Custom Fields for List, Folder, or Space
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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.
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Hemant Kumar
🚀 Beta coming soon: Custom Fields on Lists
We're getting close! We've been building the ability to add Custom Fields directly to Lists so you can track project-level metadata (budget, status, dates, etc.) without workarounds. This includes a new Portfolio card on Dashboards+Overviews that lets you view and manage these fields across your projects.
We're wrapping up the final fixes and preparing to open a beta.
If you'd like early access, sign up here: https://forms.clickup-stg.com/333/f/ad-2676005/PVU4A0DP653IS7Q30D
Hemant Kumar
hey everyone, apologies for not responding earlier! We've hit some delays on this project. We're trying to finish work and get to Beta asap but i don't have a definite timeline. I'll keep you posted as we make progress here and share more regular updates. Here is a demo on some of the stuff in action that we have built so far (plmk your feedback on this)
Mateusz Lesik
Hemant Kumar will it support rolling up values, automations, API access to view and edit?
Stefan Rublowsky
Hemant Kumar OMG! NEED THIS NOW! STOP ALL OTHER DEVELOMENT WORK AND LAUNCH THIS! 😉🙏
PS. Be great to have a full header for each list, with the list field info, like you can pin the list description.
Stelios Tzivakis
Hemant Kumar The demo again shows that all the action is taken in the dashboard. I do not know why is this. I hope its just demo.
So the list can have custom fields. Is that right?
And we can see them at the list level.
(At the end i spotted a lense and + sign. Does that mean that i can define it there?)
So if everything goes well:
1- Can i build a filter at Everything or space level and use List Custom fields?
eg i have lists that are in state PAUSE, CANCEL etc. I want all the tasks in the lists that do not belong in this status. This is TRUE buisness value not the display.
2- Will this be part of the API?
2.1 Views (very important)
2.2 update list custom field (very important too, beacuse of automations)
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Szymon Piech
Hemant Kumar It's good to have your feedback, this way we stay in the know instead of being frustrated due to the stagnation.
- I'm wondering if the location info card will also get some needed improvements, where we can actually see those new custom fields.
- As others, I'm also wondering if we'll be able to use list custom fields in the automations - NOT by AI, in the actual automations...
Florian Schardt
Hemant Kumar Very nice! Thanks for sharing!
- Will there be a list view (outside dashboards) on folder/space level that will show lists with custom fields?
- Nice to have feature: “List type” similar to “task type” and link the custom fields to that “list type” instead of location. Use case: Not all lists are projects, certain list custom fields are only required for lists that are projects.
- Will it be possible to have “rollup” custom fields for lists? Use case different work packages in the list have a budget, time estimate, time tracked, expected profit output, etc. On the list custom field it would be great to see the sum, average, min/max of those task custom fields.
- Will it be possible to use existing dashboard cards to summarize lists/folders? E.g. number card: Showing total number of projects (=lists) that are “On Track” (list custom field). Bar chart: Showing number of projects (=lists) by department (=list custom field). Line chart: Number of risk level = high projects over time.
Liam
Hey Hemant Kumar, CF on Lists is looking good! Quick Q, what is the Sheets icon in your sidebar all about?
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Joseph Plaizier
Hemant Kumar, this is looking good. Our projects are big and we use lists as the main container for them. Because lists can't have custom fields we have been creating a top level task that contains the necessary custom field values and then under that all of the subtasks for the work to actually get done. This could be a big game changer for us. Some observations from my point of view:
- It makes sense that you can update the values from the portfolio card in a dashboard, but most custom field updates for my organization probably wouldn't happen there as it's not a part of their workflow. Most people are accustomed to going to the list location itself. You demonstrated this ability in the video. My feedback for this point is the display at the list location could be greatly improved. It would be better if a bigger window appeared for all of the fields.
If I'm being honest, what we could really use is the ability to create a 'form' type experience using these custom fields for lists. What I mean by that is be able to organize the fields as though they look like they are on a form. We would need the ability to be able to move them around on the 'form'. This would greatly improve how data from the custom fields are read. Instead of having them linearly in one long list (and usually out of order) the data could be presented in a much more visually appealing way that doesn't feel so cluttered and close together.
- I couldn't tell from the video, but what are all of the custom fields that are available? We would need almost all custom fields available on tasks to also be available on lists.
- Will this also include fields like Estimated Time or Duration?
- Probably outside the scope of this project currently, but somethings that would make this much more useful would be:
a. Be able to convert a task into a list and keep all custom field data
b. Automations for lists.
c. Charts on dashboards based on custom field data for lists.
There are so many possibilities that this could go once it's implemented. It's exciting to see the progress!
Jeremy
Hemant Kumar Thanks for this update—I can't wait to get this feature! It will solve a real organizational problem. I know there’s still work to be done, but it might be useful to be able to view the list’s custom fields in a dedicated view (like Gantt, Document, etc.)—a bit like a form. This would make it easier and faster to read information related to orders, projects, clients, etc., and would serve as an information hub.
Pierre Becher
Hemant Kumar Thanks for sharing!
Seeing the custom fields on list header is great. It would be even better to be able to pin certain fields to the header, so we see the value immediately instead of having to click on the icon (e.g. for project budget).
API access to list custom fields and the ability to see/edit them is also important, since we will need to rollup or calculate with those values.
Jeremy
Hemant Kumar We haven't heard anything in two months. Could you please give us an update?
Andy Donaldson
Looking for an update on this, please.
Tom Barrett
Hemant Kumar can you please update us on the timelines for this? we are in urgent need of this.
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Lukáš Zíka
Hemant Kumar Hi, is there any update regarding this feature? It is crucial to our needs.
Jeremy
Hemant Kumar, do you have any updates on this feature? I signed up for the beta too in April, and I haven't heard anything either.
Hemant Kumar
Merged in a post:
Need Custom Fields On Folders
Aaron Rickard
We need custom fields to be available on the folder itself, not just the tasks. This is something that is making us debate completely moving off the platform. Without fields associated direct to the folder itself, we need to setup a sophisticated analytics system back end to get the advanced reporting and dashboards we need.
Hemant Kumar
Merged in a post:
Use (not define) Custom Fields on Lists and Folders
Willi Eggeling
Especially for automations or when using Lists as Projects, I'd like to set Custom Fields on Folders and Lists. Those may include information like the hourly rate, customer's cost center for invoicing or the defined account manager.
Right now all I can do is define basic information like due date, description and attachments. But this doesn't work for (custom) automation or even calculation. How can I automate invoice creation if I can't attach any meta information to those items?
Please don't limit Custom Fields to Tasks, but also allow to actually use them on Folders and (especially) Lists.
Hemant Kumar
Merged in a post:
Add custom fields for refering to Spaces, Folders and Lists
Mubde ABSI
Hemant Kumar
Merged in a post:
seeing Custom Fields from a List when viewing the tasks in a Folder or Space
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youssef_shatwi
• I would like to see the Progress Custom Field from a List when viewing the tasks in a Folder or Space?
• is there any other way to make it automatically instead making it manually and could I make every single task with special custom fields?
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