Use forms to update existing Tasks
Syed Amir Shah
Use forms to update existing tasks fields.
E.g in the inventory management template.. Use forms to CheckOut or CheckIn assets into the inventory using custom forms and update the value of stock in background.
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Bill Davis
We need to be able to update tasks via a form so we can complete a assessment workflow.
Liam
Hi Caroline Ginty is this something ClickUp would look into?
Caroline Ginty
Merged in a post:
Forms - allow update existing task OR create new task based on task name existing or not
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Tim Robinson
On clickup forms - when a client completes the form, if the "task name" exists (in my case "client name") we would like it update the task with other / new data collected from the form OR create a new Task / Client if they do not yet exist. I want it to be able to update existing clients or add new clients depending on the status. We have many clients who sponsor multiple events, and need to send or request different information dependent on the event they are sponsoring.
Caroline Ginty
Merged in a post:
Forms that UPDATE existing tasks
Christopher | Upficient
Instead of only just creating tasks from Form submissions, can we also please update exiting tasks from forms by searching for task IDs or search phrases.
Caroline Ginty
Merged in a post:
Prompt Required Form Fields on Tasks/Subtasks
Rebecca Lambert
Request: Allow users to apply a Form to an existing task or subtask, which would then prompt them to fill in the form's required fields.
We have a lot of cross team projects, and often when building out a project task, there are subtasks that would require a form submission/the required fields from the form. Currently, users fill out the form separately, then convert it to a subtask under the main project. Or, if a subtask is created in the project first, the user creating the request will not be prompted to fill out the custom fields that are required on the form, and it causes some back and forth.
Ideally, when a subtask is created, and it is converted to a form submission task type, this would prompt the user to choose a form to apply it to the subtask, forcing them to fill out the required custom fields.
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Katie Kolkovich
hello, please add the ability for forms to update existing tasks also multiple forms to feed into one task. Seems a simple thing for a project management tool to have! Especially since projects include multiple people who give different information.
Brynn Link
this would be a huge unlock! eg: for reliable project updates
Tamara
Clickup we need this!!! When do you plan to add it?
Mike DeGeus
This would be incredibly helpful
Ricardo Gomes
crazy to see so many upvotes on here but looks like the last time someone from clickup looked at this was in 2021...
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