Rollup Custom Field values from subtasks to parent task
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Kathryn
From support ticket: Would like to have all number custom fields rollup within subtasks to the parent task
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Olek Nep
We waiting it more than 4 years.
Jannik Rahner
Our use case for this:
- Marketing campaigns as tasks
- Phases or channels of this campaign as subtasks
- Marketing budgets for each phase / channel as a custom field
- It would be necessary to see the calculated total budget for the campaign in the main task
H
Hina Sohrab
Jannik Rahner Have you tried achieving it through 3rd party like Make.com?
I have achieved this through Make for sum of subtasks numbers/money custom field or Average.
I am using 2 different automations for each scenario.
Jannik Rahner
Hina Sohrab Thanks for the suggestion! Could be a good temporary workaround. How fast do the parent tasks update when you change a subtask? Could you share an image of the make workflow or even a template link?
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Hina Sohrab
Jannik Rahner The parent task updates instantly as I am using a webhook which triggers for any update on the subtask's custom field.
You can download the blueprint/template from here with all instructions:
Michael
this is another one I just ran into. man if ClickUp would address a couple/three of these, they could totally bulldoze excel.
Fabricio Felix
Any update on this issue?
Another exampe: Wrike rollup custom field example
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Hina Sohrab
Fabricio Felix Have you tried achieving it through 3rd party like Make.com?
I have achieved this through Make for sum of subtasks numbers/money custom field or Average.
I am using 2 different automations for each scenario.
Gail Marek
This would be amazing! Ugh. Been thinking of this for so long, but never thought to suggest it!
Veronika Cervenakova
I need to see the sum of subtask prices within my main task. why is this not even under review? it's been requested 4 years ago :/
H
Hina Sohrab
Veronika Cervenakova Have you tried achieving it through 3rd party like Make.com?
I have achieved this through Make for sum of subtasks numbers/money custom field or Average.
I am using 2 different automations for each scenario.
Fabricio Felix
Any update on this issue?
Numeric fields should automatically calculate the sum of the values of the subtasks in the main task.
Greg Fournier
Not sure this is exactly the same thing but for me: being able to sum the custom field cost in subtasks into a formula for the parent task for total cost would be great! (Currently doing this manually is painful!)
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Shannon Kiefer
PLEASE we need this!!
Example: I have a list of jars, list of lids, list of wicks, etc... each with individual costs. I need a "costing" space where I can link a jar and rollup cost, link a lid and rollup cost, link a wick and rollup cost (times # of wicks), oz fill times wax cost, then add all those costs together.
Dean
Please please please - will make life so much easier.
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