Customize Task View Completely | Voters

Customize Task View Completely

Ross McConeghy

Allow users to design a completely
 customized task view.
The default task view "form" should be saved per task type and allow for overriding at the list level.
Completely customizable
 - as an extreme example - a user should be able to set up a task view to only see a single checkbox custom field with no task name, no description, no other intrinsic or custom fields or relationships shown. The only feature of the task view form that should be required is a border with a close button.
Stop assuming that the Status, Task Name, Description, Priority, or Due Date will even be present in the task view at all and let the user decide the grouping and sorting of all fields.
Don't assume that because you have to do more processing to handle relationships the user expects them to be in a separate presentation from custom fields. The user should be able to pull in any property of the linked task as the value of the field, or a calculated or rollup value.
The table of subtasks should be available as an option to insert at any point in the form. It should have customizable rollup columns. Or the user should be able to have a simple count of subtasks or calculated/rollup displayed if that's all they want for the use case.

November 20, 2023

Admin

Great - vote

Julius Jeppe

Can we have an update on the please Clickup!! A way to make task views as simple or as complicated as you need for the user would be GOLD. For most users, they only want to see what types of data you NEED to enter/edit. Having a custom layout would be a form of process reminder if you could see only fields that the task actually uses and shuffle things around.

At a a bare minimum - the default fields and other items should be able to be turned on/off somewhere in the fields settings area. Don't need to shuffle anything or add anything new. Just let us get rid of them if we're not using them to simplify task view for our users.

Julius Förster

Has there been any progress since your last update in March 2023 Ivan Villa?

Thank you!

Leslie Surel

I really need this option, too. I was pouring over the ClickUp documentation just now because I thought there must be a way to show/hide sections in the Task View, especially now that there are custom types. 
On my subtasks, I primarily work with checklists and the description area. I don't need the custom fields or subtasks, or the AI prompts for that matter. Sometimes I don't even need the description box. But it's a hassle during the work flow because I can't hide the sections I don't need. I have to scroll way down the page every time I open a task to see the lists (see screenshot - the blue line is the bottom of my screen & I want the checklists first). 
I can't believe with all the updates that ClickUp has done lately, that we can't customize the layout. It could be either a show/hide sections option in the layout, the option to roll up sections that aren't being used with a toggle (and have it stay that way for next time), or the option to drag and drop the sections in a different order. Is there really no way to do any of this?

Simon Ihlenfeldt

Leslie Surel +1

Guy Mannerings

I really would like to be able to move some things where I want them.

E.g.,:-

Subtasks are way more important than Custom Fields, so I want them to be the first tab.
"Details" does not scream "attachments" to me. I would rather break out Attachments to their own area, and have "Details" be called "Custom Fields".
I want to move the Linked Tasks/Relationships area to a Tab - https://feedback.clickup.com/feature-requests/p/relationships-linked-tasks-references-as-a-tab-in-task-view

I can see that other people would want different setups, so having the ability to customise to our liking would be great.

Alex Bowsher

Any response from ClickUp on this would be greatly appreciated.

This is one of the most underrated feature requests out there.

James Guitard

Caroline Ginty any update available for this request on the product roadmap? 
I'd love to see the option for a user to completely customize a task's displayed fields and layout (including custom fields), save as a task template, and assign task templates to task types. 
It's actually a significant UX limitation to de-prioritize custom fields to the bottom of a task (and hide them if not populated by default), when they are frequently the most important data points on a task. 
As others have pointed out, several competitors currently do this very well: SmartSuite, Notion, Coda.

David Wilt

I was in the middle of migrating content from paid Notion to paid Clickup so I could turn off Notion. But this mandatory busy task view is a deal killer, and apparently CLickUp is ignoring year+ feedback on this OR their product is so inflexible that it cannot make this happen. Either way, I am reversing the process, moving my tasks to Notion and turning off ClickUp.

Patrick Holz

There are two key switches I would like to have on my task views for the Custom Fields: 1) Hide / Show empty fields - I currently have to unhide almost every time I open a task - because I need to fill those fields in. 2) Sort Alphabetical or as displayed on the list. - As displayed maintains workflow - which is almost never alphabetical. Give the user the freedom of choice.

Julius Förster

Don't know if this has been mentioned already, but i think Coda Docs does this really well.

This would be an awesome feature and would go perfectly hand-in-hand with ClickUp's vision of being "the one app to replace them all" :)

→