How to Use Relationships in ClickUp

ClickUp Relationships let you connect tasks, Docs, and other work so your team can see how everything fits together without jumping between tools. This how-to guide walks you through enabling, creating, and managing Relationships step by step.

What Are Relationships in ClickUp?

Relationships in ClickUp are links between tasks and other items that help you reference related work. Instead of duplicating information, you can quickly connect existing work and keep context visible.

With Relationships you can:

• Link tasks to other tasks in the same or different Spaces.
• Connect tasks to Docs or views.
• Display key details from linked items directly in a task.
• Navigate to related work with one click.

These connections support cross-functional work, dependencies, and richer context for any task.

Types of ClickUp Relationships

ClickUp supports several types of Relationships so you can organize work in the way that best fits your processes.

Task-to-task Relationships in ClickUp

Task-to-task Relationships connect one task to one or more other tasks. This is useful for cross-team collaboration, related features, or shared resources.

For example, you can connect:

• A development task to a QA task.
• A design task to a content task.
• Multiple tasks that contribute to the same initiative.

Items Relationship in ClickUp

The Items Relationship connects tasks to non-task items in ClickUp, like Docs or views. Use this to keep reference material and working tasks together.

Common use cases include:

• Linking a task to a project plan Doc.
• Connecting a task to a dashboard view.
• Associating a task with a requirements document.

Rollup fields within Relationships

Rollup fields allow you to display and summarize information from related items. Once a Relationship is created, you can add Rollup fields to show data from those linked tasks or items inside the current task.

Rollup examples include:

• Summing time estimates from related tasks.
• Counting the number of linked tasks.
• Showing status of related tasks at a glance.

How to Enable Relationships in ClickUp

Before you can use Relationships, make sure they are enabled in your Workspace. Permissions and availability can vary by plan.

1. Open your Workspace settings.
2. Navigate to the settings for task views or custom fields, depending on your plan and interface.
3. Locate the option for Relationships or task linking.
4. Enable the Relationships feature if it is turned off.

Once enabled, Relationship options appear in the task sidebar or task details panel.

How to Create Task Relationships in ClickUp

After enabling the feature, you can start connecting tasks with Relationships in ClickUp.

Step-by-step: Add a task-to-task Relationship

1. Open the task where you want to add the Relationship.
2. In the task details pane, look for the Relationships or related tasks section.
3. Click the option to add or create a Relationship.
4. Select the type of Relationship you want to create, such as tasks or Items.
5. Search for the task you want to relate, or browse through Spaces, Folders, and Lists.
6. Select one or more tasks to link.
7. Save or confirm the Relationship.

Once created, the linked task appears in the Relationships area, and you can open it directly from there.

Step-by-step: Add an Items Relationship in ClickUp

1. Open the task where you want to connect a Doc or view.
2. Go to the Relationships section.
3. Choose the Items Relationship type.
4. Select the item you want to link, such as a Doc, Whiteboard, or view.
5. Confirm to add the item as a Relationship.

The linked item is now visible in the task and can be opened in a new panel or tab.

How to Use Rollup Fields with ClickUp Relationships

Rollup fields extend the power of Relationships in ClickUp by surfacing key data from connected items.

Adding Rollup fields to a task

1. Open a task that already has one or more Relationships.
2. Locate the section that shows Relationship columns or fields.
3. Click to add a new field or column.
4. Choose a Rollup field type.
5. Select the Relationship source (for example, related tasks).
6. Choose which field you want to roll up, such as status, time estimate, or a number custom field.

The Rollup field calculates and displays values from the linked items, depending on the aggregation you select (for example, sum, average, count).

Common ways to use Rollups

• Project management: Roll up the total estimated time from all related tasks.
• Issue tracking: Count how many related tasks are still open.
• Operations: Sum numeric values from related records, like cost or quantity.

Best Practices for Relationships in ClickUp

To get the most value from Relationships in ClickUp, use them intentionally and consistently across your Workspace.

• Standardize naming: Create a naming convention for Lists and Docs so related items are easy to find.
• Limit noise: Only create Relationships that add real context. Too many irrelevant links can be confusing.
• Use views: Combine Relationships and Rollup fields in List or Table views to build simple reports.
• Review regularly: Clean up outdated Relationships when projects are closed or archived.

Plan and Access Details for ClickUp Relationships

Relationships in ClickUp depend on your Workspace plan and permissions. Some advanced capabilities, such as multiple Relationships or complex Rollup setups, may only be available on certain plans.

For the most accurate, up-to-date information on availability, limits, and feature differences by plan, review the official documentation.

You can learn more about Relationships directly from ClickUp here: Intro to Relationships in ClickUp.

Next Steps and Additional Resources

After you start using Relationships in ClickUp, consider building templates, dashboards, and views that surface related work automatically.

If you want expert help designing workflows, automation, and information architecture around Relationships, you can explore consulting resources such as Consultevo.

By setting up clear Relationships, you ensure that tasks, Docs, and views stay connected, giving your team the context they need to move work forward efficiently inside ClickUp.

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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