Use Relationships in ClickUp List view
Relationships in ClickUp let you connect tasks, Docs, and other important work items directly from List view, so your team keeps everything linked and easy to access in one organized place.
This guide explains how to view, open, manage, and customize Relationships from List view, using the same options available in your ClickUp Workspace.
What are Relationships in ClickUp List view?
Relationships in ClickUp are connections between items such as tasks, Docs, Chat views, or other resources. In List view, you can quickly see and use these connections without opening each task individually.
In List view, Relationships appear in a dedicated column. This column shows the linked item or the number of linked items so you can open them with a single click.
Types of Relationships you can use in ClickUp
Depending on your Workspace setup, you may see different types of Relationships in ClickUp List view, including:
- Task-to-task Relationships
- Task to Docs or other views
- Relationships created through custom fields
- Linked resources from other locations in your ClickUp hierarchy
The exact options available depend on how admins and members have configured your Workspace and Lists.
How to view Relationships in ClickUp List view
To work with Relationships in ClickUp List view, start by making sure the Relationship column is visible.
Step 1: Open a List view in ClickUp
- Navigate to the Space, Folder, or List where your tasks are stored.
- Select the List view from the view bar at the top.
- Confirm your tasks are visible in a standard tabular layout.
If you do not see a List view, you may need to add one depending on your permissions in ClickUp.
Step 2: Show the Relationship column
- In the List view header, click the + icon or the Columns button (this may appear as a small column icon).
- Search for the Relationship or click to enable the column that represents the specific Relationship you want to see.
- Once enabled, the Relationship column will appear for every task in that List view.
You can drag the column header left or right to change its position in the List.
How to open Relationships from ClickUp List view
From ClickUp List view, you can open linked items directly from the Relationship column without leaving the table layout.
Open a single Relationship
- Locate the task with the Relationship you want to open.
- In the Relationship column, click the linked item name or icon.
- The related task or Doc will open in a side panel or a new window, depending on your ClickUp settings.
This makes it easy to review details, update statuses, or add comments while staying in List view.
Open multiple related items
- If a task has several related items, you may see a number or a grouped indicator in the Relationship column.
- Click the indicator to open a list or dropdown of all related items.
- Select any item from that list to open it in a new panel or tab, according to your preferences in ClickUp.
Use this to switch between related work quickly, especially when managing complex projects.
How to manage Relationships in ClickUp List view
You can add, remove, or adjust Relationships from the same List view where you manage your tasks.
Add a new Relationship in ClickUp List view
- Hover over the Relationship column for the task you want to link.
- Click the + Add button or similar action icon displayed in the cell.
- Search for the task, Doc, or item you want to link.
- Select the item to create a new Relationship.
The Relationship will be added immediately and shown in the column for that task.
Remove an existing Relationship
- Find the task that contains the Relationship you want to remove.
- In the Relationship column, hover over the linked item.
- Click the x icon or Remove option.
- Confirm the removal if prompted.
Removing a Relationship from one side typically removes it from the related item as well, depending on how the Relationship is configured in ClickUp.
Edit or change Relationship details
Some Relationship types may include extra options such as labels, directions, or custom field values.
- Click the Relationship in the column to open it.
- Adjust any available fields, such as the type of link or additional metadata.
- Save your changes or close the panel.
The updated information appears immediately in List view for all users who have access to that List in ClickUp.
Customize Relationship columns in ClickUp
To keep your List view clear and focused, you can customize which Relationship columns appear and how they are arranged.
Show or hide Relationship columns
- In the List view header, open the Columns menu.
- Scroll to find any Relationship columns available for your List.
- Toggle a column on to show it or off to hide it.
Hiding a column does not delete any Relationships; it only changes the visibility in this view.
Reorder columns in ClickUp List view
- Hover over the header of the Relationship column you want to move.
- Click and drag the header left or right.
- Drop it in the desired position among your other columns.
This helps you keep the most important Relationships closer to core fields such as task name, assignee, and due date.
Best practices for using Relationships in ClickUp
Using Relationships effectively in ClickUp List view can significantly improve clarity and reduce time spent searching for related information.
- Use consistent naming for linked items so they are easy to recognize at a glance.
- Limit the number of visible Relationship columns to avoid clutter.
- Combine Relationships with filters and sorting in List view to focus on specific types of connected work.
- Train your team to add Relationships as part of their regular workflow, ensuring connections stay up to date.
More ClickUp resources
For the full official documentation on using Relationships in List view, visit the original help article: Use Relationships in List view.
If you need strategic help implementing ClickUp across your organization, including optimizing views and Relationships for large teams, you can explore expert consulting services at Consultevo.
By configuring Relationships correctly and managing them from List view, your team can keep every task in ClickUp connected to the right context, resources, and stakeholders.
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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