Subtask Custom Field Rollup to Parent Task

#clickup

Many ClickUp users encounter challenges when dealing with subtasks where specific custom fields, such as numbers or texts, are pivotal for project oversight and reporting. Currently, subtasks act as separate entities where custom fields need manual aggregation to reflect in the parent task. Users find this absence frustrating, especially in scenarios involving budget management, project costing, or tracking cumulative values across various project stages. This manual aggregation is not only time-consuming but also prone to errors, impacting efficiency and workflow smoothness within ClickUp. The ability for fields to automatically rollup would streamline processes, reduce manual labor, and enhance data accuracy.

🗒️ Feature Requests

  • Configurable Rollup Options:
    Allow users to configure the rollup behavior per field - such as sum, average, max, min, or concatenate - tailored to match their specific project needs.
  • Automatic Custom Field Rollup:
    Develop the function whereby any numeric, text, or formula custom field in subtasks can be automatically summed up or concatenated in the parent task. This feature should have options to handle different data types appropriately (e.g., sum for numbers, concatenate for text).
  • Visibility and Editability Settings:
    Implement settings on rollup fields to control whether these fields are editable or locked, and whether they are visible only on parent tasks or both parent and subtasks.
1565 ClickUp users requested this feature. Interested in build this extension? Join our Discord!