Custom Relationships

Our Relationships feature allows you to relate tasks to each other. With Custom Relationships, you have even more flexibility to connect tasks together!

You can create two types of Custom Relationship:

1. Link any task in your Workspace: relate two tasks together, regardless of location

2. Link tasks from a specific List: relate two Lists together, then link tasks from either List to each other

The second option allows you to show Custom Fields on the other related task!

Enable the Relationships ClickApp

To use Custom Relationships, you will need to enable the ClickApp for your Workspace. The following steps are for Admins and Owners.

1. Go to your ClickApp Settings

2. Locate Relationships (beta)

3. Toggle the ClickApp on

Note: If you want to go back to the old version using Dependencies, you'll be able to turn off the ClickApp without losing any of your Relationship links. While we do keep the data, you will not be able to access any of the new fields unless you turn the feature back on.

Creating a Custom Relationship

1. Create a new task, or open an existing task

2. Scroll down to the Relationship section

3. Click on the + Add Relationship button shown just below the task description

4. Select + Create Relationship from the drop-down menu

5. Give your Relationship a name

6. Select which type of Custom Relationship you want to use

7. Create Rollup Fields (this is optional and can be added later!)

Link any task in your Workspace

You can relate any two tasks within your Workspace to help your team collaborate. Say goodbye to searching and asking for specific information!

Using a Custom Relationship to link any two tasks in your Workspace is different from the Task Relationship option.

Task Relationships are global throughout your Workspace. They are displayed in the same Relationship table with the same rollup fields.

A Custom Relationship lives within the List where it is created, and you can relate any task in that List with any other task in your Workspace. Tasks that live in a different location will not be able to use the Custom Relationship.

Custom Relationships allow you to relate tasks together and differentiate each relationship in a few different ways:

• Custom Relationships can be named (and renamed)

• You can include different rollup fields for different Custom Relationships

• On related tasks in a Custom Relationship, the primary task appears in the backlinks table with the name of the Custom Relationship shown on a label

A real-world example

You're using ClickUp as a CRM and you have a List of Contacts in your CRM Space.

You have a task in your Current priorities List to reach out to a client to ask about the proposal you sent them last week.

You want to link the two tasks together so you know which contact you need to follow up with! You create a Custom Relationship in the Current priorities List and name it Customer Follow Up to distinguish this relationship.

Now, any task in the Current priorities List can be related to any other task in the Workspace using the Customer Follow Up relationship.

You have another task in your Current priorities List to respond to some positive feedback. You can use the Customer Follow Up relationship to link it to the support ticket task where your customer shared their feedback.

How to create a task-to-task Custom Relationship

To add a task to your new Custom Relationship table:

1. Click on the + add button below the Custom Relationship table name

2. Select a task to add

3. View your task in the table!

Link tasks from a specific List

Use this option to create a Custom Relationship where tasks on two separate Lists are linked!

Continuing with our CRM example, you have a List of Deals and a List of Contacts. You want to link those two Lists together to associate each Deal task with a Contact task.

You'll select the tasks from a specific List option, which will enable a table to be created for each task on both Lists.

Once you've created the Custom Relationship table, it's time to relate individual tasks together:

1. Open a task in either the Deals or Contacts Lists

2. Click on + Add next to the Relationship name in the table

3. Select a task in the other List

You'll see the task appear in the table! Repeat these steps for any other tasks you want to link between the two Lists.

Note: We currently do not support Tasks in Multiple Lists. You can only link tasks together if you've related their home Lists. Linking subtasks is not yet available in List-to-List Custom Relationships.

Add Rollup Fields

You can add Rollup Fields including Custom Fields if you've linked two Lists together. You can think of these as view-only columns in List view.

This allows you to show information about the linked task right in the Custom Relationship table.

Keeping with our CRM example, you might want to show the email address of a Contact on a linked Deal task, or the total value of a Deal on the related Contact task!

1. Open a task in a List with a List-to-List Custom Relationship

2. Scroll down to the Relationship table just below the task description
   
   Note: You don't have to have tasks added to the Relationship table in order to add Rollup Fields
   

3. Click on the Add a Rollup + icon to add Rollup Fields to the Relationship table

4. Pick the field you want to add from the Select Field dropdown menu

5. Give the Rollup Field a custom name (this is optional and can be edited later)

You'll see the information from the linked task appear in the table! Repeat for any other fields you want to show in the table!

Renaming your Relationships between two Lists

When adding a task to Custom Relationship that's linked to a List, we'll add a table on all tasks in both Lists. You may want to give the table different names depending on the List to make the Relationship easier to understand!

Here's how:

1. After creating a Relationship, navigate to any task from either List

2. You will see the table has the same name as the original List

3. Click on the ... menu next to the name

4. Select rename from the options

5. Give it a new, clear name

The name of the Relationship will update on each List separately. You can update both to match, or keep the name of the Relationship different to help teams understand the Relationship from their unique perspective!

Now you're all set to create powerful Custom Relationships and roll up important details throughout your Workspace!

• Be sure to check out the other types of Relationships you can use!

• Take a look at our Agile Scrum workflow best practices, including using task relationships to manage Epics and user stories in your Sprints

• Learn more about using ClickUp as a CRM

• Watch our amazing Webinar on Relationships in ClickUp!