ClickUp: reverse engineering report

01Overview

What needs your decision, how far the study went, and what comes next.

If you are an AI agent

Do not build from this page: it is generated for people. Open BUILD.md in this folder and follow its read order. The Markdown files next to it are the source of truth.

Needs your decision

Terms: ClickUp Terms 1.5, 3.9 and 4.13 and Developer Terms 3 restrict reverse engineering and competitive use (00-charter.md, BR-011). Decide with counsel whether a clone may rely on this study (Q-005).
A dedicated trial account in a separate browser profile (L1) for tests that need a second person (mentions, assignments, permissions, guests) or a Business plan (required fields, WIP limits, pinned fields, Tag Manager).
The test workspace is kept by instruction (L-001). Delete it when it is no longer useful: Settings > Workspace > Delete workspace.

Blocked

F-005 Drag and drop: synthetic drag does not move cards and freezes the page script (EV-046).
F-008 WIP limits and F-019 Required fields: Business plan.
F-021 task-type fields: Business Plus.
F-023 AI fields: AI credits.

How far the study went: 55% of checks done

116 done56 partial26 blocked14 todo

Next actions

F-005 drag and drop: a person drags cards while the agent records, or a Playwright session with real mouse events (Q-003).
F-019 required fields and F-021 task-type fields: Business trial in an L1 account; probe where creation is blocked and the message (Q-010).
Validate the barrier weights and costs with 10 to 20 Brazilian SMB buyers and two quotes per provider (Q-006, Q-007), then fix the PRD build order.

02What the product does

Every feature found, its plan and priority, the screens it lives on, and how deeply each one was studied.

Priority: P1 named by the user, P2 core loop, P3 data model completeness, P4 collaboration, P5 admin and settings. Plan names: Free Forever (the test workspace), Unlimited, Business, Business Plus, Enterprise [doc SRC-035][doc SRC-037].

ID	Area	Feature	Plan	Priority	Screens	Barriers	Status	Source
F-001	Board	Columns by group: one column per status, counts, empty columns, add group (new status), collapse	All	P1	S-001		done	[obs EV-002][doc SRC-012]
F-002	Board	Card: anatomy, inline field edits (assignee, dates, priority, tags), hover toolbar, More menu	All	P1	S-001		done	[obs EV-013][doc SRC-009]
F-003	Board	Create a task inside a column	All	P1	S-001		done	[obs EV-029]
F-004	Board	Customize view and view drafts: card size, cover, stack and empty fields, fields, group, subgroup, filter, sort, Save view	All (private, protected, default views: Business)	P1	S-001		partial	[obs EV-019][doc SRC-013][doc SRC-014]
F-005	Board	Drag and drop cards between columns and within a column	All	P1	S-001		blocked	[doc SRC-012]
F-006	Board	Bulk selection and bulk actions	All	P2	S-001		partial	[obs EV-028]
F-007	Board	Many items: column paging and virtual scroll	All	P2	S-001		done	[obs EV-046]
F-008	Board	Work in progress limits per column	Business	P2	S-001		blocked	[doc SRC-011]
F-009	Task view	Layout and header: breadcrumb, status, assignees, dates, priority, tags, layout modes	All	P1	S-002		done	[doc SRC-016][doc SRC-017]
F-010	Task view	Description	All	P1	S-002		partial	[doc SRC-017]
F-011	Task view	Subtasks	All	P1	S-002		partial	[doc SRC-017]
F-012	Task view	Checklists	All	P1	S-002		done	[doc SRC-017]
F-013	Task view	Relationships and dependencies	All	P1	S-002		partial	[doc SRC-021][doc SRC-022]
F-014	Task view	Activity and comments	All	P1	S-002		partial	[doc SRC-017]
F-015	Task view	Fields section (custom fields inside the task)	All	P1	S-002		done	[doc SRC-007]
F-016	Custom fields	Create a field of each type, with its options	All (60 value uses on Free)	P1	S-002, S-003		partial	[doc SRC-002][api SRC-001]
F-017	Custom fields	Fill values of each type	All (60 uses on Free)	P1	S-001, S-002		partial	[doc SRC-005]
F-018	Custom fields	How each type renders on board cards	All	P1	S-001		done	[doc SRC-007]
F-019	Custom fields	Required fields	Business	P1	S-002, S-003		blocked	[doc SRC-003]
F-020	Custom fields	Delete a field that has values; trash and restore	All	P1	S-002, S-005		done	[doc SRC-004]
F-021	Custom fields	Scope (workspace, space, folder, list, task type) and the Custom Field Manager	All (task-type fields: Business Plus)	P1	S-003		partial	[doc SRC-006][doc SRC-008]
F-022	Custom fields	Free Forever limit of 60 value uses	Free	P1	S-002		partial	[doc SRC-005]
F-023	Custom fields	AI fields (summary, categorize, autofill)	AI credits	P3	S-003	BR-014	blocked	[doc SRC-044]
F-024	Statuses	Status groups, list or space scope	All	P2	S-001		partial	[obs EV-037][doc SRC-018]
F-025	Tags	Space-level tags created from a card	All	P2	S-001		partial	[obs EV-040]
F-026	Realtime	Changes appear in other open tabs without reload	All	P2	S-001	BR-013	done	[obs EV-032]
F-027	Integrations	Calendar, email, chat, CRM and storage integrations (barrier scan only)	Varies	P5		BR-004, BR-005, BR-006, BR-007	n/a	[obs EV-001][doc SRC-049]

Screen catalog

ID	Screen	URL pattern	Entry points	Features	File
S-001	Board view of a list	`/:team/v/b/li/:list` (also `/:team/v/li/:list/:view`)	Views bar > Board; sidebar list > Board tab	F-001 to F-008, F-016 to F-018, F-024 to F-026	screens/S-001-board.md
S-002	Task view	`/t/:task` and `/t/:team/:task` (opens as modal, full screen or sidebar)	Click a card title; card More > New tab	F-009 to F-015, F-017	screens/S-002-task-view.md
S-003	Custom Field Manager	modal over `/:team/settings/...` or any view (no own route seen)	Workspace menu > Custom Fields; Settings > Custom Field Manager; Fields panel gear	F-016, F-019 to F-021	screens/S-003-custom-field-manager.md
S-005	Trash	`/:team/settings/trash`	Settings > Trash	F-020	screens/S-005-trash.md
S-004	List view of a list	`/:team/v/l/li/:list`	Views bar > List	(used only to create fixtures; out of scope)

Coverage by feature which parts of each feature were checked

Values: todo, partial, done, blocked, n/a. The work queue is this table, top to bottom.

Feature	Anatomy	States	Interactions	Rules	Data	Network	Keyboard and a11y	Persistence	Design	Notes
F-001 Board columns	done	done	done	done	done	done	partial	done	done	S-001, C-002, R-001, R-002, R-009
F-002 Board card	done	done	done	done	done	done	done	done	done	C-001, C-004, C-005, C-009, C-010; R-003 to R-007, R-017
F-003 Create in column	done	done	done	done	partial	blocked	partial	done	done	C-007, R-010; create request not captured (recorder off)
F-004 Customize view and drafts	done	done	partial	done	done	done	todo	done	done	C-003, R-008, R-012 to R-015; Save view, Autosave, Private, Protect, Default not clicked
F-005 Drag and drop	partial	blocked	blocked	partial	n/a	blocked	partial	blocked	todo	blocked: drag not automatable (EV-046); R-019 from docs; Q-003
F-006 Bulk selection	done	partial	partial	todo	n/a	todo	todo	n/a	done	C-006; no bulk action run
F-007 Many items	n/a	done	done	done	n/a	done	n/a	n/a	n/a	R-016
F-008 WIP limits	blocked	blocked	blocked	partial	n/a	blocked	blocked	blocked	blocked	blocked: plan (Business) [doc SRC-011]
F-009 Task view header and layout	done	done	done	done	done	done	partial	done	partial	S-002, C-011, R-020 to R-024, R-027, R-032; keyboard walk not done
F-010 Description	done	partial	partial	done	done	blocked	todo	done	partial	C-012, R-025; saved through the collaborative editor socket (not capturable)
F-011 Subtasks	done	partial	partial	done	done	done	todo	done	partial	C-013, R-028
F-012 Checklists	done	done	partial	done	done	done	partial	done	partial	C-014, R-030, R-031
F-013 Relationships and dependencies	done	partial	partial	done	done	done	todo	done	partial	C-015, R-029; plain links and custom relationships not tested
F-014 Activity and comments	done	partial	partial	done	done	done	todo	done	partial	C-016, R-026; mentions and threads need a second person (L1)
F-015 Fields section in task	done	done	done	done	done	done	partial	done	partial	C-017, R-043, R-044; keyboard entry not walked
F-016 Create custom fields	done	partial	done	done	done	done	todo	done	partial	C-018, R-033, R-034, R-040; 22 of the UI types created; Button (needs an automation), Rollup and AI types not created
F-017 Fill custom field values	done	partial	done	done	done	done	todo	done	done	C-019, R-035 to R-038, R-044 to R-047; Files and Relationship values not set; invalid input not tried
F-018 Custom fields on cards	done	done	done	done	done	done	n/a	done	done	C-019, R-048 to R-050
F-019 Required fields	partial	blocked	blocked	partial	partial	blocked	blocked	blocked	partial	blocked: plan (Business) [doc SRC-003]; R-041 observed on Free, R-042 from docs; Q-010
F-020 Delete field with values	done	done	done	done	done	partial	todo	done	done	S-005, R-051 to R-054; delete method inferred from the preflight; restore request not captured
F-021 Field scope and manager	done	partial	partial	partial	done	partial	todo	done	partial	S-003, R-055; only list locations tried; task-type fields need Business Plus
F-022 Free plan 60 uses	n/a	partial	n/a	partial	done	done	n/a	done	n/a	R-037; limit not reached (18 of 60); Q-008, Q-009
F-023 AI fields	partial	blocked	blocked	blocked	partial	blocked	blocked	blocked	blocked	blocked: AI credits; presets seen in the type menu (EV-095, EV-096); BR-014
F-024 Statuses	partial	partial	partial	partial	partial	todo	n/a	partial	partial	R-011
F-025 Tags	partial	partial	done	done	done	done	n/a	done	partial	R-006
F-026 Realtime	n/a	n/a	done	done	n/a	blocked	n/a	n/a	n/a	R-018; WebSocket not capturable
F-027 Integrations	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	barrier scan only (clone/barriers.md)

03Screens

Each screen with its annotated anatomy, the screenshots taken of it, and the states it can be in. Click a picture to enlarge it.

S-001

Board view of a list

FeaturesF-001 to F-008, F-016 to F-018, F-024 to F-026URL/:team/v/b/li/:listStatusreviewed

Shows the tasks of one list as columns. Each column is one value of the grouping field (status by default) and holds one card per task. The user reads progress at a glance, edits task fields on the card, creates tasks inside a column and opens a task in full.

EV-012 After Mark complete on a card: card moved to COMPLETE, counts 53/1, toast Status changed with Undo; v-03 sits above v-02

Anatomy

1
Location headerBreadcrumb (Space / List with a menu), favorite star; right side: call, Agents, automation, AI, Share
2
Views bar"Add Channel", view tabs (List, Board), "+ View"
3
View toolbar, left C-003"Group: Status" button, "Subtasks" button; "Save view" appears here when the view has unsaved changes
4
View toolbar, right C-003Sort, Filter, Closed (disabled while grouped by status), Assignee filter, Me-mode avatar, search, Customize, Add Task split button
5
Column strip C-002One column per group value, then "+ Add group" at the end; horizontal scroll when wider than the screen
6
Column header C-002Status pill in the status color, task count; on hover: collapse, More (Group options), + (add task at top)
7
Card list C-001Virtualized list of cards, then "+ Add Task" in the column footer
8
Bulk action bar C-006Bottom of the screen, only while tasks are selected
9
Toasts C-008Bottom left: Task created, Status changed with Undo, prompts

Entry points

Views bar of a list: the "Board" tab, created by default with every new list next to "List" [obs EV-002].
URL /:team/v/b/li/:list opens the list's default board view; saved views also open at /:team/v/li/:list/:view [obs EV-011].
Sidebar: Space > list > the last view opened.

