Use Rollup Fields in ClickUp List View

Rollup fields in ClickUp List view let you summarize and analyze task information from related items without leaving the current Screen. This guide walks you through adding, configuring, and using rollup fields so you can build powerful reports and understand project data at a glance.

Rollup fields work together with relationships and dependencies. When you connect tasks, you can roll up values like dates, numbers, and statuses into a single, easy‑to‑read column.

What are rollup fields in ClickUp?

In ClickUp, a rollup field is a special column in List view that aggregates data from tasks linked by a relationship or dependency. Instead of opening each related task, you can see combined information directly in your main list.

Rollup fields are helpful when you need to:

Summarize estimated or tracked time across related tasks
Check the earliest start date or latest due date in a group of tasks
Count how many related tasks match a specific condition
Track progress on subtasks or cross‑team dependencies

Because rollup fields in ClickUp calculate values automatically, they keep your reports accurate and up to date whenever related tasks change.

Requirements to use ClickUp rollup fields

Before you can add rollup fields in ClickUp List view, make sure the following requirements are met:

You are using a List view where you have permission to edit view settings.
Tasks in the list are connected with either:

Relationships (for example, tasks related to a client, epic, or campaign), or
Dependencies (for example, tasks that are blocking or waiting on others).

You have the necessary workspace permissions to manage custom fields and relationships.

If your tasks are not yet linked, set up task relationships or dependencies first. Rollup fields in ClickUp rely on these connections to find and aggregate the source data.

How to add a rollup field in ClickUp List view

Once your tasks are related, you can add a rollup field column directly in ClickUp List view. Follow these steps:

Open the Space, Folder, or List where you want to work.
Switch to the List view if you are not already in it.
On the header row, click the + icon to add a new column.
From the menu, choose Rollup. If you do not see it immediately, look for it under custom or advanced fields.
Name your rollup field so its purpose is clear, such as Total Related Hours or Earliest Dependency Due Date.
Select the source for the rollup. Choose which relationship or dependency the field should use, for example a specific relation type or a blocking dependency.
Pick the field you want to aggregate from the related tasks. This could be a date, number, dropdown, status, or another supported field type.
Choose an aggregation function, such as sum, average, minimum, maximum, or count, depending on the field type.

The new rollup column appears in your ClickUp List view and automatically calculates values for each task based on its related items.

Configure ClickUp rollup field options

After adding a rollup field in ClickUp, you can fine‑tune how it behaves and what it displays. Typical configuration options include:

Selecting the ClickUp relationship or dependency

Each rollup field uses one source connection. You can choose from:

A specific task relationship type, such as Client, Epic, or Parent campaign
Dependencies, such as blocking, blocked by, or waiting on

Pick the option that lines up with the type of reporting you need in your current ClickUp view.

Choosing the field to roll up in ClickUp

You can pull data from many different field types on the related tasks, including:

Standard fields like start date, due date, status, and priority
Number‑based custom fields used for budgets, points, or hours
Dropdown and label‑style custom fields for categories and tags

The available aggregation functions depend on the field you select. For example, number fields support sum and average, while dates support earliest or latest.

Setting the aggregation type in ClickUp

Common aggregation options for rollup fields in ClickUp include:

Sum for combining values like story points, costs, or hours
Average for calculating mean values across related tasks
Minimum for finding the earliest date or lowest value
Maximum for finding the latest date or highest value
Count for counting how many related tasks match the conditions

Choose the option that best answers the question you are trying to solve in your ClickUp List view.

Filter and sort with ClickUp rollup fields

Rollup fields behave like other columns in ClickUp List view, which means you can use them to filter and sort your tasks.

Sorting tasks by ClickUp rollup values

To sort your tasks using a rollup field:

Hover over the rollup column header.
Click the sort icon to sort ascending or descending.
Use ascending when you want earliest dates or lowest values first.
Use descending when you want latest dates or highest values first.

This is useful for prioritizing work, such as focusing on tasks whose related items end soonest or have the largest total estimate.

Filtering by ClickUp rollup fields

You can also filter tasks using rollup values:

Open the filter bar at the top of the List view.
Add a filter condition for your rollup field.
Choose an operator such as equals, greater than, or less than.
Enter the value or range you want to include.

Filtering with rollup fields in ClickUp lets you quickly identify items like tasks with zero related work, over‑budget groups, or dependencies that extend beyond a certain date.

Practical examples of ClickUp rollup fields

Here are a few ways to use rollup fields effectively in ClickUp projects:

Project time tracking: Roll up a Time estimate or Time tracked field from related tasks to see total hours for each parent task or main deliverable.
Roadmap planning: Roll up due dates from dependent tasks so you can see the latest dependency date on each milestone.
Client reporting: For each client record, roll up the number of open tasks, completed tasks, or total budget across all related projects.
Quality checks: Roll up statuses from subtasks to quickly see how many are blocked or in review for each main task.

These patterns help teams stay organized and make faster decisions inside ClickUp List views.

Best practices for managing ClickUp rollup fields

To keep your workspace efficient and easy to understand, follow these best practices when working with rollup fields in ClickUp:

Use clear and descriptive rollup field names so teammates understand what is being calculated.
Limit the number of rollup fields per view to avoid visual clutter.
Standardize relationship and dependency types across your workspace so rollups stay consistent.
Periodically review and remove rollup fields that are no longer needed.
Document how rollup fields are used in your internal process guides so new team members can learn quickly.

Learn more about rollup fields in ClickUp

For the full product documentation and latest updates about rollup fields in ClickUp List view, see the official help center article: Add rollup fields to List view.

If you want expert help designing ClickUp structures, building advanced rollup reports, or optimizing your workspace for AI‑powered workflows, visit Consultevo for professional consulting services.

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Use Rollup Fields in ClickUp Lists