Links and dependencies used to be the only way of relating tasks within ClickUp. This was limiting, unorganized, and not very flexible.
Now, you can use the Relationships ClickApp to create more structure than ever thought possible in ClickUp.
Here's what's new:
- Improved user experience and layout of task view (linked tasks, Docs, backlinks, integrations, dependencies, Goals are now organized in their own tables)
- Docs now support backlinks and linking to other Docs and Tasks!
- 2-Way links between all your tasks and docs
- Rollup fields to pull in-field data from your related tasks
- New Relationship Field to build custom Relationships between Lists or any task in your Workspace
- Automatic Backlinks in Docs and tasks to easily show where anything is mentioned
- Display your Relationships as columns in List view, edit, and add items right from there
The possibilities are endless, but some ideas include CRM, Client Management, Applicant Tracking, Databases, Inventory Management, and so much more.
For example, create a List of your clients and a List for your invoices. Then, create a List-to-List Relationship between those two Lists. Now, you'll be able to attach invoices to your clients and perform calculations (like how much each client is worth). Need more ideas? Soon, we'll have new templates exploring all the possibilities!
Once this ClickApp has been enabled, all the linked items you're used to seeing at the top and bottom of your task view will now be in their own respective Relationship tables for quick access! From there, link your tasks, dependencies, create custom Relationships, and even add Rollups for more context in your tasks!