Data shown

Element	Entity.field	Evidence
Column	Status.status, Status.color, Status.type (one column per status of the list)	[net EV-014][obs EV-038]
Column count	number of tasks in the group, closed included in the closed column	[obs EV-046]
Card title	Task.name	[obs EV-012]
Assignee chip	Task.assignees (avatar)	[obs EV-041]
Date chip	Task.start_date, Task.due_date (relative text, colored by urgency)	[obs EV-010]
Priority chip	Task.priority (flag color and label)	[obs EV-006]
Tags	Task.tags (name pills)	[obs EV-040]
Status chip	Task.status, only when the board is not grouped by status	[obs EV-026]
Custom field rows	CustomFieldValue per shown field, one row each with the type icon (C-019)	[obs EV-121][net EV-112]

Interactions

Trigger	Result	Request	Persistence scope	Evidence
Card flag icon > a priority	Priority chip appears at once	`PUT /tasks/v1/item?check_dependencies`	Task (server)	[net EV-007][obs EV-006]
Card calendar icon > date > close picker	Date chip appears; saved only when the picker closes	`PUT /tasks/v1/item?...check_remap_subtasks`	Task	[net EV-014][obs EV-010]
Card person icon > Me	Avatar on the card; prompt to add to personal priorities	`PUT /tasks/v1/task/:id?...field_backlinks`	Task	[net EV-014][obs EV-042]
Card tag icon > type a new name > Enter > close	Tag created at Space level and applied	`POST /tasks/v1/tag` on close	Space tag + task	[net EV-014][obs EV-040]
Hover toolbar ✓ Mark complete	Card moves to the closed column, toast "Status changed" with Undo ⌘Z	`PUT /tasks/v1/item?...check_resolved`	Task	[obs EV-012][net EV-014]
Column + or "+ Add Task"	Inline create form inside the column	`POST` create (not captured)	Task	[obs EV-029]
Column More > Collapse group	Column collapses; "Save view" appears	none until saved; a view re-query	View draft (lost on reload)	[obs EV-017][net EV-014]
"+ Add group" > name > ✓	Scope dialog, then a new status column	not captured	List statuses	[obs EV-037][obs EV-038]
Column More > Select all	Cards get a checked box; bulk bar opens	none	Browser memory	[obs EV-028]
Scroll inside a column	More cards render	`POST /task-v3/experience/:id/tasks/bulk`	none	[net EV-014][obs EV-046]
Card title click	Opens the task (S-002)
Drag a card to another column	Changes the group value (status)		Task	[doc SRC-012] (not observed: F-005 blocked)
Customize > card size, cover, toggles	Board re-renders; "Save view" appears	view re-query	View draft	[obs EV-020][obs EV-023]
Customize > Fields > a custom field toggle	The field gets a row on every card; "Save view" appears	view re-query	View draft (lost on reload)	[obs EV-120][obs EV-123][obs EV-124]
Card custom field value	Opens the field editor on the card (same picker as the task view)	`POST /customFields/v1/task/:id/field/:id`	Task	[obs EV-122][net EV-112]

Keyboard and accessibility

Check	Result	Evidence
Tab order	Card title link, then the hover toolbar buttons (Mark complete, Add subtask, Rename, More), then the four field toggles	[obs EV-034]
Arrow keys	Down arrow does not move between cards	[obs EV-034]
Shortcuts	Priority picker items show ⌘1 to ⌘4 and ⌘0; documented global shortcuts in SRC-046 not exercised on the board	[obs EV-006][doc SRC-046]
Focus visible	Field toggles: white 1px ring plus a 3px dark halo; the title link has no outline	[obs EV-033][obs EV-035]
Escape	Closes pickers and menus; closing the date picker saves	[net EV-014]
Unlabeled controls	Card open area, field toggles and the Add subtask button have no accessible name	[obs EV-011][obs EV-034]

Microcopy

Element	Text	Evidence
Column menu title	"Group options"	[obs EV-015]
Toast after complete	"Status changed" · "Undo ⌘Z"	[obs EV-012]
Toast after create	"Task created" · "Pin to bottom 3" · "Copy URL 2" · "View task 1"	[obs EV-030]
New status dialog	"Where should this new status apply?" · "List only" · "Entire Space"	[obs EV-037]
Inline form	"Task Name..." · "Save ↵" · "Add assignee" · "Add dates" · "Add priority" · "Add tag"	[obs EV-029]
Draft indicator	"Save view"	[obs EV-017]

Rules

R-001 to R-018 in rules/board.md.
R-048 to R-050 in rules/custom-fields.md (custom fields on cards).

Realtime and performance

Check	Result	Evidence
A change in a second tab appears without reload	Yes, within about 8 s in a background tab	[obs EV-031][obs EV-032]
Loading pattern (skeleton, spinner, optimistic update)	Skeletons on load and on view changes; field edits show at once (optimistic)	[obs EV-018][obs EV-006]
Delays the user sees	Card field values seemed to fill in after the titles; not measurable in a background tab	Q-001

Responsive

Width	Change	Evidence
1710 CSS px	All observations	[obs EV-046]
1024 and 390	Not tested: the window belongs to the user and was not resized

Not tested

Drag and drop (F-005): the tool's drag and synthetic events do not move cards. Needs a human or a real mouse driver.
Sort options and saved filters: popovers opened only (EV-039); no filter applied.
Save view, Autosave, Private, Protect, Set as default: not clicked, to keep the default view clean; Private and Default need Business [doc SRC-014].
WIP limits (Business), Me mode, the Subtasks toggle options, card cover with an image.
Error and no-permission states.
Widths 1024 and 390 px.

S-002

Task view

FeaturesF-009 to F-015, F-017, F-019, F-020URL/t/:team/:taskStatusreviewed

Shows one task in full: its properties, description, custom fields, subtasks, relations, checklists and attachments, with the activity log and comments beside it. Every edit saves in place.

EV-051 Task view (Full screen) annotated: 1 header, 2 hero (type, title, AI bar), 3 fields grid, 4 description, 5 sections (fields, subtasks, relations, checklist, attachments), 6 activity sidebar with comment box

Anatomy

1
HeaderPrevious and next task, breadcrumb (Space / List), add to another list, move; right: "Created <date>", AI, Share, More, favorite, Switch layout, close
2
Hero C-011Task type pill ("Task ▾"), AI and task ID buttons, counts for subtasks, relations or checklist items, the title (wraps, no truncation), an AI prompt bar
3
Fields grid C-011Two columns: Status (pill, next-status arrow, complete ✓), Dates (Start → Due), Track time (Start), Assignees, Priority, Tags; dependency rows (Blocked by, Blocking) appear under the grid
4
Description C-012Rich text editor; placeholder "Add description, or write with AI"; history and full-screen icons
5
Sections C-013, C-014, C-015Add fields, Add subtask, Relate items or add dependencies, Create checklist, Attach file; each becomes a section once used
5a
Fields section C-017, C-019One row per custom field of the task's locations, "Hide N empty fields"
5b
Related section C-019One tab per Tasks or Relationship field with a table of linked tasks
6
Activity sidebar C-016"Activity" with search, follower count bell and filter; history lines with relative times, "Show more"; comments; composer at the bottom; right rail toggles (collapse, comments, activity, apps)

Entry points

Click a card title on the board (C-001); the URL changes to /t/:team/:task and the title bar reads "<task name> | #<task id>" [obs EV-051][net EV-053].
Header arrows ↑ ↓ step to the previous or next task in the board's order [obs EV-059].
Card More > New tab; a direct link opens the same view [obs EV-024].

Data shown

Element	Entity.field	Evidence
Title	Task.name	[net EV-053]
Type	Task.custom_type (null = Task)	[net EV-053][obs EV-077]
Status	Task.status {status, color, type, status_group}	[net EV-053]
Dates	Task.time_mgmt.start_date, due_date (+ _time flags)	[net EV-053][obs EV-059]
Assignees	Task.users[type=assigned]	[net EV-053]
Priority	Task.priority	[net EV-053]
Tags	Task.tags	[net EV-053]
Description	Task.content (rich text), text_content	[net EV-053][obs EV-078]
Subtasks	Task.subtask_ids, subtasks_count	[net EV-053][obs EV-062]
Dependencies	Task.related_tasks_count {dependsOn, dependedBy}	[net EV-053][obs EV-065]
Checklists	Task.checklists[{name, items[{name, resolved}]}]	[net EV-069][obs EV-071]
Activity	history items and comments	[net EV-058]
Created	Task.time_mgmt.date_created ("Created 16 Oct")	[obs EV-051]
Fields	CustomFieldValue for each CustomField at the task's locations	[obs EV-117][net EV-112]

Interactions

Trigger	Result	Request	Persistence scope	Evidence
Status pill	Picker grouped Not started, Active, Closed			[obs EV-054]
Next-status arrow ▸	Moves to the next status in order; toast with Undo; activity line	`PUT /tasks/v1/item?...check_resolved`	Task	[obs EV-073][net EV-014]
Description typing	Saved on its own (no Save); markdown "- " makes a bullet list	not fetch/XHR (collaborative editor)	Task	[obs EV-055][obs EV-078]
Comment composer > send	Comment appears in the activity stream	`POST /comments/v1/task/:id/comment`	Task	[obs EV-057][net EV-058]
Add subtask > name > Enter	Subtasks section with a table; input stays for the next	`POST /tasks/v1/subcategory/:list/task`	Task	[obs EV-062][net EV-063]
Relate > This task is blocked by > pick	Blocked by row and Dependencies tab; the other task shows Blocking	`POST /scheduling/v1/dependency`	Both tasks	[obs EV-065][obs EV-066][net EV-069]
Create checklist	A checklist named "Checklist" is created at once	`POST /tasks/v1/task/:id/checklist`	Task	[obs EV-067][net EV-069]
Checklist item circle	Item resolved and hidden under "Show 1 completed"	`PUT /tasks/v1/checklistItem/:id`	Task	[obs EV-072]
Switch layout	Toggles Full screen, Modal, Sidebar		User preference (all workspaces)	[obs EV-074][obs EV-075]
Opening or using a task	Marks it viewed	`PUT /task-v3/core/:id/tasks/:id/viewed`	User (recently viewed)	[net EV-058]
↑ ↓ arrows	Previous or next task in the board order			[obs EV-059]
Fields > + > Create new > type > Create	New field on the task's list	`POST /customFields/v2/field`, `PUT .../locations`	List (field location)	[obs EV-080][net EV-099]
A field value	Type editor; saves on change; activity line	`POST /customFields/v1/task/:id/field/:id`	Task	[obs EV-117][net EV-112]
Phone flag menu > a country	Changes the default country of every phone field	`PUT /user/v1/user`	User profile (all workspaces)	[obs EV-130][obs EV-131]
Row gear > delete icon > Delete	Field removed from every task, toast "Field deleted successfully"	`/customFields/v2/field/:id?delete_all=true`	Workspace (field to Trash)	[obs EV-126][obs EV-127]

Keyboard and accessibility

Check	Result	Evidence
Tab order	Not walked in the task view
Arrow keys	Not checked
Shortcuts	Documented: Shift+S status, Shift+A assignee, M assign to me, Shift+P priority, Shift+D date, Shift+L tag, Shift+M comment (off by default)	[doc SRC-046]
Focus visible	Not checked
Escape	Escape in an empty checklist item input closed the whole task view and returned to the board	[obs EV-068]
Unlabeled controls	Several icon-only buttons in the header have no name (one `_iconOnly` button flagged)	[obs EV-050]

Microcopy

Element	Text	Evidence
Description placeholder	"Add description, or write with AI"	[obs EV-051]
Section buttons	"Add fields", "Add subtask", "Relate items or add dependencies", "Create checklist", "Attach file"	[obs EV-051]
Relate menu	"Relate a Task or Doc", "This task blocks...", "This task is blocked by...", "New custom relationship"	[obs EV-064]
Composer	"Write a comment..."; after the first comment "Comment, press 'space' for AI, '/' for commands"	[obs EV-057]
Activity	"You created this task", "You created subtask: …", "You marked this task as blocking …", "You added 3 items to checklist …", "You changed status from To Do to In Progress"	[obs EV-062][obs EV-066][obs EV-071][obs EV-073]

Rules

R-020 to R-032 in rules/task-view.md.
R-033 to R-047, R-051, R-052 in rules/custom-fields.md.

Realtime and performance

Check	Result	Evidence
A change in a second tab appears without reload	Board side confirmed (R-018); not checked inside the task view	[obs EV-032]
Loading pattern (skeleton, spinner, optimistic update)	Checklist section shows a skeleton while it is created	[obs EV-067]
Delays the user sees	Not measured (background tab)	Q-001

Responsive

Width	Change	Evidence
1710 CSS px	Full screen, Modal and Sidebar layouts	[obs EV-074][obs EV-075]
1024 and 390	Not tested

Not tested

Attachments (no file upload), time tracking (would start a running timer), recurrence, cover image, task type change, Share and the sharing dialog (A5 risk).
Mentions, assigned comments, threaded replies, reactions (need a second person to be meaningful).
Description history, Print, Duplicate, Merge, Move, Archive, Delete from the task view.
Keyboard walk and focus styles inside the task view.

S-003

Custom Field Manager

FeaturesF-016, F-019 to F-021URLa modal over /:team/settings/... (no route of its own seen)Statusreviewed

Lists every custom field of the workspace in one place, grouped by type, with where each one lives. From here the user creates fields, opens a field's settings and sees which locations and task types use it.

EV-098 Custom Field Manager, all fields grouped by type with a Create <type> field link per group; columns Name, Type, Created by (masked), Date Created, Location(s)

Anatomy

1
Left rail, topAll Custom Fields, Workspace Fields, Task Type Fields (New), Personal List
2
Left rail, By LocationSearch and the location tree (Space)
3
Left rail, By Task TypeTask, Milestone, Form Response, Meeting Note, each with a count
4
ToolbarSearch fields, Field type grouping, Filter, Create new
5
TableOne group per type (pill with icon and count), rows Name, Type icon, Created by, Date Created, Location(s), row menu; "+ Create <type> field" under each group
6
Create new menu C-018AI Fields (Summary, Custom Text, Custom Dropdown), then All types

Entry points

Settings > Features > Custom Field Manager [obs EV-133][obs EV-134].
The gear in a view's Fields panel and the workspace menu also open it [doc SRC-006].

Data shown

Element	Entity.field	Evidence
Name	CustomField.name	[obs EV-098][net EV-099]
Type	CustomField.type	[obs EV-098][net EV-099]
Created by	CustomField.userid (masked)	[obs EV-098][net EV-099]
Date Created	CustomField.date_created	[obs EV-098][net EV-099]
Location(s)	CustomFieldLocation.parent	[obs EV-098][net EV-099]
Task type counts	CustomField bound to task types	[obs EV-098]

Interactions

Trigger	Result	Request	Persistence scope	Evidence
Create new > type	The field form (C-018), with the location to choose	`POST /customFields/v2/field`, then `PUT .../fields/:id/locations`	Workspace (field) + location	[obs EV-097][net EV-099]
Group pill arrow	Collapses a type group	none seen	Browser	[obs EV-098]
Left rail item	Filters the table (Workspace Fields, Personal List, a location, a task type)	`GET /customFields/v2/field`	none	[obs EV-134]

Keyboard and accessibility

Check	Result	Evidence
Tab order	Not walked
Arrow keys	Not checked
Shortcuts	None seen
Focus visible	Not checked
Escape	Not checked
Unlabeled controls	Not checked

Microcopy

Element	Text	Evidence
Empty table	"No matching results found" · "Create field"	[obs EV-134]
Group footer	"Create <type> field"	[obs EV-098]

Rules

R-034, R-040, R-054, R-055 in rules/custom-fields.md.

