Set default value for custom fields.
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Caroline Ginty
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Hi everyone! I'm thrilled to share that this functionality is now live for all Workspaces! Please check it out and tag me in for any feedback that you have!
Brett Slaski
This is great, thank you.
Guy Mannerings
Caroline Ginty Thanks for this! It would be great if we could set default values on a per-List basis instead of globally. Any chance this could happen?
Caroline Ginty
Guy Mannerings Not at this time, as using Automations is an easy way to accomplish this per list. With that being said, please feel free to create a new feature request for this and we're always open to new ideas!
Guy Mannerings
Caroline Ginty Yes, good point. I have made a request anyway - https://feedback.clickup.com/feature-requests/p/set-default-value-for-custom-fields-on-a-per-list-basis
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Ruud
Guy Mannerings Could you 'fix' this using templates maybe?
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Ryan Hollister
This is exciting, Caroline. Thanks for this! I was wondering (and may have missed this but haven't found it in my search), is there a way to set a default value for task fields that ClickUp provides/created (e.g. Priority)?
Caroline Ginty
Ryan Hollister Not yet, except that you can set it up via Automations to achieve this.
Caroline Ginty
complete
Hi everyone! I'm thrilled to share that this functionality is now live for all Workspaces! Please check it out and tag me in for any feedback that you have!
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Stephanie Zang
Caroline Ginty Amazing! Excited to try it out!
Oleksandr Zalishchuk
Caroline Ginty I have already used it today for our workflows. It is super useful, as it eliminates the need to create an automation that would do the same thing. Thanks for listening to us guys
Ruud
Caroline Ginty does this also work for forms?
Caroline Ginty
Ruud It looks like this isn't working for Forms right now; I'll have the team pick that up since it's intended to work for Forms.
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Elizabeth Metivier
Caroline Ginty Awesome! Thank you!
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Gabor Radvanszki
I've set it up, let's see how it works :)
Caroline Ginty
Hi all! We have released this to 20% of Workspaces, and plan to ramp up to 100% by EOW. I'll mark this request as complete one it is fully rolled out. Thank you, and let us know what you think!
Ruud
Caroline Ginty does this also work for forms?
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Olivia Groell
Caroline Ginty Where should we be looking? Will we be able to create/add these inside the Custom Field Manager or do you have to set them inside an individual list/form? How will they work exactly?
Caroline Ginty
Olivia Groell: You'll see the option to configure default values for existing fields in the edit sidebar in the Custom Field Manager, and you'll also see the option when creating a new Custom Field in the list view sidebar.
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Olivia Groell
Caroline Ginty Could you please show an example of how this works? Because it doesn't seem to be defaulting to the value I select when I set up the field.
Caroline Ginty
Olivia Groell It works when creating new Tasks - feel free to record a clip and send it to me cginty@clickup.com and I can help you troubleshoot!
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Olivia Groell
Caroline Ginty Ok that helps, thanks. Does this only work when you manually create the task? Not when you submit a form submission that includes the "default" task in it?
Caroline Ginty
Olivia Groell It looks like this isn't working for Forms right now; I'll have the team pick that up since it's intended to work for Forms.
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Olivia Groell
Caroline Ginty Is this working for forms now?
Caroline Ginty
Olivia Groell Not yet, but we plan to fix this in an upcoming sprint. Thanks!
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Olivia Groell
Caroline Ginty Then this feature shouldn't be marked complete.
Caroline Ginty
in progress
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Javier Benson
Caroline Ginty
New subscriber to ClickUp and so far it seems as though it is a great tool, so congrats and thanks for all the effort. I wanted to confirm that this feature request will include functionality that will allow for default values at each level of the space-folder-list hierarchy. I ask because although automations can do this, default value is a pretty basic piece of functionality relative to what automations really ought to be used for. As one can imagine it wouldn't take long to reach the 10,000 automations cap if one is even just setting 2-3 default values for each task (let alone more) and has a ~10-person team active in the system. Thanks for your help.
Caroline Ginty
Javier Benson Thanks for reaching out! Default values will be able to be set on the field level, so will apply to any/all locations where that field exists. For example, if Field A exists on List B and Folder C, the default value for Field A will be the default for tasks created in List B and in Folder C.
This is consistent with our other field-specific settings, like pinned and required, which also apply in all locations. Of course, different fields can be used in different locations with different default values if that is a better fit for your use case. Cheers!
Natalie Williams
Javier Benson agree with you that adding hierarchy levels to fields would improve efficiency and decrease the need for so many automations. I use the same fields across multiple spaces but not being able to customize whether they are pinned or required at a list view is limiting. However, it feels less complex and messy than having multiples of the same CF. And using different CFs for the same info in different spaces/folders/lists restricts the view options, which is more important and impactful than pinning/required fields. Always seem to be creating workarounds to make things actually work smoothly.
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Javier Benson
Natalie Williams thanks for highlighting your similar experience and feedback. Caroline Ginty thank you for pushing this default value feature request forward. I think it is a great start! Looking at it now and will revert back with any feedback.
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Javier Benson
Caroline Ginty This looks great, thank you.
Unless there is now a way to configure default values that I am missing, I would still greatly appreciate if the Click-Up product team could make note of those of us who need default values at a space-folder-list level (or at least at a space level). While I fully acknowledge Click-Up's need to promote automations for its business model (and using automations for complex logic makes perfect sense), I am sensitive to simple pieces of functionality (e.g. setting a default value in separate lists) that can result in geometric growth in automations. This makes it difficult to adopt the tool (in terms of cost, internal adoption, etc.)
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Theo Gibbons
Would be super useful to have templated default content for long text custom property. We want our PMs to share key information about the products they are working on in a structured way (Vs having to create a distinct custom property for each and every diff category of information, just makes makes much more sense to have in one well structure long form text box)
Ali Khan
I want to be able to set the default value for the drop-down custom mobile number to the UK only. It is not a good user experience for customers to scroll through all countries.
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Rafael Borges
This is extremely necessary, as soon as possible please
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