Update to "Related" section on Tasks - Checkbox selections, More Columns, Sorting capability, Navigation
Andrew Tomassetti
We have moved from subtask heirarchy for most task types to using relationships, so we are not held to subtask limits and have a better categorization of those links/associations. There is two big problems we've been running into with the Related section:
1) Can't select tasks - this is a massive one as we can simply select a task to change a field or conduct any action, and even more of a problem when you need to bulk update multiple tasks. Selection checkbox is a key feature and should be here especially when i've had ClickUp tell me best practice for use cases was to use relationships.
2) Add Columns needs more options - relationships for example, don't seem to be enabled anymore, and they were before but didn't work (I recall enabling a relationship field column and not seeing any results populating when clicking in to it). Regardless, having all columns available to add, as well as ensuring that relationship fields can populate correctly the list of options is a big help (especially when paired with bulk editing). When you start using relationships, you find yourself constantly linking tasks, so having those relationships accessible is key.
3) Sorting - currently you cannot sort or group tasks within the related tab. Again, if relationships are a key part of the platform flow, then there should be at the very least a way to sort the list.
4) Navigation Issue - we get constant issues within our team of users clicking on a task within the Related tab, then not knowing how to go back and clicking "x" thinking that the previous task that was associated to it was still open. For example. If im on a User story task, i may have build tasks associated with it through a relationship, and on the related tab I want to update a few of them. I click on the first, make an update, click x, and now have to hunt down the previous one (especially if its not saved to the tray). I have gotten in the habit of opening tasks up in new tabs, however then you have a ton of tab switching. Not sure if a better approach would be to not close out the task to begin with. If im on a user story, and i click on a related task, have the new one open up on top, once i close that, the previous task is still open, and i can close that once im done. I think that could enhance the user experience greatly and mitigate a lot of confusion on finding where you were and constantly going back and forth - just leave the task open until x is clicked.
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Flavie Lancereau
I totally agree with this request.
We can currently expand the "Related" section into a larger view, but the lack of checkboxes or bulk/multitask selection inside this view makes it very tedious to open or edit these tasks at once.
Additionally, it would be amazing to have a shortcut or a link directly from the task to "Open as a filtered List View". Manual workarounds (like creating custom links) are completely unsustainable when dealing with hundreds of tasks. Having a native way to jump from a task to a filtered list of its relations with bulk-edit capabilities is a must for large-scale workflows.