Feature Requests

Please search first before posting to help others find and vote for your idea!
SUBTASK AND PARENT TASK
Automation to convert tasks into subtasks based on folder or criteria Currently, it is not possible to create an automation that: Detects a task created in a specific folder, and Automatically converts that task into a subtask of an existing parent task, based on criteria such as task type, folder, or custom field values. This limitation is especially problematic in workflows where tasks are generated externally (for example, incoming legal notices) and must be consolidated under a single main project or case. Suggestion: Introduce an automation action that allows a task to be converted into a subtask of a defined or identifiable parent task, using conditions such as: Folder or list Task type Custom field values This would enable fully automated hierarchical organization for complex, event-driven projects. ---- Em português Automação para converter tarefas em subtarefas com base em pasta ou critérios Atualmente, não é possível criar uma automação que: Detecte uma tarefa criada em uma pasta específica; e Converta automaticamente essa tarefa em subtarefa de uma tarefa pai existente, com base em critérios como tipo de tarefa, pasta ou valores de campos personalizados. Essa limitação é especialmente problemática em fluxos nos quais tarefas são geradas externamente (por exemplo, intimações recebidas) e precisam ser consolidadas sob um único processo ou projeto principal. Sugestão: Criar uma ação de automação que permita converter uma tarefa em subtarefa de uma tarefa pai definida ou identificável, utilizando condições como: Pasta ou lista Tipo de tarefa Campos personalizados Isso possibilitaria uma organização hierárquica totalmente automatizada para projetos complexos e orientados a eventos.
0
·
Hierarchy
Allow Independent Workflows for Nested Tasks/Subtasks Across Different Workspaces
In multi-workspace setups, teams often separate high-level portfolio management (e.g., Projects and Releases) from detailed product backlogs (e.g., Epics, Features, and User Stories). Currently, when nesting tasks from one workspace as subtasks under a parent task in another workspace, the child tasks automatically inherit the parent's workflow (statuses). This forces teams to use the same workflow across workspaces or avoid proper nesting altogether. We request the ability for nested tasks (subtasks) to retain their original workflow independently, even when the parent task belongs to a different workspace with a completely different workflow. Proposed behavior: Subtasks keep the workflow (statuses, status categories, automations tied to statuses) of their original task type and workspace. No inheritance of the parent’s workflow unless explicitly enabled via a toggle (e.g., "Inherit parent workflow" option). Other elements like custom fields can continue behaving as they do today (we are primarily requesting workflow independence). Why this matters: Current alternatives like task relationships (linked tasks) are not sufficient because: They are not visually prominent in the UI (no clear hierarchy in List/Folder views). Time tracked on related tasks does not roll up or display together, making it impossible to accurately calculate real effort and cost at the project/release level. Dependencies and blockers are harder to manage and visualize without a true parent-child structure. Key Benefits: True hierarchical visibility: See an entire project with its Releases, Epics, Features, and Stories nested underneath in one view. Accurate effort and cost tracking: Time entries from all nested levels roll up properly for realistic project costing. Faster blocker resolution and progress monitoring across teams. Maintain specialized workflows per team/workspace without compromising structure. Reduced need for workarounds (duplicated tasks, manual linking, external reports). Real-World Use Case: Project Portfolio workspace: Contains "Project" and "Release" tasks with a simple workflow (Planned → In Progress → Testing → Done). Product Backlog workspace: Contains Epics, Features, and User Stories with an agile workflow (To Do → Refinement → Ready → In Progress → Review → Testing → Done). Teams want to nest Epics and Features as subtasks under Projects/Releases for clear portfolio oversight and cost tracking, while keeping the development team’s detailed agile workflow intact. This enhancement would significantly improve ClickUp’s capability to support scaled agile and portfolio management in complex, multi-team organizations. Thank you for considering this — it would be a game-changer for many enterprise and growing teams!
0
·
Hierarchy
Load More