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
Merged in a post:
Add custom fields to Portfolio Widget/List
Lauren Nitroy
We manage our projects as lists within different folders.
We have about 30 projects going at once, and each project has different Project Owners and Project Managers.
I'd like the Portfolio widget to to be able to identify the Project Manager as well as the owner and this could easily be accomplished by allowing custom fields to be set on a list level.
Hemant Kumar
Merged in a post:
Custom Fields for Portfolio Widget
Justine Dechaine
I'd like more flexibility on the Portfolio Widget on Dashboards. Custom Fields I would personally add:
- Project Revenue
- Additional People fields to add multiple roles for the project, not just Project Owner(s)
- Additional Date fields to highlight more milestones than only Start/Due
Note, for me Lists = Projects
Hemant Kumar
Merged in a post:
Custom Fields for Portfolio card
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Jenna Sampson
The portfolio widget is a great tool but is very limited. It would be helpful if you could add custom fields to align with the way a company utilizes ClickUp and dashboards.
Stelios Tzivakis
Hemant Kumar Well this is good news. The part that you mention "Dashboards+Overviews" is a little intinidating.
Does this mean that the List's custom fields will be only available there?
Wont be available at search?
Wont be available at the API surface?
Could you clarify and share your design please?
Since Clickup is no good at relationships this is a crucial feature
Hemant Kumar
Stelios Tzivakis: Can you explain what you mean by "available at search". For Beta, we will not have APIs available but the plan is to have API support for GA for List Fields
Stelios Tzivakis
Hemant Kumar Yes. I use the most common pattern for my client's projects.
That means Space (for certain type of projects) -> Folder (for clien) -> List (for project)
To search for example all projects(any search) now i use in all my lists 3 custom fields. ClientID, ProjectID, SpaceID. I populate them via script when the list is created and by automation when i apply a new template to the list (for every task in the list).
The new feauture List Custom fields will help me to put these custom fields at the list level and to folder level along with another custom field ProjectStatus.
Then the scenario of search will include these custom fields in the list level not on the task level for example to search for all projects of a client.
Also when i put a project in PAUSE (List level) i will not care to move all my tasks statuses to PAUSE. Becuase if i dont when i search - even if the Project is PAUSEd- then the tasks will appear again no matter what.
I will filter all my lists (Projects) based on this List custom field.
I will leave my tasks as is. When i will make the project active again then the status of the project will reflect the time at was PAUSEd.
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
Rick Nott
Hemant Kumar This is a huge update. very excited to test this out. Major change potential for workflows that currently need to be worked around manually.
Liam
Hemant Kumar very excited for this one! All signed up.
Pierre Becher
Hemant Kumar Great news! Please add the fields also to the API as soon as possible. Viewing and editing them manually in the app is nice, but the real power of this feature will evolve when the data in those fields can me used in workflows, like automatically roll-up data from all tasks to a list or folder (via API, e.g. rollup time tracked, budgets, hours, etc.
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Joseph Plaizier
Hemant Kumar This is an exciting update! This will really help our large and complex project workflows.
A question I already have is, how does this impact custom fields based on Task Type?
This may be in documentation you release with the beta and I may be jumping the gun.
Melanie von Schorlemer
Hemant Kumar this is good to know as we have been waiting for such feature for quite some time.
Some questions on how the metadata fields work:
1) will this be a roll up field from Tasks to List level and from List level to folder level - or - will this be a separate field?
2) Can a Metadata field be used to build relationships?
3) Can the fields be updated on Portfolio level?
4) What do you mean by locations? Can the metadata fields also be on Folder or even Space level?
5) Could you kindly share a workflow how the metadata fields would work with Budget?
Hemant Kumar
Pierre Becher: Plan is to have API support as part of GA launch. Rollups are not part of GA unfortunately but we've kicked off an effort to start scoping for rollups as a follow up
Hemant Kumar
Joseph Plaizier: These are mutually exclusive. List Custom Fields can be set on a list level (Beta scope). CF by Tasktype are set of on Tasktype. cc Raina Ahuja
Hemant Kumar
Melanie von Schorlemer: Thanks for your questons
- these will be separate fields
- Not yet. Likely not part of GA as well. Can you give me a usecase from your perspective on this one please
- yes, fields can be update on portfolio card
- We will eventually support fields at folder and space level but this is not for GA
- Can you explain more please. Do you walk a video walkthrough? if yes, i can do this in my next update - lot of fit n finish still pending
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Joseph Plaizier
Hemant Kumar That's what I was expecting, but wanted to verify. Thank you!
Melanie von Schorlemer
Hemant Kumar I see that I can send you a video for 5. - Budget
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Szymon Piech
Hemant Kumar We have signed up for the bets, but it does not look like anything changed for us...
Liam
Hemant Kumar when do you believe the Beta will be available?
Hemant Kumar
Szymon Piech Liam We'll keep you posted as soon as we start granting access. Beta release will be quality driven and we still have some bugs left. Tentative : couple of weeks left before Beta readiness
Caroline Ginty
Merged in a post:
Create properties and custom fields for Lists to enable reporting, filtering, etc.
Christina Lee
We use lists to represent distinct campaigns and projects but there's currently not much we can do to report on these lists - how many of which type of campaign we're running, which teams are running them, custom fields at list level etc. Reporting wise, an example would be to find lists that contain X tasks.
Caroline Ginty
Merged in a post:
Custom fields, status, dates, etc. on list
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Joseph Plaizier
It would be nice if you could have a custom fields, status, dates, etc. on a list and have it be reportable.
We have large projects and use lists as our containers. We have a lot of data/custom fields for our projects, but we only need the data to appear on the top level of the project, not all of the tasks and subtasks. If the list acted like a true container for a project and let us track start dates, end dates, custom fields, estimated hours, statuses, etc. and these were reportable and you could use automations on them, that would be a game changer for us.
This is probably our biggest hurdle that we have with ClickUp since migrating from another project management tool that could do all of this.
Caroline Ginty
Merged in a post:
Custom fields for the entire list
Sonni Conway
It would be great if a custom field could be applied to all tasks inside a list at once. Bulk edit of sorts.
Mykyta Skibinskii
Guy hi,
We're making some updates to our structure, and this feature could make a big change. Don't you imagine, when might this happen, so we can plan accordingly?
Hemant Kumar
Mykyta Skibinskii: this is coming soon. We are getting ready for Beta in few weeks
Mykyta Skibinskii
Hemant Kumar awesome, thanks! Please, send a form to fill when its here with beta :-)
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Jacob Vendelboe Jensen
Update on beta?
We are hesitant moving forward with clickup as we currently can't get custom fields for list/folder (depending on the structure we'll use for projects). This is regarding integration limitations, as there is no way to specify keys on a list/folder level, such as project no. Furthermore customer no or other relevant keys for integration where other systems are master.
I understand that I can specify this data on the task level, but this isn't suitable, as the data would have to be copied to each task, making it very time consuming
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Szymon Piech
Jacob Vendelboe Jensen Same here... full implementation is on hold until this feature and a couple others are implemented...
Hemant Kumar
Jacob Vendelboe Jensen: We are getting ready for Beta. Early May we should hit Beta
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