Improve task search when linking or relating tasks
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Miriam Daub
The existing search when linking tasks or relating tasks (via an 'any task in your workspace' relationship field) is extremely lacking. If the task you are searching for has a generic name, you simply can't find it, because other relevant tasks with that term will show up instead. The only workaround is to find the specific task in your workspace by going to the list directly or using the more robust universal search function in ClickUp (which includes filters for location and the like), clicking into the task itself, copying the task ID, and then inputting the task ID in the linking search bar to find it. This needs to be improved to help teams who need to link and relate tasks for everyday work.
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Muhammad Bilal
This is especially important for templated tasks as already implied in the post above.
Our use case (see screenshot) is when we need to edit existing dependencies, unless I copy the task's ID, there isn't a search filter that allows me to select tasks from the same list. I've tried searching tasks along with the name of the list they're in, but that is also very 'hit and miss'. At the very least, if in addition to recent tasks, it first shows tasks with the same name in the same list, it would make editing dependencies so much easier.
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Ivan Villa
Hey Miriam! We've been looking into this lately. I'd love to hear about your team's use case. When you're searching, what kind of info would help you find the exact task you're looking for?
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Miriam Daub
Ivan Villa thank you for responding quickly here, Ivan.
In one of our use cases, we relate a task (in our world, a task = 'News Article' or 'Story') to either an event on a separate Event Calendar list (such as 'Memorial Day' or 'Black History Month') or to a separate list of story Topics (such as 'NFL' or 'Holiday Shopping'). The use case here is that we want to be able to easily reference all the stories tied to these Events or Topics to ensure we have adequate News coverage across them for content planning. This requires all writers and editors using ClickUp to relate Stories they are working on to those Event Calendar or Topic lists, and when it's a generic name that likely would be found in the title of existing stories in our base (such as baseball, climate change, etc.) the search functionality for relating any task in your workspace is unusable. I've coached the team to follow the workaround I mentioned above (finding the specific task and referencing the task ID when searching for it to relate it), which is not easy for basic users of ClickUp to always follow.
Let me know if I can help clarify anything I wrote above!
Ivan Villa
Miriam Daub:
"...when it's a generic name that likely would be found in the title of existing stories in our base (such as baseball, climate change, etc.) the search functionality for relating any task in your workspace is unusable..."
So in these cases, just using "baseball" could surface hundreds of other non-related articles. What other data points would be helpful to ensure you are finding the right one? Would it be the lists the tasks are in, the custom fields for that task, the creator, or assignee of the task? :)
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Miriam Daub
Ivan Villa location would be #1 - being able to filter by the specific location, whether the list or the folder, would be very helpful. Other filters/columns my team may use:
-Custom field (where we store things like Vertical, Story Stage, Desk)
-plus, ability to filter out archived tasks as well
Advanced filtering would be most helpful, though the ability to show more columns in the results view (that could be customized) would be a cherry on top.