Use Relationships in List view

Our Relationships feature allows you to relate tasks to each other. Use List view to use Relationships without opening individual tasks.

What you'll need

  • Everyone, including guests, can use Relationships. 

  • Guests cannot add new Custom Relationships to List view.

  • Relationships in List view is available on all plans.

You'll only see related tasks that you have permission to access.

Create a new Relationship from List view

To create a new Relationship from List view:

  1. Open the List view.
  2. In the upper-right corner above the task table, click the plus icon.
  3. Search for and select the Relationship field to create a new Custom Relationship.
  4. Enter the details to create a Custom Relationship.
  5. Click Add Column

When selecting tasks from a specific List, the new List-to-List Custom Relationship will be added to tasks in the selected List automatically.

Add an existing Relationship to List view

Two types of existing Custom Relationship can be added to List view:

  • Any task in your Workspace

  • List-to-List

Any task in your Workspace

To add this type of Relationship to List view in ClickUp 2.0:

  1. Open the List view.

  2. In the upper-right corner above the task table, click the plus icon.

  3. Click Use field from library.

  4. Click Relationship to expand all Relationship fields.

  5. Hover over the Custom Relationship and select Use this field

To add this type of Relationship to List view in ClickUp 3.0:

  1. Open the List view.

  2. In the upper-right corner above the task table, click the plus icon.

  3. Click Use existing field to open the Custom Field Manager.

  4. Click the checkbox next to the Custom Relationship.

  5. In the lower-right corner, click Add Fields.

List-to-List Custom Relationships that are established between two specific Lists will not be shown in the Custom Fields library. They will appear in the list of available standard fields for the related Lists.

Tasks in a specific List

You can add existing List-to-List Custom Relationships as columns to your List view. Once you've added the Relationship, you can relate tasks.

To add a List-to-List Custom Relationship to List view:

  1. Open the List view.

  2. In the upper-right corner above the task table, click the plus icon.
  3. Search or browse for the Relationship.

  4. Click the Relationship.

Use the Relationship column

Click on the Relationship field to relate tasks without opening each one individually.

Options include:

  • Relate other tasks by:

    • Selecting recently viewed tasks

    • Searching or browsing for tasks in your Workspace

  • Rename and edit the Relationship from the ellipsis menu.

  • Add a Relationship column.

  • Unlink a related task by hovering over it and clicking the x on the far right.

Manage the Relationship column

Click on the column heading to access the column settings menu.

Options include:

  • Sort the and move the column.

  • Insert columns to the left and right, which creates a new Custom Field.

  • Display as Names or a Count of related items.

  • Hide the column.

  • Edit the Relationships Field.

  • Duplicate the Relationship, which creates a new one.

  • Delete from this location or from everywhere.

Edit a Relationship

To edit a Relationship from List view:

  1. Edit from the column heading or the Relationship ellipsis .... menu on a task:

  2. Edit the field using the following options:

    • Rename the Relationship.

    • Mark it is a required field.

    • Create Relationship columns.

    • Delete the Field.

  3. Click Save

When renaming a List-to-List Custom Relationship, it 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.

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