Create and view Reference Relationships

Find and relate tasks and Docs without building formal relationships. References are automatically created whenever someone @mentions a task or Doc throughout your Workspace.

What you'll need

  • Relationships are available on any ClickUp Plan.

  • Anyone, including guests, can use References.

  • You need permission to view a task or Doc to create a reference or view it in the References table.

Task references

You can @mention tasks in other tasks, comments, and Docs throughout your Workspace.

Task references with the Relationship ClickApp

With the Relationships ClickApp enabled, you'll see a References table appear on mentioned tasks, alongside any other Relationships you've created.

Where related tasks also mention each other, you'll see the task appear in the References table and each Relationship table where the tasks have been related to each other.

The References table won't be displayed if a task hasn't been mentioned anywhere yet.

Screenshot of the References table of the Relationships section on a task.

Task references without the Relationship ClickApp

With the Relationships ClickApp disabled, you can find where a task has been mentioned behind the Task mention icon to the left of the Comments area.

The icon won't be displayed if a task hasn't been mentioned anywhere yet.

Screenshot of a task highlighting the Task mentions icon.

References in Docs

When someone mentions a Doc within another Doc or a task, we'll automatically add that task or Doc as a Reference.

To see References in a Doc, open the right sidebar and select Relationships & References.

Task references

You can see where a task has been mentioned in another task.

From a task:

  1. Open the Task Relationship tab, by either:
    • Clicking the Linked tasks icon in the right sidebar.
    • Clicking the Tasks button under Relationships.
  2. The References table displays tasks that have mentioned the current task.

You can add Relationships columns to the References table using the plus button on the right.

Screenshot highlighting the two ways to access linked tasks in Task view 3.0.

Task references in Docs

You can see where a task has been mentioned in Doc, pages, and Doc comments.

From a task:

  1. Open the Doc Links tab, by either:
    • Clicking the Doc Links icon in the right sidebar.
    • Clicking the Docs button under Relationships.
  2. The References table displays Docs and pages that have mentioned the current task.

Screenshot highlighting the two ways to access linked Docs in Task view 3.0.

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