Create a Doc that auto-fills information from a task
Ismael Mendoza
Dear Clickup team. Can you please make this possible? > Allow us to create a doc template which I would place in each task and which can pull certain specific data from some of the fields in that task.
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katherine whaley
This would be helpful for documents or dashboards, too. For our projects, we keep the sponsor, risks, size, etc as task fields. The dashboard or doc needs to show these details along with the consolidated information (how many tasks overdue)
k
katherine whaley
This would be helpful for documents or dashboards, too. For our projects, we keep the sponsor, risks, size, etc as task fields. The dashboard or doc needs to show these details along with the consolidated information (how many tasks overdue)
Yvette Hendriks
This would a be very good if this is possible. For it would create the possibilety to create contrats/letters etc. It would make clickup much more usefull specialy corncerning crm
Eric Wightman
Merged in a post:
create document which retrieves fields from a task as content
Enrique Suarez
From support ticket: Hello, Is it possible to create document which retrieves fields from a task as content. I m considering of using a form to create a task. And some of task fields are needed in a document.