Custom fields by task type
beta
Ivan Villa
Problem:
Custom fields can become messy when you have different types of work (tasks) within the same lists. For example, having a bug, feature, and an epic task all in the same list would cause them all to have the same custom fields, even though I would want specific ones for each type.
Other issues arise when fields that should only belong to the top-level task spread down to all its subtasks.
Ask:
Custom fields should have the option to be added to a custom task type itself.
- Whenever I create a new task of that type, it will come along with all its custom fields.
- Those fields will not spread to any task that is not of that type.
Log In
Raina Ahuja
Hi everyone!
Thank you for all of your continued feedback on the beta so far and helping us shape the experience. If you're interested in joining the beta, please fill out the form here and we'll enable access for you shortly after - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
For those of your interested in custom fields on both locations and task type - we'd love to hear more about your use cases. Please share them in the thread below so we can understand your workflows better. Thank you!
Tony Henderson
Raina Ahuja do we have an ETA on getting the fields by task type enabled in the dashboard cards at the space level? This is a fundamental need and if this isn't going to be soon, I will have to remove the 'by task type' usage and revert to standard field availability.
I see others are also needing this and a separate feature request task has now been created for it, but I think this should really just be part of the working solution; Feature Request: Show Task Type Custom Fields in List & Board views.
Raina Ahuja
Tony Henderson: Hey Tony, appreciate the feedback. We are absolutely scoping this into the current functionality. List/board views should already be supported and I just replied back in that post as well. As for dashboard cards, we worked on supporting these over the last few weeks. Can you let me know what gaps you're still seeing? Happy to hop on a call if it's easier to walk through, just let me know. We're actively prioritizing any remaining feedback to gear up for launch so any details you can share will be helpful. Thank you!
Raina Ahuja
Tony Henderson: Quick follow up question - are the fields missing in the task list dashboard card or are you noticing the gaps elsewhere? Thanks!
Tony Henderson
Raina Ahuja so I can use the fields for grouping in the graph but when I drill into the card to look at the underlying data and try to add it to the list view within the card, it isn't available. I logged a ticket against this; #2630033 so if you have access, you can see the example I shared.
This seems like it might be a recent issue because I believe I have examples where it was working.
I additionally was previously able to add and view fields restricted by task type to list view cards, but now am having problems with either the field not being available to select or can be selected but don't show the data in the card.
These are all in dashboards at the space level.
So far I've only observed the issues in the dashboard cards.
Raina Ahuja
Tony Henderson: Thank you for providing the ticket ID, the examples you included were helpful! I'll take a closer look and follow up.
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Lily Rogers
Raina Ahuja We are seeing the same issue as Tony has raised, please could you confirm if a resolution to this is being worked on?
Raina Ahuja
Lily Rogers Tony Henderson Yes we have an engineer investigating the root cause of this issue, will circle back with updates once we make progress on this.
Reed Holland
I found another issue on Clickup mobile for custom fields by task type. If any field connected to a task type is marked as required, you will never be able to create a task on mobile. The system is trying to require you to add the field even if the task type you are trying to create does not contain the required field.
Raina Ahuja
Reed Holland: Thank you for this feedback! I've flagged this with our Mobile team, we'll take a closer look.
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Nicolas Souza
The Beta stopped working today.
Raina Ahuja
Nicolas Souza: Thanks for reaching out, we're aware of the issue. There's a temporary outage in the service that manages beta feature access and their team is actively working on it. We expect a fix within the next couple of hours, but will keep you all posted here. Apologies for the disruption and appreciate your patience!
Raina Ahuja
Nicolas Souza: Just following up, our vendor confirmed that this should be resolved. Can you let me know whether you regained access to the beta? Thanks in advance!
James Hogg
Raina Ahuja a big use case for us is having subtasks added with specific custom fields by type rather than the more clunky adding task to another list and joining with a relationship, which feels a bit more disjointed in flow and visibility. A need we for this though is not having list custom fields show on the subtask, just showing the Task Type custom fields. Is this something being considered for this feature?
A thought was having Option on the Task Type to inherit List Custom Fields, and perhaps have this differentiate for Task vs SubTask.
Reed Holland
Loving the feature and really happy that you fixed the issues on the mobile app. My only complaint now is that custom fields assigned to task types show up in the filers even if that field does not exist anywhere in the list. Is this something that is on the roadmap to be fixed?
Raina Ahuja
Reed Holland: So glad to hear it, thanks for the additional feedback! This is known and the team is taking a look!
TaeLynn Perez
I have been beta testing this feature for quite some time now and like it. One item of feedback I'd like to give: I don't need related tasks to be clustered by task type in task view. It looks messy, in my opinion. I would like the option to have all related tasks grouped together in the Related tab regardless of task type.
Raina Ahuja
TaeLynn Perez: Thanks for your feedback! We're exploring some customization options in the near future, so will take this to the team.
Eva Uribe
Hello!
I submitted the form for the beta a week ago.
How and when I will know it is available?
It will apply to all the users in my workspace?
Raina Ahuja
Eva Uribe: Thanks for reaching out! Your workspace was added to the beta on Wed, 4/8 and will be available to all users with sufficient permissions to create/edit custom fields. Feel free to reach out with any feedback as you get started!
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Briana Geoghegan
need this so that we can clean up some of the fields that are not necessary for each task type.
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Pedro Lima
i've submitted the request to be in this beta for quite a while now, how long is it taking for my space to be added this feature?
Raina Ahuja
Pedro Lima: Thanks for reaching out! On my end, I saw your waitlist sign up come in on 3/18 and you should have gotten access on 3/25. Please let me know if you have any feedback as you get started!
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Akiva Retek
Hi, I would like to join the beta. Is it still open for participation?
Raina Ahuja
Akiva Retek: Yes! Please fill out the beta signup here and you should access within the week - https://forms.clickup-stg.com/333/f/ad-3148517/2A0K2U2EQ5QDHYALUK
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