Allow custom Relationship fields to be defined at the workspace, space or folder level
Asher Treby
I was really excited to try out the Relationship custom field because I have been using the Task custom field to effectively create a look-up field. The best bit about the Relationship custom field is the ability to say which list contains valid tasks for the custom field. One example for us is a Clients list, that is then the lookup list for a Client custom field.
However, to make this feature really usable for us we'd need to be able to define a Relationship custom field at the workspace, space or folder level.
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Caroline Ginty
Merged in a post:
Relationship suggestion
Luke Tidball
I would like to see a middle grounds option for relationships between limiting it to 1 specific list and every list in the entire workspace. Ideally allowing to select a few lists would be amazing.
Caroline Ginty
Merged in a post:
Relationship and Rollups on Space level - Custom Fields
Steve Burns
Currently, a Relationship field can be created on List level that uses a List, thus allowing a rollup of individual Custom Fields such as text or number Custom Fields.
That same approach is not possible when taking the same actions in a Space view.
Sergio Sapuppo
I’d like to add a concrete real-world use case to this request, as I’m currently facing this limitation in production.
In our setup, a List represents a Project, while tasks and subtasks represent the WBS. This is a very common project management model, especially when projects are imported or synchronized from an external system (ERP / internal portal).
Attributes such as Client, Project ownership, or other portfolio-level metadata logically belong to the Project itself, not to every single task.
Today, because Relationship fields can only be constrained to a specific list at task level, users are forced to:
• recreate the same relationship field on every project list
• introduce artificial “project tasks” only to host metadata
• or duplicate data purely for reporting purposes
Allowing custom fields and relationship fields at Space / Folder / Workspace level, or directly at List level as a first-class entity, would dramatically improve:
• portfolio reporting
• client-based project views
• governance and data consistency
This would enable ClickUp to better support project-centric models without forcing structural workarounds that don’t reflect how projects actually work.
Caroline Ginty
Merged in a post:
Allow Relationships at Space and Folder level
K
Kate Gregory
I would like to please request the ability to create Relationships between a Space or Folder and a chosen Space, Folder or List, rather than being limited to List to List only or relying on the ‘any task in the workspace’ option. I would also like these Relationships to remain intact if tasks are moved or duplicated, so the links do not need to be rebuilt.
Caroline Ginty
Merged in a post:
Limit relationship selection
PRIDE productions 🐉
I believe right now when picking a new relationship. It can either be limited to 1 list, or all lists.
I find, limiting to 1 list is too restrictive as sometimes I want to create relationships with multiple items in different lists.
But then when we select all lists... it searches through a whole lot of things that I don't need it to or sometimes I have the same name appearing in different places for different reasons.
Example,
I have 1 list for clientele, in this case let's use Clock Tower HQ. But I also have Clock Tower HQ in another list called Venues and another in a list called Referral Program.
And there are very specific details I want to be able to add for both entries. Now lets say my specific example here now is to say I've done event coverage at Clock Tower HQ, I would like to relationships to only pull from these 3 lists and NOT pull in any other of the 20 projects we've done for Clock Tower HQ in the previous years which are inside a Client Project list.
I understand many have requested to make a single relationship to a single task. But I am asking to have relationships opened to specific lists (instead of the current, one or all).
Caroline Ginty
Merged in a post:
Relationships and Folders
R
Ryan Kilpatrick
Hi there,
I created a "contacts" folder and within that folder I've created multiple lists of different types of contacts. It would be great if the "relationships" and "rollup" options would let you pick a whole folder to rollup the information. Right now, I'd have to create a column for each list in my folder to have a rollup work instead of one column pulling from a whole folder. I tried to work around this and use the "any task," but you can only relate it to a native field so that won't work.
Caroline Ginty
Merged in a post:
Create relationships with "tasks from a specific space" and "tasks from a specific folder"
Martin Widemann
we create one list per project in a space called "projects" using a template. clients and contacts are maintained in a separate space.
linking customers to the entire workspace deteriorates the funnel and overview.
linking customers to the projects (relationships with "tasks from a specific list") spins up many redundant relationships in the customers (relationship for project a, relationship for project b, relationship for project c, ...).
please also implement relationships with "tasks from a specific space" and "tasks from a specific folder".
Caroline Ginty
Merged in a post:
Create and view list-tied relationships at folder or space level
Matt Steele
I have created relationships inside each list to bind certain backlog items to product(s), where Product is a separate list of our products in a folder where I maintain portfolio artifacts.
I would like to create this relationship column at the folder or workspace level, and connect it to the same Products list. Unfortunately, the option to connect the relationship to a particular list is grayed out at this level. Nor can I add it as a column in a folder view even if I have the same column created in all lists within the folder.
Caroline Ginty
Merged in a post:
Relationships at the List level appear at the Folder level
G
Gillian Barnes
[From support ticket]: The ability to have a Relationship Custom Field on List view be added at the Folder level with the information that was included on the List.
Caroline Ginty
Merged in a post:
We should be able to display and use relationships at folder level
A
Abdennour
Currently, we are using folders for projects. What we wanted to achieve was pretty simple. Each folder containing the following lists:
- Tickets => The planned feature, improvement, sysops ticket, etc to do
- Bugs => Same as tickets but for bugs as they do not have the same statuses
- Versions => The versions and their states (deployment status, dates, etc)
- Epics => Grouped tickets by thematic or 'epic'
- Helpdesk => A support list with a form that allow people to raise demands
- Wiki
At the folder level, a dashboard that simplifies and displays only what's needed on daily basis
We have currently two problems that are related to relationships and their level of action. At this time we cannot display or use relationships at the folder level which lead us to:
- Join tickets and bugs as they cannot have relationships to version with the same custom fields
- List only the version in the folder level instead of a view of tickets grouped by version like we are in the 'Tickets' list
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