Allow creating new Relationship items directly from the task creation window
Thiago Grazioli
Hi ClickUp team!
I’d like to suggest an improvement to Relationship Custom Fields, especially for workflows that rely heavily on CRM data.
When creating a new task, we often need to select related items through Relationship fields, for example:
- Client / Contractor
- Venue
- Label
- Artist
- Company
The problem is that sometimes the related item doesn’t exist yet.
Currently, we have to:
- Stop creating the current task.
- Navigate to the CRM List where that entity belongs.
- Create the new item.
- Return to the original List.
- Start or continue the task creation process.
- Find and select the newly created item in the Relationship field.
It would be extremely useful to have a “+ Create new” option directly inside the Relationship field dropdown.
For example:
Venue
Search venues...
→ Venue A
→ Venue B
+ Create new Venue
Clicking it could open a small modal or quick-create form, allowing us to create the missing task in the Relationship field’s target List and automatically select it as the relationship, without leaving the task we are currently creating.
Why this would be valuable
We use ClickUp as a CRM and operational system, with separate databases for venues, clients, labels, artists, bookings, etc.
Relationships between these databases are essential. During booking creation, users frequently discover that a client, venue, or other entity hasn't been registered yet.
Being able to create that entity inline from the Relationship field would eliminate unnecessary navigation, reduce friction, prevent duplicate records, and make ClickUp much more powerful for relational CRM/database workflows.
Ideally, this functionality would also work anywhere Relationship fields are editable, not only during task creation.
Relationship field → Search existing item OR create a new one.
I believe this relatively small UX improvement could have a significant impact for teams using ClickUp as a CRM or relational database.
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