Template should carry relationship
completed
J
Juhyun Kim
I figured out when making a folder structure as a template, it looses DOC relationship. The Doc was in that folder, but relationship was break, even originally related DOC was created with the template.
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Bhanu Kommula
This is awesome. This helps us a lot and reduces lot of work when setting up a new space for a new project.
I think the Rollups are still missing this ability to be saved to templates. I still have to do all those steps manually for Rollups after applying the template.
Please let me know if this features already exists and I am missing something.
Brendan W
completed
We're proud to share we've improved Relationships and Templates immensely!
Now, templates will contain and copy over all forms of Relationships, including Custom Relationships (even List to List Relationships)!
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Miriam Daub
Brendan W awesome! Will relationship also be maintained when moving lists with this update?
Brendan W
Miriam Daub Can you explain more about what you're asking? :)
M
Miriam Daub
Brendan W this request: https://clickup.canny.io/feature-requests/p/relationships-allow-list-to-list-relationships-to-be-maintained-when-a-task-is-d -- task relationships are lost when it moves to a new list (which for us is a different phase of our production cycle) and requires tedious re-tagging every time.
Hetal
Brendan W I wonder if there is any update on the matter described below by Miriam? ("task relationships are lost when it moves to a new list (which for us is a different phase of our production cycle) and requires tedious re-tagging every time.")
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Rose Kirby
If the target of the relationship is within the template, please update the field to refer to the task created by the template when applied.
Brendan W
in progress
Caroline Ginty
Merged in a post:
Copy Relationships when using a Folder Template
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Jon Miller
Could really use the option to Copy relationships when using a created Template - Specifically mapping new items to new items.
Ex. I have a project folder template that includes a Doc with multiple pages and two lists, these pages are each mapped to specific tasks in the lists to be referenced and filled out when that task is started. However when I create a new folder from this template, all relationships get dropped and I have to re-map each task relationship to its respective relationships. - We use this template for new projects and create new projects often.
inKontaktSystem
Why is this not covered from template function? This is a MUST work issue.
C
Clay Abercrombie
Would love an update on this.. It's probably the most needed feature for us at the moment.
Joe Taylor
Please consider rolling in this feature request when you implement this:
If you use a list template to define the same relationship in multiple lists, it makes sense to manage that relationship as a custom field for your entire folder or space (with the obvious constraint that the relationship must be to a list
outside
that folder or space!)Attempting to do this at the moment results in the dreaded FIELD_303 error:
José Leandro
It's exactly what I'm suffering at the moment, when the folder is a model, I can't relate the tasks with documents, because when creating a new model folder, the relationship is deleted.
Lauren Petrullo
ALSO - the rollups are not carrying over in the template. My team needs to know the person who is assigned to the task they're waiting on or blocking.... otherwise it becomes a confusing mess of communication.
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