Rollup Custom Field values from subtasks to parent task (Formulas, Numbers, Currency)
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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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Zach - ClickUp
Hey everyone!
I heard your feedback from yesterday and put together 3 different options for how rollups could work based on what you told us. I'd love to know which one fits your workflow best.
NEW SURVEY (3 minutes) 👉
In this survey and the new prototype, you'll find 3 options:
- Option A, Separate rollup column (excludes parent value) - A dedicated "Rollup Cost" column that only sums up what's beneath each item. The parent's own cost value stays independent and isn't included in the rollup number.
- Option B, Separate rollup column (includes parent value) - Same separate column, but this time the parent's own value IS included in the total. So if a parent has $5,000 and its subtasks sum to $27,000, the rollup shows $32,000.
- Option C, Single column with inline rollup - No extra column. Your existing cost field shows the rolled-up total with an indicator icon. You'd click in to see the breakdown and could still set a parent value that gets included.
Please fill out the survey and let us know 🙏
JMartinez
Zach - ClickUp
Option C. I think the same pattern as Estimated Time / Time Tracked is the right one—a single column. Otherwise, it would mean adding an additional column, and in structures with many columns that require aggregates, it could multiply by x2, x3, x4, or x"n"... I have a client who uses 4 or 5 columns to report time, and they need the aggregate in the parent task. With the rollup column model, those 4 or 5 columns would turn into 8 to 10 columns (data column + rollup column). I think the most logical and natural approach would be a single column, just like with Estimated Time and Time Tracked.
C
Carlos
Zach - ClickUp in our company this is assuming that we have to use xls to total all the columns of custom fields. For my option C, a single column would be the best, just as we do with the estimated time and the time recorded in each task. thanks
Michael
Filled out questionnaire, but agree with JMartinez and Carlos or Carlos(?) Zach - ClickUp. I'm not exactly sure what the advantages of A & B are, but I'm trying to use ClickUp as an inline order fulfillment system so I'm tracking not only purchase price, but material cost, tax, discounts, shipping charged/spent etc. So if that rollup field is going to absorb the numbers of all those fields... that won't work. Or, if every rollup is doubling the CF count... Which most of those would not be rollups, but in other parts of my Workspace, that could get a little unnecessarily cluttered. I'm sure there is one, but I just don't see the use case for separate rollup column/s.
Zach - ClickUp
Hey everyone 👋
Filling in for Hemant for a moment! A few weeks ago, over 70 of you gave us feedback on our subtask rollup concept and the results were clear:
- 90% said rollups are very or extremely important to your workflow
- 66% said our proposed approach solves your needs (4/5 or higher)
- 91% of you said number/currency rollups are the #1 priority, so that's what we're shipping first
- Over half of you also flagged that you want the parent task's own value included in the total
- Your biggest ask: make the total feel intuitive without needing extra fields or formula workarounds
We heard you and we've been prototyping the experience to make sure we do this right. We do need a bit more help though 🙏
I put together a working prototype and a short 1:20 clip showing how we're thinking the first version will work in practice. We have a few specific design decisions left before we ship and your input on those will directly shape what goes live.
👉 Watch the clip, play with the prototype yourself + fill out 3 quick questions (< 2 min): https://forms.clickup-stg.com/333/f/ad-5959649/LIXZEIH7KU51SGR4S2
Please be honest and critical so that we don't miss any details when we do in fact ship this!
R
Ralph Stokes
Zach - ClickUp One thing I'd like to mention is that currently I use Time-estimate rollups and the biggest issue with that (a huge issue in fact) is that it still uses closed subtasks in the roll-up calculation, so if you've finished half the sub tasks, you don't see the time estimate of whats left and still have to work it out manually.
When it comes to custom fields and numbers representing other things, I think we'll definitely need the option of weather closed subtasks are included in a rollup on a case-by-case basis so an option for including/excluding closed subtasks from the rollup is essential :)
Zach - ClickUp
Ralph Stokes: Noted, thank you Ralph. Could you please include that feedback on the survey if you haven't already!
