Contact Management System
Lesford “LJ” McKenzie
click up needs a contact management system, where we could just sync our contacts and there information straight from various programs like, google contact, outlook, hubspot, csv lists, ect...
This would allow us to quickly have this information at our hands and be able to associate it with tasks. This would trim down the need for a whole bunch of manual automations and allow us to focus on more advanced automations vs simply just trying to get contact information into a project management program.
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Tomasz Nowacki
Currently, if users want to store contact information (such as phone numbers, email addresses, or company details), the only practical way is to use custom fields within tasks. Although this is a practical solution, it does not seem structurally correct.
Contacts are not tasks—they are task-related units.
From a system design perspective, contacts should be clearly separated from tasks and treated as a dedicated object type in ClickUp.
### Suggested Improvement
A better solution would be a dedicated Contact Management module, which allows you to integrate contacts with tasks, spaces and workflows.
Main Expectations:
- Contacts as a separate data object
- They are not implemented as tasks.
- Ability to fully associate with tasks, lists, folders or spaces.
- Flexible range
The contact directory should be configurable at many levels:
- Throughout the workspace (global address book),
- Space level,
- Folder level,
- Task level.
This would allow teams to structure their contacts logically, for example:
- Legal contacts,
- Marketing contacts,
- Commercial contacts,
- Administrative contacts,
- Or contacts related to a specific project or topic.
The goal is to avoid cluttering a single, global address book with unrelated or temporary contacts.
- Possibilities of integration
Ideally, contacts stored in ClickUp could support integrations, for example:
- synchronization of phone numbers with the address book of the smartphone,
- API based integration with external CRM or communication tools.
### Business Rationale
Without a dedicated contact object:
- data modeling becomes artificial,
- users are forced to misuse tasks as containers,
- contact management becomes inconsistent and difficult to scale.
A structured, relational contact system would greatly increase ClickUp's value as a centralized operating platform rather than just a task manager.