Ivan Villa we mainly keep different "types" of tasks in different lists. If I could organize which custom fields are front and center PER LIST that would be awesome. For example, we are tracking bug reports and feature requests and internal technical debt and release management tasks in different lists and each has its own relevant custom fields - many get ignored on every task and we just have to know which ones to ignore.

I could also see a world where I would want to customize the view PER VIEW. Sometimes I have views of a particular list that show only customer bugs, for example. In those cases, I'd like to see customer information which is stored in custom fields front and center, but perhaps not always on the bug list.

I frequently want to see both subtasks and details side by side - not sure if that's in scope here. I sometimes set details on subtasks based on the details of the current task. I can do this with a select and bulk update, but need to switch back and forth to make sure I'm setting the correct data.

The same goes for action items - since I can't copy details from custom fields into the auto-generated checklist items from my template, I frequently need to flip back and forth between the instructions in my checklist and the version numbers I need to use to execute certain commands, where those version numbers are stored in custom fields.

I almost never need start date and due date and would prefer to be able to hide them.

It would be great to be able to pick a few custom fields that could be really TOP and center. I have to scroll to get to even the top few custom fields, when I frequently am ONLY opening a task to verify that a Github PR was created against the correct branch. (This is desired base branch is denoted in a custom field and I manually verify when approving pull requests in Github).

I also usually want to see the Design field on the top of a task, but only for tasks that have a custom field called dev type set to Design (from a drop down) - that's probably the most obscure use case I can come up with, but would be incredibly useful for us.

Feel free to contact me to discuss any of these, or to dig deeper into our processes!

Ivan Villa Thank you for working on this! Ross's message below says it best, what we really need is a TRULY customizable task interface. The ability to show, hide, and move anything on there freely. Maybe that works where each element of a task (ex. Title, Description, Fields, Attachments, etc.) all operate more like dashboard widgets? Able to move them around the task and resize?

Use case examples: We rarely ever use Subtasks. But there's a whole side pane on the left side that is dedicated to Subtasks, that cannot be used for anything else. Something we might want to do is put Relationships in that left panel instead, and set the task to always view that side panel no matter which task you're in. We really miss being able to access Relationships and their rollup fields within the task without having to switch between menus for Activity, and being able to have an always viewable left panel dedicated to Relationships would solve that.

It would also be AWESOME to be able to move the task pane around the screen like a 'window'. Ability to resize and snap to grid, to put two tasks side by side or have a small version of a task set to "always on top" in the corner of the screen. The ability to look at two tasks next to each other from different lists and different spaces would be incredible.

Also the ability to split and move Custom Fields and Relationships would be incredibly useful. Example: We have a list for Orders where each task is tracking a number of different things like financials, categorization, dates, etc. The ability to separate the financial fields from dates, and even place those sets of fields in different parts of the task pane would be great. Or relationships to one list on the left side, and relationships to a different list on the right side or bottom.

Essentially making the task pane more like it's own dashboard with movable and resizable widgets, as separated out as possible.

Ivan Villa One of our most used use cases is for tracking times which would never go through a workflow - almost like a spreadsheet (similar to airtable)

Ivan Villa I'm going to plug my own feature request here, since I think this one interface change could fill most needs. https://feedback.clickup.com/feature-requests/p/move-subtasks-checklists-and-assigned-comments-out-of-the-center-of-task-view

Task types that are tracking widgets, tooling, people, etc. will not have subtasks or checklists (because of the limitation on subtask statuses matching task statuses), but they will have descriptions, custom fields, and attachments. In this scenario then, all the information is available with the left subtask sidebar collapsed.

Normal tasks will want the same central information (description, fields, attachments, top matter), so they can use the same central layout but with the addition of the sidebar for subtasks.

Personally, we never use Checklists or Assigned Comments since they compete with Subtasks, so it would be nice to be able to turn those off from the task view globally. However, I think a layout overhaul can greatly minimize the need for a bunch of custom toggles.

Ivan Villa I second what has been stated before. Being able to mark these customizations per list is much more helpful and flexible than trying to create blanket rules to apply to all lists / spaces. I use tasks for a variety of things, including but not limited to : development work, test coverage, administrative duties, reminders, important dates, software bugs, personal development, etc. Being able to set unique customizations for each list would be phenomenal. Because then I can simply view items from each location in a single visual in my dashboards.

