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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Caroline Ginty
Merged in a post:
Let user add project-related info / create project related custom fields..
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User - SG gmail
Easy to add this! Just create a top level list above "list" for which the use should be able to add related info like, project title, client, total cost, start - end time etc etc! Those info should be tracable, grouped etc etc. Like having the project list and then the per project tasks, sub tasks etc. Top level info should not be used as task info, it should be displayed as a project card (like the "docs" you have). A project / sales based approach of clickup will much more clear and close to "project management" requirements of users need to use clickup for project management.
Joachim Strøm
Will this feature also improve the Portfolio Card, so that we can have a list of lists, with custom data on the list level?
In our case, we have a lot of Clients with a list called Marketing. We would like to display all those lists in a list (like the Portfolio Card), but we are unable to add custom data on the list level. We can only get aggregated data from the tasks within those lists, which isn't terribly helpful.
It would be very useful to add custom data on the lists in this situation, and that is maybe what this feature request is requesting?
Sigurd Seteklev
Joachim Strøm: Yes, this is exactly what we are working on. The plan is to get to a beta soon'ish. It will have limited functionality, but then we will add the most obvious missing parts before general availability :)
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Steve Winch
Sigurd Seteklev
It will be great to see the Dashboard improvements!
We're currently working around the limitations of only having one Calculation field on a portfolio card by having 2 cards...
We use these for PMO level project summarise showing the Budget vs Actual costs. Having both on the same card would be way cleaner.
Some other really nice things to have would be:
- having the ability to add a custom function based on the fields available in the workspace (e.g. a % of budget spend and % of project complete based on start and end date).
- automatic RAG (Red, Amber, Green for Over, Near, or On budget respectively) status based on a formula. :D
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Stelios Tzivakis
any news on this? We are on 3rd quarter!
Sigurd Seteklev
Stelios Tzivakis: We are working on this. Still a lot of different priorities, but working hard to get to beta and agreeing on the GA scope for this.
Stelios Tzivakis
Sigurd Thanks! This is really important since it will enable so many scenarions (considering that all these custom fields will be part of the filtering mechanism)
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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.
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