Custom Fields for List, Folder, or Space
beta
Lydia Hesterman
We organize our clients by folder (i.e. client a), and then client projects as lists (i.e. client a's website). There is no way to group or sort by a list unless you use the default status grouping, but that forces you into lots of other viewing features that I don't want. I'd just love to see everything overdue, sorted by folder or list.
Log In
Hemant Kumar
Hey everyone, Happy Friday! Happy to announce that we have hit Beta for Custom Fields on Locations. Everyone who filled the Beta form should have access. Please see below the link for Beta feedback. Also Automations on list fields is coming very soon!!
Here's what's landing:
1) List Fields
You can now see and set List Fields directly on the list header. Think of it as your project-level control panel: set a project status dropdown, track budget with a money field, all right there at the top of your list without opening a separate view. List Fields created at Space or Folder level flow down to child lists automatically.
2) The New Portfolio Card (Biz and above):
This is where List Fields really shine. The Portfolio with Custom Fields card gives you a portfolio-like view of all your lists with their List Fields, right on your Dashboard or Location Overview.
Demo:
3) Custom Field Manager (CFM) Updates to support List Fields.
Demo:
Please share feedback here : https://forms.clickup-stg.com/333/f/ad-6952393/FC92QAN546OM9X4Y17
Chris Atherton
List fields are a great idea however we would need to use them on lists and tasks.
Example for us is that we have multiple lists for a customer and we want to detail the team responsible for each list (project). We also use that for our admin/operations teams on tasks to state tasks they have assigned out as well. We ideally would want the same field so if we generate a list from a task we can reuse that field on the list.
Second ask (might be another topic) is that we want to be able to apply the location fields to our lists and spaces but also restricted to certain task types. So if we have a space for our consulting team that they get different properties for a project task type to the same task in the marketing team. However we dont want these field applied to every task we have regardless of type.
C
Courtney King
I feel like this update missed half of the request here:
By default, each task should have a field available to turn on that includes the name of the list, folder, and space. These would be 3 separate fields and auto-populate without us having to create these fields for each list, folder, and space.
Dimitar Dimitrov
Not sure, how I miss to sign up for Demo, this looks amazing, I did sign up now, hopefully will enter soon :)
Hemant Kumar
Merged in a post:
Project/List Metadata, Tags and Views/Reports
Matthew Depue
At a Project/List level, it would be powerful to be able to have tags, extend the metadata, and allow for reporting.
Some context -> We use Lists to organise our projects, rather than the ClickUp Project primitive, mainly because we have a lot of projects (but the same ask here would apply if we used Project for our projects). As a manager overseeing many projects across many applications and functions, it has proved tricky to provide an overview at a more coarse level than tasks. In particular, I would like to understand and socialise to the rest of the management team the in-flight and completed projects and perhaps some detail on their status and number of outstanding tasks. The workaround has been to place a project_tracker task (tagged as project_tracker and sharing the name of the list) within the list, apply a status to this project_tracker task, and then filter for these tasks at the Team level. Closed projects (lists we've archived) are a bit more tricky to follow. In any case, having the ability to place tags and fill out metadata (status, start_date, end_date, etc.) would certainly make my life a little better.
Hemant Kumar
Merged in a post:
Custom fields as overall project info
Karine Woodman
If we had an area to write info about the project/client and add custom fields that can be seen from all list or task items. They would not be related to tasks but more to the overall project.
Hemant Kumar
Merged in a post:
List properties/attributes
J
Josh Sommer
It would be useful to be able to create fields on lists to define the properties/attributes of the project, program or relationship they represent, just as can be done for the individual tasks that the lists contain.
A couple examples:
- For a list representing a program or project, indicate the type of project, owner, status, etc.
- For a list representing a relationship indicate the relationship owner, priority/service level, status of relationship, etc.
Hemant Kumar
updated the status to
beta
Hemant Kumar
Hey everyone, Happy Friday! Happy to announce that we have hit Beta for Custom Fields on Locations. Everyone who filled the Beta form should have access. Please see below the link for Beta feedback. Also Automations on list fields is coming very soon!!
