Manage Related Items in ClickUp Tasks
In ClickUp, related items let you connect tasks to Docs, views, and other tasks so your work stays organized. Sometimes, you need to clean things up by removing a related item from a task without deleting the actual work it links to. This guide shows you exactly how to remove those connections quickly and safely.
The steps below are based on the official product behavior, so you can confidently manage relationships between tasks and other assets across your workspace.
What Are Related Items in ClickUp?
Related items in ClickUp are objects that you link to a task to provide extra context or easy access. Removing a related item only breaks the connection. It does not delete the linked item itself.
A related item can be:
- Another task or subtask
- A Doc or Whiteboard
- A view such as a List view, Board view, or Dashboard
- Other work items surfaced through relationships or linking features
Understanding this distinction helps you confidently remove related items when they are no longer useful, without worrying about losing important data.
Key Behavior When Removing Related Items in ClickUp
Before you start, it is important to know what happens when you remove related items in ClickUp tasks:
- The task no longer shows the related item in its sidebar or details.
- The related item itself, such as a Doc, view, or task, remains in your workspace.
- You can always re-add the item later using the appropriate linking option.
- Removing a relationship does not affect permissions on the original item.
This means you can freely tidy up relationships in ClickUp without affecting content elsewhere.
How to Remove Related Items from a ClickUp Task
You can remove related items directly from the task view. The process is similar no matter what type of item is linked.
Step 1: Open the Task in ClickUp
- Navigate to the Space, Folder, or List that contains your task.
- Click the task name to open the full task view in ClickUp.
Once the task is open, you will see various panels and sections where related items may appear.
Step 2: Locate Related Items in the Task Sidebar
In the task view, ClickUp displays related items in the right sidebar or in designated sections within the task. Depending on your configuration, you may see:
- A section for linked Docs or Whiteboards
- A panel listing related tasks
- Icons or badges that indicate connected views or items
Identify the exact related item you want to remove before proceeding.
Step 3: Remove the Related Item Connection
The exact control may vary by related item type, but the general removal pattern in ClickUp is similar:
- Hover over the related item in the sidebar or list.
- Look for an X icon, remove icon, or context menu (often shown as three dots).
- Click the remove option to disconnect the item from the task.
After you confirm, the related item will disappear from the task. The underlying item still exists elsewhere in ClickUp.
Remove Related Docs and Whiteboards in ClickUp
Docs and Whiteboards are commonly linked as related items to provide reference material for a task. Removing them is straightforward.
Steps to Remove a Related Doc or Whiteboard
- Open the task that has the related Doc or Whiteboard in ClickUp.
- Go to the Docs or related items section in the task sidebar.
- Hover over the specific Doc or Whiteboard you want to remove.
- Click the remove or unlink icon next to that item.
The Doc or Whiteboard remains available in your workspace and can still be accessed from other locations and views. Only the link from this particular task is removed.
Remove Related Tasks in ClickUp
Tasks can be related to each other to show context, dependencies, or associations. Over time, some of these relationships may no longer be useful, and you can remove them safely.
Steps to Remove a Related Task
- Open the primary task in ClickUp.
- Find the section that lists related tasks or relationships.
- Identify the related task you want to disconnect.
- Hover over it and click the remove or unlink control.
The relationship between the tasks is removed, but both tasks still exist independently. If needed, you can recreate the relationship later.
Remove Related Views in ClickUp
Views, such as Lists or Dashboards, can be connected to tasks as related items to make navigation easier. You might remove a related view if it is no longer relevant for that task.
Steps to Remove a Related View
- Open the task inside ClickUp.
- Locate the views area or related item block where the view is listed.
- Hover over the related view name.
- Select the remove or unlink action to clear it from the task.
The underlying view remains available in your Space or Folder; only the quick link from this task is removed.
Best Practices for Managing Related Items in ClickUp
To keep your workspace organized and efficient, follow these best practices when managing related items in ClickUp:
- Review related items regularly: Remove outdated references so your task view stays focused.
- Use descriptive names: Clear names for Docs, tasks, and views make it easier to identify the right item before you remove it.
- Confirm workspace impact: Remember that removal only affects the current task’s view, not the item itself.
- Re-add when needed: If you removed something by mistake, simply re-link the Doc, task, or view.
Troubleshooting Related Item Removal in ClickUp
If you are unable to remove a related item from a task in ClickUp, consider the following checks:
- Permissions: Ensure you have edit access to the task or the relevant part of the workspace.
- Task view layout: Some layouts or collapsed sections may hide the related item area. Expand the sidebar or switch views.
- Browser refresh: Refresh your browser or reopen the task if changes do not appear immediately.
You can also refer to the official help documentation from the provider here: Remove related items from tasks.
Additional Help with ClickUp Setup and Optimization
If you need more advanced help with structuring tasks, relationships, and processes in ClickUp, you can work with consulting and implementation specialists. For example, Consultevo offers services that help teams optimize workflows, documentation, and integrations.
With a clear understanding of how related items work in ClickUp and how to remove them safely, you can keep your tasks streamlined, avoid clutter, and maintain a clean, navigable workspace.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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