We have a field at the task level that we want to use to track production, but we use subtasks to complete the various stages of the main task. The subtasks are done by different individuals, so we want to rolldown the field at the task level to the subtask level so we can track by assignee how much production they are touching/completing.

I’d like to request a feature that allows custom field values from a parent task to automatically populate or be inherited by its subtasks. This would save a lot of time and reduce manual data entry, especially when managing tasks that share the same contact or other key information.

Currently, I have to fill out the same custom fields for each subtask individually, which can be repetitive and prone to errors. Having an option to inherit or sync custom field values from the parent task would make workflow management much more efficient.

Also it woule be nice to have a separate task and a contact suggestion, to put a contact then a task under it then have the option to a subtask. This would change the game to be a huge help for real estate agents who like this software for their real estate business. As this is not real estate friendly unless it was manually, need a space create for general real estate business for all. It would become a top contender if more real estate avenues where implemented and more automation for it. Have the ability to have multiple due dates available to go onto the calender to keep tract of a transaction for each contact.

Thank you for considering this improvement!

Best,

Brittney Burton

We would like the custom fields that we created and entered into the primary task to carry over to the subtask. we are using Clickup as a CRM so name, phone, email and all other custom fields need to stay with subtasks as well.

Please make it so that we can have an automation where when there are custom fields in in a parent task, those fields copy to the subtask. This is very helpful in a CRM situation.

I would like to have an automation that when I am creating a Subtask its Names starts with the first 3 letters from the parent and also some of the fields are auto-populated from the parent task.

A setting/option to carry over the Field Values of a parent task to it's subtask.

I would like to copy some values from Task to Subtask, so that users do not have to fill them up manually

When creating new tasks, automatically make the subtasks created inside that task match the same custom field values.

For example, at my agency, all tasks have Accountable people (distinct from Assignees) and Clients assigned.

When we create a task with subtasks, each task needs to have these manually updated.

It would be great when its possible to set an automation that when a custom field in a parent task is set with information, this will be applied in de same custom field from the subtasks. Now when you are working on a subtask you always have to click to the parent task to see more information. By creating the subtask this information have to be set manually.

It would be great to have the information in a Custom Field filled out at the Task level automatically populate at the Subtask level. I routinely email from subtasks and need to copy multiple emails from the task level into the Subtask emails.