Realtime and performance

Check	Result	Evidence
A change in a second tab appears without reload	Not checked
Loading pattern (skeleton, spinner, optimistic update)	Not seen
Delays the user sees	Not measured

Responsive

Width	Change	Evidence
1710 CSS px	Modal of about 1060 × 750 screenshot px	[obs EV-098]

Not tested

Editing a field from the manager, moving and merging fields (Business Plus), filters other than the left rail, the row menu.
Workspace, Space and Folder locations: every study field lived on one list.
Task-type fields (Business Plus [doc SRC-008]).
The 7 "Custom Fields in Workspace" seen in the view Fields panel never appear here (B-007, Q-002).

S-005

Trash

FeaturesF-020URL/:team/settings/trashStatusreviewed

Lists what was deleted in the workspace (lists, tasks, tags, custom fields) so an admin can restore it within 30 days or delete it forever.

EV-137 Trash after teardown: the temporary task, the tag (tags go to Trash too) and the list; Deleted by masked; 30-day notice

Anatomy

1
Header"Trash", the 30-day notice, "Clear all Trash" (red)
2
FiltersSearch, Type, "Me" (on by default, removable)
3
TableName with type icon, Location (path), Deleted on (relative), Deleted by (avatar), row menu
4
Row menuRestore, Delete forever

Entry points

Settings > Admin > Trash [obs EV-128].
The delete dialogs for fields mention it ("restore deleted fields from the Trash") and the list delete toast links to it ("List moved to trash") [obs EV-126][obs EV-132].

Data shown

Element	Entity.field	Evidence
Name and icon	the deleted object and its kind (list, task, tag, field)	[obs EV-137]
Location	parent path ("Space > List", "1 location" for a field)	[obs EV-128][obs EV-137]
Deleted on	deletion time, relative	[obs EV-137]
Deleted by	user (masked)	[obs EV-137]

Interactions

Trigger	Result	Request	Persistence scope	Evidence
Row menu > Restore	The item leaves the list and comes back where it was, with its values	not captured	Workspace	[obs EV-129]
Row menu > Delete forever	Not clicked (permanent)
Clear all Trash	Not clicked (permanent)

Keyboard and accessibility

Check	Result	Evidence
Tab order	Not walked
Arrow keys	Not checked
Shortcuts	None seen
Focus visible	Not checked
Escape	Not checked
Unlabeled controls	The row menu button shows only "…"	[obs EV-128]

Microcopy

Element	Text	Evidence
Notice	"Items shown below will be automatically deleted forever after 30 days."	[obs EV-128]
Empty	"No items found for your search."	[obs EV-128]

Rules

R-052, R-053 in rules/custom-fields.md.

Realtime and performance

Check	Result	Evidence
A change in a second tab appears without reload	Not checked
Loading pattern (skeleton, spinner, optimistic update)	Not seen
Delays the user sees	None noticed

Responsive

Width	Change	Evidence
1710 CSS px	Settings layout with a left menu	[obs EV-128]

Not tested

Delete forever and Clear all Trash (permanent deletion; out of bounds for the agent).
Restoring a list or a tag; the Type filter; the view with "Me" removed.
Who may restore (the delete dialog says admins).

04Components

The reusable pieces of the interface. Solid pills are variants and states seen in the product; dashed ones were not observed. Hover a pill for detail.

EV-010 Card date chips: overdue in red (3 days ago), today in yellow, range Today - Mon; priority chip High

C-001

Board card

Product namecu3-board-task (.board-task)Used inS-001Statusreviewed

Variants

Small / Medium / LargeStack fields onShow empty fields offClosed task

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

The whole card opens the task; the title is a real link, so middle click opens a new tab [obs EV-011].
Each field toggle opens its picker in place (C-004, C-005, C-009, C-010); edits are optimistic [obs EV-006].
Date chip text is relative: "3 days ago" (red, open and overdue), "Today" (yellow), "Today - Mon" for a range [obs EV-010].
The hover toolbar overlaps the end of a long title ("[RE] created in colu…") [obs EV-030].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Cover	Optional image or description above the title (Customize > Card cover: Auto, None, Image, Task description)	[obs EV-021]
2	Title	Task name, link to `/t/:id/:id`; up to two lines, then ellipsis	[obs EV-012][obs EV-011]
3	Task properties	Icons for description, attachments, checklists, dependencies (Layout options > Show task properties)	[obs EV-022][doc SRC-009]
4	Field row	Field toggles in order: assignee, dates, priority, tags, then shown custom fields; empty fields show an outline icon	[obs EV-012][obs EV-043]
5	Status chip	Only when the board is grouped by a field other than status	[obs EV-026]
6	Subtasks	"N subtasks" toggle that expands children inside the card	[doc SRC-009]
7	Hover toolbar	Mark complete, Add subtask, Rename, More; top right, over the title	[obs EV-013]

Field elements: cu-assignees-field, cu-dates-field (cu-task-row-recurring-date-picker), cu-priority-field, cu-tags-field, cu-board-task-custom-fields, each wrapped in cu-board-task-field-layout [obs EV-011].

Variants

Variant	Difference	Evidence
Small / Medium / Large	Column width 200 / 264 / 328 CSS px; card 246 px wide at Medium	[obs EV-046][obs EV-035]
Stack fields on	Each filled field on its own row with an icon	[obs EV-023]
Show empty fields off	Empty field placeholders hidden; an empty card shows only its title	[obs EV-023]
Closed task	Same card in the closed column	[obs EV-012]

States

State	Visual change	Evidence
Default	Background rgb(25,25,25), radius 10px, hairline white shadow	[obs EV-035]
Hover	Hover toolbar appears top right; field tooltips ("Priority", "Dates")	[obs EV-013][obs EV-010]
Focus	Field toggle gets a white 1px ring and dark 3px halo; title link no ring	[obs EV-033]
Pressed	Not observed
Selected	Checkbox square at top right, filled white	[obs EV-028]
Disabled	Not observed
Loading	Skeleton block the size of a card	[obs EV-018]
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width (Medium)	246 px inside a 264 px column		[obs EV-035]
Min height	72 px (title and one field row)		[obs EV-035]
Background	rgb(25,25,25)	--cu-background-subtle	[obs EV-035]
Radius	10px		[obs EV-035]
Shadow	rgba(255,255,255,.333) 0 0 1px, rgba(0,0,0,.055) 0 1px 2px		[obs EV-035]
Title type	14px/20px, weight 500, rgb(238,238,238)	--cu-content-default	[obs EV-035]
Field toggle	24×24, radius 6px, 1px border rgb(34,34,34)	--cu-border-low-contrast	[obs EV-035]
Overdue date text	rgb(255,133,137)	--cu-content-danger	[obs EV-035][obs EV-010]
Due today text	rgb(255,204,77)	--cu-content-warning	[obs EV-035][obs EV-010]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
link	task name	Enter opens	no outline	[obs EV-034]
button (toolbar)	"Mark complete", "Rename", More named by data-test; Add subtask unnamed	Tab reaches them even without hover	not checked	[obs EV-034]
div[tabindex=0] field toggles	none	Tab	yes	[obs EV-033][obs EV-034]

Not tested

Cover image (no attachment fixture), subtasks expander, task property icons with real content, pressed state.

EV-015 Column menu (Group options) on a column with tasks: Collapse, Archive all, Automate status, Select all, Rename, Edit statuses

C-002

Board column

Product namecu3-board-group with cu3-board-group-headerUsed inS-001Statusreviewed

Variants

EmptyCollapsedNon-status groupingSwimlane cell

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Group options menu: Collapse group, Archive all in this group, Automate status, Select all, Rename, Edit statuses. Archive all and Select all appear only when the column has tasks (R-009) [obs EV-015][obs EV-016].
Columns are not draggable on the board [inf] Q-003.

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	Status pill (icon by status type, uppercase name) and count; header background tinted with the status color	[obs EV-012][obs EV-035]
2	Header hover actions	Collapse (‹), More (Group options), + (add task at the top)	[obs EV-015]
3	WIP slot	`cu3-board-grouping-header-wip` present in the DOM; limits need Business	[obs EV-011][doc SRC-011]
4	Card list	Virtualized list (`cdk-virtual-scroll-viewport`) of C-001	[obs EV-011]
5	Footer	"+ Add Task" in the status color	[obs EV-012]

Variants

Variant	Difference	Evidence
Empty	Only "+ Add Task"	[obs EV-002]
Collapsed	Vertical strip, rotated name, count	[obs EV-017]
Non-status grouping	Header shows the value (flag + "High"); "No priority" column for empty values	[obs EV-026]
Swimlane cell	Same column per row of the subgroup	[obs EV-027]

States

State	Visual change	Evidence
Default	Pill + count	[obs EV-012]
Hover	Actions appear on the header	[obs EV-015]
Focus	Not checked
Pressed	Not observed
Selected	Not applicable
Disabled	Not observed
Loading	Header skeleton	[obs EV-018]
Error	Not observed

Measurements and tokens

Property	Value	Evidence
Width	264 px (Medium), 200 (Small), 328 (Large)	[obs EV-046]
Header	40 px high, 8px padding	[obs EV-035]
Status pill	20 px high, radius 6px, 11px/500 text, padding 2 6 2 4	[obs EV-035]
Gap between columns	about 8 px	[obs EV-012]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
list items (li) per column	status name in data-test only	not checked	not checked	[obs EV-011]

Not tested

Rename, Edit statuses, Automate status and Archive all (not clicked).

EV-019 Customize view side panel: name, More options, Fields, Filter, Group, Sort, Subtasks, Templates, view toggles (autosave, pin, private, protect, default), sharing

C-003

Customize view panel

Product nameCustomize view side panel (cu-view-setting-toggle)Used inS-001Statusreviewed

Variants

Card size dropdownCard cover dropdown

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Every change re-renders the board and shows "Save view"; nothing persists until saved; a reload drops it (R-008) [obs EV-017][net EV-014].
The Fields page lists workspace fields that the Custom Field Manager does not show (B-008) [obs EV-044][obs EV-045].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	"Customize view", close	[obs EV-019]
2	Name	View icon and name field ("Board")	[obs EV-019]
3	More options (inline)	Card size, Card cover, Stack fields, Show empty fields, Collapse empty columns, More options ›	[obs EV-020]
4	Settings list	Fields (n shown), Filter, Group, Sort, Subtasks, Templates	[obs EV-019]
5	View toggles	Autosave for me, Pin view, Private view, Protect view, Set as default view	[obs EV-019]
6	Sharing	Copy link to view, Favorite ›, Sharing & Permissions	[obs EV-019]
7	Layout options page	Page and card layout: Card size, Card cover, Stack fields, Show task properties, Show empty fields, Show task locations, Show subtask parent names, Collapse empty columns, Show column colors. Task visibility: Show closed tasks, Show closed subtasks, Show tasks from other Lists, Show subtasks from other Lists. View settings: Default to Me Mode, Duplicate view, Reset view to defaults, Default view settings	[obs EV-022]
8	Fields page	Search, Create new / Add existing tabs; Shown (Task Name locked, Assignee, Dates, Priority, Tags); Properties (Date closed, Date created, Date updated, Status, Task ID, Task Type, Time tracked); Custom Fields in Workspace	[obs EV-043][obs EV-044]

Variants

Variant	Difference	Evidence
Card size dropdown	Small, Medium (default), Large	[obs EV-020]
Card cover dropdown	Auto, None, Image (default), Task description	[obs EV-021]

States

State	Visual change	Evidence
Default	Toggles off except Show empty fields, Show task properties, Show subtask parent names, Show column colors, tasks/subtasks from other Lists	[obs EV-022]
Hover	Row highlight; tooltip on Stack fields: "Display standard fields as stacked or inline"	[obs EV-023]
Focus	Not checked
Pressed	Not observed
Selected	Checkmark on the chosen dropdown value	[obs EV-020]
Disabled	"Show closed tasks" greyed while grouped by status	[obs EV-022]
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Panel width	about 270 px at 1456 px screenshot width (about 320 CSS px)		[obs EV-019]
Toggle on color	brand purple		[obs EV-022]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
toggles	row label (`view-setting-toggle__label`)	not checked	not checked	[obs EV-011]

Not tested

Save view, Autosave, Pin, Private, Protect, Set as default, Duplicate, Reset, Templates, Sharing.

EV-008 Date picker opened from a card: start and due inputs, quick options, month grid, Set Recurring

C-004

Date picker

Product namecu-recurring-date-dropdownUsed inS-001, S-002Statusreviewed

Variants

Opens upward

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Opening it loads the workspace work schedule and schedule exceptions [net EV-014].
Picking a start date moves focus to the due date input [obs EV-009].
The value is saved when the picker closes, not when a day is clicked (R-005) [net EV-014].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Inputs	"Start date" and "Due date", each with clear (×) and "Add time" once set	[obs EV-008][obs EV-009]
2	Quick options	Today, Later (a time later today), Tomorrow, This weekend, Next week (Monday), Next weekend, 2 weeks, 4 weeks; each shows the resolved day	[obs EV-008]
3	Month grid	Month and year, "Today", previous and next; weeks start on Monday; today in a red circle; range highlighted	[obs EV-009]
4	Set Recurring ›	Recurrence submenu	[obs EV-008]
5	Work schedule banner	"Set up your work schedule", dismissible	[obs EV-008]

Variants

Variant	Difference	Evidence
Opens upward	When there is no room below the card	[obs EV-009]

States

State	Visual change	Evidence
Default	Due date input focused	[obs EV-008]
Hover	Quick option row highlight	[obs EV-009]
Focus	Focused input has a white border	[obs EV-008]
Pressed	Not observed
Selected	Chosen day boxed; start-to-due range shaded	[obs EV-009]
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Size	about 410 × 310 px (screenshot scale)		[obs EV-008]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
inputs	placeholders "Start date", "Due date"	Escape closes and saves	yes	[obs EV-008][net EV-014]

Not tested

Typing a date as text, times, recurrence, work schedule setup.

