Ability to add relationship when creating task via automation
in progress
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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
Relationships in Automations Coming Soon!
We’re thrilled to announce that the ability to add relationships when creating tasks via Automations is almost here! With this new feature, you’ll be able to:
- Automatically link, block, or set “waiting on” relationships between tasks as part of your automation workflows.
- Relate newly created tasks or subtasks to the task that triggered the automation.
- Link tasks directly to docs for even more flexible workflows.
Demo video:
To-do:
- Ability to add custom relationships in automations
We’re putting the finishing touches on this update and it will be rolling out to your workspaces soon. Thank you for your feedback and support!
Zach
Almost done here! We wanted to add in custom relationships before launching after all.
We hope this will make the release that much sweeter for you!
Give us a few more weeks 🙏
Scott Henning
Zach thank you!
T
Tin
Zach Custom relationships will actually be the absolute clincher for our clients, so thank you for taking the time to do that!
Tony Henderson
Hi Zach, custom relationships will be a good addition but following the agile approach, for our requirements, it would have been better to get the incremental improvement of the relationship automation without custom relationships and layer that in with future sprints / releases.
V
Vincent D'Amico
thanks Zach for your hard work on this!
Zach
Relationships in Automations Coming Soon!
We’re thrilled to announce that the ability to add relationships when creating tasks via Automations is almost here! With this new feature, you’ll be able to:
- Automatically link, block, or set “waiting on” relationships between tasks as part of your automation workflows.
- Relate newly created tasks or subtasks to the task that triggered the automation.
- Link tasks directly to docs for even more flexible workflows.
Demo video:
To-do:
- Ability to add custom relationships in automations
We’re putting the finishing touches on this update and it will be rolling out to your workspaces soon. Thank you for your feedback and support!
TaeLynn Perez
Zach Hallelujah! Very much looking forward to this long-awaited feature.
Camilo Ponce
Zach This is awesome!!! Thank you so much :D
Zack Herman
Zach I don't think we have permission to see the video
Jason Anguiano
Zach I can't see the video either. It asks me to login but when I try to it doesn't recognize my email. Also, does soon mean weeks from now or months from now. I really dislike the term 'soon' because its essentially meaningless.
Tarak Gorai
Zach unable to se view the video.
Alex Fazekas
Zach This will help my team save some time on a very manual and mundane task! 🙏
Denis Kosinsky
Zach can you allow my email for your stg?
Kim Hoang (BF)
Zach I don't have access to view the demo
Tony Henderson
Zach video link doesn't work, although eagerly anticipating the feature release.
Zach
I've re-uploaded the video. Apologies for that.
T
Tin
Hi Zach, checking in to see - is this still progressing as it was in late May / on track for a delivery date? Last update was a while ago and we were getting pretty excited at the time about the prospect of this becoming a reality, as it is a critical piece in a proposed workflow for a few clients we're trying to get started with ClickUp. We can't really get them onboarded with ClickUp without it.
I'd also be very interested in signing up for any early preview testing if that's something you do.
Guillermo Sisterna
Zach,
I'm available to help with the BETA version as needed.
I remain attentive and ready to contribute.
I appreciate it!
Guillermo Sisterna
Adil
Hello Zach,
we are heavy user of custom relation field. We use that for example to link all stuff related to a customer to it's task (used as customer master record).
Will be it possible to update those custom relation fields too with this update ?
It will be very helpful as not all relations are simple links.
Zach
Merged in a post:
Automations for Relationships
Cliff Phillips
ie. When I update a custom field on a task, the relationship tasks that are linked would also update that same custom field based on an automation.
Javier Recio
Man this is still ongoing.. need this
JT
This is huge. Relationships and automations improvements like this start to make this usable as a CRM. Been waiting for this exact thing.
Example: New Contact>Create Deal>Auto Relationship
Put me on this beta! I'm game
Adam Hammond
So the big pain point we have is when using templates. For example I have an onboarding template that is used anytime we onboard a new client, the problem we have is I can't dynamically have relationships or dependancies between those subtasks. For example, subtask B in the template, can't be completed until Subtask A is finished.
Secondly, having dynamic dates available. I would love to be able to trigger my onboarding template via automation. And then auto have the due dates trigger based on when the template was created. Asana does this well so something to look at there. For example:
Subtask A - Due date 3 days after creation
Subtask B - Due date 5 days after creation
Subtask C - Due date 13 days after creation
Then having the dependencies as well. Subtask B can't be completed until Subtask A is done, So would need Subtask B blocked until A is completed. Bonus points for adding a start date on the subtask once A is completed.
Hope this makes sense!
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