Feature Requests

Right now, we can't filter activities by specific custom fields, but it wouldn't be complicated to set up. Right now, you can filter by “custom field” in general. But you can't select a specific custom field, so the information gets lost in the activities. Purpose of filtering activities in a task: I’ve created a CRM in ClickUp with custom fields to track key activities, including: Calls made: A date field to log every call made. Meetings scheduled (RDV): A date field for each confirmed meeting. Emails sent: A date field for each email sent. These fields allow me to centralize and organize all activities related to a contact or opportunity. My goal is to filter the activities within a task based on these specific custom fields. For example, I would like to filter on the "Last Call" field to see all the calls logged by a salesperson, along with the corresponding dates. However, it is currently not possible to filter activities using specific custom fields, even though the information is stored in the activity log. Details about the Custom Field for Meetings (RDV): The custom field for meetings is already set up and operational. However, the same issue applies: I cannot filter activities based on this custom field to view all the meetings logged by a salesperson for a particular contact. Filtering activities vs. keyword search in the log: In the video, I searched for the keyword "email" in the activity log. What I am actually trying to achieve is to filter the activities within a task using the custom field "Emails Sent" to view only the emails custom field, rather than sifting through all activity history. Expected results after filtering activities: I would like to filter and isolate activities tied to specific custom fields (e.g., emails, calls, meetings). This would provide a clear timeline of interactions with a contact, showing the dates logged for these fields. It would also help in tracking the progression of conversations and overall engagement with clients. Regular need for filtering activities: This is a fundamental requirement for any CRM. The ability to filter and view specific activities (e.g., calls, emails, meetings) is essential for analyzing sales performance and customer interactions. For instance, if a salesperson generates a certain revenue but has only logged 5 meetings (tracked via the custom "Meetings" field) with a client during the year, this insight is critical for evaluating efficiency. Currently, filtering specific activities via custom fields like "Meetings" is not possible, forcing us to review all activities, which can be overwhelming and inefficient and more then enough, impossible.

It would be really helpful if you could select multiple tasks in timeline view and move them all at once. This way the distance between then stays the same and you don't have to guess when you move one and then moved another. This was something we had in Asana and would really help in managing timelines on teams.

In a Gantt view of a list, when searching for a task, it doesn't expand the subtasks. How can the subtasks show?

Displaying a Google Sheet as a View on Desktop App would be beneficial, especially for displaying data that can't be imported into ClickUp, allowing us to showcase the charts and graphics created in Google Sheets with ease.

Currently the button does not appear when displaying the personal list, but the me mode can be active if it has been activated in another view, and the list is thus filtered without us noticing it. You have to go to the bottom of the personal list to find a message that suggests disabling me mode, which is not practical.

Explains itself. When using the gantt view at a space level, it is possible to visualize start and due dates of lists, but it isn't possible to edit or create them. This makes it very laborious to make simple edits to list due dates. This is important for teams that revolve around gantt planning.

Hello. I am trying to use a tag type custom field for custom priority values (beyond Urgent, High, Normal, and Low). I intend to have this applied throughout my workspace. So I click on Everything, pick a List view showing subtasks as separate tasks, Group by Priority. I use subtasks ocasionally. No more than 20 tasks are subtasks of others. Note that: I have about a dozen Spaces with tens of Folders and Lists. Some Spaces have custom Statuses. So at the List view mentioned above I select all tasks with Urgent priority. The Bulk Action Toolbar shows up, click on Custom Fields, select the tag type custom field "Prioridad" (in Spanish), pick one of the values, and click Save. There are few (around 20) Urgent or High priority tasks. So the first two batches complete successfully. Next I select all Normal priority tasks. These are around 300. So I go to the Bulk Action Toolbar the same way as before, but when clicking Save I get strange notifications: "Only 3 levels of nested subtasks are possible. Select fewer levels of subtasks to make a subtask of [some task]" These notifications are stacked, but only a couple fit in the display. Then I get a "Different Statuses" pane at the left prompting to match Old Status with New Status. I have no idea why these prompts showed up. I close out of them. So, as you recall, the intended result was just to have a custom field value applied to tasks throughout my workspace. However, this operation has had an unexpected effect for it has: 1- Moved tasks across lists even in different Spaces This causes the "Different Statuses" prompt. Say a task was in Space S1 / Folder F1 / List L1, now it got moved to Space S2 / Folder Fn / List Ln 2- Converted tasks as subtasks of other completely unrelated tasks in other Spaces. Say there were two unrelated tasks: S1/F1/L1/Task 1 S2/F2/L2/Task 2 Now Task 1 has been converted as subtask of Task 2. Hundreds of tasks were affected in my case. I am posting this to: Give you a heads-up warning so you don't have your tasks "shuffled" (as if by a tornado) as I have Recommend you export to CSV regularly (this way I could put things back) Receive feedback if perhaps my steps were wrong Ask if you can reproduce this odd behaviour (with test tasks, of course) See if the browser used makes any difference (I use Firefox on Windows) Thanks

It would be amazing if you could add a "TASK NAME" option in FILTERS, like: Filter where [Task name] contains _______ or [Task name] does not contain ________ This way, I can find different tasks based on different task name filters. A real example: Filter where [Task name] contains "heat pump" or [Task name] contains "air conditioning" or [Task name] contains "heating" This way, I can get all tasks that talk about heating, even the task name doesn't include "heating", because heat pumps can produce heating, but if the task name does not include "heating", that task would not appear if I search just for "heating".

In a list view, after expanding a task that has sub tasks, it would be helpful to have the task and the subtasks to have matching/alternating background colors. so that you can easily identify different expanded main tasks by their background colors.

I would love to have the option to make meeting durations, whether scheduled in ClickUp or imported from Google Calendar, Outlook, etc., count as task hours when calculating workload. For example: If I have 8 hours to work in a day with 3 hours of meetings, I only have 5 hours to work on tasks. This makes looking at a workload view inaccurate because the workload view isn't subtracting my time in meetings from the available time I have to work on scheduled tasks.