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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Caroline Ginty
Merged in a post:
Space Level Customised Fields
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Elisa Young
I would love somewhere to store information for specific projects (which for me are set up as a space for each project), where I can list names of important contacts, study title, and other company-specific information used for each of our projects. It's wasted to add as a custom field at a task level, as it is just needed once, linked to the task. We are currently using the list descriptions, which is not optimal.
Caroline Ginty
Merged in a post:
Custom Fields at the Space / Folder / List Level
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Matt Nath
Feature Request: Custom Fields at the Space / Folder Level
It would be extremely useful to have custom fields attached directly to a Space or Folder, not just to tasks.
This would allow teams to store contextual or reference information about that Space or Folder, such as:
- client-specific details
- ownership or escalation contacts
- SLA expectations
- billing or retainer notes
- automation rules or special handling notes
- any other metadata that applies to everything inside that container
Currently, this type of information has to live in Docs, task descriptions, or naming conventions, which makes it harder to reference quickly and limits how it can be used in automations.
Why this matters:
- keeps important context out of individual tasks
- reduces duplication of information across tasks
- improves onboarding and handoffs
- enables more powerful automations (for example, when a task is added to a list within a Space or Folder that has a specific value, trigger a defined action)
Having first-class custom fields at the Space or Folder level would significantly improve organization, clarity, and automation for teams managing multiple clients or complex workflows.
Nastya Walton
We need this feature so badly. We organize our films data base by Lists (each List is a Film) to be able to sort and visualize them it would be great to have ability to add more CF (e.g. tags, logline, project status)
Pierre Becher
Caroline Ginty Sigurd Seteklev Do you have any update on when this will be available for beta?
Sigurd Seteklev
Pierre Becher: It's still in progress, but close. I'll post here when we are ready to enable this in workspaces.
Rick Nott
Any word on a Beta for this? My current workaround is to use (parenthesis) in the task name lol)
Sigurd Seteklev
Rick Nott: It's close, we are testing things right now :)
Caroline Ginty
Merged in a post:
Custom Fields tied to List, Folder, and Space levels
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Ann Ray
We have one Folder per customer, within which are Lists for their projects.
At the Folder level, we'd love to note info like primary contact email and service parameters (number of licensed seats, contract start/end dates, etc.).
At the List level, there are similar metrics which would be useful for both executing a project and workload metrics (number of ad designs within a campaign, etc.).
Claus Geiser
we also need urgently the possibility to use Folder names as a field in tasks and subtasks. All projects of customers are organized in customer folders and naming customer proect tasks with the name of the customer name dos not make any sence.
Please let us know when this feature will be avaiable or let us know about a work-around
Sigurd Seteklev
Claus Geiser: This maybe sounds like a bit different use-case.
Caroline Ginty do you have any common workarounds for these types of use-cases?
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Claus.geiser@cgc-consultans.com
@Sigurd Seteklev I seems to be a common problem, as the post from @Ann Ray shows. Of course we can solve the problem by adding a user field with the name of the folder, but this is very complicated and a lot of Work with a lot of failure sources. there is a possiblity of inheriting for example filed names to Lists, so I can't understand that this is such a big problem...
Caroline Ginty
Sigurd Seteklev You could probably work around this with some clever Automations for some cases, or by applying a default task template that uses the folder name when creating a new task.
Caroline Ginty
Merged in a post:
Let user add project-related info / create project related custom fields..
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User - SG gmail
Easy to add this! Just create a top level list above "list" for which the use should be able to add related info like, project title, client, total cost, start - end time etc etc! Those info should be tracable, grouped etc etc. Like having the project list and then the per project tasks, sub tasks etc. Top level info should not be used as task info, it should be displayed as a project card (like the "docs" you have). A project / sales based approach of clickup will much more clear and close to "project management" requirements of users need to use clickup for project management.
Joachim Strøm
Will this feature also improve the Portfolio Card, so that we can have a list of lists, with custom data on the list level?
In our case, we have a lot of Clients with a list called Marketing. We would like to display all those lists in a list (like the Portfolio Card), but we are unable to add custom data on the list level. We can only get aggregated data from the tasks within those lists, which isn't terribly helpful.
It would be very useful to add custom data on the lists in this situation, and that is maybe what this feature request is requesting?
Sigurd Seteklev
Joachim Strøm: Yes, this is exactly what we are working on. The plan is to get to a beta soon'ish. It will have limited functionality, but then we will add the most obvious missing parts before general availability :)
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Steve Winch
Sigurd Seteklev
It will be great to see the Dashboard improvements!
We're currently working around the limitations of only having one Calculation field on a portfolio card by having 2 cards...
We use these for PMO level project summarise showing the Budget vs Actual costs. Having both on the same card would be way cleaner.
Some other really nice things to have would be:
- having the ability to add a custom function based on the fields available in the workspace (e.g. a % of budget spend and % of project complete based on start and end date).
- automatic RAG (Red, Amber, Green for Over, Near, or On budget respectively) status based on a formula. :D
Jared Tabb
Sigurd Seteklev How do I get on the beta? This is a feature we really would love to test.
Sigurd Seteklev
Jared Tabb: Still working on the final fixes. We will update when we are ready to fill up the beta testing list :)
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Stelios Tzivakis
any news on this? We are on 3rd quarter!
Sigurd Seteklev
Stelios Tzivakis: We are working on this. Still a lot of different priorities, but working hard to get to beta and agreeing on the GA scope for this.
Stelios Tzivakis
Sigurd Thanks! This is really important since it will enable so many scenarions (considering that all these custom fields will be part of the filtering mechanism)
Sigurd Seteklev
Stelios Tzivakis: Thank you!
Stelios Tzivakis
Sigurd Seteklev Thank you but this 2,5 months after my comment
I hope now that you have tamed the AI domain and ask from us to replace ANY app with ClickUP (my god you really mean that!) we will have the time to deal with the core product that is far left behind
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