Universal or List-wide Properties
not on the roadmap
Ryan JP
Space, Folder, and/or lists should be able to have "universal properties" that cascade down. For instance, we'd love to keep track of a client's contact info, first name, the location of their cloud documents or website, etc. If you could set custom fields as properties that are true of an entire project, then not only would this auto-fill the info throughout ALL the tasks of a given space, folder, or list, but it would also allow these properties to be easily used in Automations (for instance, automatically emailing [client email] at a specific point in the project)
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Brian Shen
marked this post as
not on the roadmap
Eric Wightman
Hey Ryan JP! This is a great thought! Have you thought about setting up a List for your client with all their details then using Relationships to pull that information into other Lists/tasks?
Ryan JP
Eric Wightman: I've been beating my head against this idea for more hours than I am proud of. I'd be lying if I said I understood "rollups" even after reading the tutorials in these links several times. It seems that you can't even "rollup" a custom field? It's not an option that is given. Moreover, it seems I have to manually set up this relationship task-by-task, subtask-by-subtask, no? Because I can't seem to set these relationship or rollups with multi-task mode (bulk editing). We have dozens of tasks and subtasks per project, so this is clearly much harder than just doing the data entry (although I admit, I could be missing something about how these work).
The biggest thing is that this seems so convoluted and unintuitive. I don't want to pretend that implementing my "universal properties" concept into ClickUp would be simple-as-pie, but something as simple as "project-wide or Master properties that cascade down" is an intuitive, typical function and flexible for users, no matter how they organize their projects top-to-bottom (from space, folder, lists to tasks), and could be as easy-to-use as a checkbox in a custom field.
(...says the guy who doesn't know how to program software)
Eric Wightman
Ryan JP: Agreed that rollup fields can get pretty complicated pretty quickly! :) Thanks for the additional information though!