Ability to add relationship when creating task via automation
planned
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Brennan Mulligan
It would be really helpful to be able to add a relationship between the task that triggered an automation, and the task that was created as a result of that automation. This would allow my team members to see the connection between our master tickets and the individual tasks that get created with automations as they move through our workflow without manually setting each relationship after the automation triggers.
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Zach
It's exciting to see those ✅s.
Now that we've tackled many of the big initiatives that we set out to do last year, this one if bubbling up to the top of my list. I am changing the status here to "Planned".
To be clear, we have not started on the work, but we do intend to tackle it soon.
Thank you for your patience!
Camilo Ponce
This would be most helpful to connect deals and contact records when using ClickUp as CRM
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RAQUEL GARCIASALVADOR
will love to see this too
A
Ana Kravic
I wholeheartedly support this and can't wait to implement it! With 450 active clients and multiple tasks branching off of those clients into all kinds of parallel processes, keeping it all together is becoming next to impossible!
So yeah, please do this :)
Adwin Ang
This would be god sent when integrating with support tickets
Jason Anguiano
Zach the original idea was submitted 5 years ago. Glad to see this will be in a future release. Can you give us any indication if this will be worked on in 2025 (this year)?
Guillaume Bleau
I second that, truly this is essential for companies of today enhancing their business operations with a RAG. If the ClickUp Team doesn't see the necessity of this, it is the angular challenge of tomorrow.
Not only enabling it for automation but also for the internal AI. If I create a Contact called "Bob" and make a relationship field to a Company called "ACB Co" this relationship has to be recognised and editable by automation.
Today if you ask ClickUp Brain AI on the task called "Bob", "What company does Bob work for?" the Ai has no clue what you are talking about and will search the whole Workspace for the answer without finding it in this relationship that is just there on the task.
Zach
Merged in a post:
create relationship automatically
M
Matthias Thoen
I would like certain relationships to be created automatically.
Specifically i am talking about a CRM system i am implementing. When i create a new task that belongs to a specific client, i need to manually create this relationship. For small tasks i find myself often not creating this relationship. Only for bigger projects i find myself taking the time to create this relationship. Of course this means that the CRM system is not used to its full potential.
So it would be great if the relationship could somehow be created automatically, for example based on the task name that also contains the client name in a specific format, like:
things i need to do [for client name]
Would be awesome!
Zach
planned
Zach
It's exciting to see those ✅s.
Now that we've tackled many of the big initiatives that we set out to do last year, this one if bubbling up to the top of my list. I am changing the status here to "Planned".
To be clear, we have not started on the work, but we do intend to tackle it soon.
Thank you for your patience!
Jarod McPherson
Zach beyond excited that this is getting some movement!!!!!
Oleksandr Zalishchuk
Zach Great news! Good luck
Austin Hodges
Zach Would be really great to do a poll / survey to know what users want exactly from this.
A lot of people (all the companies I manage (20+) as of writing use clickup as a CRM. Because clickup doesn't have a native contact and company feature to assign to tasks, we create a space called CRM that has contacts list and companies list and uses those to link customers to tasks for tracking. The biggest pain we run in to is having to use Zapier to link these company "Tasks" and contact "Tasks" to the actual working task for them.
Being able to link / relate another task to another task in automation via a matching custom field like a phone number or email would be PARAMOUNT and a HUGE game changer.
Getting this kind of feedback from the community will be very important as relationships have the potential to be very powerful if done through the feedback of the community.
Destiny Pidgeon
Zach Amazing!! We've desperately needed this for a long time. I'd also like to nudge a request for having the option to add custom relationships in form just like a field, so form fillers can connect the task back to clients/etc in CRMs.
Hudson
This feature would be really amazing, because today we have to add relationships manually after the automation creates the tasks.
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