Use forms to update existing Tasks
Syed Amir Shah
Use forms to update existing tasks fields.
E.g in the inventory management template.. Use forms to CheckOut or CheckIn assets into the inventory using custom forms and update the value of stock in background.
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Stuart MacMillan
This would be amazing as we currently have to rely on manual data entry to update existing tasks
Alex Morgan
Using forms would be a great method so I'll upvote this, selecting existing tasks from a dropdown at the form level would be amazing. Essentially we need any way to be able to "update" a task and its custom fields without necessarily logging in, opening the task, etc. A way to connect a new task to an existing task and say "update existing task's fields XYZ when a new task is created with the same [e.g.] project name" via automation would also work. Since we can't easily connect two tasks via automations (without knowing and copying the existing task ID first at least), and can't use one task's fields to update another's, we can't streamline our project/client status updates and have to either make it easy to submit them (via email to list or via form) and then manually connect the update submission, or actually go and open the individual tasks in-app.
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Arne Theisen
We want to send our Customer Onboarding Forms directly from an existing Ticket.
Moriah
Up vote for this, badly need it for recruitment side.
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Josh Rusler
We'd love to have this feature because when onboarding a new applicant, we want a ClickUp Form submission for References to update within the applicant's task/line item once their 3 references have been submitted. Currently linking via Relationships is clunky and confusing.
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Julie D.
This feature would be great to manage our order system and add relevant info after we submitted the order to our manager.
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Luca Rosenberg
We do a lot of onboarding, sales, CRM etc based on
- lists where
-- tasks represent people or services. those tasks have
--- custom fields that are updated by different colleagues over time.
the colleagues are assigned via varying subtasks and it would be great for them to be able to update custom fields of the parent task by form.
its confusing to update custom fields in subtasks, since they have the same custom fields of the parent task duplicated in every subtasks and there is no rollup option yet. (people update only subtask custom fields that are useless in a list overview displaying custom fields of parent tasks)
Using a form to update the parent tasks would be much easier. -> drop down in a form to choose the task and subsequently update its custom fields would be very helpful
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Julia Rivera
Need this feature badly to be able to do inventory management and cleaner management for Airbnbs!
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Mitch Webster
Yes, and also the existing sub-tasks. My use case is product order forms that have a lot of customization options.
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Mitch Webster
The users are going to be forced to use the Task List view for data entry.. :-( not robust or friendly.
Nhel Rosal
Really Love to have this Feature Moving, Since it would be necessary to have this on Inventory
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