EV-006 Card hover toolbar and the priority picker opened from the card flag icon

C-005

Priority picker

Product namecu-priority-list-dropdownUsed inS-001, S-002Statusreviewed

Variants

Card chip after choice

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Choosing a value saves at once: PUT /tasks/v1/item with priority as a numeric string, "2" for High (R-017) [net EV-007].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Search	"Search..."	[obs EV-006]
2	Priority	Urgent (red flag, ⌘1), High (yellow, ⌘2), Normal (blue, ⌘3), Low (grey, ⌘4), Clear (⌘0)	[obs EV-006]
3	Personal Priorities	Section with the operator's personal priority list	[obs EV-006]
4	AI	"Prioritize with AI"	[obs EV-006]

Variants

Variant	Difference	Evidence
Card chip after choice	Flag in the priority color plus label ("High", "Low")	[obs EV-010][obs EV-032]

States

State	Visual change	Evidence
Default	First item highlighted	[obs EV-006]
Hover	Row highlight	[obs EV-006]
Focus	Search focused	[obs EV-006]
Pressed	Not observed
Selected	Not observed
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Urgent flag	red (rgb 255,133,137 family)		[obs EV-006]
High flag	yellow (rgb 255,204,77 family)		[obs EV-006]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
menu items	priority names	⌘1 to ⌘4, ⌘0 shown	not checked	[obs EV-006]

Not tested

Keyboard shortcuts themselves, Personal Priorities, Prioritize with AI.

C-006

Bulk action bar

Product namebulk action toolbar (--cu-bulk-action-toolbar-inset-x)Used inS-001Statusreviewed

Variants

No custom fields in the list

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Opens after "Select all" in a column menu; selected cards show a filled checkbox at top right [obs EV-028].
No hover checkbox appeared on cards before a selection existed [obs EV-013].
× clears the selection and closes the bar [obs EV-028].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Count	"1 Task selected" with × to clear	[obs EV-028]
2	Actions	Status, Assignees, Dates, Custom Fields, Tags, Move/Add, Convert to Subtask, Copy, duplicate, archive, delete (red), More	[obs EV-028]

Variants

Variant	Difference	Evidence
No custom fields in the list	"Custom Fields" disabled	[obs EV-028]

States

State	Visual change	Evidence
Default	Floating bar at the bottom center	[obs EV-028]
Hover	Not checked
Focus	Not checked
Pressed	Not observed
Selected	Not applicable
Disabled	Greyed action	[obs EV-028]
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Inset	34px	--cu-bulk-action-toolbar-inset-x	[obs EV-035]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
buttons	labels as shown; icon-only buttons not checked	not checked	not checked	[obs EV-028]

Not tested

Any bulk action, More menu contents, shift-click range selection.

EV-029 Inline create form inside a column: Task Name, Save (disabled while empty), Add assignee, Add dates, Add priority, Add tag

C-007

Inline task create form

Product nameboard quick create cardUsed inS-001Statusreviewed

Variants

Column footer "+ Add Task"Header +

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Enter with an empty name does nothing and shows no message [obs EV-029].
Enter with a name creates the task with the column's status, keeps the form open for the next task and shows a "Task created" toast (R-010) [obs EV-030].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Name input	Placeholder "Task Name..."	[obs EV-029]
2	Save	"Save ↵", disabled while the name is empty	[obs EV-029]
3	Field shortcuts	Add assignee, Add dates, Add priority, Add tag	[obs EV-029]

Variants

Variant	Difference	Evidence
Column footer "+ Add Task"	Form opens at the end of the column	[obs EV-029]
Header +	Form opens at the top of the column	[obs EV-015]

States

State	Visual change	Evidence
Default	White border around the form	[obs EV-029]
Hover	Not checked
Focus	Input focused on open	[obs EV-029]
Pressed	Not observed
Selected	Not applicable
Disabled	Save disabled when empty	[obs EV-029]
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	card width		[obs EV-029]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
textbox	placeholder only	Enter saves, Escape closes	yes	[obs EV-029]

Not tested

Field shortcuts inside the form, pasting several lines.

EV-030 After creating in IN PROGRESS: card at the top of the column with that status, form reopened below, toast Task created with Pin to bottom, Copy URL, View task

C-008

Toast

Product namecu-toast-newUsed inS-001, S-002Statusreviewed

Variants

Task createdStatus changedPriorities promptOffline mode

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Several toasts stack; each disappears after a few seconds [obs EV-030].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Icon and title	Green check and "Task created", or "Status changed"	[obs EV-030][obs EV-012]
2	Body	Task name "in" list link	[obs EV-030]
3	Actions	Buttons with a number or key hint: "Pin to bottom 3", "Copy URL 2", "View task 1"; "Undo ⌘Z"	[obs EV-030][obs EV-012]

Variants

Variant	Difference	Evidence
Task created	Three actions with digit shortcuts	[obs EV-030]
Status changed	Undo with ⌘Z	[obs EV-012]
Priorities prompt	"Don't ask again ⌥1", "Add to priorities ⌥2"	[obs EV-042]
Offline mode	"You can still track time and create tasks and reminders! Access any task in your tray."	[obs EV-019]

States

State	Visual change	Evidence
Default	Bottom left over the sidebar, stacked when several	[obs EV-030]
Hover	Not checked
Focus	Not checked
Pressed	Not observed
Selected	Not applicable
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	about 270 px at screenshot scale		[obs EV-030]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
buttons	labels	digit and ⌘Z hints shown; not pressed	not checked	[obs EV-030]

Not tested

The digit shortcuts and Undo itself; the exact timeout.

EV-041 Assignee picker on a card: Search or enter email, Me (avatar masked), Assign with AI

C-009

Assignee picker

Product namecu-user-list-dropdownUsed inS-001, S-002Statusreviewed

Variants

Single-member workspace

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Picking "Me" saves at once (PUT /tasks/v1/task/:id with assignees.add) and then shows a prompt to add the task to the user's priorities (R-007) [net EV-014][obs EV-042].
Typing an email would invite a person (A5): not done.

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Search	"Search or enter email..."	[obs EV-041]
2	People	"Me" first (avatar), then members	[obs EV-041]
3	AI	"Assign with AI"	[obs EV-041]

Variants

Variant	Difference	Evidence
Single-member workspace	Only "Me"	[obs EV-041]

States

State	Visual change	Evidence
Default	List of people	[obs EV-041]
Hover	Row highlight	[obs EV-041]
Focus	Not checked
Pressed	Not observed
Selected	Avatar shown on the card	[obs EV-012]
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	about 240 px at screenshot scale		[obs EV-041]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
list	not checked	not checked	not checked

Not tested

Teams, other members, invite by email (needs a second account: L1).

EV-040 Tag picker on a card with a new name typed: Select an option, Create <name>, settings gear

C-010

Tag picker

Product namecu-tags-listUsed inS-001, S-002Statusreviewed

Variants

Card chip

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Tags are created at Space level and applied to the task in one request when the picker closes (R-006) [net EV-014].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Input	Tag search; applied tags show as removable pills inside it	[obs EV-040]
2	Options	"Select an option" header, matching tags, "Create <name> ↵" when no tag matches	[obs EV-040]
3	Settings	Gear to manage tags	[obs EV-040]

Variants

Variant	Difference	Evidence
Card chip	Grey pill with the tag name ("[re] tag-a")	[obs EV-012]

States

State	Visual change	Evidence
Default	Input focused	[obs EV-040]
Hover	Not checked
Focus	Not checked
Pressed	Not observed
Selected	Pill in the input	[obs EV-040]
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
New tag colors	tag_fg and tag_bg hex colors chosen by the product		[net EV-014]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
input	not checked	Enter creates	not checked	[obs EV-040]

Not tested

Tag colors, tag manager, removing a tag.

C-011

Task fields grid

Product namecu-task-fields-containerUsed inS-002Statusreviewed

Variants

Empty taskWith dependency

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Each value opens the same pickers as the board card (C-004, C-005, C-009, C-010) [obs EV-051].
The ✓ completes the task; ▸ moves to the next status (R-024) [obs EV-073].
A browser-stored preference hides empty fields (cu-task-view-hide-empty-location-fields in localStorage) [obs EV-011].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Status	Status pill, next-status arrow ▸, complete ✓	[obs EV-073]
2	Dates	Start → Due; overdue due date in red	[obs EV-059]
3	Track time	Start timer	[obs EV-051]
4	Assignees	Avatars; Empty when none	[obs EV-051]
5	Priority	Flag and label; Empty when none	[obs EV-051]
6	Tags	Tag pills; Empty when none	[obs EV-051]
7	Dependency rows	Blocked by / Blocking with the other task	[obs EV-065][obs EV-066]
8	Collapse empty fields	Link that hides empty properties	[obs EV-073]

Variants

Variant	Difference	Evidence
Empty task	Placeholders Start, Due, Empty	[obs EV-059]
With dependency	Extra row under the grid	[obs EV-065]

States

State	Visual change	Evidence
Default	Label column with icons, value column	[obs EV-051]
Hover	Not checked
Focus	Not checked
Pressed	Not observed
Selected	Not applicable
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Layout	two columns of label + value		[obs EV-051]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
buttons	label icons per field (`task-field-label-icon__container-<Field>`)	not checked	not checked	[obs EV-050]

Not tested

Time tracking, Collapse empty fields toggle (browser preference), assignee change in the task view.

EV-055 Description editor: '- ' turned into a bullet list; **bold** typed inline stayed literal; history and full-screen icons

C-012

Description editor

Product namecu-task-editor (Quill)Used inS-002Statusreviewed

Variants

EmptyFilled

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Saves without a button through the collaborative editor connection; the task detail response carries an editor_token [net EV-053][obs EV-078].
"- " at the start of a line makes a bullet list; **bold** typed in one go is not converted (R-025) [obs EV-055].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Text area	Rich text with markdown shortcuts	[obs EV-055]
2	Placeholder	Add description, or write with AI	[obs EV-051]
3	Actions	Description history, full screen	[obs EV-055][obs EV-050]

Variants

Variant	Difference	Evidence
Empty	Placeholder with AI link	[obs EV-051]
Filled	Paragraphs and lists	[obs EV-078]

States

State	Visual change	Evidence
Default	Plain text	[obs EV-078]
Hover	Not checked
Focus	Caret, toolbar on selection	[obs EV-055]
Pressed	Not observed
Selected	Not checked
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	the content column		[obs EV-051]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
textbox (contenteditable)	not checked	Enter new line	caret	[obs EV-055]

Not tested

Toolbar formats, slash commands, AI writing, image paste, description history, concurrent editing.

EV-062 Subtasks section after two creates: 2 open with progress bar, table Name/Assignee/Priority, Add Task row; subtask count in the header; activity lines

C-013

Subtasks section

Product namecu-task-view-subtasks-sectionUsed inS-002Statusreviewed

Variants

Before first subtask

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Enter creates the subtask and keeps the input open; each create is one request with parent set (R-028) [net EV-063].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	Subtasks, N open, progress bar; Sort, expand, Suggest (AI), +	[obs EV-062]
2	Table	Name with status circle, Assignee, Priority, add column	[obs EV-062]
3	Add Task row	Inline create	[obs EV-062]

Variants

Variant	Difference	Evidence
Before first subtask	Single input under the header	[obs EV-061]

States

State	Visual change	Evidence
Default	Table	[obs EV-062]
Hover	Not checked
Focus	Input focused after Add subtask	[obs EV-061]
Pressed	Not observed
Selected	Row checkbox column	[obs EV-062]
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Row height	about 30 px		[obs EV-062]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
table rows	not checked	Enter creates	not checked	[obs EV-061]

Not tested

Sort, Suggest (AI), nested subtasks, subtask status changes, converting a subtask.

EV-071 Checklists section: 3 open with progress bar, named checklist, items with circles, Add item, Add checklist; activity aggregates 'added 3 items'; header checklist count

C-014

Checklist

Product namecu-task-view-checklists-sectionUsed inS-002Statusreviewed

Variants

New

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Create checklist saves an empty checklist at once (R-030); items save one request each; items have uuid IDs and can nest (children) and carry an assignee and dates [net EV-069].
Resolved items collapse under Show completed (R-031) [obs EV-072].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	Checklists, N open, progress bar; expand, +	[obs EV-071]
2	Checklist	Editable name, items with circles, Add item	[obs EV-071]
3	Footer	Show N completed, Add checklist	[obs EV-072]
4	Item hover	Drag handle; actions (assign, convert, More)	[obs EV-072]

Variants

Variant	Difference	Evidence
New	Name 'Checklist' in edit mode	[obs EV-067]

States

State	Visual change	Evidence
Default	Open items listed	[obs EV-071]
Hover	Item actions	[obs EV-072]
Focus	Not checked
Pressed	Not observed
Selected	Resolved items hidden	[obs EV-072]
Disabled	Not observed
Loading	Skeleton while created	[obs EV-067]
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Item row	about 30 px		[obs EV-071]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
items	not checked	Enter adds, Escape on empty closes the task view	not checked	[obs EV-068]

Not tested

Item assignee and dates, nesting, reordering, deleting a checklist, converting an item to a task.

