Layouts by task type | Voters

Layouts by task type

planned

Ivan Villa

Problem:

We manage different types of work within ClickUp, and how sections are organized in ClickUp Tasks do not always work across each type. In some tasks, for example I want subtasks and fields front and center, while in others, I need to bring relationships front and center.

Ask:

Give the ability to have a different task layout for each task type.
This would allow each type to have a layout that is better organized for that type of work.

November 16, 2023

Dragan Marian

That would be awesome especially for a CRM setup.

Sophia Marx

This would be excellent

Jenni Skarsten

There are so many restrictions on the task Status field that we've had to rely on custom fields to help add definition to the true status of a task and where it is within the workflow. We need to be able to see that at the top of a task, not dig for it within the task details. I'd also love to be able hide the task status when needed so that teams can use the field I require.

Matthew Burt

Jenni Skarsten This. Please fix. The status field is basically worthless for us. The restrictions, rules, and don't get me started on multihoming tasks to multiple lists. We just use it to close out tasks and we use Pinned Custom Fields to track various workflow statuses (aka stages, phases, steps, etc). I need these custom dropdown statuses we made to be front and center at the top, not hidden at the bottom in a Details tab. Or better yet, fix your statuses.

Tami Liss

This would be excellent, and incredibly useful so that if you rely more on Custom Fields than descriptions, or more on Checklists than Subtasks, you can ensure that section is always visible. The 3.0 update that tabbed elements in a task made it more confusing and cumbersome in the experience of many, and was effectively given a "revert to 2.0" button a year later (see https://clickup.canny.io/feature-requests/p/switch-from-tabs-for-details-subtasks-action-items-back-to-scrolling), but otherwise no significant updates or improvements were made to the open task view.

Things that would be great to see incorporated:

Reordering sections within a task
Expanding/collapsing sections within a task
Adding sections to the sidebar, with max 2 items viewable at any time.
Saving as a Task Template once arranged a certain way
Combining or moving closer together the default fields section (Status, Dates, Assignees, etc.) and the Custom Fields section. It's always been awkward having to scroll up and down / looking in two places to see all the fields.
Make the option to hide/show empty fields (default and/or custom) savable and the "Show/Hide Empty Fields" button ALWAYS visible (right now that options only appears on hover in the default fields and Custom Fields sections, so users easily forget additional fields exist if they're just looking at the task).

Sam

1)in task Overview section We need the overview of all the sub tasks (with wraps version or preview of complete sentences)
why ?
I store my SOPs in clickup task view and viewing  complete sop is very IMPORTANT FOR ME
2) Task list should also have complete wrap text to see sop it's daily problem

Devin Shea

maybe I'm crazy but I'd love to have real views to the subtask manager. there's lots of time where I want to manage the work around just one project, some of which last 3-6 months (a task type) and I want to be able to use things like grouping, filtering, and sorting, or the timeline view, for the subtasks of that parent project. it would make the project management workflow so much smoother.

Keith Milner

I agree with Patricks comment below - 
'Make the layout of the Task as flexible as a your dashboards - let us move the sections  around.'
Please take a lesson from the SmartSuite task layout.

Ashley Carlson

I want to be able to make my tasks, Epics, Features, User Stories, Research. Within EPICs we define more strategy level information, overall success metrics, overall $$$. Within our Features we define the scope, out of scope, and may list more fine tuned success metrics, estimates, team etc.. In User Stories we are using Scenarios, Assigned person, Designs, Acceptance Criteria, and Release Dates. Things like release dates should roll up to the overall feature and then the EPIC too.

Patrick Holz

1st and foremost - Task view settings must be at least at the List level, not the Space level.  Better yet, see my 3rd request. Thumb tacking is a big sore point for that.
2nd - Make the layout of the Task as flexible as a your dashboards - let us move the sections  around.
3rd - Give us the ability to setup multiple views - different roles may only need to see different sections and even fields.  Some of my tasks contain a lot of fields.   So not just thump tack empty fields, we should be able hide fields within a view.

Elias

Ivan Villa before working on this, in the area of tasks I would prioritize:

subtask list on task (grouping, sorting, fields shown) per location, not per take type (would not solve any problem for me)
relationship editing and viewing
time blocking of tasks from task

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