ability to create and show task links as custom field
closed
entire thickness
i really like the ability to create generic links between tasks, and the ability to use tasks as a custom field. but i want a little bit of both of these features combined.
please implement a custom field to show dependencies or generic links that makes and shows the two way nature of those relationships.
the icons showing links automatically being added to both tasks is great, but i want to see, and open, the linked task straight from the list/board. with lots of tasks being linked in different ways to other tasks on the same view makes it challenging to determine which tasks are linked together.
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Eric Wightman
closed
You can show linked tasks with the Relationships ClickApp!
Simply enable the ClickApp, add a relationship then click the + button to show that in a Custom Field
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Lynn Caiazza
Eric Wightman The link is broken
Fabio Bracht
Definitely a +1 on this.
I'm a brand new user, setting up a workspace to migrate a small video production/marketing team, and our use case is fairly simple: we make longer videos for one platform, and then we chop them up into smaller clips for easier consumption on a different platform.
We have been using Airtable so far, and as you can see on the screenshot, it allows us to have a column with links to every smaller video we made (or need to make) based off of the main one. Each of the smaller one is a record (which would be a ClickUp task) in itself, that lives in another tab (which would be a List in ClickUp), and each of them also has a column listing/linking the main video off which it is derived.
Hopefully this can be implemented soon!
Siobhan Wheelan
Zeb do you have an update on this? There is now some great task linking abilities, however the "roll up" of those relationships is not clear.
For instance, if I mention taskA in the comments of taskB I can then go to taskA and see the mention in that link button on the bottom of the task. (great!).
However, when I use a Task custom field in taskB, those mentions are not shown in the link button, or anywhere in taskA.
I can link tasks, and they show in purple prominently at the top of both tasks... however this can get quite cluttered and disrupt the functional view of the task. For instance, if I link a client (taskA) to multiple meetings (taskBs) they all clump together at the top pushing down the functional space in my tasks.
It would be great if associated tasks can be expanded under a parent task. Use case: My client is the parent task, and all associated/linked tasks appear almost like subtasks beneath. Hopefully with the ability to sort/group/filter etc. It could have the same options as subtasks do currently.
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R C
Siobhan Wheelan: This is a great explanation of how this could work. I believe the team is going to address the “cluttered view of Purple links” at the top of the Task Description right now - I agree it would be great if you could group those. This is a great feature of Notion, where you can make up yourself the groups of relations. Many limitations in Notion though so if we can get that feature in ClickUp soon, I think ClickUp will forge forward as a solution that offers more than anything else out there.
I think the work the ClickUp team is going here is best tracked on this, more general request, but again, really think that is a great description that describes my particular need as well!
Zeb
Siobhan Wheelan: We've got an overhaul of relationships in the works as we speak that will solve this!
Siobhan Wheelan
Zeb: Awesome, can't wait!! Thanks for all you and your team do for us!
Brian van Rooijen
Zeb: What would be the ETA on this feature?
Waleed Elaghil
Hey Brian van Rooijen! This will be solved with Task Relationship feature that we're releasing very soon 🙂
You can vote this post to stay updated on the progress! https://clickup.canny.io/feature-requests/p/task-relationships
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Jenn Feliz
This would be great if you can filter or choose type, for example:
Linked Zendesk Ticket
Linked Docs
Linked Tasks
Blocks
Waiting On
as columns
Nick Kadutskyi
Hi, here is my input.
The idea is to have an ability to define link's nature of relationships.
Use cases:
Sales CRM and organizing core entities
Let's say that I have this sales process:
First I create a lead and it goes through qualification process.
If lead is qualified I convert it to Opportunity, Contact and Organization.
So actual sales process is in Opportunities. Once I won an opportunity I convert it to project.
In this case I have these entities:
Lead
Opportunity
Contact
Organization
Project
They are just Tasks with different types (it also possible that it's a List or Folder in case of Project entity)
But to make it a real Customer RELATIONSHIP Management it would be great to have an ability to specify nature of relationship so that:
- when I go to a Lead I can easily find to what Opportunity it was converted, on Lead side I see label for that link as Opportunity and on Opportunity I see a label as Lead for the same link.
