Find and relate tasks and Docs without adding 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.
This article covers task view 3.0 and task view 4.0. Learn what's new in task view 4.0!
Task references
You can @mention tasks in other tasks, comments, and Docs throughout your Workspace.
View references in task view 4.0
In task view 4.0, references are displayed on a dedicated tab in the Relationships page in the right sidebar.
Task and Doc references are displayed in separate sections.
View references on tasks in task view 3.0
You can see where a task has been mentioned in another task.
From a task:
- Open the Task Relationship tab, by either:
- Clicking the Linked tasks icon in the right sidebar.
- Clicking the Tasks button under Relationships.
- 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.
References in Docs in ClickUp 3.0
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 in Docs
You can see where a task has been mentioned in Docs, pages, and Doc comments.
From a task:
- Open the Doc Links tab, by either:
- Clicking the Doc Links icon in the right sidebar.
- Clicking the Docs button under Relationships.
- The References table displays Docs and pages that have mentioned the current task.