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What are Custom Fields? | ClickUp Tutorial for Beginners

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Sep 12, 2020
17:11

In this video we're going to talk about Custom Fields in ClickUp -- aka the reason I originally made the jump from Asana! Custom Fields are ways to store structured data within ClickUp. These fields are attached to Tasks in your Workspace and can be attached at the Space, Folder, or List level. 🔗 Want to try ClickUp for yourself? Support our work by using our affiliate link: https://processdriven.co/clickup?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 🔗 Learn the ClickUp essentials in less than 1 day: https://processdriven.co/services/mini/?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 In this video (as part of our continued Feature Friday series!) I'll be going through WHAT are Custom Fields, WHY would people use Custom Fields, and PRO TIPS to avoid screwing up your ClickUp account while using Custom Fields. We'll cover: 00:00 ClickUp Custom Fields 0:42 Hi! I'm Layla at ProcessDriven 1:19 What are ClickUp Custom Fields? (Beginner Explanation) 5:23 Why would you use Custom Fields in ClickUp? 7:14 Side Note - Clickup Automations (https://www.youtube.com/watch?v=TVC09vQPiBk&t=2s) 8:20 Warnings/Tips about ClickUp Custom Fields 8:39 Name your Custom Fields Carefully 9:22 Use Existing Custom Fields 10:08 Be careful when deleting your fields. Read the pop up! 11:28 Use Custom Fields for your Workflow "Stages" 11:59 Custom Field Permissions 12:24 Custom Field Order 12:55 Pin Custom Fields 13:27 Hidden Custom Fields vs. Visible Custom Fields 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/info?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/smartsuite?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/mini?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911 / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_source=yt&utm_medium=organic&utm_campaign=mg-76&utm_content=20200911

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What are Custom Fields? | ClickUp Tutorial for Beginners | NatokHD