Custom Fields for List, Folder, or Space
building now
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.
Log In
Caroline Ginty
Merged in a post:
Custom Fields tied to List, Folder, and Space levels
A
Ann Ray
We have one Folder per customer, within which are Lists for their projects.
At the Folder level, we'd love to note info like primary contact email and service parameters (number of licensed seats, contract start/end dates, etc.).
At the List level, there are similar metrics which would be useful for both executing a project and workload metrics (number of ad designs within a campaign, etc.).
C
Claus Geiser
we also need urgently the possibility to use Folder names as a field in tasks and subtasks. All projects of customers are organized in customer folders and naming customer proect tasks with the name of the customer name dos not make any sence.
Please let us know when this feature will be avaiable or let us know about a work-around
Caroline Ginty
Merged in a post:
Let user add project-related info / create project related custom fields..
U
User - SG gmail
Easy to add this! Just create a top level list above "list" for which the use should be able to add related info like, project title, client, total cost, start - end time etc etc! Those info should be tracable, grouped etc etc. Like having the project list and then the per project tasks, sub tasks etc. Top level info should not be used as task info, it should be displayed as a project card (like the "docs" you have). A project / sales based approach of clickup will much more clear and close to "project management" requirements of users need to use clickup for project management.
Joachim Strøm
Will this feature also improve the Portfolio Card, so that we can have a list of lists, with custom data on the list level?
In our case, we have a lot of Clients with a list called Marketing. We would like to display all those lists in a list (like the Portfolio Card), but we are unable to add custom data on the list level. We can only get aggregated data from the tasks within those lists, which isn't terribly helpful.
It would be very useful to add custom data on the lists in this situation, and that is maybe what this feature request is requesting?
Sigurd Seteklev
Joachim Strøm: Yes, this is exactly what we are working on. The plan is to get to a beta soon'ish. It will have limited functionality, but then we will add the most obvious missing parts before general availability :)
S
Steve Winch
Sigurd Seteklev
It will be great to see the Dashboard improvements!
We're currently working around the limitations of only having one Calculation field on a portfolio card by having 2 cards...
We use these for PMO level project summarise showing the Budget vs Actual costs. Having both on the same card would be way cleaner.
Some other really nice things to have would be:
- having the ability to add a custom function based on the fields available in the workspace (e.g. a % of budget spend and % of project complete based on start and end date).
- automatic RAG (Red, Amber, Green for Over, Near, or On budget respectively) status based on a formula. :D
Jared Tabb
Sigurd Seteklev How do I get on the beta? This is a feature we really would love to test.
S
Stelios Tzivakis
any news on this? We are on 3rd quarter!
Sigurd Seteklev
Stelios Tzivakis: We are working on this. Still a lot of different priorities, but working hard to get to beta and agreeing on the GA scope for this.
Stelios Tzivakis
Sigurd Thanks! This is really important since it will enable so many scenarions (considering that all these custom fields will be part of the filtering mechanism)
E
Elias Höfer
Sigurd Seteklev I have been asked by multiple team members about this feature! Would be valuable for us to get this done! Any news?
Sigurd Seteklev
Elias Höfer: We have restarted the development. Will share updates when we start beta testing this.
Sigurd Seteklev
Merged in a post:
Custom fields for projects
Martin Widemann
projects should also be extended with Custom fields, allowing better description of projects.
L
Lisa
Voting for this helpful functionality!
M
Megan Zeitler
Voting here!
Julia Brough
Upvoting here! Please and thank you!
Load More
→