What are ClickUp Custom Fields? | 5 Custom Fields You NEED

Do you want to see how much time your business spent work in a certain work category or service? And maybe with that, you want to know how profitable that service actually is to your business...
Or maybe you want to create dashboards for your account managers to show them work across their book of business.
Or you just want to build a CRM system inside of ClickUp?
Custom fields are what make all of this possible in ClickUp.
Custom fields (when kept neat and tidy) can help you unlock a lot of visibility and reporting capabilities you're looking for in a project management system. And they also help you build some pretty nifty and fancy solutions (like a CRM) inside of ClickUp.
Here's what we cover:
0:00 - Introduction
0:43 - What are Custom Fields?
5:41 - Why Use Custom Fields?
13:53 - Where do Custom Fields Live?
18:24 - Deploying Custom Fields
21:53 - 5 Custom Fields You Need
26:36 - Conclusion
📕 Get the ultimate "How to Use ClickUp" guide: www.zenpilot.com/clickup-guid...
🎥 The Best ClickUp Hierarchy - • The Best ClickUp Hiera...
🎥 How to Use ClickUp Views - • How to Use ClickUp Views
--------------------------------
As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 agencies streamline their operations in ClickUp.
📈 Interested in learning how we've helped thousands of agencies double productivity, maximize profits and improve client retention? Check out our proven process: www.zenpilot.com/agency-produ...
📞 If you're ready to experience the power of world-class operations, schedule your free agency ops strategy call here: www.zenpilot.com/call?...
--------------------------------
📚FREE AGENCY RESOURCES 📚
👥 Join the FREE ClickUp Community: / 12842198
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template: www.zenpilot.com/client-onboa...
--------------------------------
⚠ Disclaimer: The videos on our KZbin channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
#clickup #clickuptutorial #agencylife #projectmanagement

[@curtisburns1357]

Custom fields are a royal PITA trying to clean up. When I first got into Clickup I was just randomly creating custom fields here and there. Now I have a heap of different custom fields, some duplicating others. I want to just start over and recreate them in an orderly way now that I have a better understanding of them, but that is really difficult because those custom fields are already used in different lists and spaces, which I think I would have to painstakingly have to remove from each list and fix them. It's a very non-intuitive interface also.

[@ZenPilot]

The custom field manager helps with this, but if you need any help feel free to book a call here: www.zenpilot.com/call

[@anatoliocode]

What about using "automations" to fill in the custom fields based on rules such as the list name or user? These would be the perfect fallback for when a user forgets to fill in the "custom fields", or it demands an extra step, such as when creating a task via the gmail integration. I have already a setup of 30+ folders and 150+ lists, and feel that "automations" really need a better "manager UI" Congrats on the videos. Thorough work. edit: a letter missing.

[@ZenPilot]

You can use automations for both of those options. Both when a task is created by a specific user, or in a specific list, or even using the chrome extension. In my opinion, automating custom fields based on location are the best (you just need a good hierarchy). They did just add an automation manager in 3.0 and just recently an automation activity view which helps!

[@user-od6qm4hv9n]

Hey there! Really appreciate your videos and help (I've watched so many!). Question 1- What is the difference between the "deals" list you have in the CRM Space and then in the GROWTH > SALES > DEALS list? Is the Deals List in growth mainly tracking internal tasks? Do you then link those tasks to the record in the CRM? Question 2 - If I have 2 spaces that would leverage the same custom field (ex: "work category") but as per your note, I wouldn't set this on the Workspace level but on the space level, could I still have reporting work across "work category" for those 2 separate spaces? What would your suggestion be in this instance? THANK YOU!

[@ZenPilot]

The CRM isn't hosting any actionable tasks. It's only there to track records. The deals list in the growth space is to track actual sales work. It's also just an example list. You can configure those lists the way it makes most sense to your team. Just make sure they're categorized by work categories and in a way that makes sense to your team, provides good visibility, and gives every task a clear home. Also, you can link the tasks to the CRM f you want, but it's not required. Yes, a work category custom field could live in multiple spaces, but be the same custom field. If you have the Custom Field Manager you'll be able to easily tell if it's the same custom field or a duplicate. So yes, you would still have reporting across multiple spaces with the work category custom field.