ClickUp fields, task fields or custom properties
Extra fields you add to ClickUp tasks to hold the data your business actually tracks, like deal value, client or serial number, so work can be sorted, reported on and automated.
Custom Fields are extra fields you add to tasks in ClickUp. Out of the box a task has a name, assignee, due date and status. Custom Fields let you add whatever else your business needs to track, like deal value, client, stage, serial number or renewal date.
There are lots of field types, including dropdowns, labels, dates, numbers, money, checkboxes, text and formulas. Once a field exists, you can sort, filter and group by it, show it in views and dashboards, and use it in automations.
You can add a field at different levels of the Hierarchy, so it shows up only where it's needed. That matters, because a field that shows on every task in the Workspace is how things get messy.
Custom Fields are where ClickUp becomes your system instead of a to-do list. For Serene Agency, I built one template List with a Stage field and a view for each stage, so every client's work sits in one List instead of four.
I keep them lean. Every field needs a reason to exist and someone who keeps it filled in. And if Zapier will be reading or writing a field, I set it up before building the Zaps, because the ClickUp API can't create new dropdown or label options. They have to be added by hand.
EXAMPLE fields, not a real client's data.
On the Free Forever plan you get 60 Custom Field uses per Workspace. A use is each time you set a value on a task, and uses don't reset. Core and above have unlimited uses. In practice, fewer fields is better.
Yes. Zapier can fill in Custom Fields when it creates or updates a task. Just set the field and its options up in ClickUp first, because new dropdown options can't be added through the API.
As low in the Hierarchy as it's needed. If only the sales List needs a deal value, add it there, not across the whole Workspace.
I set these up and train your team, in your own ClickUp or Zapier account.
Book a callContact Jack - jack@withtoki.co.uk