Here's what's landing:
1) List Fields
You can now see and set List Fields directly on the list header. Think of it as your project-level control panel: set a project status dropdown, track budget with a money field, all right there at the top of your list without opening a separate view. List Fields created at Space or Folder level flow down to child lists automatically.
2) The New Portfolio Card (Biz and above):
This is where List Fields really shine. The Portfolio with Custom Fields card gives you a portfolio-like view of all your lists with their List Fields, right on your Dashboard or Location Overview.
Demo:
3) Custom Field Manager (CFM) Updates to support List Fields.
Demo:
Please share feedback here : https://forms.clickup-stg.com/333/f/ad-6952393/FC92QAN546OM9X4Y17
Rick Nott
Hemant KumarBeen waiting for this for SO LONG its so critical and thank you for prioritizing.
Stelios Tzivakis
Hemant Kumar What a pity! A so much anticipated feature crippled.
List field's main task should be to filter lists that i can then apply a task filter.
Using the beta i have access to this is not happenning. List fileds are not part of the search in space or any level.
For example:
We all share pretty much the same setup.
Space -> Special project type
Folder -> Client
List -> project
We needed the List field for example to filter the lists to then seach the tasks in the list result set.
Suppose we have a list custom field in the Space level "Priority" which is dropdown.
I want my users to create a filter for all list field "Priority=high" ,
Then a nested filter for some task in the list result set.
Or even further. I want my users to create a filter for all list field "Priority=high" and "active=True" to get all the lists under a space (or everything) and ask for tasks.
Instead of this we have the dashboard with lists that have a custom field and we can filter them by these custom fields.
And then? Nothing.
Just sort, group by or at the next iteration have sums.
To much for nothing i would say and i would love to be wrong!
If not you have spent so much time for a killer feature and you just brought a filter for lists and not a powerful feature that would help us to eliminate our pain to populate a custom field across all tasks of a list to just have this feature!
How can i search under a space for all lists that are active ("active=true") and then search for all tasks that have status "in progress" ?
I still cant!
So basic!
Finally is Clickup for professionals or just a toy that sums up list fields and you cant even create a filter for lists to operate on?
It is a pity but you've missed the whole feedback the community has given you about the most common setup we use and its BASIC needs (and i dont mean just me).
Summer Aims
Hemant Kumar This update is moving visibility capabilities in the right direction. Demos look good. Looking forward to testing.
Oleksii Revutskyi
Hi Hemant, is there a way for us to join the testing? We've been waiting for this update for years!
Pierre Becher
Hemant Kumar The beta looks good and is going to the right direction. Two things missing:
- Pin custom fields in list header: We want to be able to see important fields instantly rather than having to click the tiny list fields icon.
- API support for list fields on relevant list endpoints
Hemant Kumar
Oleksii Revutskyi: please sign up for Beta here https://forms.clickup-stg.com/333/f/ad-2676005/PVU4A0DP653IS7Q30D
Hemant Kumar
Stelios Tzivakis: We have this in our backlog already. There are a lot of moving pieces that need to be vetted before we can priortize this. Your feedback is noted! Thankyou so much
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Nicole Salow
Pierre Becher agree with this I want to see the list fields where I highlighted red in the image attached. Hemant Kumar, I imagine they would behave the same way as task fields as far as view and arranging them goes.
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Nicole Salow
Hemant Kumar another request for when you do click the custom fields icon - it needs to be bigger. half of my info is cut off and there isn't a way to expand it right now.
I'd still rather have the view of columns for list fields like we do with tasks though.
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Nicole Salow
Hemant Kumar more feedback: right now I can't find any way to see the list custom fields when I am actually in the list and looking at the tasks within the list.
Also, I need to be able to sort by list custom fields when I'm in the folder view that contains the lists I'm looking at. And also sort by the list date.
Jeremy
Hemant Kumar We haven't heard anything about this feature since July 1st; could we please get some visibility?
Hemant Kumar
Jeremy: We are in Beta now!!
H
Hamza
We are a heavily project-focused company. Although we like ClickUp, I am migrating this year to another service that has this feature. Surprisingly, many alternatives already offer it.
But I cannot believe this request has only 37 votes! Is there another similar request with more votes?
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