Organizing Custom Fields into Groups and Custom Fields Visibility at Task Level
Wayne Olson
*Note: this request concerns organizing custom fields into groups, not grouping views by custom fields.
Currently we have the ability to set custom fields at the Space > Folder > List levels, but it would make sense, and be immensely helpful, to extend that capability one level down to the task level as well. One idea – and perhaps the easiest to implement - would be to simply allow organizing of custom fields into groups with the ability to collapse groups (e.g., unused groups) at the task level.
Setting custom fields at the space level, with the ability to customize at the folder and list levels completely makes sense, but there are, in many cases, a variety of task types at the list level that don't need to share the same custom fields inherited from the list where they live.
To give an example, for my industry I track real estate transactions (purchases and sales) on a per client basis, with the client name at the folder level, plus specific real estate transactions at the task level, in addition to other types of information related to the client and their history as a current client.
After fairly extensive experimentation and trial and error, I have 4 types of tasks (indicated by status) that are tracked at the folder (client) level:
- Client Data (for general client info prior to making a purchase or sale)
- Transaction Data (for specific purchases and sales to track contract terms and deadlines)
- Tour History (for logging a history of properties a client has toured)
- Offer History (for logging offers to purchase, made or received by the client depending on if the client is buying or selling a home)
Because of the extensive data related to a real estate transaction that needs to be captured (to track contractual terms and deadlines, in addition to performance data for the team dashboard), the list of custom fields is pretty long. But we don't need to see that full list for the other three types of tasks that are being tracked at the folder level. It's not a deal breaker, as custom fields is largely what makes CU a viable alternative to other platforms like Airtable, but it does add a layer of clutter and perhaps complexity that just doesn't need to be there in many cases.
Here's a loom video showing how my list of custom fields displays on a task (the list is too long to take a screenshot):
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Caroline Ginty
Merged in a post:
arrange custom fields in tasks
Nicholas Shucet
make it so custom fields can be arranged in the task view
Caroline Ginty
Merged in a post:
Custom Group categories for Custom Fields
Abraham Gandl
Grouping Custom Fields in custom categories. It should show up neatly on each task
Caroline Ginty
Merged in a post:
Ability to group custom fields into sections and sort in the desired order
V
Victoriia Shakotko
Is it possible to divide the fields into sections, for example profile, business, resources, etc. (custom) and sort them in the desired order - we use them as a questionnaire and it would be great to have such an option
Caroline Ginty
Merged in a post:
Group and organise cutsom fields
Rohana Jaffe
Would love to be able to group and organise custom fields. We have about 20 per task relating to various parts of the task (suppliers, clients, shipping, accounting) and it would be great to be able to create groups which can help organise the task rather than them being in one long list (in an ideal world, they would be able to be organised into smaller windows / boxes on the page
Caroline Ginty
Merged in a post:
Tasks / Custom Fields / UI & Layout
L
Lisa Garcia
Hello ClickUp Team,
In workspaces with a large number of custom fields, tasks can quickly become cluttered and difficult to scan.
It would be extremely helpful to allow custom fields to be organized into logical groups within a task, with the ability to collapse and expand each group as needed. This would improve task readability, reduce cognitive load, and make it easier for different users to focus only on the fields relevant to their role or workflow stage.
This would be especially valuable for enterprise and complex workflows where tasks serve as a single source of truth across multiple teams.
F
Ferdo Brzica
Not having this feature basically makes ClickUp unusable for my circumstances
J
Joseph Plaizier
This would be very helpful. We have several different teams that look at a task and each of them has their own custom fields. It would be wonderful if we could group their custom fields into a collapsible section so that they can see the fields that are pertinent to them without having to sift through all the other fields of the other teams.
Maciej Opiekulski | MKTG
Guys, this is really important for us. There are so many examples below... it also applies to my workspace, where each task gets 20-30 CF.
CF should be a feature that makes our interaction with tasks faster by providing the most important info at a glance. In the current setup, it's cluttered and barely provides any advantage.
Emily Anthony
We use a lot of custom fields, particularly in our Forms, and it would be great to be able to organize them into custom sections. That way we can group like fields together and be able to quickly scan the information to find what we need.
Mahee
Its been 5 years since this, what i believe to be simple yet powerful tweak could be !
as mentioned above, this would cut away so much of the clutter thats displayed on a page meant to provide you with the data you need to know at a glance.
Please please, implement this expeditiously.
Also see a screenshot of my page view
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