EV-065 Blocked task after adding a dependency: Blocked by row under the fields (warning icon), relation count in the header, Related/Dependencies tabs with a Blocked by table

C-015

Relationships section

Product namecu-task-view-relationships-sectionUsed inS-002Statusreviewed

Variants

Blocked sideBlocking side

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

The Relate menu offers Relate a Task or Doc, This task blocks..., This task is blocked by..., New custom relationship [obs EV-064].
Picking a task from search creates the dependency in one request (task_id, depends_on; the response has type and lag_ms) (R-029) [net EV-069].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Tabs	Related, Dependencies with count	[obs EV-065]
2	Dependencies table	Group Blocked by N; Name, Due date, Priority, assignee	[obs EV-065]
3	Related empty state	No tasks or docs related. Relate	[obs EV-066]

Variants

Variant	Difference	Evidence
Blocked side	Warning icon, Blocked by	[obs EV-065]
Blocking side	Red icon, Blocking	[obs EV-066]

States

State	Visual change	Evidence
Default	Tabs and table	[obs EV-065]
Hover	Not checked
Focus	Not checked
Pressed	Not observed
Selected	Active tab underlined	[obs EV-065]
Disabled	Not observed
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Tab	underline indicator		[obs EV-065]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
tabs (role tab)	Related, Dependencies	not checked	not checked	[obs EV-050]

Not tested

Plain task links, custom relationships, removing a dependency, closing a blocked task (dependency warning).

EV-057 Posted comment in the activity stream (author masked), Just now, reactions, Reply; composer placeholder changes

C-016

Activity and comments

Product namecu-task-view-right-sidebarUsed inS-002Statusreviewed

Variants

Modal layoutSidebar layout

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

History is read in pages from tasks/history; comments come from a separate comment service [net EV-053][net EV-058].
Several item creations aggregate into one line ("added 3 items") [obs EV-071].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	Activity, search, follower count, filter	[obs EV-051]
2	History lines	You <did> … with relative time; Show more folds older lines	[obs EV-051][obs EV-073]
3	Comment card	Author, time, text, reactions, Reply	[obs EV-057]
4	Composer	Text, toolbar (add, AI, attach, mention, assign, emoji, clip, task, doc), send with menu	[obs EV-056]

Variants

Variant	Difference	Evidence
Modal layout	Sidebar inside the modal	[obs EV-075]
Sidebar layout	Collapsed to icons	[obs EV-074]

States

State	Visual change	Evidence
Default	History only	[obs EV-051]
Hover	Not checked
Focus	Composer focused	[obs EV-056]
Pressed	Not observed
Selected	Not applicable
Disabled	Send disabled while empty	[obs EV-051]
Loading	Empty list until history loads	[obs EV-051]
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	about 560 CSS px		[obs EV-050]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
textbox	placeholder only	not checked	not checked	[obs EV-056]

Not tested

Mentions, assigned comments, threads, reactions, attachments in comments, activity filters and search.

EV-117 Task view with every field filled; activity log has one line per field change (people line masked)

C-017

Task Fields section

Product namecu-task-view-custom-fields-sectionUsed inS-002Statusreviewed

Variants

All filledMostly empty

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Rows are sorted by name and include every field of the task's locations; Tasks and Relationship fields are not here, they live in the Related section (R-039, R-043) [obs EV-117][obs EV-118].
Every value saves on its own; there is no Save button (R-044) [net EV-112].
The gear opens the field settings popover (C-018) for that field, from which the field can be deleted (R-051) [obs EV-125].
Escape inside the task view closes the whole view (R-032), so editors are closed by clicking outside [obs EV-068].

Full component notes anatomy, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Header	Collapse arrow, "Fields", then search, expand and + (add field)	[obs EV-117]
2	Row label	Type icon and field name; on hover a pin-off icon at the left and a gear (field settings) at the right	[obs EV-102][obs EV-117]
3	Row value	The value as rendered by its type (C-019), "–" when empty; on hover a clear × at the far right	[obs EV-103][obs EV-117]
4	Footer	"Hide N empty fields" / show toggle	[obs EV-117]
5	Add fields popover (from +)	Search for new or existing fields, tabs Create new and Add existing, Popular and All type lists	[obs EV-079]

Variants

Variant	Difference	Evidence
All filled	No empty rows; the footer counts only the empty ones left	[obs EV-117]
Mostly empty	Rows show "–"; empty rows stay listed until hidden with the footer link	[obs EV-100]

States

State	Visual change	Evidence
Default	Label column and value column, one row per field	[obs EV-117]
Hover	Row highlight, gear and clear icons	[obs EV-102]
Focus	The value becomes an input or opens a picker or popover	[obs EV-102][obs EV-108]
Pressed	Not observed
Selected	Not applicable
Disabled	Formula values are grey and read-only	[obs EV-116]
Loading	Formula showed empty for a moment after the task opened	[obs EV-129]
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Layout	two columns, label about one quarter of the width		[obs EV-117]
Row height	about 30 screenshot px; text area rows grow with the lines		[obs EV-117]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
button	"Set value for <field> Custom Field"	not checked	not checked	[obs EV-139]

Not tested

Keyboard entry into rows, the search and expand icons, drag order, Add existing.
How required, pinned and task-type fields are grouped (plan-gated).

EV-080 Create Dropdown form: type switcher, Field name, Dropdown options with color dots, Set default, delete, Add option, AI option generator, AI Autofill, Permissions and settings, Cancel, Create

C-018

Custom field form

Product namefield create and edit popoverUsed inS-002, S-003Statusreviewed

Variants

Create from a taskCreate from the managerEdit from the row gear

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Create sends the definition and then its location (R-033) [net EV-099].
Required in tasks does not turn on and Pinned opens an upgrade dialog on Free Forever (R-041) [obs EV-082][obs EV-083].
The delete icon asks for confirmation and moves the field to Trash (R-051) [obs EV-126].

Full component notes anatomy, options per type, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Type switcher	Current type with a menu to change it; "Advanced" (gear) on edit	[obs EV-080][obs EV-125]
2	Field name	Required; emoji picker at the left	[obs EV-080][obs EV-125]
3	Type options	Per type, see the table below	[obs EV-084] to [obs EV-094]
4	AI Autofill	"Automatically assign Dropdown values", Off by default	[obs EV-080][obs EV-125]
5	Permissions and settings	Description, Permissions (Workspace default), Exceptions (creator can edit), Required in tasks, Pinned, Visible to Guests and Limited Members (on), "Belongs to" with the location	[obs EV-081]
6	Footer	Create or Save (disabled until valid), Cancel; on edit a red delete icon at the left	[obs EV-080][obs EV-125]

Options per type

Type	Options in the form	Evidence
Dropdown	Options with color dots, Set default, delete per option, Add option, AI option generator, sort Manual	[obs EV-080][obs EV-125]
Labels	Same as Dropdown; Create stays disabled until one option exists	[obs EV-092]
Number	Number format US (1,234.56) or EU (1.234,56)	[obs EV-084]
Money	Currency (BRL - Brazilian Real (R$) chosen), number format	[obs EV-085]
Voting	Emoji type, "Hide users who have voted"	[obs EV-086]
Tasks	Relationship name, related to any task in the workspace or to tasks from one List, Create rollup fields	[obs EV-087]
Relationship	Tasks from a specific List (required; the field's own list not offered), rollup fields from it	[obs EV-093]
People	Show people from the entire workspace, show guests, select multiple people (on), include teams	[obs EV-088]
Rating	Emoji type (star), scale 1 to 5 (default 3)	[obs EV-089]
Progress (Auto)	Track completion of subtasks, checklists, assigned comments; tasks without action items show 100% when done	[obs EV-090]
Progress (Manual)	Start value 0, end value 100	[obs EV-091]
Button	Name, button label and color; "Action required: Add automation"	[obs EV-094]
AI Summary	A Text area preset with AI Autofill on and a prompt	[obs EV-095]

Variants

Variant	Difference	Evidence
Create from a task	Opens over the task; location defaults to the task's list	[obs EV-080][obs EV-081]
Create from the manager	Opens over the manager after choosing a type	[obs EV-086]
Edit from the row gear	Same form with Save, Advanced and the delete icon	[obs EV-125]

States

State	Visual change	Evidence
Default	Footer button disabled until required parts are filled	[obs EV-092][obs EV-125]
Hover	Not checked
Focus	Name input focused on open	[obs EV-080]
Pressed	Not observed
Selected	Not applicable
Disabled	Required in tasks cannot be turned on (Free Forever)	[obs EV-082]
Loading	Not observed
Error	Not observed

Measurements and tokens

Property	Value	Token	Evidence
Width	about 310 screenshot px popover		[obs EV-125]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
dialog	not checked	not checked	not checked

Not tested

Changing the type of an existing field (conversion rules are in SRC-045), Advanced settings, default values, permissions and exceptions with other people (needs L1).
AI option generator and AI Autofill (consume AI credits).
Button fields with an automation, Rollup fields.

C-019

Custom field value, by type

Product namevalue cell in the Fields section and the card field rowUsed inS-001, S-002Statusreviewed

How each of the 22 field types tested looks in the task view and on a board card, how it is edited and what it stores. Request shapes are in EV-112.

Variants

Task viewCard

States 8 of 8 observed

DefaultHoverFocusPressedSelectedDisabledLoadingError

Behavior

Values render the same way in the task and on the card, except text area (first line on the card), location (cut) and the relationship types (chips on the card, a Related tab in the task) [obs EV-117][obs EV-121].
Number and money formats come from the field, not from the user's language (R-035) [obs EV-084][obs EV-085].

Full component notes anatomy, rendering per type, variants, states, measurements and tokens, keyboard and accessibility, not tested

Anatomy

#	Part	Content	Evidence
1	Type icon	One icon per type, at the left of the task row and of the card row	[obs EV-117][obs EV-121]
2	Value	Rendered per type (table below)	[obs EV-117][obs EV-121]
3	Empty value	"–" in the task view, "-" on cards, with the exceptions in the table	[obs EV-100][obs EV-120]

Rendering per type

Type	Task view, filled	Editor	Card, empty	Card, filled	Stored value	Evidence
Checkbox	Purple checked box	Click	Empty box	Checked box	boolean	[obs EV-117][obs EV-120][obs EV-121][net EV-112]
Date	Relative day ("Mon")	Date picker	-	"Mon"	epoch ms + time flag	[obs EV-117][obs EV-121][net EV-112]
Dropdown	Colored pill with ▾	Picker: search, colored options, drag handles	-	Pill with ▾, editable in place	option id	[obs EV-100][obs EV-122][net EV-112]
Labels	Colored pills	Same picker, several values	-	Pills	one add per label	[obs EV-101][obs EV-121][net EV-112]
Text	Plain text	Inline input	-	Text	string	[obs EV-111][obs EV-121]
Text area	Several lines	Large popover editor	-	First line + "..."	string, rich text copy	[obs EV-108][obs EV-109][obs EV-121][net EV-112]
Number	1.234,5 (field format EU)	Inline input with clear ×	-	1.234,5	string	[obs EV-103][obs EV-121][net EV-112]
Money	R$ 1.234,56 (BRL, EU); empty shows "R$"	Inline input with mask	-	R$ 1.234,56	string	[obs EV-101][obs EV-102][obs EV-121]
Email	Text	Inline input	-	Text	string (email)	[obs EV-117][obs EV-121]
Phone	+55 11 90000 0000	Flag menu + masked input; the flag writes the profile country (R-036)	-	Same text, shown a moment later	string	[obs EV-104][obs EV-105][obs EV-121]
Website	Favicon + domain only	Inline input	-	Favicon + domain	string (url)	[obs EV-111][obs EV-121]
Location	Formatted address	Search with Google Places suggestions	-	Address cut at card width	address, lat, lng, place id	[obs EV-113][obs EV-114][obs EV-121][net EV-112]
People	Avatar (masked)	Person picker, "Keep typing a full email to invite"	-	Avatar	user ids add/rem	[obs EV-106][obs EV-121][net EV-112]
Rating	2 of 3 stars	Click a star	Grey stars	Stars, shown a moment later	number	[obs EV-111][obs EV-120][obs EV-121]
Voting	👍 1	Toggle own vote	👍 0	👍 1	user ids add/rem	[obs EV-109][obs EV-120][obs EV-121][net EV-112]
Progress (Manual)	Slider with value 61	Drag the knob	Slider at 0	Slider and 61	`{current}`	[obs EV-107][obs EV-120][obs EV-121][net EV-112]
Progress (Auto)	Bar 0%	Computed (subtasks, checklists, assigned comments)	Bar 0%; 100% on a closed task	Bar and percent	computed	[obs EV-090][obs EV-120]
Signature	Typed name in a script font	Pad, Type or Draw, Clear, Save	-	Script name	string + isTyped, signedBy	[obs EV-110][obs EV-111][obs EV-121][net EV-112]
Formula	Grey computed value, R$ 2.469,06	Field, operator, field; Advanced Editor	R$ 0	R$ 2.469,06	definition only (no per-task write)	[obs EV-115][obs EV-116][obs EV-120][net EV-112]
Files	"–"	Not tested (upload)	-	-	not captured	[obs EV-121]
Tasks	Not in Fields; Related tab with a table	Relate menu > field > task picker (Recent Tasks)	"Add task"	Task chip + "+"	task ids add/rem	[obs EV-118][obs EV-119][obs EV-121][net EV-112]
Relationship	Not in Fields; Related tab	Relate menu > field	"Add task"	"Add task" (target list empty)	not captured	[obs EV-118][obs EV-121]

Variants

Variant	Difference	Evidence
Task view	Full value, editor in place or in a popover	[obs EV-117]
Card	One row per shown field, compact, cut to the card width	[obs EV-121]

States

State	Visual change	Evidence
Default	As in the table	[obs EV-117]
Hover	Card: field name tooltip on the icon; task view: gear and clear icons	[obs EV-122][obs EV-102]
Focus	Editor opens	[obs EV-102]
Pressed	Not observed
Selected	Not applicable
Disabled	Formula is read-only	[obs EV-116]
Loading	Rating and phone appear on cards after the other rows	[obs EV-121]
Error	Not observed (no invalid email or URL tried)

Measurements and tokens

Property	Value	Token	Evidence
Card row	icon column plus value, about 24 screenshot px per row		[obs EV-121]

Keyboard and accessibility

Role	Accessible name	Keys	Focus visible	Evidence
button	"Set value for <field> Custom Field"	not checked	not checked	[obs EV-139]

Not tested

Files (upload), Button (needs an automation), Rollup, AI fields (Summary, Custom Text, Custom Dropdown, Categorize, Translation, Sentiment, Action Items, T-shirt Size; they spend AI credits).
Invalid input (bad email, bad URL, letters in Number), very long values, many labels or people on a card.
Drawn signatures, Relationship with linked tasks, Voting by several people.

