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Relationships overview

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Relationships let you link your tasks, Docs, or just about anything together! Build simple links between tasks in your Workspace or create an advanced database using Relationships between different Lists.

What you'll need

Task view 3.0 is currently in beta. Join the 3.0 waitlist.

Relationships in ClickUp

There are two ways to use Relationships in ClickUp. You can create relationships with or without the Relationships ClickApp enabled.

Switching between these options by enabling and disabling the Relationships ClickApp will not delete any relationships you've created.

Relationships ClickApp turned off

When the Relationships ClickApp is turned off, you can create the following relationships between your tasks:

  • Dependency Relationship: Tasks can be blocking or waiting on other tasks.
  • Linked task relationships: Tasks can be linked to other tasks.
  • Task Custom Field: Add a Tasks Custom Field to link tasks that aren't dependent on each other.
    • When you enable the Relationships ClickApp, these are displayed as Any task in the Workspace relationships.
  • Reference relationships: Mention tasks and Docs throughout your Workspace to create a reference relationship.
  • Integrations, embeds, and website links are displayed on tasks using their respective icons.

Relationships ClickApp turned on

With the Relationship ClickApp enabled, you can create the following Relationships:

  • Dependency Relationship: Tasks can be blocking or waiting on other tasks.
  • Linked task relationships: Tasks can be linked to other tasks.
  • Custom Relationship: There are two types of Custom Relationship:
    • Any task in the Workspace relationship: Relate a task to any other tasks in your Workspace.
    • List to List relationship: Relate tasks between two specific Lists.

      • Only List to List relationships support using Custom Fields as Relationship columns (formerly Rollup fields).

  • Doc Relationship: You can relate Docs to tasks using a Doc relationship.
  • Integrations, embeds, and website links are displayed on tasks using icons, and in the Integrations table of the Relationships section of Task view.

When you disable the Relationships ClickApp, the following relationships are hidden:

  • Custom Relationships.
  • Doc Relationships.

When using the Tasks in Multiple Lists ClickApp, List to List Relationships are not available. 

Relationships in Task view 3.0

When using Task view 3.0, you can always view and create the following Relationships from a task, even if the Relationships ClickApp is turned off.

  • Dependency Relationship: Tasks can be blocking or waiting on other tasks.
  • Linked task relationships: Tasks can be linked to other tasks.
  • Custom Relationship: This is a custom relationship between tasks, including:
    • Any task in the Workspace relationship: Relate a task to any other tasks in your Workspace.
    • List to List relationship: Relate tasks between two specific Lists.
  • Task Custom Field: Add a Tasks Custom Field to link tasks that aren't dependent on each other.
  • Doc Relationship: You can relate Docs to tasks using a Doc relationship.
  • URL link: Relate work and content from other apps and websites.
  • Integrations, embeds, and website links are displayed using icons to the left of the Activity section.

If your Workspace uses Relationships with the ClickApp turned off, and you switch back to Task view 2.0, only Custom and Doc Relationships will be hidden.

Enable the Relationships ClickApp

Workspace owners and admins can enable the Relationships ClickApp for your Workspace.

To enable Relationships:

  1. Click your Workspace avatar in the lower-left corner.

  2. Select ClickApps.

  3. Browse or search for the Relationships ClickApp.

  4. Click the Relationships ClickApp to enable it.

Relationship columns

Relationship columns (formerly Rollup fields) display task fields from related tasks. Only List to List relationships support using Custom Fields as Relationship columns.

You can create, customize, and manage Relationships in List view.

FAQ

Below are some frequently asked questions regarding Relationships.

Q: If a user has access to a task will they now be able to see all the tasks linked with a Relationship?

A: No. A user must have permission to view a task or Doc in order to see it.

Q: I am using the Rollup Field but I don't see any of my Custom Fields?

A: Right now, we only support Custom Fields when using a Custom Relationship and the link to List option. Visit our article on Relationship Fields to learn more.

Q: Can I include Relationships in an export?

A: We don't currently support exports.

Q: Do Relationships work with subtasks?

A: You can link a subtask using a Custom Relationship, however, it currently won’t work with a List to List relationship.

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