Orejen (TH)
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
Orejen (TH): You should now have access from your workspace. Feel free to share any feedback here!
Orejen (TH)
Raina Ahuja Well received it, Raina. Thank you a lot.
A
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!
A
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?
A
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.
A
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!
Load More
→