enable sorting and filtering based on data from list with linked tasks
S
Stefan Kinell
In a crm set up I have contacts in one list, organisations in another list. All contacts have a relationship to an organisation. in the contact list I would like to be able to filter or sort the tasks/contacts based on information in the organisations list. E.g. status in the of the tasks in the organisation list.
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Max Weiten
Merged in a post:
Filter list views based on fields in related tasks
J
Josh Sommer
It would be great to be able to filter one task list based on attributes of related tasks.
For example, if using ClickUp as a CRM:
List 1: tasks representing actions
List 2: tasks representing relationships
Tasks in List 1 are related to tasks in List 2 by a relationships field.
It would be helpful to be able to filter tasks in List 1 by the assignee (or other attributes) of the related task in List 2.
This would be akin to cross filters in Salesforce.