Link folders and lists to tasks. | Voters

Link folders and lists to tasks.

Donald McGuinn

I develop websites and when I sign a new client, I make an entire folder for the project and then have lists for each step of the project underneath.
I keep track of all clients in a completely separate list so i know costs, status, contact info, etc. 
Can we have the ability to link folders and lists to tasks? And not just being able to link tasks?

September 9, 2019

Hakim Parr

This would be helpful in many scenarios.

Guy Mannerings

This would be really helpful. Especially given things like Rollup fields.

Mykyta Skibinskii

Guys, we are looking forward)

Josué Fernandes

I really need to be able to link one or more lists to a task, or one or more folders to tasks. This will make it easier to relate a group of tasks, schedule, etc., to a specific task. For God's sake, this is kind of basic!

Arne Spremberg

we. need. this. - another reason for us to currently consider switching to Jira. In my project sheet I have a task for the development of all modules, as well as a task für QA/QC. In my module sheet I list all modules. In my QA/QC sheet I list all bugs etc. I need to see in my overview how far evolved those lists are. I need to accumulate their sprint points and time tracked. this is a huge blocker for us.

Laurence Carey

This would be so helpful. When a lead is converted into an account it sits by itself with all other clients and it would be great to then have all the tasks which are created in a new list linked to that account.

The primary reason is so that you can track email communication for that account like what most other crm's offer meaning you can see all communication and tasks done on that account in the future.

Below is our process to explain

Lead created
Lead/Deal converted
Lead is saved in accounts with all information
A new list is created with tasks created for the client on an ongoing basis

Currently as the list is not directly linked to the parent lead/deal you cannot see the things which happen moving forward so it would be great to have information from this new list linked with the deal/account.

Andrew Thompson

Any dev update on this?

Yari

THIS! Where is it? It's been 5 years.

The way it would be useful to me is having the deliverable folder and/or list linked to a task for reference.

Alex Chatzimikes

I too have a master list with high level tasks which I need to link to other lists. I am unable to do so so I am forced to create an entire project as subtasks inside my high-level task list. Not good at all. Why can't I link a task to a list but only to other tasks? Is there a logic issue with that?

Josué Fernandes

Alex Chatzimikes

This would be a solution for me, but it is not very practical to treat a task as a project within ClickUp, bringing several limitations. I am even thinking about changing tools because of this. I am a paying user and I use the tool at work, where there are 128 professionals on my team alone. We are in the process of acquiring the tool, but discovering that I cannot link a list to a task will completely disrupt all work processes.

James Lew

Upvote this since it's really close to what I was going to submit: the ability to reference folders and lists as tasks. 
I've started formally studying up on Project Management Institute (PMI) resources, and trying to apply the first fundamentals to ClickUp has hit a hiccup without this functionality. 
In PM, a task is an action step in a project. In ClickUp, a task is the base object unit across the system that usually
 represents a step of action. By extension, a PM Project is equivalent to a ClickUp list, and a PM Program a ClickUp Folder.
Without folder/list -> task, even ClickUp's own Project Management space template can't properly represent a portfolio; all of the tasks in the provided "Roadmap" list should represent existing folders/lists across the rest of the Space (ideally with the source lists/tasks displayed as subtasks), not be separate unlinked task objects. 
The "Portfolio" card in a Dashboard view is too limited to do any efficient Program Management.

MykytaGuest

James Lew I like the way you've setup your space, actually! Not something I do here, although very nice

→