Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Have you ever wondered how custom fields can transform the way you manage and visualize your projects? Let’s explore this concept through an insightful example that brings clarity to the power of custom fields and their flexibility.

Imagine you’re using a project management tool, and you have various tasks, each associated with a marketing category. Without custom fields, these tasks might be jumbled together, making it difficult to see how they align with your marketing strategy. But when you implement custom fields, like a marketing category, everything changes. Tasks are now grouped by their respective marketing categories. Suddenly, your project is not just a list of tasks; it’s a structured map of your marketing plan.

Handling Unassigned Tasks

But what if some tasks don’t fit into any category? No problem. They simply sit in their own group, ensuring nothing gets lost or overlooked. The beauty of custom fields lies in their ability to adapt to your unique needs, ensuring that every piece of information has its place.

The Versatility of Views

Now, let’s talk about views. If you’re a fan of Trello, you might be familiar with the Kanban view. This view isn’t just a list; it’s a dynamic, visual representation of your work. By applying the same concept of custom fields to this Kanban view, you can see your tasks grouped not just by status but also by marketing categories. This visual grouping helps you understand your project’s flow at a glance.

Switching Perspectives with Ease

But the flexibility doesn’t stop there. With custom fields, you have the power to switch perspectives easily. Let’s say you want to focus on the workflow status of your tasks. With just a few clicks, you can reorganize your Kanban board to display tasks by their status. This switch offers an immediate, visual snapshot of your project’s progress. It’s like having a bird’s-eye view of your workflow, allowing you to spot bottlenecks and progress with ease.

Layered Organization for Enhanced Clarity

Another fantastic feature is the ability to add layers of organization. Imagine being able to not only categorize tasks by marketing category but also sub-categorize them within these groups. This secondary layer of organization can be a game-changer. It enables you to fine-tune your project’s structure, making it easier to navigate and manage.

The Bottom Line

The real magic of custom fields and these dynamic views lies in their ability to simplify complex information. They transform a simple list of tasks into a rich, multi-dimensional roadmap of your project. This isn’t just about making things look pretty; it’s about making your work more efficient, more intuitive, and ultimately more successful.

Overall, custom fields and versatile views like the Kanban board aren’t just features; they are powerful tools that can revolutionize the way you handle projects. They bring clarity, flexibility, and efficiency to your work, helping you stay organized and focused in a fast-paced environment. So, whether you’re juggling multiple marketing projects or simply trying to keep your tasks in order, remember that the right tools can make all the difference. Have you started exploring the full potential of custom fields in your project management toolkit?

Importance of Custom Fields


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