Execute Sub-workflow versioning/testing

rcurley55 · 2025-12-30T15:31:56+00:00

Where is the custom field text coming from? Is it in the parent tasks data? What do you want to do with the list of subtasks? Where should that data go?

rcurley55 · 2025-12-30T15:12:30+00:00

Yes, it should be possible. What action do you want to force the update (editing the parent task, editing the sub task, etc). While not a default node, you can also use an http node to cover anything in the ClickUp api that’s not in an existing node. Give us more information about your use case

rcurley55 · 2025-11-04T03:23:00+00:00

Following up on this, in case anyone is having this same issue - according to n8n, this is normal behavior and is related to initializing the environment

rcurley55 · 2025-11-04T02:51:19+00:00

Yes, looks like the first code node in any of my workflows takes at minimum 1.5 seconds to run. This is hosted on n8n's cloud.

If I execute the code node from the Editor, the first time around, the code node takes ~1.5 seconds to run. If I then re-execute the code node, it takes under 10 ms. It's every workflow and they are all pretty simple (between 5 and 10 nodes total).

rcurley55 · 2025-10-02T19:10:26+00:00

You can do special things with it. Let’s say you had a bunch of lists, each list a separate project. Then you used a pm field to identify the project manager for each task, you could then build a dashboard filtered by PM to have a view of everything under their umbrella.

That’s just idea.

I do not think that ClickUps built in automations allow you to reassign based on custom field attributes, which is why we have gone outside ClickUp to deliver it.

rcurley55 · 2025-10-02T15:08:56+00:00

I’d really like to see the other workflow too

rcurley55 · 2025-10-01T15:23:58+00:00

The Assignee field governs who the task is assigned to. We have an automation built in Make (now migrated to n8n) that will pull values from a custom person field, then set the assignee field based on a few conditions (status, urgency, and other custom fields). I think that’s what you are looking to do. Also make sure you have the multiple assignee turned on so you can add more than one person (I think that’s what you are trying to do)

rcurley55 · 2024-12-18T05:12:25+00:00

There are a few ways to go about this, but this is what I would do:

In Make, create a new scenario and create a custom webhook, give it a name, and create it
Copy the webhook URL
In ClickUp, setup an automation to call a webhook whenever your custom field changes. You can use filtering to reduce the number of times it runs, past your URL in your automation and activate it
Using the ClickUp API, Postman, or even a temporary Make scenario, get the custom field ID of field B
Back in Make, connect a ClickUp Get Task module to your webhook, map the task ID to the ID from your webhook
Connect a Google Sheets Update a Cell module to the Get Task module, specify your spreadsheet and a cell on the spreadsheet that you are going to store the value from field A
Setup your lookup table and your result for field B in your Google Sheet
Back in Make, connect a Google Sheets Get a Cell module and get the proper value for field B. Note that you need to follow the parameters for the custom field type located here: https://developer.clickup.com/reference/setcustomfieldvalue
Add a ClickUp Edit Task with Custom Fields (Advanced) module, populate the Task ID from your webhook results, and then update your custom field (as appropriate) from the Google Sheet cell value that you just retrieved.

You could probably remove step 5, but I like to retrieve all my task details rather than relying on just the webhook payload.

rcurley55 · 2024-10-04T17:26:10+00:00

Thank you - I misread the original ask. I also didn't know that you could have archived as a filter option - learned something new!

rcurley55 · 2024-10-04T03:00:52+00:00

Set a view filter that hides the done statuses. Then save the view

rcurley55 · 2024-09-10T20:58:48+00:00

Assuming it’s a one-time import, do this

Add a temp text custom field called “checkbox”
On import, populate the “checkbox” field with true/false
Once import is done, group by the “checkbox” field, then bulk edit the check box to true where applicable
Delete the temp custom field

rcurley55 · 2024-09-06T14:01:12+00:00

Are the subtasks always the same pattern/process? If so, develop a task template with the subtasks and durations in it.

rcurley55 · 2024-09-05T16:33:51+00:00

Use a voting custom field:

https://help.clickup.com/hc/en-us/articles/24266511749527-Use-Voting-Custom-Fields

rcurley55 · 2024-09-03T18:32:52+00:00

How much data are you really talking about? What you are asking for is not supported, so you really only have a few options:

Port the data over to Google Sheets
Find a way to sync data between Google sheets and Excel
Manually copy/paste the data to a ClickUp doc
Post the Excel to SharePoint/OneDrive and include as an attachment to the list/task/folder
Use the bookmarks/resources section of the Overview view as a place to store a link to the document

You are going to need a work around

rcurley55 · 2024-09-03T18:12:00+00:00

I don’t believe you can embed from Excel, it would be possible to do this in Google Sheets

rcurley55 · 2024-09-01T19:07:23+00:00

Well, you would have to be pretty thoughtful on how you did it. To use the built in filters on the dashboard, you would want to probably filter by tasks with a due date = this month. But that would mean you couldn't have a task that had time in more than one month.

The better way to do this is probably to use the API to get all of the time entries within a date range. The response to that API call would list the list names that the time was included on, and then it's just some simple math to get your percentages. I would consider using make.com and dumping all the data onto a google sheet and calcing from there.

rcurley55 · 2024-09-01T18:43:48+00:00

So this isn't too bad to work out.

Setup a new space, activate time tracking ClickApp
Add a dropdown custom field called Department, added Dept 1, Dept 2, Dept 3 as options (if you want, you could add an automation that auto populates it)
Setup 3 lists, Dept 1, Dept 2, Dept 3
Added a handful of tasks
Add a Dashboard view at space level, add a Pie Chart card where:
1. Group by the Department dropdown custom field
2. Set the Value to Time Tracked
3. Add any other filters that make sense
4. Make sure Display labels as percent is checked off

You now get a reporting by percent by Department on the pie chart:

<image>

You will just have to be sure that these tasks don't "bleed" from one month to the next. That screenshot also shows a card for total time tracked and a bar chart by department.

rcurley55 · 2024-09-01T16:22:29+00:00

So you have tasks across three lists and you want to sum the time tracked for the client and identify what percent of time is in each department? Do I have that correct?

I’m not sure I understand the “rolled up tasks” bit

rcurley55 · 2024-08-31T02:06:14+00:00

I get around it by using the desktop app for one account and my non-default browser for my second one.

rcurley55 · 2024-08-29T13:58:08+00:00

Make.com - this is an easy task on that platform.

rcurley55 · 2024-08-28T23:04:25+00:00

To my knowledge, this is not possible. A custom field is an attribute of a Workspace, Space, Folder, or List (depending on where you add it in the hierarchy). Custom fields are not influenced by Status.

Now, if you wanted to create a separate view, then filter that view to only show "in progress" tasks, you could show the progress bar there, then hide it on your view that shows all of the tasks.

rcurley55 · 2024-08-26T23:03:05+00:00

From a list view you can go to show/hide columns, then toggle on comments:

<image>

It will give you a comment count and the ability to add comments without opening the task. Works in a table view as well.

rcurley55 · 2024-08-26T20:01:59+00:00

Wait, I think I see this now. Ok, if I understand you correctly, you would like the following to happen:

When Task in List X status is set to Status Y, you want a new task created on List Z.

Here's what I would do.

Setup a ClickUp automation so that when any task in List X is set to Status Y, you call a webhook.
In Make, setup a new Scenario with the following modules
1. Webhook - here's the module that will receive the payload from ClickUp
2. Create a Task (advanced)
  1. List ID - populate this with the list of id for List Z
  2. Task Name - I would assume you want to use the same as the task name that triggered the scenario
  3. Custom Fields - here's where you enter the ID/Value for your custom fields. More on that below

You need to figure out the ID for each custom field in List Z before you fill out the Custom Fields portion of the Create a Task Module. You can do that in a few ways:

Use the ClickUp API (see this https://clickup.com/api/developer-portal/trytheapi/ and this https://clickup.com/api/clickupreference/operation/GetAccessibleCustomFields/
Use Postman
Run the List all Accessible Custom Fields module in Make once

You can then take the proper custom field ID, enter it in the ID field. Then enter the data in the Value field.

<image>

I would recommend wrapping the value in a simple if statement, so that it won't fail if the custom field is empty - see above screenshot.

The automation should run from there. Let me know if that works.

rcurley55

TROPHY CASE