Group by Week / Month / Year with Start / Due / Custom Dates
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Ioannis Gkretsikos
I think that grouping is one of ClickUp's most powerful functionalities, as it can bring a ton of perspective and narrow focus on what's important.
A major functionality I've been missing, is the ability to group by dates in list / board view, in a meaningful way.
Currently, grouping by due dates is quite powerful - when used for future tasks.
Content management is the main reason we use ClickUp, therefore managing thousands of past articles and videos.
It would be extremely efficient if we could adopt the current due dates grouping, for start dates as well (we use start dates in place of "publishing date", since the start date field offers more reporting & filtering functionalities overall than custom date fields sadly).
So I think this is the best way it could work:
- Have all date fields available in the group by section -> Start Date, Due Date, Custom Date Field
- Offer the option to choose the grouping period -> Weekly (could show as W52, W51, W50 etc.), Monthly (Dec 2020, Nov 2020 etc.) and Yearly (2020, 2019 etc.)
- Offer the option to group periods either in an ascending, or descending manner.
I believe this will open the possibility for even more hyper-useful list & board views, that can not only be applied in content management, but any kind of workflow or database.
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Hemant Kumar
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Tim Jasper
Hemant Kumar will this feature in the Clickup planner? ie this week, next week, this month, next month etc
Pierre Becher
Hemant Kumarsounds good, does it also include this feature request? https://feedback.clickup.com/feature-requests/p/group-tasks-by-start-date
Hemant Kumar
Pierre Becher
Hemant Kumar Thanks for sharing. That's great!
But it doesn't solve the "Group by Start Date" issue, because grouping based on the due date is insufficient for tasks that take longer than one or two days. Once the due date arrives it is already too late. People need to organize tasks based on the start date so they can start working on it early enough.
Example: A task with start date on Monday and due date on Friday. You want to see this task on the top of your task list on Monday, so you need to group by start date. If you group by due date, it will show up on the top of you list on Friday and then it's too late.
Ryan MacAlmon (HPE)
Hemant Kumar - I think ClickUp is closer - but It would be better if the Dates would still be absolute not relative on the "Next Month/Next Quarter/Next Year" just show the Month/Quarter/Year value...
Also I saw the demo it for the list view - please make this for the Board View as well.
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Pablo Chinchilla Valverde
Well, it's technically there, but it's not straight forward, if anyone it's looking to add something like this in their tables or boards, try with a field type 'Formula' and with a formula like this:
SWITCH(MONTH(field("📅 Fecha de la Transacción")), 1, 'Enero', 2, 'Febrero', 3, 'Marzo', 4, 'Abril', 5, 'Mayo', 6, 'Junio', 7, 'Julio', 8, 'Agosto', 9, 'Septiembre', 10, 'Octubre', 11, 'Noviembre', 12, 'Diciembre')
This is my Spanish version tho :)
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Pablo Chinchilla Valverde
I'm wondering why ClickUp hasn't implemented this in 5 years...
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Jonathan Zarra
Merged in a post:
Group by custom date field, in a relative way, for example month.
Anaid Santos
If I currently group a list by custom date field, it puts the individual dates in 4 groups (past, today, tomorrow, the day after tomorrow, future) and only gives you the option of ascending or descending. I would like to be able to group according to the custom relative date field by day, week, fortnight, month, etc. I think this is very simple to do.
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Hieu Huynh
+1 This is a essential feature
Sara Spangler
Totally agree!! The ability to group by week or even month would be super useful in marketing promotional plan management.
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Yiseth Rodriguez
Please, we need the monthly grouping. I have to create a dropdown by months to be able to filter it and change the custom field when switching months
Ryan MacAlmon (HPE)
Yiseth Rodriguez We have done the same. We need Monthly and Qrt groupings
Mara
Yiseth Rodriguez same here! A pity it has to be done manually and we can't event automate it.
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Yiseth Rodriguez
Please, we need the monthly grouping. I have to create a dropdown by months to be able to filter it and change the custom field when switching months
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Tim Jasper
Yes definitely need grouping by 'timeframe' ie this week, next week, this month, next month, this quarter, next quarter, someday etc etc (as per akiflow). This grouping shouldn't necessarily require a date. ie if something is due in the future (for completion or review), I shouldn't need to set a specific date, but instead a timeframe (next week, next month, in 6 months.. etc etc)
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Luci N.
Merged in a post:
Group by due date beyond tomorrow
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Jane Taylor
It would be great to have tasks due beyond tomorrow grouped by week or configurable date range, rather than all in 'Future'.
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