485
Template should carry relationship
planned
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Juhyun Kim
I figured out when making a folder structure as a template, it looses DOC relationship. The Doc was in that folder, but relationship was break, even originally related DOC was created with the template.
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Clay Abercrombie
Would love an update on this.. It's probably the most needed feature for us at the moment.
Joe Taylor
Please consider rolling in this feature request when you implement this:
If you use a list template to define the same relationship in multiple lists, it makes sense to manage that relationship as a custom field for your entire folder or space (with the obvious constraint that the relationship must be to a list
outside
that folder or space!)Attempting to do this at the moment results in the dreaded FIELD_303 error:
José Leandro
It's exactly what I'm suffering at the moment, when the folder is a model, I can't relate the tasks with documents, because when creating a new model folder, the relationship is deleted.
Lauren Petrullo
ALSO - the rollups are not carrying over in the template. My team needs to know the person who is assigned to the task they're waiting on or blocking.... otherwise it becomes a confusing mess of communication.
Sean Kilcullen
Merged in a post:
Relationship in Templates & Automations
Rhett Hancock
Add the ability to include relationships within a task template.
For example, if we have a document outlining the SOP on how to perform a particular task, we can add it to the task template so it is always included as a linked document when a new task is created.
Furthermore, adding the ability to automate relationships between tasks and documents. When THIS (status changes, custom field changes, assignee changes, etc), THEN add this document/task in the relationships section.
Sean Kilcullen
We will be picking this up after https://clickup.canny.io/feature-requests/p/default-task-template is shipped!
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Michel Jansson
Sean Kilcullen: Looks like it's shipped! Updates on this one?
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Tracy Nelson
This is Business Critical to us. We so need this ASAP as we are trying to move a folder that is using many relationships into a new workspace that would be next to impossible to manually duplicate after the move. We have 100+ links
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Jay Stants
lots of great uses here for this feature. I'm looking to create a new project (task) template and have a relationship to a separate task list so that new tasks can be linked back to the Project that way tasks and projects are managed in different folders and separate lists within a space.
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Jeroen Dieks
I also need this.. e.g. for every product we create a list with user stories and a backlog list. I create user stories and the developers create tasks that have a relationship to the user story.
We want to be able to save this as a template so that I can also use on other places and/or workspaces.
The same kind of relationships are also in our CRM space and other places, with the same problem..
I guess the logic should just be that if you create a template from a space or folder, you save all the relationships that are within that space or folder.
Luka Djukic
Hi,
We have a need that could fall into this request, but let me know if you'd prefer I create a separate request.
When creating a task model based on a task that is linked to a document, we would like that link to be saved within the model so that all future tasks created based on that model are also linked to said document. Currently the relationship is not saved within the model.
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