Fall for ClickUp | Part 3: How to make ClickUp Work for You with Custom Fields

I hope you're enjoying our 'Fall for ClickUp' series. So far we've covered some basics of how to set up your workspace like, how to organize your day using the home feature as well as the ins and outs of reminders and tasks. Today, we're diving into one of my favorite features ~ Custom Fields.

Custom fields in ​ClickUp​ help you personalize your tasks to make them fit your unique requirements. Whether it's tracking your business expenses, managing your kids' school schedules, or planning your next product launch, custom fields have got you covered.

Here's how you can make them work for you:

• Identify Your Needs: Before you start creating custom fields, take a moment to identify what information you need to track regularly. For example, tracking where a project stands in a workflow to assigning task frequency.
• Create Your Custom Fields: Navigate to the 'Custom Fields' section in your ​ClickUp​ settings. Click on 'Add Custom Field', choose the type that suits your needs, and give it a name.
• Assign Custom Fields to Tasks: Once you've created your custom fields, you can assign them to any task. This way, you'll have all the necessary details at your fingertips.
• Filter and Sort by Custom Fields: Need to find all tasks with a specific budget or due date? No problem! Just use the filter and sort options to organize your tasks based on your custom fields.

The goal is not to overwhelm yourself with countless custom fields, but to create a system that simplifies your life and business. So, start small and gradually add more as you get comfortable.

In our next post, we'll be learning more about using ​ClickUp​ Docs for your business information.

This post may include affiliate links. It never costs you anything extra, but we may earn a small commission if you use these links. Thanks