05How it behaves

Business rules observed in the product, each with its evidence. They become the acceptance tests of the new product.

Board view 19 rules

R-001 The board shows one column per status of the list, empty ones included, in status order

Given: a list whose statuses are to do, in progress, complete
When: the board view opens with Group: Status
Then: three columns appear in that order, each with its count, even when empty, followed by "+ Add group"; the closed status is the last column

Evidence: [obs EV-002][obs EV-038][net EV-014]Feature: F-001 · Screen: S-001

R-002 Column counts include every task of the group; the sidebar list count leaves out closed tasks

Given: 54 tasks, one of them in the closed status
When: the board and the sidebar render
Then: the columns read 53 and 1, and the sidebar shows 53 next to the list

Evidence: [obs EV-012][obs EV-046]Feature: F-001 · Screen: S-001

R-003 Mark complete on a card moves the task to the closed status and offers Undo

Given: an open task on the board
When: the user clicks ✓ "Mark complete" in the card's hover toolbar
Then: the card moves to the closed column, the counts update, and a toast "Status changed" shows "Undo ⌘Z"; the request sends status with the closed status name

Evidence: [obs EV-012][net EV-014]Feature: F-002 · Screen: S-001

R-004 The card date chip uses relative text and an urgency color

Given: open tasks with due dates in the past, today, and a start-to-due range
When: the board renders
Then: a past due date reads "3 days ago" in red, today reads "Today" in yellow, and a range reads "Today - Mon" in the default color

Evidence: [obs EV-010][obs EV-035]Feature: F-002 · Screen: S-001

Probe	Input	Result	Evidence
Overdue	due 13 Oct, today 16 Oct	"3 days ago", red	[obs EV-010]
Today	quick option Today	"Today", yellow	[obs EV-010]
Range	start Today, due Next week	"Today - Mon"	[obs EV-010]

R-005 The date picker saves when it closes, not when a day is clicked

Given: the date picker open on a card
When: the user clicks a day
Then: the chip updates inside the picker only; the update request is sent when the picker closes (Escape or click outside)

Evidence: [net EV-014][obs EV-008]Feature: F-002 · Screen: S-001

R-006 Typing an unknown tag on a card creates a Space tag and applies it when the picker closes

Given: the tag picker on a card and a name that matches no tag
When: the user presses Enter on "Create <name>" and closes the picker
Then: one request creates the tag with generated foreground and background colors and applies it to the task; the card shows the tag pill

Evidence: [obs EV-040][net EV-014]Feature: F-025 · Screen: S-001

R-007 Assigning yourself prompts to add the task to your personal priorities

Given: the assignee picker on a card
When: the user picks "Me"
Then: the assignee is saved at once and a prompt offers "Don't ask again" and "Add to priorities"

Evidence: [obs EV-041][obs EV-042][net EV-014]Feature: F-002 · Screen: S-001

R-008 View changes are drafts until Save view; a reload drops them without warning

Given: the default board view
When: the user collapses a column, changes card size, toggles a layout option, or changes grouping
Then: "Save view" appears in the toolbar, the board re-queries the view with the draft settings, nothing is saved; after a reload the board is back to the saved settings and no message mentions the lost draft

Evidence: [obs EV-017][obs EV-020][net EV-014]Feature: F-004 · Screen: S-001

Probe	Input	Result	Evidence
Collapse group, reload	IN PROGRESS collapsed	expanded again after reload	[obs EV-017]
Card size Large, layout toggles, reload	Large, Stack fields on, Show empty fields off	back to Medium and defaults	[obs EV-023]
Group Priority + subgroup Status, reload	swimlanes	back to Group: Status	[obs EV-027]

R-009 The column menu offers Archive all and Select all only for columns with tasks

Given: one column with tasks and one empty column
When: the user opens Group options on each
Then: the full column shows Collapse group, Archive all in this group, Automate status, Select all, Rename, Edit statuses; the empty column shows only Collapse group, Automate status, Rename, Edit statuses

Evidence: [obs EV-015][obs EV-016]Feature: F-001 · Screen: S-001

R-010 A task created inside a column takes that column's status and the form stays open

Given: the board grouped by status
When: the user opens "+ Add Task" in IN PROGRESS, types a name and presses Enter
Then: the task is created with status in progress, the form reopens for the next task, and a "Task created" toast appears; Enter with an empty name does nothing

Evidence: [obs EV-029][obs EV-030]Feature: F-003 · Screen: S-001

R-011 Adding a group on a list that inherits statuses asks where the new status applies

Given: a list that inherits its statuses from the Space
When: the user adds a group named "[re] review" and confirms with ✓
Then: a dialog asks "List only" (default) or "Entire Space"; with List only the list gets its own statuses and the new status column appears before the closed column

Evidence: [obs EV-036][obs EV-037][obs EV-038]Feature: F-024 · Screen: S-001

R-012 Grouping by a field other than status adds a status chip to cards and a column for empty values

Given: the board
When: Group is set to Priority
Then: columns are Urgent, High, Normal, Low and No priority; cards show their status as a chip; closed tasks are hidden and the Closed toggle becomes active

Evidence: [obs EV-026][obs EV-025]Feature: F-004 · Screen: S-001

R-013 A subgroup splits the board into collapsible swimlanes

Given: the board grouped by Priority
When: the user adds a subgroup by Status
Then: each status becomes a row with its own count, collapse arrow and +, crossing every priority column; the group button reads "Group: Priority / Status"

Evidence: [obs EV-027]Feature: F-004 · Screen: S-001

R-014 Card size sets the column width

Given: the board
When: Card size is Small, Medium or Large
Then: columns are 200, 264 or 328 CSS px wide; Medium is the default

Evidence: [obs EV-020][obs EV-021][obs EV-046]Feature: F-004 · Screen: S-001

R-015 Show empty fields and Stack fields change the card body

Given: cards with some fields empty
When: Show empty fields is off and Stack fields is on
Then: empty field placeholders disappear (an empty card shows only its title) and each filled field takes its own row with an icon

Evidence: [obs EV-023]Feature: F-004 · Screen: S-001

R-016 Columns load tasks in pages while scrolling

Given: a column with 53 tasks
When: the board loads and the user scrolls inside the column
Then: about 11 cards exist at first; scrolling sends another tasks/bulk request and more cards render

Evidence: [obs EV-046][net EV-014]Feature: F-007 · Screen: S-001

R-017 Priority has four fixed levels stored as numbers

Given: the priority picker
When: the user picks High
Then: the card shows a yellow flag with "High" and the request sends priority: "2"; the scale is Urgent 1, High 2, Normal 3, Low 4, and Clear removes it

Evidence: [obs EV-006][net EV-007][doc SRC-031]Feature: F-002 · Screen: S-001

R-018 Changes appear in other open tabs without reload

Given: the same board open in two tabs
When: priority Low is set in the first tab
Then: the second tab shows "Low" on the card without a reload (about 8 s in a background tab)

Evidence: [obs EV-031][obs EV-032]Feature: F-026 · Screen: S-001

R-019 Dragging a card to another column changes its group value

Given: the board grouped by status
When: the user drags a card to another column
Then: the task takes that column's status; dragging within a column changes its order

Evidence: [doc SRC-012]Feature: F-005 · Screen: S-001Not observed: the drag could not be automated (EV-046). Q-003.

Custom fields 23 rules

R-033 A field created from a task belongs to that task's list

Given: a task in the list [RE] Board study
When: the user opens Add fields > Create new, picks a type, types a name and clicks Create
Then: the field is created with one location, the list ("Belongs to: [RE] Board study"), and shows in the Fields section of every task in that list; the client sends two requests: the definition (POST /customFields/v2/field) and its location (PUT /field/v3/.../fields/:id/locations, parent type 6 = List)

Evidence: [obs EV-079][obs EV-080][obs EV-081][net EV-099]Feature: F-016 · Screen: S-002

R-034 The type menu puts popular and AI types first; Rollup is not a type of its own

Given: Add fields > Create new in a task, or Create new in the Custom Field Manager
When: the type menu opens
Then: the task view lists Popular (Dropdown, Text, Date, Text area, Number, Labels, AI Autofill) and then All; the manager lists AI Fields (Summary, Custom Text, Custom Dropdown) and then All, which ends with Categorize, Translation, Sentiment, Action Items and T-shirt Size; Rollup is offered only inside a Tasks or Relationship field ("Create rollup fields")

Evidence: [obs EV-079][obs EV-096][obs EV-097][obs EV-087][obs EV-093]Feature: F-016 · Screen: S-003

R-035 Number and money formats are set per field, not by the user's language

Given: a Number field with format EU (1.234,56) and a Money field in BRL with format EU
When: the user enters 1234,5 and 1234,56
Then: the task and the card show 1.234,5 and R$ 1.234,56; the field stores number_format: "de-DE" and currency_type: "BRL", and the value is sent as a string

Evidence: [obs EV-084][obs EV-085][obs EV-102][obs EV-103][obs EV-121][net EV-099][net EV-112]Feature: F-016, F-017 · Screen: S-002

R-036 Picking a country in a Phone field changes the user's profile country

Given: an empty Phone field; its flag defaults to the user's profile country (a country other than Brazil in this account)
When: the user picks Brazil in the flag menu and types a number
Then: the number takes the Brazilian mask, (11) 90000-0000, and is saved as +55 11 90000 0000; the pick also sends PUT /user/v1/user with the new country, so every empty Phone field on every task now defaults to Brazil; picking the original country again on another task, with no number typed, sends the same request and restores the default

Evidence: [obs EV-104][obs EV-105][obs EV-130][obs EV-131]Feature: F-017 · Screen: S-002

R-037 On Free Forever each value written counts once against 60 uses per workspace

Given: Free Forever with no values yet
When: 17 fields get one value each, and Labels gets two labels added one at a time
Then: the entitlement counter reads 18 used of 60 (usage, limit, usageLeft); linking a task through a Tasks field and configuring a Formula field did not change it; the counter is fetched again after each value is set

Evidence: [net EV-112][doc SRC-005]Feature: F-022 · Screen: S-002Not observed: what happens at 60, and whether deleting a field gives uses back (Q-008). The docs say Formula values count as uses (SRC-043); here they did not (Q-009).

R-038 A Formula field is defined once per field and takes the money format of a money input

Given: Number 1.234,5 and Money R$ 1.234,56 on a task
When: the user opens the empty Formula value, picks Number, +, Money and clicks Calculate
Then: the task and the card show R$ 2.469,06; the formula is saved on the field definition (PUT /customFields/v2/field/:id with type_config.formula, simple: true, calculation_state: "ready"), so every task in the location computes it, and tasks without inputs show R$ 0; the editor asks "Select a second field to calculate" until both inputs are set

Evidence: [obs EV-115][obs EV-116][obs EV-120][net EV-112]Feature: F-016, F-017 · Screen: S-002

R-039 Tasks and Relationship fields live in the Relate menu, not in the Fields section

Given: a Tasks field and a Relationship field on the list
When: the user opens "Relate items or add dependencies"
Then: both fields appear under the dependency options; picking the Tasks field and a task adds a Related section with one tab per field ("[RE] cf-tasks 1") and a table (Name, Due date, Priority); the board card shows the linked task as a chip with a + button, and an empty one shows "Add task"

Evidence: [obs EV-118][obs EV-119][obs EV-120][obs EV-121][net EV-112]Feature: F-016, F-017, F-018 · Screen: S-002

R-040 A Relationship field must point at another list

Given: the Relationship field form
When: the user chooses "tasks from a specific List"
Then: a related list is required and the field's own list cannot be chosen; the form offers rollup fields from the related list

Evidence: [obs EV-093]Feature: F-016 · Screen: S-003

R-041 Required and Pinned do nothing on Free Forever except point to an upgrade

Given: the field's Permissions and settings on Free Forever
When: the user clicks "Required in tasks", then "Pinned"
Then: Required stays off with only a tooltip as feedback; Pinned opens "Upgrade to Business" (closed without choosing)

Evidence: [obs EV-082][obs EV-083][doc SRC-003]Feature: F-019 · Screen: S-002

R-042 A required field blocks task creation where it is used (documented)

Given: a Business workspace and a field set to "Required in tasks"
When: a user creates a task in a location of that field without a value
Then: the task cannot be created until the field has a value; the public API skips the check unless check_required_custom_fields is true; the task view always shows required fields, even empty

Evidence: [doc SRC-003][doc SRC-029][doc SRC-007]Feature: F-019 · Screen: S-002Not observed: plan (Business). Q-010.

