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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 in order to create a reference or view it in the References table.

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

Task references

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

Using Relationships

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.

References without Relationships

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.

References in Task view 3.0

Task view 3.0 has introduced several new features and UI updates!

Task references using Task view 3.0

You can see where a task has been mentioned in another task using Task view 3.0.

From a task:

1. Open the Task Relationship tab, by either:
   • Clicking the Linked tasks tab.
   • 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.

Task references in Docs using Task view 3.0

You can see where a task has been mentioned in Doc, pages, and Doc comments using Task view 3.0.

From a task:

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

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.

Mise à jour 14 juin 2023 22:10