- I can link Contact to Contact and define their relationship on both sides as "customer" and "vendor"
- I can link specific Contacts to Organization and see on Organization side a category called employees and on Contact side I will see a link with label company.
To achieve such type of relationships I see this way:
- when I create a link I want to be able to select existing custom field as a nature definition. Let's say I have two different types of tasks that both have a custom field "Type" as a dropdown with these values - contact, company. When I create a link between those two tasks I will select cf "Type" as a relationship definition and this field will provide different (or same) labels on both sides of relationship for the link.
- when I create a link I want to be able to write down a label for both sides of relationships (or maybe additional info while keeping a label from the custom field dropdown as a relationships definition):
- Let's say I have two tasks of type Contact and I linked them in the way
described above, but to further define that relationships I will be able to
write (and save it to reuse) comments (link's additional definition) for both
sides. Let's say I want to define family relationships and on one Contact I
say something like "father of" and on another side I say "son of" while it
still shows a type of entity on the other side of link defined in "Type"
custom field.
- Another example is to define a Contact's Job Title in a specific
Organization
- Or define a Contact's role in a Project or in an Opportunity
- Also it would be great to be able to filter things by these relationships.
- Let's say I want to build a dashboard showing me a Calculation with total
revenue from some company. To do that I would filter all tasks that of cf
"Type" Opportunity, with status "Won", with cf "Actual Close Day" this
year and are related to Task "Acme Co" , then I will sum each Opportunity
cf "Value" so I see how much revenue this company brought me this year.
Further ideas about Relationships:
- I saw that you guys are developing Email feature, so that means that you will have all emails and that gives you an ability to further define relationships.
First of all it would be great to link all emails to a specific Task based on Task Email custom fields. So that in Activity Log
But for relationships you can do something like this:
Let's say that I sent an email to a person and added some other people in CC so this can be a relation definition. In this case if there are tasks with same emails from that email conversation all of that task are going to be related based on that conversation, so that you will see some "Related" tab where you will see a Category called "Contacts" and you will see all Contacts linked to this Contact and in Detail for each link you will something like: "email conversation with" (this might a way to describe relationship definition mentioned earlier)
- Link Task to List or Folder. Because real projects might be a Folder, List or just Task with subtasks it would be great to have an ability to link Task to all of that entities. Use case: I want to link a task of type Organization to all related projects.
Currently I decided to do something similar with emojis. For each specific type of task I put appropriate emoji in the beginning of task name (take a look at the attached screenshot)
Drag Ivko
Nick Kadutskyi:
Lord Nick, just use a professional CRM, it's gonna be much easier and user friendly.
Nick Kadutskyi
Drag Ivko: You probably right )
I use Insightly CRM. But ClickUp covered almost all features that I use except those relationships but I went with my Emoji approach for now.
Bill
Nick Kadutskyi: Nick, I think that's great actually and as part of the evolution of ClickUp, more no code capability like being able to structure relations between tasks, which might morph into "types," would be key. Getting CRM inside ClickUp in earnest would be a big win, as any integration is only going to give you so much visibility.
Kudos for posting these details!
Sarah Chappell
Another vote here. I'm trying to move from Monday and the linked tasks there show the group name and color (status in ClickUp speak) when expanded which makes it very easy to select the correct task from a large board in my use case (using a form for students to submit homework, making their name the task name and a status as the homework type). This also uses automations to move a task to a specific group (status in clickup) based on a status (dropdown in clickup), which is very effective for organizing incoming information via forms.
Doug Rutter
This is exactly what I am after as well. I like the purple 2-way link but I think it's in the wrong place. It would be more useful appearing as custom field. Just like the existing task link custom field - but that one is only 1-way and needs to be created on both tasks.
Also, the thing I don't like about the purple link is you cannot reorder them.
My use case from a project management perspective is linking many tasks (projects) to a single client, and because it's a custom field, the sort order can be changed.
From a CRM perspective, you can link contacts<->clients<->projects.
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Justin Phebey
Doug Rutter: hi, are you referring to contacts, clients and projects that are created in your CRM here? So you're thinking a custom clickup field to hold a CRM project id? Presumably you're contemplating only maintaining contacts, clients and possibly some scant project details in the CRM to preserve data integrity of those? That brings me to it would be nice to also have some custom read-only fields in clickup that could be populated from some custom code triggered from a webhook in the CRM.