Items us and our ClickUp Build clients manage

What can be minimized

How do their visibility needs vary?

In general > ClickUp would be less cluttered, feel less overwhelming, and be easier to adopt for non-techy people if we could customize the view of the item (similar to AirTable) and save it to the item type.

Bonus points if we can turn item views into templates and share them with other ClickUp users

Ivan Villa I would love if ClickUp could mimic what James Guitard showed below from a screenshot in SmartSuite. Which would be the ability to turn on/off and rearrange different elements within task view. My visibility needs would vary within Spaces or Lists, just like custom fields and task statuses are handled. At the very least, the ability to rearrange the details, so I could put checklists at the top and custom fields at the bottom if I wanted to, for example.

I'd l ike the title and description to be front and center. I'd like the description box to be resizable. I'd like the option to show/hide status, dates, time, assignees, custom fields, subtasks, checklists, attachments, and activity/comments.

Ivan Villa we maneged marketing and content creation, and we always add a custom field with a link a drive folder, as well as other custom fileds. But we need to scroll down to see such fields. I would love to be able to customize what fields ar shown at the top of the tasks, instead of just having default fields that we don't use. Also, to be able to have custom fileds within the task description (but also shown in table views).

Ivan Villa

Ivan Villa We mainly use clickup as a to do list tool, with recurring tasks, easy links to the relevant doc (instructions) in the description. As others have said, we have a lot of custom fields for different lists and it would be great to only have the relevant ones visible. We also use subtasks a lot and my biggest irritation with these at the moment is that we can't remove the priority and due date columns (that we don't use for subtasks) from the list of subtasks when the parent task is open. Also, the sort order in the view with the parent task open isn't the same order as when they are viewed as subtasks in the list view. We use a numbering system 01. 02. 03. for subtasks so we can sort by name, and the most common order of processing but we can't seem to save this sort option when we open the parent task. We have to select it again. And we can't turn on text wrapping for subtasks when in the parent task - or we couldn't last time I tried, which was a while ago. We never use track time. There is a lot of white space in the middle of my screen when the activity panel is open - when it's closed the status/assignees etc collapse into two columns which is a much better use of space but either way, I have to scroll to get to anything useful like custom fields, description, subtasks.

We don't manage projects, it's not even used company-wide. It's just a few admin staff, who mainly have our own tasks, but it's really useful to be able to see everyone else's tasks if they're off sick or on leave, and sometimes we have overlapping tasks with subtasks assigned to different people.

We only have one list where we regularly attach items.

Some of these issues were introduced in V3. V2 was far superior for the way we use clickup.

All comments relate to the windows desktop app. I rarely use the mobile app except when I'm on the run and think of something I need to do when I get back to the office, and only use the browser version when I want to open a different task while leaving my current one open.

EDIT: And having said all that, I might have totally missed the point, since all our tasks are tasks, so having a different layout for different task types won't help us necessarily, but more customisability (is that a word) would be most welcome and truly appreciated.

Ivan Villa Our main task types:

CRM Task

Contact DB

Workshop PO

Design Task

Ivan VillaI was quite disheartened to realize that "task type" as it currently exists was only a superficial change to the task icon. While it is helpful (more helpful now that you can use task type in dashboards and incorporate it into automations) it would be more helpful to actually modify the task attributes based on task type.

For example, some types of tasks for us are primarily informational, so we'd want to emphasize our custom fields and relationships, but wouldn't need subtasks or checklists.

I'd also like to see a change in how sub-tasks and checklists are handled. While I can see the intent with detailed subtasks, it nearly always results in more confusion and extra work for my team to copy and transfer information from the parent task into the sub-tasks. I love the simplicity of the checklists, since that's often, in effect, how we're using the sub-tasks, but the pitfall there is they feel very hidden away, you can't create automations around them in the same way, and (most importantly) you can't add due dates to them.

