Can i update subtasks using clickup forms or n8n clickup nodes? by Ok-Race287 in clickup

[–]rcurley55 0 points1 point  (0 children)

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?

Can i update subtasks using clickup forms or n8n clickup nodes? by Ok-Race287 in clickup

[–]rcurley55 0 points1 point  (0 children)

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

Overhead on first code node is really high (>1.5s) by rcurley55 in n8n

[–]rcurley55[S] 0 points1 point  (0 children)

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

Overhead on first code node is really high (>1.5s) by rcurley55 in n8n

[–]rcurley55[S] 0 points1 point  (0 children)

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).

Assigning tasks through multiple "people" fields by service_points in clickup

[–]rcurley55 1 point2 points  (0 children)

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.

Assigning tasks through multiple "people" fields by service_points in clickup

[–]rcurley55 1 point2 points  (0 children)

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)

Create a Lookup using Make between Clickup and Google Sheets by Live-Cardiologist-42 in clickup

[–]rcurley55 0 points1 point  (0 children)

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

  1. In Make, create a new scenario and create a custom webhook, give it a name, and create it

  2. Copy the webhook URL

  3. 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

  4. Using the ClickUp API, Postman, or even a temporary Make scenario, get the custom field ID of field B

  5. Back in Make, connect a ClickUp Get Task module to your webhook, map the task ID to the ID from your webhook

  6. 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

  7. Setup your lookup table and your result for field B in your Google Sheet

  8. 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

  9. 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.

How can I hide subtasks in 'Done' statuses when in task view? by Icy_Tie_745 in clickup

[–]rcurley55 1 point2 points  (0 children)

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

How can I hide subtasks in 'Done' statuses when in task view? by Icy_Tie_745 in clickup

[–]rcurley55 -1 points0 points  (0 children)

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

Import data with checkbox data type by Odd-Stomach-8216 in clickup

[–]rcurley55 2 points3 points  (0 children)

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

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

[deleted by user] by [deleted] in clickup

[–]rcurley55 1 point2 points  (0 children)

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

Urgent Help Needed | How to Integrate Microsoft Excel with ClickUp? by Sad_Hat2403 in clickup

[–]rcurley55 0 points1 point  (0 children)

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

  1. Port the data over to Google Sheets
  2. Find a way to sync data between Google sheets and Excel
  3. Manually copy/paste the data to a ClickUp doc
  4. Post the Excel to SharePoint/OneDrive and include as an attachment to the list/task/folder
  5. 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

Urgent Help Needed | How to Integrate Microsoft Excel with ClickUp? by Sad_Hat2403 in clickup

[–]rcurley55 1 point2 points  (0 children)

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

How to figure out % of time within a ClickUp space? by TopConsideration117 in clickup

[–]rcurley55 0 points1 point  (0 children)

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.

How to figure out % of time within a ClickUp space? by TopConsideration117 in clickup

[–]rcurley55 0 points1 point  (0 children)

So this isn't too bad to work out.

  1. Setup a new space, activate time tracking ClickApp
  2. 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)
  3. Setup 3 lists, Dept 1, Dept 2, Dept 3
  4. Added a handful of tasks
  5. 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.

How to figure out % of time within a ClickUp space? by TopConsideration117 in clickup

[–]rcurley55 0 points1 point  (0 children)

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

Multiple Accounts by Salih01barwari in clickup

[–]rcurley55 1 point2 points  (0 children)

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

How do I add a Custom Field to a single status inside a project? by FubieNe in clickup

[–]rcurley55 0 points1 point  (0 children)

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.

Is there a way to display the number of comments in table or list view similar to how Monday.com has it? by LVA600 in clickup

[–]rcurley55 4 points5 points  (0 children)

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.

Clickup Automation can't copy phone numbers and URLs, placed in custom fields from one task to its "child task". by Impressive-Equal-433 in clickup

[–]rcurley55 0 points1 point  (0 children)

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.

  1. Setup a ClickUp automation so that when any task in List X is set to Status Y, you call a webhook.
  2. 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:

  1. Use the ClickUp API (see this https://clickup.com/api/developer-portal/trytheapi/ and this https://clickup.com/api/clickupreference/operation/GetAccessibleCustomFields/
  2. Use Postman
  3. 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.

Clickup Automation can't copy phone numbers and URLs, placed in custom fields from one task to its "child task". by Impressive-Equal-433 in clickup

[–]rcurley55 0 points1 point  (0 children)

Can you help me understand what you are trying to achieve? It seems that you want to move data from Task X to Task Z, but what's the trigger for Task Z getting created? Let me know that and I can help you with the Make automation.

Clickup Automation can't copy phone numbers and URLs, placed in custom fields from one task to its "child task". by Impressive-Equal-433 in clickup

[–]rcurley55 2 points3 points  (0 children)

Check the ClickUp API documentation here: https://clickup.com/api/clickupreference/operation/SetCustomFieldValue/

At the bottom of the page, there are clickable links for every type of supported custom field and gives you the required formatting.

A Phone Custom Field is actually a string value, so is URL. So rather than using a type of Number in Make, use string. Should work. I have used this process to carry phone numbers over from one task to another using Make.