Custom Task IDs [ClickApp]

With Custom Task IDs, you're able to set IDs like Issue-123 or Sales-123 that automatically increment by 1 with every new task you create.

Custom Task IDs makes it easier to:

• Reference and remember tasks in meetings

• Reference tasks via our git integrations (e.g. Github, GitLab, Bitbucket)

Toggle on the ClickApp for any Space to create your own Custom Task IDs!

Workspaces on Business+ have access to Custom Task IDs. Learn more about our plans here.

Enabling Custom Task IDs

1. Navigate to Settings > ClickApps

2. Search for Custom Task IDs

3. Toggle on

4. Click Add Space

5. Select the Space you want to enable Custom Task IDs

6. Configure the Prefix

7. Configure the Index

8. Click Save

Note: When you click save, it may take some time for your IDs to populate. Any tasks already in the Space will receive a custom ID, starting with the index you selected. Prefixes will always be in all caps.

Adding Custom Task IDs to Spaces

1. Navigate to Settings > ClickApps

2. Locate Custom Task IDs

3. Click the Space drop-down on the ClickApp tile

4. Click +Add Space

5. Select the Space you want to enable Custom Task IDs for

6. Configure the Prefix

7. Configure the Index

8. Click Save

9. Repeat steps 4 - 8 for any additional Spaces you want to add

Pro Tip: Since Custom Task IDs have far-reaching implications, you should work with your team to identify which Spaces need them and the prefixes you want to assign before turning the ClickApp on.

Editing Custom Task IDs on a Space

1. Navigate to the Space you want to update in the Hierarchy

2. Click the ... to reveal the context menu

3. Select Edit Custom Task IDs

4. Update the Prefix

5. Click Save

Note: The indexes for tasks are fixed and cannot be updated.

Revealing Custom Task IDs in List view

1. In a Space with the Custom Task ID ClickApp enabled, navigate to any List view

2. Click the (+) icon to add a column

3. Select Task ID to display the Custom Task ID column

Revealing Custom Task IDs in Board view

1. In a Space with the Custom Task ID ClickApp enabled, navigate to any Board view

2. Click ... in the far right to reveal the context menu

3. Toggle on for Task ID to display the Custom Task ID on the card

Using Custom Task IDs with Integrations

You will be able to use Custom Task IDs with our git integrations. Read more about how to get those set up here:

• Github

• GitLab

• Bitbucket.

Note: If you have Tasks in Multiple Lists enabled, tasks that are in multiple Lists have a Home List (the List farthest to the left in task view). When using these integrations, you must link your git repo to the Space that contains the Home List. Linking your repo to a Space that does not contain the Home List will not work. This is true whether you're using a Custom Task ID or normal ClickUp ID.

FAQs

Q: What happens when I move a task from a Space with Custom Task IDs to a Space without Custom Task IDs?

A: You can reference that task with the underlying ClickUp ID or the Custom Task ID at any time.

Q: What happens when I move a task from a Space with Custom Task IDs to another Space with Custom Task IDs?

A: By definition, the two Spaces will have different prefixes. The task will receive a second Custom Task ID from the second Space. You will be able to reference that task with both Custom Task IDs.

Q: What happens when I move a task from a Space without Custom Task IDs to a Space with Custom Task IDs?

A: The task will be assigned to the next available Custom Task ID for that Space. The task will still be able to be referenced with the ClickUp ID or the Custom Task ID.

Q: What happens when I want to edit the Prefix fo a Space's Custom Task ID?

A: You are able to edit the Space name. When you do, it cannot have the same Prefix as another Space. If you make a mistake, you can change the prefix for a particular Space back to a prefix that was previously assigned to it.

Q: Can I @mention a task by referencing the Custom Task ID?

A: Yes, you can use @@ to search for a Custom Task ID. When the task unfurls, it will show both the Custom Task ID and the Task Name.

Q: Can I link the git repo to any Space?

A: If you have the Tasks In Multiple Lists ClickApp enabled, you must link it to the Space that contains the Home List for the task.