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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: https://www.zenpilot.com/clickupguid...

The Best ClickUp Hierarchy    • The Best ClickUp Hierarchy For Agenci...  

How to Use ClickUp Views    • How to Use ClickUp Views  



As ClickUp's first and highestrated 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: https://www.zenpilot.com/agencyprodu...

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