R
Ralph Stokes
Zach - ClickUp Will do!
R
Ralph Stokes
Zach - ClickUp Just watched the clip and saw "Include closed tasks" as an option when creating the rollup so good work! Look like you're on it. If you guys could see to that on the time-estimate rollup click app that would be great. Been wanting a fix for that for many many years.
Florian Schardt
Zach - ClickUp Thanks for sharing and asking!!!
It's different from what the time estimate rollup works. I think we will need to know for each task the rollup value of the subtasks plus the value of the task itself. This sum would be shown in overviews and dashboards. I tried a workaround by creating a formula field (=rollup+own value), but this is not possible (at least in the demo).
Rollup-field should also be usable for different use cases: E.g. Rollup of Done Story Points / Rollup of All Sprint Points = Progress of the project. This should also be possible.
Gail Marek
Zach - ClickUp Survey... done. Love the concept, but not thrilled about the functionality. Also... during the live meeting, one question threw me off because of the term "rollup." I thought he'd brough up relationship rollups, but he hadn't. The term already being used to describe another feature caused a bit of confusion. It'd be nice to somehow distinguish one feature from the other by having completely different terminology instead of something so similar.
Dustin
Hemant Kumar got your messaged and attempted to book a time but there is no opening for the next 6 months. Hope for your sake that is as bug!
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Hemant Kumar
[UPDATE : ALL SLOTS BOOKED]
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Quick ask: 30-min session on subtask rollups (Looking for 4-5 sessions this week)
We're working on how subtask values roll up to parent tasks (think numbers, money) and I'd love to walk you through the UX and get your honest feedback.
If you use subtasks and care about seeing rolled-up data on parents, I want to talk to you.
Looking for sessions this week - Anytime between 7:00am to 11:30am PST
Hemant Kumar
Cynthia: All slots got booked super quickly. If anything gets cancelled, I'll reach out to you
Anna Bullock
Hemant Kumar please do the same for me! I have both an enterprise and business tier client who would benefit from contributing to this one.
Gail Marek
Hemant Kumar WOW. Yes, just looked at the schedule. Glad that you're not having any trouble getting feedback! I'm be interested as well if there are cancellations.
Rodrigo Carballo
Hemant Kumar Hello there. I tried booking a time to discuss this; but I could not find any availability. Glad to see users are very interested in providing feedback. Please add me to your waiting list in case a space becomes available!
Melanie von Schorlemer
Hemant Kumar Due to the time difference to Melbourne (AUS), I can't book a slot in a time that suits both of us. Could you record a video and share it with us?
Hemant Kumar
updated the status to
building now
David J Geiger
Hemant Kumar great to see you guys are in the building now phase! What's the rough time frame we could see this go into beta?
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Lucero Vivas
Hemant Kumar When do you estimate that this can be in beta
Hemant Kumar
Lucero Vivas David J Geiger I don't have a exact timeline for you but this is being actively developed and we're gathering feedback on the UX flows right now to finalize the exact scope
Dimitri Weslosky
Would love to see users included on this - We currently have a "Team" field where we use a "Team" as a user to help with filtering, etc. Having to manually (or via automation) set this every time is time-consuming.
Hemant Kumar
Hey everyone, We've started scoping this feature. Would love to get your quick feedback on our approach to Rolling up CFs from subtasks to parent tasks. Please fill in this quick survey
David J Geiger
Hemant Kumar survey filled out. I'm excited that this feature is at least planned now, and I can't wait for it to be built out.
Hemant Kumar
updated the status to
planned
Julie Babin
Hemant Kumar Can we have a deployment date for this feature ?
Lauren Nitroy
Hemant Kumar Will this feature be available to all plan tiers?
Hemant Kumar
Lauren Nitroy Julie Babin: We just start scoping this feature. We don't have a date for this. And not decided on the plan tiers as well
Nicky Salido
I hope you could also include linked tasks for the Rollup.
Hemant Kumar
Nicky Salido: the v1 scope is subtasks to parent rollup
Pitchwits Team
How is this not done or at least prioritized yet? This 1000% essential!
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