ClickUp: How to Leverage Custom Fields for Product Owners

Custom Fields are one of the most powerful tools in ClickUp, especially for product owners managing software development. They let you track specific details like complexity, release dates, and target users, keeping your projects organized and your team aligned.

Here’s a step-by-step guide to leveraging Custom Fields for your next project.

What You’ll Learn

• How to set up useful custom fields like complexity ratings and release timelines.
• Using multi-select fields to track personas or other variables.
• Creating dynamic views for better project visualization.

Step 1: Add Custom Fields to Your List

Start with a list of tasks or features - like adding social sign-on for Google, Meta, and Microsoft. Then enhance your tasks with Custom Fields:

1. Technical Complexity

Use a manual progress bar to track the difficulty of each task.

• Example: Google (8/10), Meta (5/10), Microsoft (3/10).

2. Target Month for Release

Use a dropdown field to assign release dates.

• Example: December 2024, January 2025.

3. User Persona

Use a multi-select field to track who the feature is for.

• Example: Teacher, Parent, Student, Administrator.

Step 2: Organize Your Work with Views

Custom Fields become even more powerful when used with different ClickUp views.

Group by Target Month

Switch your view to a board and group tasks by the “Target Month for Release” field. This creates a clear visual roadmap for your timeline.

Step 3: Share and Collaborate

ClickUp lets you share specific views with stakeholders. For example, you can create a public link to a board view grouped by release date.

How to Share:

1. Save your custom view.
2. Click “Share View” and generate a link.
3. Send the link to your team or stakeholders for real-time updates.

Wrapping Up

By using Custom Fields, you can track the details that matter most, keep your team focused, and stay on top of deadlines. Whether you’re managing technical complexity or planning feature releases, this approach makes ClickUp an even more powerful tool for product owners.