Custom Fields for List, Folder, or Space
Lydia Hesterman
We organize our clients by folder (i.e. client a), and then client projects as lists (i.e. client a's website). There is no way to group or sort by a list unless you use the default status grouping, but that forces you into lots of other viewing features that I don't want. I'd just love to see everything overdue, sorted by folder or list.
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Luzia Lima
This is a request from 2020 that for what I can see has several other topics related to it and being added to it, which clearly indicate a need. What is the criteria for this need to be looked at? Or just does not have enough votes to make it standout?
Avraham Jay
- it needs a massive pop-up warning that you will delete all fields in all locations if you mess around with field options (not just a little minor thing at the top that's easy to miss)
- Whenever a custom field is edited, it should not affect every flipping location where the custom field is used!!!
Michelle Fadelli
This is one of the biggest separators between task management and project management systems. Would be great if ClickUp could prioritise the creation of list level custom fields, so key project information can be captured and recalled.
Caroline Ginty
Merged in a post:
Time Estimates on List level
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Georgia Presland
We would like to be able to manually add the overall project estimated time at the list level as this is what we use for projects. Folders are created for Clients, and lists within folders for each project associated to that client. But aside from having time estimates on tasks in the list, it would be useful to be able to put the overall time in the list info, so this is easier to report on time estimated vs tracked.
Lily Chan
Lily Chan
Merged in a post:
Portfolio Widget start and end dates should auto-populate based on tasks in the lists
Kayla Duval
It would be great if this information could be auto populated from the folder/lists inside the portfolio. If tasks have start and end dates then the portfolio should auto populate with the earliest and latest dates within it. Having everything manually entered defeats the purpose of this widget as you have to constantly update it.
Caroline Ginty
Merged in a post:
Time limit for projects
D
Dani
In order to analyze its profitability we set a time limit for our projects, so we can easily track if we are using our time right and control client demands based on a timed criteria. The most relevant example are prepaid bundles of hours, where the client buys X hours to invest in whatever tasks they need on their project
I have seen that in ClickUp you can add estimated time for tasks, but this only allows you to analyze projects where all the work can be estimated beforehand. It is not really useful for projects where you can´t plan every task.
I don´t know if there is a better way to do this but, in my opinion, it would be nice to have a time limit for projects. This field could be compared with the time total users track for their tasks and get the % of completions / hours available, maybe with a progress bar on the project main view. It would not be necessary for this to be a hard limit, in fact it would be interesting that it could be exceeded so you could compare your projects and see where you had extra profit or loss.
It would be very nice to compare that progress bar on the Space or Folder view, similar to the Work in Progress limit feature, but focused on the max time that a project should have. If you invite clients as guests to your project, they could see how much time they have left
Lily Chan
Caroline Ginty
Hi Dani thanks for the feedback! Are you using a list to represent a project, and are then looking for the ability to add Custom Fields at the list level (vs. having to define them on tasks), or are you using a single task to represent a project?
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Dani
Hi Caroline Ginty, we use lists to represent projects.
The time limit I suggested would be set at list level, but it should track the total time added to the list tasks in order to check if the limit has been exceeded
Caroline Ginty
Dani Great, thanks! I'm going to merge this into the existing feature request to enable fields at the list level.
Caroline Ginty
Merged in a post:
Custom Field(s) at List Level
Max Boroumand
The ability to add custom fields at the LIST level, similar types as at the TASK level. By way of example, "Funding Source", "Location", "Project Type", etc. At the present, we are creating said abstraction in the LIST title and using the API and RegEx to do our reporting.
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