clickup select all subtasks

Well email you 1-3 times per weekand never share your information. Tags. Then, a highly manual process might not be the best process to automate. Now, this is both a blessing and a curse, right, because all this complexity and the fact that you saw how I clicked into that and I can go back to the main task here, but things can get lost in all of these layers. Like I suggested before, revisions in progress published, reviewed, all of that kind of stuff. Do you want ClickUp to do something when a task is moved to a specific location? When you create a task in ClickUp, you must associate it with a List, which is a task container. And its sometimes best to pair a checklist item with kind of a multiple assignee situation where you actually assign the task to the people in the checklist as well as having the checklist. Then, you can select a command without ever leaving your keyboard. The direction I would think would be the best way to do this, is the user can expand one level down by using the triangle expand/collapse on left side, but if you click the subtasks icon to right of the task, it expands all of the subtasks under that task. And on the Free or Unlimited plan please. Easily make bulk edits across multiple tasks or Docs. Show all subtasks under their parents, by themselves, or just keep them hidden. This post is not very active but I would still be happy to see un update by a staff member here. She combines an interest in psychology and background in online marketing and brand messaging strategy to write optimized, long-form content for brands like WordStream. Otherwise, click on the status name and in the dropdown box, click on a status name to move the task to that status. All of these things Im showing you can be templated. If I have a list of similar tasks, I can easily get an idea of actual time spent and average time per task, then cross-check them with my estimates. [00:06:06.610] I try to keep it down to five or less. Thats a mechanism that guarantees that, for instance, every task moved to your Blog post List thats inside your Monthly newsletter folder automatically creates a new task to Create blog post., To automate tasks in ClickUp, you must follow the recipe of a ClickUp Automation. the amount of time this would take to manually fix especially when filters are applied is a pain to deal with. Here's how you add the Form view: Open your desired Space, Folder, or List. Select multiple tasks and make changes to all of them at once with the Bulk Action Toolbar. SmartSuite Certified Consultant, ProcessDriven helps small teams turn chaos into process. [00:08:06.410] one dropdown field for summarizing the subtask values. This would also be very helpful in list view. 2023 ClickUp | Security | Your Privacy | Terms, Guide to Automations in ClickUp (With 10 Use Case Examples), Examples of ClickUp Automations in Action, How to Setup Automations at the Space, Folder, and List Levels in ClickUp, how our Quality Excellence team uses ClickUp, Workflow Automation: Automate Workflows to Boost Productivity, 10 Best Writing Assistant Software With AI in 2023, 10 Best Task Scheduling Software for Task Managers in 2023, What is Workflow Management? Creating a Form on a Folder or Space will prompt you to select a List. [00:14:31.840] These subtask you can assign to different people just like a checklist, but you can also click on them and open up a window that looks almost just like the main task and do most of the things you would expect to do with an overall task, such as use your custom fields, use priority, set due date, set time estimates, track time, start a zoomUse our Zoom affiliate link! If you are totally new to ClickUp and youre not sure what I mean by a checklist or subtask, stay tuned. Only show tasks with specific tags. [00:03:18.150] Select ALL tasks using the Multitool Taskbar. Select ALL tasks using the Multitool Taskbar | Voters | ClickUp Subtasks vs. Checklists vs. Descriptions - ClickUp Tutorial - ProcessDriven ClickUp on Twitter: "The top requested Automations feature is now We can tell where were at based on this left navigation bar. If you havent noticed yet, the generic examples of ClickUp Automation we mentioned in the previous section are Triggers! My name is Layla. Resist the urge people make your status simple, Im talking to-do, in progress, closed; to-do, closed. For instance, I use folder templates, containing all the tasks and subtasks I need to do for qualifying clients, setting up projects, creating and optimizing content, and closing out contracts. These are the features that have helped me the most. Currently can also use the expand icon on left to exapnd one by one, so if keeping only one button, I think it should expand all. This would make it easier to maintain and organize data, enabling a more comprehensive and consistent view of information throughout the task hierarchy. Note: Don't put every task for the weeksmall and largeinto the task tray. Manage and track projects of any type and size. You can filter by the following options: Status. I just click the bubble and make the change. That would save me an hour every week and make me a lot more confident in my forecast. Click the funnel icon in the upper-right corner and select + Add Filter. The only time it mentioned subtasks is when all subtasks are resolved. You can have subtasks expanded always by choosing the "expand all". Break down any size project into customized tasks. Conditions are optional in ClickUp Automations. So, for example, lets manually go back just for the example here. Sign up for FREEand start using ClickUp in seconds! [00:14:03.700] When clicking this, I'd also like to have the ability to expand all. How dumb are they? Learn more about how it works. With checklists the visibility is much lower. If its a checklist item assigned to me, the only visibility I have is that notification that first comes out. If youre diving deep down the ClickUp rabbit hole, be sure to check out ClickingUp Community in the description below. Add a new view with the + button. 