Improving Visibility and Usability of Rollup Fields in Relationship Custom Fields
Lalaine Frane
Users find it unintuitive that to display a specific Custom Field in the Related Items section, it must first be added as a Rollup Field in the Custom Fields Manager. This dependency isn’t clearly communicated in the UI, leading to confusion and unnecessary troubleshooting.
Suggested Improvements:
- Add clearer in-app guidance or tooltip when users attempt to display data in the Related Items section
- Surface a prompt or helper text indicating that Rollup Fields are required for related task data to appear
- Optionally, include a direct link to the relevant Help Center article: https://help.clickup.com/hc/en-us/articles/6309153663639-Custom-Relationships
Impact:
Improves discoverability and reduces friction for users configuring Relationships, particularly those unfamiliar with Rollup Field requirements.
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Caroline Ginty
Thanks for this feedback!