Group, Sort, and Filter by Relationship field in Views
in progress
Jake Spirek
Here's a sample use case:
I want to create a list of projects and group them by Client. The Client is a relationship to a task in a list called Clients.
For some reason, I do have the ability to group by some of the linked items, like assignee (in this case I called it "Client Owner").
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Ivan Villa
Hey Everyone!
We've released some new features today. The team is working on documentation updates, but I wanted to share the details here first. 🙂
We added support for Custom Relationships in a few different areas:
- Bulk action toolbar:You're now able to bulk set custom relationships via the relationships option.
- Group by Custom Relationships:This is currently only on list view, but you can check it out and start grouping items by their custom relationships.
- Filter by Custom Relationships:This is available everywhere filtering is, you will now see your custom relationships as items you can filter by.
There is still a lot more we plan to work on. This will be the year of relationships for the team, so we hope to be back soon with some more updates!
Here is a 2-minute clip of me going through some of the features (apologies for the fan noise 😅)
Benjamin Wettlaufer
Hi Ivan. that's already great progress - many thanks! If you now could visualise Relations in a pie chart, then I'm happy!
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Louis Venter
Yes, very useful indeed. I had to use a workaround to get the filtering and grouping done and had to add the relationship one by one. Thank you for this improvement.
Ivan Villa
Hey Everyone!
We've released some new features today. The team is working on documentation updates, but I wanted to share the details here first. 🙂
We added support for Custom Relationships in a few different areas:
- Bulk action toolbar:You're now able to bulk set custom relationships via the relationships option.
- Group by Custom Relationships:This is currently only on list view, but you can check it out and start grouping items by their custom relationships.
- Filter by Custom Relationships:This is available everywhere filtering is, you will now see your custom relationships as items you can filter by.
There is still a lot more we plan to work on. This will be the year of relationships for the team, so we hope to be back soon with some more updates!
Here is a 2-minute clip of me going through some of the features (apologies for the fan noise 😅)
M
Marisa Duncan
Ivan Villa amazing! This could really change how we build out projects for the better.
Turker Turken
Ivan Villa That's great and will be super-useful. Thank you team!
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Stephanie Zang
Ivan Villa This is such an amazing start! Would love to see the Rollup fields be included in these new features
Matthew Regenie
Ivan Villa Love it, great work! This feature is a game changer
Bart
Ivan Villa Awesome!
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Heather
Ivan Villa Love it, such an improvement. I'll look forward to being able to bulk remove relationships too since our most common use case is when someone leaves a client organisation and I need to essentially "find and replace" them.
Michael Montefusco
Ivan Villa saw this yesterday and almost flipped!!!! YES!!!!
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Pavel Jarolimek
Ivan Villa Great! Are you planning to include realitionship in search? Now when you search through tasks this field is being ignored.
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MykytaGuest
Ivan VillaI love it, thank you so much.
Just a quick question, if it's going to be added to the Board view as well.
Hetal
Ivan Villa Seems a bit like give an inch and they'll ask for a mile, but I thought I'd ask anyway as it would really help solve some of our problems.
Loving the fact that Group By Relationship Field got implemented. Any chance that Group By Rollup Field might be coming up any time soon? Could be an easy extension perhaps?
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Ralph Lasry
I am looking for Group by Relationship for views on the Space level, not just the list level. So when I make a view of all my tasks from all my lists in a space or even across the workspace I want to group by relationship. Is this possible with this new feature?
A
Aditya Mooley
Should allow Relationships to be defined at Space or at least the folder level so that the same gets carried over to different lists while moving the tickets from one list to another.
Also, these relationships should be available for filtering in Dashboards as well.
Use Case: I use relationships for managing Epic --> Story relation and I want to carry this relation in all my lists and in Dashboards.
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Mark Neroni
Aditya Mooley I have the exact same use case.
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Kate Furst
Just putting in a bump for this feature... seems to be the best way to track clients across projects and it doesn't work yet...
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Pavel Jarolimek
Would "filter" also mean being able to use "search tasks" for workspace relationship fields?
Ivan Villa
Hey Everyone!
Another update here. There's been a lot of interest in early access, so we want to open up the feature to users interested in joining as part of a beta.
If you want to try it out, please submit your email and optional workspace ID in this form. Thanks, everyone!
Early Beta Full
(for now 🙂)Ivan Villa
Ryan MacAlmon: Yeah, we're working with the team to implement it across other views. For this beta, though, we're limiting it to the List view to gather early feedback.
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Tim Kim
Ivan Villa when will beta users be added? this feature is huge! our mechanics are excited for it.
Ivan Villa
Hey Tim Kim! We have everything queued up so just waiting on sign off. Monday at the latest :)
Ivan Villa
UPDATE:
For those who signed up for the early beta, you should start seeing it in your workspace this week. Just a reminder, this early beta focuses on "list views" for "custom relationships." Looking forward to following up after you've had some time to play with it.T
Tim Kim
Ivan Villa this works like a charm! Gamechanger! Basically let's Clickup Users create their own basic version of most CMMS software out there. Basic, but still has ClickUps incredible UI and UX. For us, we have now built our own CMMS software that more or less lets us do what we would have to pay FixIt, Upkeep, MaintainX, etc.
THANK YOU!
Just for my own curiosity, rolling out a feature like Group by Relationship, how many man-hours does it take to complete?
..... I imagine the big problem is making sure it works for a million users. which is different for a small startup making a feature for a thousand users.
Michael Montefusco
Ivan Villa I submitted a survey and application a little over a week ago, any chance you can squeeze one more extremely excited, passionate about this feature person into the beta? I am 100% understanding of any bugs or issues there may be. And I am willing to give you very detailed feedback on any insights you would like to know about.
I've been on this ride since 99 and this is the one reason I've been leveraging more powerful relational platforms. Because this feature didn't exist. I made a screen record with ONE idea we are implementing that I know you'll appreciate, if you can take a look please :)
Michael Montefusco
Ivan Villa Just wanted to report back on how helpful the grouping has been. Soooo nice. Filtering, and Bulk Edits will be amazing when they come too. In the meantime at least having a Group By list lets me find the tasks I need in a similar way to a filter as long as I go to the group I need.
The one place you really do lose the benefit of a filter is when you need "contains" logic. Because each group is the unique bundle of related items. So all tasks with a specific relationship won't show together if there is more than one.
You guys may want to consider adding a "color by" option on the relationship record in the future as well. You definitely do lose a little of the "pretty" factor when using relationships versus custom fields.
Thanks for the early access!!!
Sam Petrusma
Hi Ivan Villa - any further updates on this one? I have been keen for this feature for what feels like forever, so am super excited to get my hands on it. Without it, it's really limiting my ability to push ahead with configuring our ClickUp the way we need it.
If possible, would you be able to extend a Beta invite to me pretty please!? I'll give you the best feedback you've ever seen if you do ;).
Thanks for your hard work!
vik singh
Ivan Villa if any additional space does open up, would love to join! would help our developers have an easy + organized view!
Ivan Villa
Hey Everyone!
I have another update. We're currently testing our "Group By" support for relationships internally, and the team has already started working on "Filter by relationships". Here's a quick preview.
I do have a request. We're really trying to improve relationships overall, and we have a quick survey if you have a moment.
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Manuel Oriol
Ivan Villa The video feature seems great, but I can't see my relationships under the "Group by" drop-down menu...
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Evan Olson
Would this work allow Relationships to be used in charts as an axis or sort by option?
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