R-043 The task view lists a location's fields in one Fields section

Given: a task in a list with 22 fields
When: the task opens
Then: a "Fields" section under the description has one row per field (type icon, name, value) in name order, with search, expand and + in its header; "Hide N empty fields" collapses the empty rows; Tasks and Relationship fields are not listed there (R-039)

Evidence: [obs EV-100][obs EV-117][doc SRC-007]Feature: F-015 · Screen: S-002

R-044 Each value saves on its own and adds an activity line

Given: the Fields section
When: the user sets a value (checkbox click, picker choice, text and blur, slider drag)
Then: one request saves that value (POST /customFields/v1/task/:id/field/:id; DELETE on the same path clears it) and the activity log adds a line such as "You set [RE] cf-money to R$ 1.234,56", "You added [RE] lab 1 to [RE] cf-labels", "You signed on [RE] cf-signature"

Evidence: [obs EV-106][obs EV-117][net EV-112]Feature: F-017 · Screen: S-002

R-045 Each type has its own editor in the Fields section

Given: the Fields section
When: the user clicks a value
Then: the editor depends on the type: dropdown and labels open an option picker with search and colors; people a person picker with "Keep typing a full email to invite"; text area a large popover editor; manual progress a slider; rating clickable stars; voting a thumbs-up toggle; signature a pad with a typed or drawn mode; location a search with Google Places suggestions; formula a field-operator-field editor

Evidence: [obs EV-100][obs EV-106][obs EV-107][obs EV-108][obs EV-109][obs EV-110][obs EV-113][obs EV-115]Feature: F-017 · Screen: S-002

R-046 Location values store the address and the coordinates

Given: a Location field
When: the user types a street and picks the suggestion
Then: the value shows the formatted address ("Av. Paulista, São Paulo - SP, Brazil") and is saved with formatted_address, location {lat, lng} and place_id

Evidence: [obs EV-113][obs EV-114][net EV-112]Feature: F-017 · Screen: S-002

R-047 A typed signature is drawn in a script font and records who signed

Given: a Signature field
When: the user types a name in Type mode and clicks Save
Then: the value shows the name in a script font in the task and on the card; the request carries value_options {isTyped, signedBy}; the activity says "You signed on <field>"

Evidence: [obs EV-110][obs EV-111][obs EV-121][net EV-112]Feature: F-017 · Screen: S-002

R-048 On a card every shown custom field takes its own row with the type icon

Given: all 22 fields turned on in Customize > Fields
When: the board renders
Then: each card gets one row per field, icon at the left, even with Stack fields off; empty values show "-", except Formula ("R$ 0"), Checkbox (empty box), Rating (grey stars), Voting (0), Progress (empty bar, 0) and Tasks or Relationship ("Add task"); filled values keep their task-view look, with text area cut to the first line plus an ellipsis and location cut at the card width; some values (rating, phone) appear a moment after the card

Evidence: [obs EV-120][obs EV-121][obs EV-123]Feature: F-018 · Screen: S-001

R-049 Custom field values can be edited on the card

Given: a card showing a dropdown value
When: the user clicks the value
Then: the same option picker as in the task view opens on the card; hovering the field icon shows the field name and "Custom Field"

Evidence: [obs EV-122]Feature: F-018 · Screen: S-001

R-050 Showing custom fields on cards is a view draft

Given: a board view saved without custom fields
When: the user turns fields on in Customize > Fields
Then: "Save view" appears; after a reload without saving, the cards show no custom fields again

Evidence: [obs EV-123][obs EV-124]Feature: F-018 · Screen: S-001

R-051 Deleting a field warns with the task count and sends it to Trash without Undo

Given: a Dropdown field holding a value on one task
When: the user opens the field settings from the row gear and clicks the delete icon
Then: a dialog reads "This action will delete this Custom Field from 1 task. Admins are able to restore deleted fields from the Trash." (the count appears a moment after the dialog); Delete removes the row from the task at once and shows "Field deleted successfully" with no Undo

Evidence: [obs EV-125][obs EV-126][obs EV-127][doc SRC-004]Feature: F-020 · Screen: S-002

R-052 Restoring a field from Trash brings its values back

Given: the deleted field in Settings > Trash
When: the user opens its menu and clicks Restore
Then: the item leaves the Trash and the task shows the field again with its old value ([RE] opt A)

Evidence: [obs EV-128][obs EV-129]Feature: F-020 · Screen: S-005

R-053 Trash holds deleted lists, tasks, tags and fields for 30 days

Given: deleted items
When: the user opens Settings > Trash
Then: each item shows name, location, deleted on and deleted by, filtered to "Me" by default; a deleted list is one row (its tasks are not listed separately); a tag deleted from a picker is there too; the page says items are deleted forever after 30 days and offers "Clear all Trash"; each row offers Restore and Delete forever

Evidence: [obs EV-128][obs EV-133][obs EV-137][doc SRC-004]Feature: F-020 · Screen: S-005

R-054 Deleting a list takes its list-level fields with it

Given: 22 fields whose only location is a list
When: the list is deleted ("54 tasks and templates within this List will be deleted. Additionally, automations will become inactive.")
Then: the list goes to Trash with its tasks, and the Custom Field Manager shows no fields in All, Workspace Fields or Personal List

Evidence: [obs EV-132][obs EV-133][obs EV-134]Feature: F-020, F-021 · Screen: S-003

R-055 The Custom Field Manager groups fields by type and lists their locations

Given: 22 list-level fields
When: the user opens Settings > Custom Field Manager
Then: All Custom Fields shows one group per type with a count and a "Create <type> field" link, and columns Name, Type, Created by, Date Created, Location(s); the left side filters by Workspace Fields, Task Type Fields, Personal List, By Location and By Task Type

Evidence: [obs EV-098][obs EV-134][doc SRC-006]Feature: F-021 · Screen: S-003

Task view 13 rules

R-020 Clicking a card opens the task at its own URL, over the board

Given: the board
When: the user clicks a card title
Then: the task opens at /t/:team/:task in the user's layout (Full screen here), the page title becomes "<name> | #<task id>", and the board stays mounted underneath

Evidence: [obs EV-051][obs EV-050][net EV-053]Feature: F-009 · Screen: S-002

R-021 The task layout is a personal preference shared by every task and workspace

Given: the task view in Full screen
When: the user clicks the Switch layout button
Then: the layout cycles to Sidebar (board visible on the left, task on the right); the hover popover offers Modal, Full screen and Sidebar; the choice applies to the next task opened, also after a reload

Evidence: [obs EV-052][obs EV-074][obs EV-075][obs EV-078][doc SRC-016]Feature: F-009 · Screen: S-002

R-022 The header arrows step through tasks in the board's order

Given: a task opened from the board
When: the user clicks ↓
Then: the next card's task opens ([RE] typical → [RE] overdue), without closing the view

Evidence: [obs EV-059]Feature: F-009 · Screen: S-002

R-023 The status picker groups statuses by type

Given: a list with to do, in progress, [re] review and complete
When: the user opens the status pill
Then: the picker shows Not started (to do), Active (in progress, [re] review) and Closed (complete), with search

Evidence: [obs EV-054][net EV-053]Feature: F-009 · Screen: S-002

R-024 The next-status arrow moves a task one status forward

Given: a task in TO DO
When: the user clicks ▸ beside the status pill
Then: the status becomes IN PROGRESS, a toast offers Undo ⌘Z, and the activity log adds "You changed status from To Do to In Progress"

Evidence: [obs EV-073][net EV-014]Feature: F-009 · Screen: S-002

R-025 The description saves while typing, and "- " starts a bullet list

Given: an empty description
When: the user types a line, Enter, "- first item", Enter, "second item", then clicks away
Then: the lines become a paragraph and a two-item bullet list; no Save button exists; after a reload the text is still there; **bold** typed in one go stays literal

Evidence: [obs EV-055][obs EV-078]Feature: F-010 · Screen: S-002

R-026 A comment posts to the activity stream; the composer stays empty for the next

Given: the activity sidebar
When: the user types a comment and clicks send
Then: the comment appears with author, "Just now", reactions and Reply; the request carries the text blocks and the followers

Evidence: [obs EV-057][net EV-058]Feature: F-014 · Screen: S-002

R-027 Opening and using a task marks it as viewed

Given: any task
When: the user opens it and acts in it
Then: the client sends PUT /task-v3/core/:id/tasks/:id/viewed with an empty body

Evidence: [net EV-058]Feature: F-009 · Screen: S-002

R-028 Subtasks are created inline and show as a table with a progress count

Given: a task without subtasks
When: the user clicks Add subtask and enters two names
Then: a Subtasks section shows "2 open", a progress bar and a table (Name, Assignee, Priority); the header gets a subtask count; the board card shows "2 subtasks"

Evidence: [obs EV-061][obs EV-062][obs EV-070][net EV-063]Feature: F-011 · Screen: S-002

R-029 A dependency shows on both tasks and on both cards

Given: two tasks
When: the user sets "This task is blocked by" the other
Then: the blocked task shows "Blocked by <task>" under its fields and a Dependencies tab; the other shows "Blocking <task>"; their cards show a yellow warning 1 and a red blocking 1

Evidence: [obs EV-065][obs EV-066][obs EV-070][net EV-069]Feature: F-013 · Screen: S-002

R-030 Create checklist creates an empty checklist at once

Given: a task
When: the user clicks Create checklist
Then: a checklist named "Checklist" is saved immediately with its name in edit mode; items added with Enter save one by one

Evidence: [obs EV-067][net EV-069]Feature: F-012 · Screen: S-002

R-031 Resolved checklist items hide behind "Show completed" and update counts

Given: a checklist with 3 open items
When: the user resolves one
Then: the section reads "2 open", the item moves under "Show 1 completed", the header count reads 2, and the card shows 1/3

Evidence: [obs EV-072][obs EV-073][obs EV-074]Feature: F-012 · Screen: S-002

R-032 Escape in an empty inline input closes the task view

Given: the checklist item input open and empty
When: the user presses Escape
Then: the task view closes and the board shows again

Evidence: [obs EV-068]Feature: F-009 · Screen: S-002

06Data model

The entities behind the screens: fields, types, relations and who may do what.

E-001 Workspace

Product term: Workspace (API: team) · Parent: none · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string (numeric)	yes			[net EV-053]
name	string	yes			[obs EV-048]
plan	enum	yes	Free Forever	Free Forever, Unlimited, Business, Business Plus, Enterprise	[doc SRC-035]
custom_field_uses	counter	yes	0	limit 60 on Free Forever, unlimited on paid plans	[net EV-112][doc SRC-005]
region	string	yes		API gateway per region (eu-west-1 seen)	[net EV-005]

Relations

Relation	Target	Cardinality	On delete	Source
has	E-002 Space	1..n	deletes all	[obs EV-048]
has members	E-013 User	1..n		[obs EV-048]
has	E-007 CustomField	0..n		[net EV-099]

Lifecycle

Created by the owner from the workspace switcher; onboarding adds a Space, a List and two chat channels (R-033 context, EV-048).

System fields

Field	Set when	Source
id	creation	[net EV-053]

Rules

None specific.

Not tested

Deleting a workspace (kept by instruction).

E-002 Space

Product term: Space (legacy API: project) · Parent: E-001 · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string (numeric)	yes			[net EV-053]
name	string	yes	"Space" from onboarding		[obs EV-048]
statuses	Status[]	yes	to do, in progress, complete	inherited by lists unless a list has its own	[obs EV-037][doc SRC-018]
tags	Tag[]	no		tags are Space-level	[obs EV-040][obs EV-136]

Relations

Relation	Target	Cardinality	On delete	Source
contains	E-003 List	0..n	list goes to Trash	[obs EV-048]
owns	E-006 Tag	0..n		[obs EV-136]
owns	E-005 Status	1..n		[obs EV-037]

Lifecycle

Active; deleted spaces were not observed.

System fields

Field	Set when	Source
space_id	set on every task as its location	[net EV-053]

Rules

R-011, R-050

Not tested

Folders, Space settings, ClickApps.

E-003 List

Product term: List (legacy API: subcategory) · Parent: E-002 (or a Folder) · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string (numeric)	yes			[net EV-053]
name	string	yes			[obs EV-048]
statuses	Status[]	yes	inherited from the Space	own statuses once "List only" is chosen	[obs EV-037][obs EV-038]
task_count	number	yes	0	sidebar count leaves out closed tasks	[obs EV-046]

Relations

Relation	Target	Cardinality	On delete	Source
contains	E-004 Task	0..n	tasks go to Trash with the list	[obs EV-132]
location of	E-007 CustomField	0..n	list-only fields disappear with it	[obs EV-134]
has	E-009 View	1..n		[obs EV-002]

Lifecycle

Active → Trash (30 days, restorable) → deleted forever.

System fields

Field	Set when	Source
date_deleted	delete	[obs EV-133]

Rules

R-001, R-002, R-011, R-054

Not tested

Folders, list settings, list templates.

