Connect "Relationships" to space or folders instead of tasks
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Jack Giesen
Many of our major projects appear as spaces or folders, not tasks. Being able to connect a doc to an overarching project instead of a task would be useful.
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Thyle Carroll
Relationships need to be first class citizens in order to enable Portfolio level reporting. The need to link a single task to a
list
should be simple and straightforward. For example, if you have a "Portfolio" list of Task Type = Initiative or Project. Then each Initiatve has a relationship to a LIST that contains all those tasks. This is needed for roll up reporting across teams / departments.
In the same area of functionality, need to be able to relate Goals or Measures to Task Types, and to be able to use these as Groups in a Table or Gantt view. It's a standard requirement to want to create Portfolio views where projects are grouped by Objectives, Key Results or Initiatives at a portfolio level.
Michael
aww man.... for some reason I thought this had been tagged into development already Ivan Villa Caroline Ginty.
And also Lists.
Ivan Villa
Merged in a post:
Relationships: Task to list (task to all tasks in a list)
Alexander Selle
Hi,
now that the relationship feature is out I was excited to set up my first relationship:
We have a separate list of all the ongoing projects (pretty much the same setup as here: https://feedback.clickup.com/feature-requests/p/link-folders-and-lists-to-tasks)
Now I wanted to link a task in our project list to the list with the actual project tasks. I wanted to get the sum of time tracked on ALL tasks in the project list (without having to select all tasks manually).
-------- EXAMPLE ------------
Project overview list
ProjectC task list
ProjectA
> ProjectC Task 1
ProjectB
> ProjectC Task 2
ProjectC
---- links to all --> ProjectC Task 3
----------------------------------
This, however, does not seem to be supported yet, is it?
Caroline Ginty
Merged in a post:
Link a full list to a task and make all links referencable.
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Tony Nieves
To be clear, I am not talking about the ability to choose which lists a task appears in, I'm talking about the ability to link a full list to a single task and have the ability to set a list up so that every task creates a list and is linked to it.
Workflows for this could be many. It could be used as a lookup allowing for the ability to choose between a list of rows specific to each task. More frequently it would be used as a way to link a project to a master list of projects with more flexibility and insight.
Along with the ability to link a list (and have it be an option for rollups) the ability to have links and relationships in general be referenced in dashboards, filters and automations would be very helpful.
My workflow I'm imagining is coming up with projects My team may or may not want to work on. I currently have an automation set up when a project goes from research to in progress, it creates a list. Essentially I want every task in that new list to automatically be linked to the task that triggered the automation so that I can get things like "last time edited" for the full project, and see overall progress. (which i'm manually doing now). I would really like to also have links and rollups be available in the automations so that when no task in a linked list has been touched and the calculated last date rollup is outside of a given time period, the project task will move to an inactive status. This could then be reported on and filtered in the dashboard so that we can easily see a list of projects that have been worked on that month and their overall status. It would also help with potentially notifying users when a project hasn't been worked on. The process to do some of this manually exists but even doing that, relationships and rollouts aren't referenceable anywhere so the data can only live in the table it came from and not be filtered in any way.
Remco van der Steen
Oh yes please! And then create a Roll up of all Tracked Time from that list. That would be awesome.
David Haddad
I would also love to see this. This is the next step that is needed in relationships.
Caroline Ginty
Merged in a post:
Ability to create custom relationships to tasks within a specific folder or space
Destiny Pidgeon
Currently we heavily use the ability to set up a custom relationship with specific lists. This is great, but I would love the flexibility to do the same thing with folders and even spaces.
It would be really nice to do broader groupings of tasks. We currently have A LOT of these custom relationship types built in an area, and it has just become excessive. It would also be convenient to not have to re-create a copy of that relationship every time I add a new list to a folder/space.
J
Jordan Vaillancourt
Is there a way to do this yet?! If not, It would be a really helpful feature!
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Pankaj Gurbani
For me, Multiple Projects are created as folders in a separate space. There's a space called "Finance" where I track Income and Expenses which are set up as tasks. I would like these Income and Expenses tasks to be related to Projects (which are folders). With this feature, I would be able to do that. That would be awesome!
s
simone viozzi
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