I'd love to see a modified version of a subtask (or a task) where I could totally modify every aspect about how a task appears and what features a task has--even the ability to add attachments or comments. That way, I could make sure that my assignees are all seeing the same information, in the same place, and can easily extract the portions they need to execute their tasks. Then, when it's time for collaboration or uploading of files, they have no choice but to add it to the parent task, so all the information stays together, rather than getting lost in sub-tasks.

Totally separately, while we are primarily using ClickUp to house action-oriented items and tasks, I'd also like to be able to use it for more "database" information. As an example, I work in marketing at a university and we recruit models from our own student body. We're currently using Airtable to store their information since we can create a gallery view there to view their photos and other relevant information as we're selecting who to hire. We have a few times a year where we're actively using and adding to this database, but otherwise, it primarily exists as a place to hold this information until it's needed again. If ClickUp had a gallery view where you can customize which custom fields and attributes appear on the cards, I could see us moving this to ClickUp, as well as creating other, similar styles of databases (equipment inventory, project portfolios, etc.)

Ivan Villa Example task types:

Contact - primarily show custom fields for contact information, relationships, and activity feed. Subtasks and checklists hidden

File - only show attachments section and custom fields, all other fields (description, activity, subtasks) disabled/hidden

Ivan Villa Great you will start working on that!

If we could customize the task view depending on the task type that would be a big benefit for us!

Use case: We have a project review meeting in which each project manager presents his project in 5 minutes. Currently we use a PowerPoint slide for this (one page per project). This allows us to show all required information on one page. Disadvantage is that a lot of information needs to be copied from ClickUp into the PowerPoint.

What we need in the task view (based on task type) (descending order of importance):

-Select which custom fields are shown.

-Select if Activity is shown by default or not.

-Group custom fields (e.g. 3 custom fields showing budget; 5 custom fields showing a traffic light for status, time, ressources, time; 3 custom fields that show project KPIs)

-Arrange custom fields (similar to cards in the ClickUp dashboards)

-Add dashboard cards to the task view (pie chart, line chart, bar chart)

-Add a Gantt chart (e.g. embed an existing ClickUp Gantt chart)

-Calculate and show progress of the project (e.g. percentage of tasks, sprint points or time estimates in a set location (folder, list)).

-Have custom fields that can contain text AND pictures.

-Milestone Trend Analysis

-Task list (name, status, due date, progress) with all milestones of the project (using a filter for a set location)

Ivan Villa

Some items we're currently managing in ClickUp: (all are task types)

Intake Requests, Epics, User Stories, Builds (think of these as features for development), Bugs, Meetings, Contacts, Releases, Project, and some less popular ones.

None of our task types have fields that are relevant to the others, so this is an upgrade we are really hoping for, as its very difficult to find the right field, when there are so many. Bug tasks for example may have 8-10 fields that are specific to identifying the problem, evidence, issue resolution status, etc. and when seen on other tasks like Intakes or Builds, it takes away from the relevancy of the fields our users need to be looking at.

Our way of solving for this currently, is that when someone is looking to fix bugs for example, we've created bug lists that contain the columns relevant to bugs only...and vice versa, if doing any development/creation, they can go to a build/backlog list to see the columns/fields related to builds.

So to answer your question about what needs to be front and center, in our case, it depends on the task type.

Ivan Villa We are a digital agency and manage the following types of tasks in ClickUp:

...

However, accounts, contacts and tickets are by far the most important. If ClickUp such as monday.com or Notion offered an individual layout for tasks, this could open up new possibilities and simplify some processes.

Ivan Villa I've already commented on this in various different ways and lots of other people are doing a great job here. Just going to say:

Please let us pin custom fields to the top of the task (not top of the details pane) and remove junk up there we don't want from the top.

Ivan Villa We have multiple different 'Task Types' in the system and they correspond to different workflows. 'Request' task types are typically submitted via Form and we would like to be able to see the Requestor and form submission fields front and center. We also have 'Project' task types that we use to track high-level project information (Project Owner, important dates, percent complete, project category/portfolio, etc).

These are just two examples of the different task types we use - but each different task type has custom fields that relate to the type of task selected. Ideally, we'd like to be able to save the layout as a template and apply it to the Space, Folder, or List level. The information one team needs for 'Project' may differ slightly from how another team uses 'Project' so we wouldn't want to be locked in at the 'Task Type' level, if that makes sense.