Let subtasks inherit standard/custom fields of parent tasks (copy field values from parent to subtask)
future
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sandra shannon
Yes! Yes! Yes!
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Shabharish
🚀
Exciting Update:
We’re actively building a Subtask Field Inheritance Automation app for the ClickUp Marketplace!
Many teams struggle with subtasks not inheriting field values from parent tasks, leading to manual work and inconsistent data. Our app aims to fix that with a simple, cost-effective, set-it-and-forget-it solution.
What We're Building:
- Custom Field Inheritance (e.g., Client ID, Project Code) from parent to subtask
- Standard Field Sync for Status, Priority, Due Date, Assignee, Tags
- Simple Setup via a clean config dashboard (no Make/Zapier complexity)
- Optionality Control to apply rules only where needed
💡
What We’d Love to Know from You:
- Which Custom or Standard fields are most critical for inheritance in your workflow?
- How valuable is a “pull” feature (e.g., parent inherits start/due dates from subtasks)?
- Would Conditional Rules (e.g., IF-THEN logic) be essential for your team?
- Would retroactive inheritance (bulk apply rules to existing tasks) save you time?
- What else would make this app genuinely useful for your workflows? We’re all ears.
Your feedback will help us get it right. Thanks in advance! 🙌
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Roman Grankin
Shabharish hello! I'm so glad you are working on it!
In our appliance repair business, each parent task includes custom fields like Client Name, Service Address, and Phone Number. These are critical for context. I need subtasks to automatically inherit these values so contractors working on subtasks can immediately see client details without manual entry. This would streamline communication and reduce errors.
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Shabharish
Roman Grankin Thank you! This is super helpful for building the app.
In addition to having subtasks automatically inherit fields from their parent, do you think it would also be useful if updates to the parent task automatically synced to associated subtasks?
Joanna Tiger
Shabharish - Thank you! I am excited for this update.
For us, when a user submits a ClickUp form, those values are added to the parent task details. I want ALL of these fields to carry over to each subtask.
We use the values of these custom fields in the automated emails that ClickUp sends when specific subtasks are closed. If the custom fields for the subtasks are empty, the email will not be sent.
It is not user-friendly to copy and paste the parent task details into each subtask just so our automations work as expected.
Saad Mir
Came here to type this as a suggestion and someone asked for this in 2019?!?!?! 😨😨🤯�
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Hananel
6 years, and still not developed. I don't want to keep using clickup because of this
Caroline Ginty
Merged in a post:
Rolldown/Rollup
Troy Silfies
We have a field at the task level that we want to use to track production, but we use subtasks to complete the various stages of the main task. The subtasks are done by different individuals, so we want to rolldown the field at the task level to the subtask level so we can track by assignee how much production they are touching/completing.
Caroline Ginty
Merged in a post:
Inherit Custom Field Values in Subtasks
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Brittney Burton
I’d like to request a feature that allows custom field values from a parent task to automatically populate or be inherited by its subtasks. This would save a lot of time and reduce manual data entry, especially when managing tasks that share the same contact or other key information.
Currently, I have to fill out the same custom fields for each subtask individually, which can be repetitive and prone to errors. Having an option to inherit or sync custom field values from the parent task would make workflow management much more efficient.
Also it woule be nice to have a separate task and a contact suggestion, to put a contact then a task under it then have the option to a subtask. This would change the game to be a huge help for real estate agents who like this software for their real estate business. As this is not real estate friendly unless it was manually, need a space create for general real estate business for all. It would become a top contender if more real estate avenues where implemented and more automation for it. Have the ability to have multiple due dates available to go onto the calender to keep tract of a transaction for each contact.
Thank you for considering this improvement!
Best,
Brittney Burton
Caroline Ginty
Merged in a post:
Populate custom fields in subtask from the primary task
Kristen Ewen
We would like the custom fields that we created and entered into the primary task to carry over to the subtask. we are using Clickup as a CRM so name, phone, email and all other custom fields need to stay with subtasks as well.
Caroline Ginty
Merged in a post:
Duplicate Custom Fields to Subtask
Lisa Castro
Please make it so that we can have an automation where when there are custom fields in in a parent task, those fields copy to the subtask. This is very helpful in a CRM situation.
Caroline Ginty
Merged in a post:
When Subtask Created access fields from Parent
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Heiko Sundermann
I would like to have an automation that when I am creating a Subtask its Names starts with the first 3 letters from the parent and also some of the fields are auto-populated from the parent task.
Caroline Ginty
Merged in a post:
Carry over Field values of Parent Task to it's Subtask as an Option
J
Jaime Flasterstein
A setting/option to carry over the Field Values of a parent task to it's subtask.
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