Enhanced Lookup Functionality for Task and Contact Management
#clickup
In the dynamic world of project management, ClickUp users often face challenges with maintaining and accessing centralized information efficiently. One such challenge includes managing a list of freelancers, for instance, where a master 'Freelancers' list is used to look up and sync contact details across different tasks and projects. Users need a way to link names from a form response to this master list seamlessly. This integration would avoid duplication and errors, making it easier for production managers and team leads to track availability and contact details without switching contexts or managing multiple data sources.
🗒️ Feature Requests
- Global Data Management:
Enable modifications in the master 'Freelancers' list to instantly update relevant information across all associated tasks or forms where the particular contact is referenced, ensuring data consistency across the platform. - API Access for Extensibility:
Provide API support for developers to integrate and extend the lookup functionality, facilitating a robust ecosystem around ClickUp's capabilities. - Custom Field Support in Lookups:
Support custom fields in lookups, allowing ClickUp users to define and retrieve specific data from related tasks and forms, thereby tailoring the information flow according to the project needs. - Form Response and Contact List Integration:
The extension should allow form responses to be cross-referenced with a master contact list directly within ClickUp. For example, a name entered in a form should automatically look up and populate related contact details from the master list. - Dynamic Data Display in Project Management Views:
Incorporate functionality to automatically display linked contact details in project management views based on the lookup from the master list, enhancing visibility for decision-makers.
631 ClickUp users requested this feature. 
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