Add Relationships modal: Filter by status or other custom field
Jake Spirek
When I click to add a custom relationship, I'd like to be able to filter out certain statuses (i.e. completed) or tasks with another criteria. Would just help to keep the list manageable when there are lots of tasks (especially completed ones).
This could either be a filter that is in the modal, or configurable in the settings of the custom relationship. But I think filtering in the actual modal would be way more flexible.
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Caroline Ginty
Merged in a post:
advanced list-to-list relationship filtering
Veso Yanchev
I'd like to be able to filter the relationship between lists based on a custom field.
E.g. when selecting tasks to relate, filter and show only tasks with dropdown option = "Users"
Thus I would be able to create multiple relationships with the same list that have filters showing different options.
Caroline Ginty
Merged in a post:
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.
Caroline Ginty
Merged in a post:
Add filter to relationship when creating it
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Igor Declercq
When creating a relationship, add the possibility to add filter(s).
This way one could limit the tasks in the resulting dropdown.
ie: a global list with all company resources
- column: PM => relationship with filter on job=PM
- column: AM => relationship with filter on job=AM
...
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Shreyansh Jain
Ivan Villa
I want to create something like this in my CRM view connected with tasks. But as the number of tasks are increasing this the follow up action tasks is getting messy.
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Shreyansh Jain
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Shreyansh Jain
Similar request:
I sincerely hope clickup implements this.
Relationships are the way to create a database system that can be used by multiple teams and still maintains data integrity.
Eg. Problem that we face is that in our Business Directory, we have all pur customers, suppliers, contractors, etc.
Now, if I want to create a database with all our orders, I want to link that order (via customer relationship) to our customer and not want to see names of suppliers and contractors there.
Similarly, for other values like (Sale Generated By?), I want to link it with my Marketing Team in our Employee Directory.
Clickup Team please look into this feature too.
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Felix Schmidt
We also need this. The perfect solution would be to copy the entire filter modal of lists (nested filters, complex conditions, saved filters etc.) to the relationship field and also copy some basic functionality of a list over (adding some additional fields for context, sort by a field ASC/DESC, group by a field etc).
When working with huge task lists, it's a pain to find the correct task.
In our case, searching for a task is almost impossible. They only make sense when grouped, sorted and filtered. Only the sorted group of tasks in it's entirety makes a single task meaningful.
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
Caroline Ginty
Merged in a post:
Hide Closed/Archived tasks from Relationships list
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Phil Ponsaran
Please add the option to hide Closed and/or Archived tasks from appearing when searching for tasks to add in a Relationship. Showing all tickets regardless of Open/Closed/Archived status makes it very difficult to filter out outdated tickets when trying to find the right one to link via Relationship.
Caroline Ginty
Merged in a post:
Improve Relationship settings (save display as count + ability to filter out closed tasks)
Jasmine Lotomau
Currently, you can choose to display related tasks as their names or as a count.
However, if I choose to display tasks as a count, go to another list and come back > the display goes back to names.
I have my client center and ticket center connected via relationship and would like to see how many tickets each client has from the list view WITHOUT needing to change the display type every time.
ASKS:
- Please add functionality to save preferred display type for relationships on each list.
- Add the ability to filter which related tasks show up based on status (that way we can filter out tickets that are closed).
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