Custom Fields for List, Folder, or Space
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Lydia Hesterman
We organize our clients by folder (i.e. client a), and then client projects as lists (i.e. client a's website). There is no way to group or sort by a list unless you use the default status grouping, but that forces you into lots of other viewing features that I don't want. I'd just love to see everything overdue, sorted by folder or list.
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Elias Höfer
Sigurd Seteklev I have been asked by multiple team members about this feature! Would be valuable for us to get this done! Any news?
Sigurd Seteklev
Elias Höfer: We have restarted the development. Will share updates when we start beta testing this.
Sigurd Seteklev
Merged in a post:
Custom fields for projects
Martin Widemann
projects should also be extended with Custom fields, allowing better description of projects.
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Lisa
Voting for this helpful functionality!
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Megan Zeitler
Voting here!
Julia Brough
Upvoting here! Please and thank you!
David Haddad
Will this also enable relationships to be able to be established between tasks and lists/folders/spaces? Or is that a separate issue?
Sigurd Seteklev
David Haddad: I believe that is a separate issue. Can you describe exactly what you are looking for? Something like a task blocked by a list and vice versa?
David Haddad
Sigurd Seteklev full explanation follows :-) - If CU is ever to come close to actually fulfilling it's marketing claims of being "all-in-one" software, there need to be able to be relationships between tasks (regardless of task type) and lists/folders/spaces. Here are screenshots from one of CU's built in CRM templates - note the relationships between Accounts and Contacts and Deals. Works nicely!
Now what happens the moment someone uses a List/Folder for a project for one of those Accounts, since that's what most people use for projects? Now there is no way to relate the list or folder to the Account, since relationships cannot be created between those two things. This is one example, I could give many others. This challenge comes up constantly whether one wants to use CU for a CRM or a ticketing system or a PSA application - relationships need to be able be established between the task entity and the list/folder/space entities. IMHO this single issue is the number one limiter of CU being able to be used to create "business applications".
Currently it's possible to create a URL link from a task to a list or folder, but that's a bad workaround for many reasons. The link gets hidden away, the name for the link has to be manually created every single time and so on.
Sigurd Seteklev
David Haddad: Yeah, we are aware of the issue. CF on locations is the first step, but we can extend it for things like this in the future. But how we are thinking, this is a separate FR even if there is a depedency here :)
David Haddad
Sigurd Seteklev thanks much for taking the time to ask about the use case.
Sigurd Seteklev
David Haddad: Always helpful for us to understand all the different use-cases for Click Up :)
Jussimir Saul Pasold
Completely agree! We also organize clients by Folder and projects by List. Having Folder and List names as columns specially in the Table view would be vital for us. Currently there's no way to sort by List without using default status grouping, which forces unwanted view features. Being able to view overdue tasks sorted by Folder/List would be a game-changer for teams using this client/project structure.
Devin Shea
love an update on this. will definitely unlock some key work insights.
Sigurd Seteklev
Devin Shea: We are re-starting this work since there has been other priorities for our teams the last months. We will in the first version focus on CF on lists, and will beta test a very limited version as the first step.
Liam
Hi, this is such a highly anticipated request with a number of use cases being fulfilled by it. Would you have any information to share with the community?
David Haddad
Liam exactly, this fulfills so many different purposes!
Sigurd Seteklev
Liam: We are re-starting this work since there has been other priorities for our teams the last months. We will in the first version focus on CF on lists, and will beta test a very limited version as the first step.
Liam
Sigurd Seteklev, thanks. Ready when you need beta-testers, just enable in my workspace.
Anour Taylor
custom fields in spaces please
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