I am wanting to use dynamic fields in an automation. Specifically, I want to set a custom field called Folder Name = the folder name the task is in automatically on task creation. I am doing this as a workaround because clickup will not let you show a tasks folder name as a column in views.

It would be great if we have the ability to insert dynamic fields (custom or not) from a task to a doc related to it. (Dynamic Task Field Variables in ClickUp Docs)

Currently, ClickUp Docs do not support the dynamic insertion or automatic updating of task-related data (e.g., task name, due date, custom fields) within the document content. While tasks can be linked using the /task command, this only embeds a basic reference without pulling specific field values into the text. This requires manual copying and updating of task data, which is time-consuming and prone to errors, especially in projects where task details frequently change.

Requested Feature:

Add support for dynamic variables or placeholders in ClickUp Docs that automatically populate and update with values from the associated task’s fields. For example:

Users could insert placeholders like [TASK_NAME], [DUE_DATE], or [CUSTOM_FIELD_NAME] in a Doc.

These placeholders would pull real-time data from the task linked to the Doc (or a specified task).

Any updates to the task fields (e.g., a changed due date) would reflect instantly in the Doc without manual intervention.

Proposed Functionality:

In the Doc editor, provide a command (e.g., /variable or a dropdown) to insert dynamic fields from the associated task (e.g., name, status, due date, assignees, custom fields).

Allow users to define which task’s data to pull if multiple tasks are linked (defaulting to the Doc’s parent task).

Ensure the fields update automatically in the Doc whenever the task data changes, similar to how task links reflect status updates.

Optional: Support for formatting (e.g., [DUE_DATE:MM/DD/YYYY]) and inclusion in tables or text blocks.

It would be great if you could minus or add to a number field from an automation. Like a counter that triggers when you want it to. Thanks.

Zach I have a relationship between to lists (A & B). I want to have the information of this relationship in a third list (C). Rollup fields do not display relationships (and custom fields).

So my idea is to use an automation the following way:

When relationship from A to B (or B to A) is created, set relationship A to C. This does not work. I would need a dynamic field (or any other solution.

Yes!!! I would love to be able to create a subtask based on the parent task. Here is a loom of me trying to figure out how to do that for meetings. I have a subtask for each person that attends a meeting so that we can track time for each person separately and then the parent task(meeting) can see the total man hours spent in that meeting.

I want the due date to be based on the parent task this automation is triggered by.

Zach I think what is missing is: it needs to copy a custom field filled like money to other List or even use it as a variable field in a comment... for exemple

Date published fields also don't function correctly. If running an automation to update a date field on another task from an existing date only the date is set the time is NOT set. So if you have times then you need to manually update those, which defeats the purpose of the automation.

A dynamic field that would help me is the ability to dynamically select the task that triggered it and assign it as a linked task.

For example on task 1 a custom field gets a value of A, automation triggers and creates a new task, task 2, in a different list. Task 2 then has task 1 as a linked task.

What also would be helpful is to link a document to the task using the automation.

I don't understand why this isn't fixed, it's been 4 years since this was created.