Project/List Metadata, Tags and Views/Reports
Matthew Depue
At a Project/List level, it would be powerful to be able to have tags, extend the metadata, and allow for reporting.
Some context -> We use Lists to organise our projects, rather than the ClickUp Project primitive, mainly because we have a lot of projects (but the same ask here would apply if we used Project for our projects). As a manager overseeing many projects across many applications and functions, it has proved tricky to provide an overview at a more coarse level than tasks. In particular, I would like to understand and socialise to the rest of the management team the in-flight and completed projects and perhaps some detail on their status and number of outstanding tasks. The workaround has been to place a project_tracker task (tagged as project_tracker and sharing the name of the list) within the list, apply a status to this project_tracker task, and then filter for these tasks at the Team level. Closed projects (lists we've archived) are a bit more tricky to follow. In any case, having the ability to place tags and fill out metadata (status, start_date, end_date, etc.) would certainly make my life a little better.
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Lars B
What is the status on this request? Having metadata on lists (and spaces) will enable using those levels for actual projects.
At the moment, we have to use the top-level task to capture a project, and then create all the actual project tasks on the levels below.
It would be much better using a space or a list to create a project.
The reason why we can't use spaces or lists at the moment, is because we have no way of recording e.g. the project ID and the customer ID from our CRM system on the project in ClickUp as neither lists not spaces supports adding metadata fields.
Julian Pustkuchen
I guess this could be merged into https://clickup.canny.io/feature-requests/p/enabling-tags-at-list-and-folder-level ?
Lars B
Julian Pustkuchen: Perhaps I'm mistaken, but isn't the issue you are referring to only related to tags, whereas this issue is more broadly related to metadata on spaces and lists?
Ryan MacAlmon
Luci N. could this and the above be merged?
Zeb
Hey Matthew! Does List details not do the trick for you here? Could you explain what limitations that List details have which prevents you from accomplishing this use case?
Matthew Depue
Zeb: Thanks for the response. Perhaps I was a bet prescriptive and should have described what I would like to be able to do, rather than how to do it.
As a manager overseeing many projects
-I would like to be able to easily view a list of projects (we use ClickUp lists for projects) by status or similar identifier (in progress, blocked, complete) from a central place (e.g. without having to drill into Spaces/Projects). I would like to be able to extend the metadata of projects (e.g. tags) and filter these views/reports on metadata.
Nice to have, the list/report would provide summary information of those projects (e.g. start date, end date, completed/total tasks, tags, etc)
Zeb
Matthew Depue: Awesome, thanks for the explanation Matthew! We'll get something like this done with our Box view v2 (Each box will be a List and have that metadata you're asking for)