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!
Michael
oh NOOO..... Not "File" CFs either?!?!?!?! GAH you guys are killin' me!
Raina Ahuja
Merged in a post:
Task types changed my life
ClickUp Anytest
There's a lot of things in Clickup which are broken, incomplete, slow my work down, break workflows, or are just annoying. At times, it not easy to like Clickup anymore.
BUT, there's this one thing which keeps my hopes high and is a real game changer for me and my team: Custom Task Types! I'm loving them, so useful!
Even if "custom fields" by "task type " would be great. This would make it perfect!
C
Chaima Pharmainvest
selecting multiple options within a single Custom Field for a task would be of a great help
Raina Ahuja
Chaima Pharmainvest: Just to clarify, are you thinking about a multi-select field type? One option is to use the Labels field type!
David J Geiger
I noticed that at this time, attachment custom fields are not able to be added to a task type. I know this is in beta, I just wanted to let you guys know that it's a thing in case you didn't know already.
Our team has been making full use of the custom field by task type feature already, we've been really enjoying it.
Raina Ahuja
David J Geiger: Thanks for the feedback and we're so glad to hear it! Lack of support for attachment CFs is known, we're still finalizing whether we can support this with launch, but feel free to leave any feedback as it comes by here.
David J Geiger
Raina Ahuja Good to know, thanks for the reply!
Josue Lony
Hello, I would like to know if fixing the custom fields view in the mobile application is a priority in your work plan, as currently all created fields are displayed and it's an endless list. I understand that this is because fields by task type are treated at the workspace level, but it's been months and I think fixing this problem should be a priority.
Thank you!
Raina Ahuja
Josue Lony: Yes this is absolutely a priority. We're working with our Mobile team and Joey to get this fixed ASAP!
Raina Ahuja
Hi everyone! Following up on my message from yesterday on Custom Fields for task types on locations (copied below) - we've added a few more slots if you're interested in participating and sharing your feedback!
--
Quick ask - we're adding Custom Fields for task types on locations, and we'd love your help testing designs!
For this session, we’d like you to give feedback on a computer. It will take about 15 minutes to complete and slots are limited. As you complete tasks and answer questions, the tool will record what you say and do. That’s why it’s important to speak clearly throughout.
In return for your feedback, we'll send you a $20 Amazon gift card. There will be more opportunities to provide feedback in the coming weeks, so stay tuned!
Here's how to get started:
First, find somewhere quiet and distraction-free. Then, start the test here or paste this link into your internet browser: https://app.usertesting.com/pp/85264d73-66b1-40cf-bbd1-9afd807e7b00
Daniel Urbano
Raina Ahuja Is there any way I can test it? No mind for the gift card for this test. I'm really interested on seeing this feature as a ClickUp partner.
Franziska Tryzna
Raina Ahuja Same question - I'd love to see this feature in action as it will be a tremendous improvement for organizing our workspace more effectively. Could you share any specific timeline for when we can expect the full release to production environments?
Raina Ahuja
Daniel Urbano: Thank you for your interest, even regardless of the gift card! We're queuing up another round of testing based on the feedback we received in the first few rounds. I'll send you a note directly once we're ready for additional feedback. Appreciate it!
Raina Ahuja
Franziska Tryzna: We're working hard to scope task type and location in and include it as part of the release. As of now, we're aiming within the quarter, but this is subject to change. Will keep you all posted as we solidfy the timeline!
I'll send you a note when we've queued up our next round of user tests. Thank you for your patience!
Alexandre Lariviere
Hello, I have a quick question about requesting custom fields by type of task. Did you also think of putting the statues by type of stain or is it in another request? Also, if I request the beta version, what is the impact on my entire team? Does everyone have access to this version or only me? Thanks
Raina Ahuja
Alexandre Lariviere: Thanks for your post! You can leave a vote/comment for Statuses by Task Type on this post https://feedback.clickup.com/feature-requests/p/statuses-by-task-type
The beta would be set at the workspace level so everyone would see any fields moved to task type. Let me know if you're interested and we can get you set up!
Caiti Humble
This feature would improve Custom Field hygiene, but it does not address role-based assignment. In many workflows, tasks are already tagged with a role via a Custom Field, and the missing capability is to define a role-to-person mapping once at the project or folder level and have all matching tasks automatically inherit that assignee and stay in sync if it changes. Field scoping alone does not solve this assignment propagation problem.
A
Arabelle Lim
Hello. Please advise if you are going to enable the "Formula" and "button" custom field for the task type. Thank you.
Raina Ahuja
Arabelle Lim: Thanks for your note! We're still scoping out the feasibility of supporting these fields on task type due to these types of fields being set at the workspace-level. Will keep this thread posted with any updates!
Raina Ahuja
Thanks again for your continued feedback!
Quick ask - we're adding Custom Fields for task types on locations, and we'd love your help testing designs!
For this session, we’d like you to give feedback on a computer. It will take about 15 minutes to complete and slots are limited. As you complete tasks and answer questions, the tool will record what you say and do. That’s why it’s important to speak clearly throughout.
In return for your feedback, we'll send you a $20 Amazon gift card. There will be more opportunities to provide feedback in the coming weeks, so stay tuned!
Here's how to get started:
First, find somewhere quiet and distraction-free. Then, start the test here or paste this link into your internet browser: https://app.usertesting.com/pp/85264d73-66b1-40cf-bbd1-9afd807e7b00
TaeLynn Perez
Raina Ahuja I didn't get to this one in time, but if you decide to do another round of user feedback, I'm happy to help.
Raina Ahuja
TaeLynn Perez We added a few more slots today if you'd like to participate! Thank you!
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