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Two-Way Sync with ClickUp: Adding Custom Fields For the Entire Workspace

Available for plans: Business.

Available for roles: Admin, Owner.

Maximize the benefits of integrating ClickUp with Ducalis by activating two-way sync. This feature:

  • Allows you to sync the issues’ priority rankings back to ClickUp.
  • Gives you the ability to sort your cards in ClickUp by the priority ranking so that you can easily find your top priority issues. 

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

Adding Ducalis Custom Fields in ClickUP

To turn the sync on, you need to add Ducalis custom fields in ClickUp where the data from Ducalis will be written. 

The emoji in your fields’ names depends on your Ducalis board emoji. You can change it before you add the fields if you want another one. If you change it after creating the fields, click Refresh to apply the changes.

There are two ways to add the fields:

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

In this article, we’ll focus on how to create fields for the whole workspace. If you are going to prioritize different spaces in different Ducalis boards, and you will create custom the custom fields in the specific spaces – 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 these 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 the Entire Workspace

After you choose the Ducalis fields you want to sync, you can go on to create the Ducalis custom fields in ClickUp.

  1. Go to Everything.
  2. Click Show in the upper right corner.
  1. From the dropdown menu, select Columns.
  2. Then under New Column, 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 the ClickUp field creation popup.
  2. Click the 📌 Pin icon.
  3. Click Add Column.
  1. Click Add to every task.
  1. Follow the same steps to create the rest of the fields.

Make the Custom Fields Visible in List View

The 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 ‘Everything view , and you can sort tasks by the data in any of the fields, like priority rankings, total scores, or criterion scores.

It will also be visible inside every task card in the whole ClickUp workspace.

How to Add the Ducalis Custom Fields to Different Views

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

List View

  1. Click the Plus icon in the upper right corner.
  1. Under the Show/Hide column, scroll down or search for the Ducalis custom field you want, for example Priority Ducalis field.
  2. Click the field name.
  1. Click the Sort icon in the field name to sort the tasks by priority as in our case, or any other data that will be in the Ducalis custom field you have chosen.

Board View

  1. Click Show in the upper right corner.
  2. Click Custom Fields.
  1. Click on the click Priority Ducalis custom field, or any Ducalis custom field that you would like to show in the table. 
  2. In our case, 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.  Select the Ducalis custom field that you would like to add to view, for example, 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 switch on the toggle for any Ducalis custom field that you would like to add to view, for example, 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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