Ability to Filter Tasks while creating links via Custom Relationships (Filter in Relationship Definition)
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Shreyansh Jain
I use Clickup Relationships extensively while managing my projects. But because of this I am very tuned to shortcoming in relationships feature. Currently we can create relationships between any and every task, which I don't want because of the huge amount of tasks in my workspace with many repeating or similarly named tasks. I would like to create certain filters which automatically only shows less but relevant tasks for linking.
This will increase our productivity immensely while ensuring accurately made links and resolving future hassles.
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Shreyansh Jain
Ivan Villa
Hey! Can you share some examples of the type of tasks you're working with and the criteria you'd use to filter them? Are you focusing on specific fields, text, assignee, etc.?
We're planning to update that picker this year and want to make sure we understand what people are working on and how they think about it. :)
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Shreyansh Jain
Thanks for reading this post Ivan Villa
For eg. we have an employee's database which has a custom field of categorizing employee's (contractual and internal) departments. That same database items are called for for various tasks being handled by them.
We assign the task to personal responsible for handling/closing the task but link the database items to people who did it.
This helps us maintain a task record of who, did what and hold them accountable.
Creating this with a dropdown custom field is not feasible as contractual employees can be realocated by contractor or same people with same name can be employed or non-scalable organizational structure, there can be frequent changes, etc. (In relationships, we can simply add an AND filter for "Working With Us"=="Yes" and it will show only the right people for the right department.
Moreover we don't want different departments interfering with each other's people. There are some employees who are accessible to multiple departments and thus this department field is a label field. (Eg. Marketing & Field Sales)
In this way we maintain all the workdone by someone along with all the details of the employee (Contractor Agency, Employed From, Employed Till, Pieces of Work, etc)
We believe custom relationships in clickup are the most powerful feature if leveraged properly but has some work to be done. (Many to Many relationships, filters, etc)
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Shreyansh Jain
Ivan Villa There are many other ways I want to use it specially combined with custom item/task type
Eg. Connecting database lists with action lists, removing irrelevant tasks for workspace wise relationships, capturing appropriate links if used with forms (I have not used it), etc
Many use cases can be achieved by other workarounds (like creation of catch all lists with individual lists but it just increases cognitive load for managing and setting up different lists for each user case, moving relevant items, ensuring automation integrity, updating SOPs, etc). This creates lots of friction and training for administrative staff that we just want to avoid it all together.
Please do let me know if I can be of any more help in this