37 List view - 'Select All' from list settings or from grouped header does not select all A Alan Ballany When in list view, if I select 'Select All' from the list settings header, or from 'grouped by' header, not all tasks are selected, the selection stops part way through the list of tasks December 5, 2019 Log in to leave a comment Activity Feed Did you know you could use ClickUp to do this automatically? Are we just assuming as an organization that all of the things inside that task are owned by Layla? I use another dropdown field to register the cause of the change (on parent task level) to be able to explain to my steering committee why I have deviations from budget. Add each checklist item. Note: If you create a client dashboard, be sure to set up an automated notification for new tasks. The fifth pro tip is around closed tasks. You can turn it on by clicking Me at the top right of any list, and it shows only tasks assigned to you. 20 Don't show completed subtasks when the option is selected to show subtasks under parents complete Gavin Carvell In ClickUp 2.0, when I select the option to show subtasks under their parents it includes completed subtasks. Whereas you cant automate every task in your workflow, numerous decisions are made across tasks that repeat or are the exact same. In this article What you'll need: Bulk Actions Use the Bulk Action Toolbar Reorder Subtasks You can use the Bulk Action Toolbar to manage multiple subtasks within a task window! Comments? [00:06:45.200] Here we are inside the task and we can see subtasks and checklists both appear next to the to-do area. Toggle Subtasks in multiple Lists on or off. The value field is my cost estimate for that particular task. For the second point, you can achieve this by changing the Subtasks to "Hide" (see the Gif!). I'm experiencing a weird behavior where if you include closed tasks, you can't select all. Bring all other work into ClickUp in one easy import. Align your organization toward company-wide goals. I know this really isnt intuitive and custom statuses are often whats attracting people to ClickUp, but it is a double edged sword. If you want your process to start at a specific moment, Triggers are the solution. If you work with a team, me mode will be a lifesaver. Best Free Project Management Software (2023) - Forbes Optimizing Performance & Workflows, How to Delegate Work Effectively: 10 Tips for High-Efficiency Managers, 50 Productive Things to Do When Bored at Work, 10 Best Google Tasks Alternatives and Competitors in 2023, 10 Best No-Code App Builders for App Development in 2023, Unlocking the Potential of ClickUp AI for Marketing, Content, and Sales Teams, 10 Memorization Techniques & Tools to Improve Your Memory, How to Create a Productivity Plan With Templates, How Do Your Prioritize Your Work? I thought you did it. All social media posts, should live in the social media list. But we just were so afraid of misstepping in our social environmental whatevers that no one checks the box. It doesnt make sense to have a published status because custom fields kind of collapse when theyre not being used. [00:15:18.580] I want to end like I always end this feature Fridays with asking for your feedback on what I should cover next. You have three types of Automations in ClickUp: ClickUp offers a library of Triggers and Actions to browse from and apply as-is. That works just fine, but I also recommend using templates. Just scroll on down and you dont have to go to any other pages. Automation templates are an efficient way of configuring processes. Yes, if youre actually in a list, you can see whether or not youve got checklist items that are assigned to you by this tiny microscopic blue dot right there or whatever your theme color is, that little dot will let you know that theres a checklist of things assigned to you, but its nowhere near the visibility of having subtask that you can expand or even separate to see all at once. I chose Subtasks "Show" option and did a save layout. I would love it if you could have a universal setting where you can select which custom fields "flow" into the subtasks. And include Closed tasks. Now, one more point of comparison here is in me mode, this little guy here that lets you filter down your entire workspace to just show tasks assigned to you, it does account for checklist. October 16, 2020 Beginner ClickUp 19 mins read In this ClickUp tutorial, I'll cover the differences between subtasks and checklists (and task descriptions with the checklist slash command/bullet). Nothing wrong with that. Save time by updating So dont be paralyzed by this decision. Guests can't use the Bulk Action Toolbar. Both the graphics list and the social media list each has their own custom field templates with items pertaining to those areas (e.g., the social media template has a field for "Platform" to select Facebook, Instagram, ). But they add up over time and free up your availability to handle major, more complex ones. Add as many widgets as you need, drag and drop them in the right spots, and you're good to go. Track, sort, and filter work by adding Custom Field data to your tasks. Archive Tasks Add or change one or more assignees to multiple tasks and set watchers to monitor updates. I.e., I have a Task with a bunch of Linked Tasks. To set up a dashboard, click on the Dashboards tab, and either select a template for your use case or start from scratch. Actions are the work you automate via ClickUp, such as: Read our article on how to use Automation actions! These are examples of Automations that you can set up in ClickUp regardless of your use case: In ClickUp, tasks have general statuses, such as In Progress, Review, Accepted, or Rejected. And Automations allow you to configure ClickUp to do certain things when statuses change. And so that the 3 items from the first list with the same workorder as the task of the second list, will be added to this task as subtask/Dependency or checklist. One of my playlists that you can use to help you learn ClickUp a little bit better. \ Make edits to multiple tasks or Docs instantly with the power of ClickUp's Bulk Action Toolbar. Too many tabs will make what you need now harder to locate, defeating the idea behind the task tray. ClickUp Hierarchy Views Create and edit subtasks in List and Board view In this article What you'll need Create a subtask from List view Create a subtask from Board view Display subtasks Bulk edit subtasks Convert tasks to subtasks in List view Create and edit subtasks directly from List and Board views. I.e., I have a Task with a bunch of Linked Tasks. I am very surprised to see that this option is not actually set by default. Using Subtasks for Epics in Product Management - ClickUp Help Im also the host of ClickingUp Community. Regardless of the company type, location, industry, or department, every single manager wishes to: Well, luckily, theres an answer to these cravingsClickUp Automations! If we go in to, say, one of these subtasks, you see, I can navigate back and forth through these breadcrumbs to go back to the main task, back into the subtask, back to the main desk, back this subtask. 1. Having to go in an expand subtasks every time I open any list in our system is annoying. So just a quick example of what that might look like. Task view 3.0 is currently in beta. Prerequisites A ClickUp account We recommend creating Folders for company-wide, departmental, quarterly, or region-based goals and OKRs. Thats because Automations build momentum for employees, increases efficiency, andbest of allreduces headaches from bumps in your processes. Meetings are an essential tool for influencing company culture and team relationships. Fields within the task only stay with the task. Use subtasks - ClickUp Help Plus, ClickUp has a time estimates per assignee feature that's great for collaborations. If youre a lawyer, you can manage your law firm with ClickUp by: If youre managing a customer support team, you can define Automations in ClickUp to: Find out how our Customer Support team uses ClickUp Automations! [00:08:55.670] But it works wonders for all sorts of objectives. Build a PRETTY Client Portal in ClickUp + 5 Mistakes to Avoid, How to Add Widgets to ClickUp Dashboards to Keep Your Team on Track (ClickUp Dashboard Example), 5 Reasons NOT to upload to ClickUp (ClickUp isnt best for file storage! And if thats really not working for you, switch to a subtask. These subtasks are more like dumbed down tasks. This post contains affiliate links or sponsored content for which we may receive compensation. No matter how you like to visualize your to-do list, you have options. Automations move a process forward in a step-by-step workflow to optimize task repetition so they can be logically executed without manual work. Basically, the automations cannot tell the difference between a subtask and a task, at least in this instance. And ClickUp has over 50 of them to apply to any Space, Folder, or List. Archive your tasks without deleting them so you can search and view them later. then I do not get any grasp of the complexity of that task by just seeing 1 subtask under the main task. Looking at Zapier to automate this for now if that helps anyone. To add a target, click + New Goal in the Goals tab. Updated 3 months ago Was this article helpful? [00:02:23.970] We have an editorial list within the content space where our writers note the articles they are working on. Watch quick videos to learn the basics of ClickUp. You'll use dashboards if you want to: With regular tasks, this is easy. https://docs.clickup.com/en/articles/3126219-default-view-templates. [00:10:13.750] I roll upp subtask values a LOT instead of using spreadsheets, but for that, I now need. You'll be asked to authenticate your ClickUp account and select a workspace before completing the integration. Just about anything in ClickUp can become a template: folders, lists, views, checklists, subtasks, and more. Add or change one or more assignees to multiple tasks and set watchers to monitor updates. Even more particular about what you want to see? apply Automations to tasks, subtasksor both! Just select the new dropdown menu while customizing your Triggers. Plus, you can now submit Forms from your phone!
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