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Two-Way Sync with ClickUp: Adding Custom Fields to an Individual Space

Available for plans: Business.

Available for roles: Admin, Owner.

There is also an option to add custom fields in an individual space, so that the priority ranking can be sync and viewed in this particular workspace alone. 

To sync Ducalis priority ranking, you must have unlimited use of Custom fields in ClickUp, which is not available in the Forever Free plan.

There are two ways to add the fields:

  • Adding  them to the whole workspace to make them available in every task
  • Adding them to one or a few spaces only.

In this article we will focus on how to create fields for a separate space. If you want to add them to the whole workspace making them available in every task, please read this article.

Choosing Ducalis Fields to Sync

  1. Before you start creating Ducalis custom fields in ClickUp, you need to choose the Ducalis fields with the data you would like to sync to ClickUp
  1. You will find two default fields–the Priority {emoji} Ducalis and the Alignment {emoji} Ducalis
  2. You can delete this fields, or any other field that you will add and decide to delete. Just hover over the field you want to delete and click on the trash icon that appears. 

Creating Ducalis Custom Fields in ClickUp For an Individual Space

  1. Click the ellipses next to the space name.
  1. Then from the dropdown, click Space settings.
  2. Select Custom Task Fields.
  1. From the window, click New Custom Field.
  1. Select the ‘field type’ that corresponds with the ‘field type’ of the field in Ducalis. In this case we will choose the ‘filed type’ Text to create a text field.
  1. Copy the name for the field you’re creating from Ducalis under Sync settings.
  1. Paste the name in ClickUp Custom Field name.
  2. Click the 📌 Pin icon.
  3. Click Create.
  1. Follow the same steps to create the rest of the fields.

Make the Custom Fields Visible in List View

The Ducalis custom fields you add are not visible in the list view by default, so you need to manually add them to the list view.

  1. Click the Show in the upper right corner, then from the dropdown menu, click Columns.
  1. Under the Show/Hide column, scroll down to the Ducalis custom fields and add them to the list view. Click the field name.
  1. Ducalis custom fields added to the list view.
  1. Click Refresh in Ducalis.

Issue ranking sync ready to be activated.

Activating Sync

  1. After refreshing a toggle to activate two-way sync will appear. Switch it on to activate syncing.

After you switch on the toggle you can’t add more fields. To add more fields, you have to switch off sync first, add your fields, then switch it on again.

  1. Choose the day and time you want to sync the issues’ priority rankings to YouTrack. It can, for example, be a day or a few days before your sprint planning meeting. You can change the timezone, if it’s not set to the one you want.

By default, the sync happens automatically every planning day. Read more about Ducalis planning day settings here.

  1. If you want to sync the priority rankings immediately, you can just click on ‘Sync Scores Now’.

All the synced data will be visible in the space you added them, and you can sort tasks by the data in any of the fields, like priority rankings, total scores, or criterion scores.

How to Add the Fields to Different Views

First, choose the needed space or list where you want to see the fields.

We will use the Priority ranking field (Priority Ducalis) as an example, but you can add any Ducalis custom a field to any ‘view’ by following the steps below.

List View

  1. Click the Plus icon in the upper right corner.
  1. Under the Show/Hide column, scroll down or search for the Priority Ducalis field.
  2. Click the field name.
  1. Click the Sort icon in the field name to sort the tasks by priority.

Board View

  1. Click Show in the upper right corner.
  2. Click Custom Fields.
  1. Click on the Priority Ducalis custom field. 
  2. The priority rank will appear on each task card.

Calendar View

  1. Click Show in the upper right corner.
  2. On the dropdown scroll to the bottom and click Custom fields.
  1.  Click on the Priority Ducalis field. The priority rank will appear on each task card.
  2. Click Save, if you do not have Auto Save switch on.

Table View

  1. Click Columns.
  2. Scroll down and turn on the Priority Ducalis field.
  1. Click the Sort icon in the field name to sort the tasks by priority.
Updated on July 4, 2022

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