Doug Rutter
Justin Phebey: Hi Justin. Whilst my use-case is in my CRM space in ClickUp, it does not have to be CRM specific. I am thinking the 2-way relationship link could be used for any purpose. Just like the purple link does now. It would open up a number of possibilities for people.
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Justin Phebey
Doug Rutter: Hi Doug, thanks that makes more sense now, I never think of ClickUp being used in a more Airtable type way, only ever think of it as a PM tool. I agree that a relationship link would be useful, particularly if you could map certain values from the link into fields that were given more meaning, eg custom client fields into a set of fields that CU understood as being for that purpose and that drove some appropriate functionality such as granting guest access. A two way relationship would probably be easier to implement for data stored in CU rather than 3rd party software due to handling concurrency conflicts.
Zeb
in progress
We're working on better solutions for relationships right now!
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Kipras Skeirys
Zeb: That's wonderful news. Any predictions when will you implement it?
Zeb
Kipras Skeirys: This month!
entire thickness
Zeb: would you be willing and able to share a bit more detail about how that might look?
not to look a gift horse in the mouth, but without these links automatically appearing in some visible and relevant way on all related tasks, configurably in any view, then i would argue the truth of This [feature] being "in progress".
but i am happy to know that you are working on something. i enjoy the feeling that the click-up team is so responsive to user feedback.
specifically, coming from airtable their smart relationships between records across tables is the functionality i want. obviously they would not be exact, but same enough that i do not need to keep pestering you about it. azure devops work item linking is another good example of desired functionality.
Zeb
entire thickness: We're adding lookup, rollup, and formula custom fields as we speak. What we haven't fully decided is how to aggregate all of the other linking items we have within CU. Specifically, task links, dependencies, custom field links, and the website links that rollup into buttons. Any feedback is definitely appreciated!
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R C
Zeb: Hey Zeb! Great to hear on this one, so since you're asking, some suggestions:
- two-way linking with the custom field. I'd like to see the ability to customize this, and in fact name the field in each of the respective linked tasks. Jira handles this well (one of the few things I like about Jira!), but you guys I think would be able to do it much more smoothly:
In the image, you can see a few basic pieces that I think would really beef up this feature:
- you can determine the "direction" of the link. Very simple really, basically which way does the link point. This could be huge though for your guys' upcoming MindMaps if you plan to implement diagrams of live links between tasks - please, please! a huge bonus for my team! This way the diagrams could be even more dynamic. You could show a lot of process-type stuff, like when an HR candidate moves from "prospect" to "hire" with the arrows, or relating features inside Server diagrams, ERD's, etc. This would really trump the functionality of Miro and LucidChart, which only produce static diagrams.
- Custom naming. Great use case here - follow-on tasks, something that is nice in Asana. So you'd have one task which would have the relation called "follow-on" task. On the other side, you'd have the relation "originating task". The field would be on every task. But if you add the link in the task as a "follow-on," the "destination" task would pick up the link in the "originating task" custom field. Again, hopefully this wouldn't be too hard to implement.
- Ability to customize a bit of attributes of this field. I have been testing a new tool called Fibery. It has a very nice feature where you can customize the attributes you show in a related link area (2nd image). So you could allow for the related link to show the task ID, status, possibly assignee, and make it configurable with the ellipses.
- Hovering over task to see all the data, and edit. You guys just put this out for unfurled links in task descriptions and comments - terrific feature! So if you could just add it here that would be great.
- Adding linking for goals, task lists, folders. These entities around ClickUp are important and should really be available as well. I often will have a task type "idea" and want to convert to a list, or a goal, and I could see that represented if I could just link to those other entity types, not just tasks. You guys already have Goals showing in the "top" area if a task is in one, so good start!
Hope that's useful, and can't want to see what you guys do with this! Hopefully implementing all this functionality :)!!
Drag Ivko
Showing a task id as opposed to full task name would work, with the caveat that a full take name is displayed on hoover and the the task id is a hyperlink to the task page.
entire thickness
Drag Ivko: yeah, i prefer the name of the task—truncated for space if necessary—over the task id, but i agree that the task id could be a sufficient stand-in if something like full-name on over were included.