How to use ClickUp rollup fields with relationships

Executive overview

Rollups in ClickUp surface data from related tasks without leaving your current view. They only work when a relationship exists between two tasks — rollups are a layer on top of that connection.

Two rollup types exist: inline previews within a relationship, and rollup columns that add calculations. Custom fields are only available in rollups when the relationship is scoped to a specific list, not workspace-wide.

Rollups let you summarise and aggregate related task data — status, dates, custom fields — into a single column with optional calculations.

What a rollup is

• A rollup shows data from a related task without navigating to it
• It requires a relationship between two tasks to exist first
• Rollups can display any field from the related task: status, phone number, date, custom fields
• Two ways to add: via the relationship panel inside a task, or as a standalone rollup column in a list view

Rollup columns and calculations

• A rollup column (added via the field editor) works like an inline rollup but adds a calculate option
• For date fields: choose earliest, latest, range, or no calculation
• For status fields: displays a visual bar chart showing the breakdown of statuses across all related tasks
• Useful when multiple tasks are related to one parent — e.g. three contacts linked to one company

Key constraint: relationship type matters

• Rollups with custom fields only work when the relationship is scoped to tasks from a specific list
• If the relationship is set to "any task in workspace", custom fields are not available as rollup options
• Dependency links and task links also do not support custom field rollups

Common use cases

• CRM setup: relate contacts to companies; rollup phone numbers, status, or close dates to the company record
• SOPs and people: relate staff tasks to SOP tasks; see which procedures are assigned to which person
• Automation database: relate automations to software tools; roll up status and details
• Content repurposing: relate source content to derivative pieces; roll up due dates across lists using dependency relationships

Current limitations

• You cannot create a rollup of a rollup — chains of relationships do not propagate rollup data through multiple hops
• This limitation may change in future ClickUp updates