E-004 Task

Product term: Task · Parent: E-003 (home list) · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string	yes		short alphanumeric id	[net EV-053]
name	string	yes		no limit hit at 216 characters	[net EV-053][obs EV-060]
content	rich text (Quill delta)	no		also text_content	[net EV-053]
status	Status	yes	first status of the list		[net EV-053]
priority	enum string	no	null	"1" Urgent, "2" High, "3" Normal, "4" Low	[net EV-007][doc SRC-031]
start_date, due_date	epoch ms string	no	null	with start_date_time, due_date_time flags	[net EV-014][net EV-053]
users	{userid, type}[]	no	owner	type: assigned, watcher, owner	[net EV-053]
tags	string[]	no	[]	Space tags	[net EV-053]
parent	task id	no	null	set for subtasks	[net EV-063]
orderindex, boardindex	number	yes		one order index per grouping	[net EV-063][net EV-014]
custom_type	task type	no	null (Task)	Task, Milestone, Form Response, Meeting Note, custom	[net EV-053][obs EV-077]
fields	CustomFieldValue[]	no	[]		[net EV-053][net EV-112]
states	{is_archived, is_deleted}	yes	false		[net EV-053]

Relations

Relation	Target	Cardinality	On delete	Source
in	E-003 List	n..1 home, n..n extra lists	Trash with the list	[net EV-053]
has subtasks	E-004 Task	0..n		[net EV-063]
has	E-010 Comment	0..n		[net EV-058]
has	E-011 Checklist	0..n		[net EV-069]
depends on	E-012 Dependency	0..n		[net EV-069]
has values	E-008 CustomFieldValue	0..n		[net EV-112]
has history	E-014 HistoryItem	0..n		[net EV-007]

Lifecycle

open statuses → custom (active) statuses → closed status; archived and deleted are separate flags; deleted tasks sit in Trash 30 days.

System fields

Field	Set when	Source
date_created	create	[net EV-053]
date_updated	every change	[net EV-053]
date_closed	moved to a closed status	[net EV-053]
creator, owner	create	[net EV-053]

Rules

R-003, R-010, R-020, R-024, R-028, R-029

Not tested

Recurrence, time tracking, cover image, privacy and sharing, multiple lists.

E-005 Status

Product term: Status · Parent: E-002 or E-003 · Status: reviewed

Fields

Field	Type	Required	Constraints or enum	Source
id	string	yes		[net EV-053]
status	string	yes	shown upper case on the board	[net EV-053][obs EV-038]
type	enum	yes	open, custom, closed (done in docs)	[net EV-014][doc SRC-018]
status_group	string	yes	picker groups: Not started, Active, Closed	[net EV-053][obs EV-054]
color	hex	yes		[net EV-053]
orderindex	number	yes	column order	[net EV-053]

Relations

Relation	Target	Cardinality	On delete	Source
belongs to	E-002 Space or E-003 List	n..1		[obs EV-037]

Lifecycle

Created from Add group or status settings; removed with its list when list-only.

System fields

Field	Set when	Source

Rules

R-001, R-011, R-023

Not tested

Renaming, deleting a status with tasks, done-type statuses.

E-006 Tag

Product term: Tag · Parent: E-002 · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
name	string	yes		lower case as typed	[net EV-014][obs EV-040]
tag_fg, tag_bg	hex	yes	generated		[net EV-014]

Relations

Relation	Target	Cardinality	On delete	Source
on	E-004 Task	n..n	removed from all tasks when deleted	[obs EV-136]

Lifecycle

Created from a card picker (Space-level) → deleted from a picker ("everywhere in this Space") → Trash.

System fields

Field	Set when	Source

Rules

R-006

Not tested

Tag Manager (Business Plus), renaming and colors.

E-007 CustomField

Product term: Custom Field · Parent: E-001 (one or more locations) · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	uuid	yes			[net EV-099]
name	string	yes			[net EV-099]
type	enum string	yes		drop_down, number, currency, formula seen; 22 UI types created	[net EV-099][net EV-112][obs EV-098]
type_id	number	yes		17 = formula	[net EV-112]
type_config	object	no	{}	per type: options, number_format, currency_type, precision, formula	[net EV-099][net EV-112]
required, required_on_subtasks	boolean	yes	false	Business plan	[net EV-099][doc SRC-003]
pinned	boolean	yes	false	Business plan	[net EV-099][obs EV-083]
hide_from_guests	boolean	yes	false		[net EV-099]
private, permission_level, members, groups	permissions	no	workspace default		[net EV-099][obs EV-081]
locations	{parent{type,id}}[]	yes	the list where it was created	type 6 = List	[net EV-099]
deleted, deleted_by	flags	yes	false		[net EV-099]

Relations

Relation	Target	Cardinality	On delete	Source
located at	E-003 List (also Workspace, Space, Folder)	1..n	list-only fields disappear with the list	[net EV-099][doc SRC-008]
values	E-008 CustomFieldValue	0..n	values come back on restore	[obs EV-129]

Lifecycle

Active → Trash (on delete, 30 days, values kept) → restored or deleted forever.

System fields

Field	Set when	Source
userid	create	[net EV-099]
date_created	create	[net EV-099]

Rules

R-033, R-038, R-051, R-052, R-054, R-055

Not tested

Workspace, Space and Folder locations; task-type fields; conversion between types.

E-008 CustomFieldValue

Product term: Custom Field value (a "use") · Parent: E-004 · Status: reviewed

Fields

Field	Type	Required	Constraints or enum	Source
field_id	uuid	yes		[net EV-112]
task_id	string	yes		[net EV-112]
value	per type	yes	boolean, epoch-ms string, option uuid, string, number, {add,rem} ids, {current}, location object	[net EV-112]
value_options	object	no	date {time}, signature {isTyped, signedBy}	[net EV-112]
value_richtext	string	no	rich copy of text values	[net EV-112]

Relations

Relation	Target	Cardinality	On delete	Source
of	E-007 CustomField	n..1	kept while the field is in Trash	[obs EV-129]
on	E-004 Task	n..1		[net EV-112]

Lifecycle

Set (counts one use on Free) → changed → cleared (DELETE).

System fields

Field	Set when	Source
history item	every set	[net EV-112]

Rules

R-035, R-036, R-037, R-044, R-046, R-047

Not tested

Files values, Relationship values, values at the 60-use limit.

E-009 View

Product term: View · Parent: E-003 (or Space, Folder) · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string	yes			[net EV-014]
type	enum	yes		board, list, overview and others	[net EV-014]
grouping	{field, dir, collapsed[]}	yes	status		[net EV-014]
divide	{field, dir, collapsed[]}	no	none	subgroup (swimlanes)	[net EV-014]
sorting	{fields[]}	no	[]		[net EV-014]
filters	{op, fields[], search, show_closed}	no			[net EV-014]
columns	{fields[{field, hidden}]}	yes	name, assignee, dates, priority, tags	custom fields hidden until shown	[net EV-014][obs EV-123]
settings	object	yes	card size Medium, show empty fields on		[net EV-014][obs EV-020]
auto_save	boolean	yes	false		[net EV-014]

Relations

Relation	Target	Cardinality	On delete	Source
of	E-003 List	n..1	deleted with the list	[obs EV-132]

Lifecycle

Saved definition plus an unsaved draft in the client; reload drops the draft (R-008).

System fields

Field	Set when	Source

Rules

R-008, R-012, R-013, R-014, R-050

Not tested

Private, protected and default views; sharing.

E-010 Comment

Product term: Comment · Parent: E-004 · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	string (numeric)	yes			[net EV-058]
comment	{text, attributes}[]	yes		block-based rich text	[net EV-058]
userid	number	yes		author	[net EV-058]
date	epoch ms	yes			[net EV-058]
resolved, assignee	boolean, user	no	false, null	assigned comments	[net EV-058]
reactions	[]	no	[]		[net EV-058]

Relations

Relation	Target	Cardinality	On delete	Source
on	E-004 Task	n..1		[net EV-058]

Lifecycle

Posted → edited, resolved or deleted (not tested).

System fields

Field	Set when	Source
date_updated	edit	[net EV-058]

Rules

R-026

Not tested

Threads, mentions, assigned comments, reactions.

E-011 Checklist

Product term: Checklist · Parent: E-004 · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	uuid	yes			[net EV-069]
name	string	yes	"Checklist"		[net EV-069]
items	{name, resolved, assignee, parent, orderindex}[]	no	[]	items can nest (parent, children)	[net EV-069]
resolved, unresolved	number	yes	0	counts	[net EV-069]
show_completed	boolean	yes	false		[net EV-069]

Relations

Relation	Target	Cardinality	On delete	Source
on	E-004 Task	n..1		[net EV-069]

Lifecycle

Created empty at once → items added → items resolved (hidden behind "Show completed").

System fields

Field	Set when	Source
creator, date_created	create	[net EV-069]

Rules

R-030, R-031

Not tested

Item assignees, nested items, templates.

E-012 Dependency

Product term: Dependency (waiting on / blocking) · Parent: E-004 · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
task_id	string	yes		the blocked task	[net EV-069]
depends_on	string	yes		the blocking task	[net EV-069]
type	number	yes			[net EV-069]
lag_ms	number	no	null		[net EV-069]

Relations

Relation	Target	Cardinality	On delete	Source
between	E-004 Task	n..n		[net EV-069]

Lifecycle

Created from the Relate menu; removal not tested.

System fields

Field	Set when	Source
date_created	create	[net EV-069]

Rules

R-029

Not tested

Removing, dependency warnings on status change, scheduling shifts.

E-013 User

Product term: User · Parent: E-001 (member) · Status: reviewed

Fields

Field	Type	Required	Default	Constraints or enum	Source
id	number	yes			[net EV-053]
username, initials, color	string	yes			[net EV-053]
profilePicture	url	no			[net EV-053]
timezone	string	yes			[net EV-053]
country	ISO code	no		set by the Phone field flag menu	[obs EV-131][net EV-112]
task layout	enum	yes	Full screen	Full screen, Modal, Sidebar	[obs EV-052]

Relations

Relation	Target	Cardinality	On delete	Source
member of	E-001 Workspace	n..n		[obs EV-048]

Lifecycle

Not studied.

System fields

Field	Set when	Source

Rules

R-021, R-036

Not tested

Roles, guests, invitations (need a second person, L1).

E-014 HistoryItem

Product term: Activity entry (version change) · Parent: E-004 · Status: reviewed

Fields

Field	Type	Required	Constraints or enum	Source
history_id	string (numeric)	yes		[net EV-007][net EV-112]
field	string	yes		[net EV-007]
before, after	any	yes		[net EV-007][net EV-112]
relationships	{type, object_type}[]	yes	task-in-space, task-in-folder, task-in-list	[net EV-007]

Relations

Relation	Target	Cardinality	On delete	Source
of	E-004 Task	n..1		[net EV-007]

Lifecycle

Append only.

System fields

Field	Set when	Source
date	every write	[net EV-007]

Rules

R-024, R-044

Not tested

Retention, filters in the activity panel.

Permissions

The study ran with one account, the workspace owner, so only owner behavior and plan gates were observed. Roles below come from the docs; every cell without obs needs an L1 account with a second user (Q-010 covers required fields).

Action	Owner	Admin	Member	Guest	Evidence
Create, edit, delete custom fields	yes (observed)	yes	with "Manage Custom Fields"	no	[obs EV-080][doc SRC-006]
Open the Custom Field Manager	yes (observed)	yes	with "Manage Custom Fields"	no	[obs EV-098][doc SRC-006]
Make a field required	Business plan and above	Business plan and above	no	no	[obs EV-082][doc SRC-003]
Restore a deleted field from Trash	yes (observed)	yes	not documented	no	[obs EV-129][doc SRC-004]
See a custom field	yes	yes	yes	if "Visible to Guests and Limited Members" is on	[obs EV-081]
Per-task permission flags	about 260 booleans returned with each task				[net EV-053]

TypeScript types

// ClickUp data model as observed (2026-10-16). One exported type per E-### entity file, same field names.
// IDs are strings unless noted. Epoch times are milliseconds, often sent as strings.

export type EpochMs = string;

// E-001
export interface Workspace {
  id: string;
  name: string;
  plan: "free_forever" | "unlimited" | "business" | "business_plus" | "enterprise";
  custom_field_uses: { usage: number; limit: number | null; usageLeft: number | null }; // limit 60 on Free Forever
  region: string;
}

// E-002
export interface Space {
  id: string;
  name: string;
  statuses: Status[];
  tags: Tag[];
}

// E-003
export interface List {
  id: string;
  name: string;
  statuses: Status[]; // inherited from the Space until "List only" statuses exist
  task_count: number; // excludes closed tasks in the sidebar
}

// E-004
export interface Task {
  id: string;
  name: string;
  content: string | null; // rich text (Quill delta JSON)
  text_content: string | null;
  status: Status;
  priority: "1" | "2" | "3" | "4" | null; // Urgent, High, Normal, Low
  start_date: EpochMs | null;
  start_date_time: boolean;
  due_date: EpochMs | null;
  due_date_time: boolean;
  users: { userid: number; type: "assigned" | "watcher" | "owner" }[];
  tags: string[];
  parent: string | null;
  orderindex: number;
  boardindex: number;
  custom_type: string | null; // null = Task
  fields: CustomFieldValue[];
  states: { is_archived: boolean; is_deleted: boolean };
  date_created: EpochMs;
  date_updated: EpochMs;
  date_closed: EpochMs | null;
}

// E-005
export interface Status {
  id: string;
  status: string;
  type: "open" | "custom" | "closed";
  status_group: string;
  color: string; // hex
  orderindex: number;
}

// E-006
export interface Tag {
  name: string;
  tag_fg: string;
  tag_bg: string;
}

// E-007
export type CustomFieldType =
  | "checkbox" | "date" | "drop_down" | "labels" | "text" | "short_text" | "number" | "currency"
  | "email" | "phone" | "url" | "location" | "users" | "rating" | "voting" | "manual_progress"
  | "automatic_progress" | "signature" | "formula" | "files" | "tasks" | "list_relationship" | "button";
// Only drop_down, number, currency and formula were seen as wire values; the others are names for the clone.

export interface CustomField {
  id: string; // uuid
  name: string;
  type: CustomFieldType;
  type_id: number;
  type_config: {
    options?: { id: string; name: string; color: string; orderindex: number }[];
    sorting?: "manual";
    number_format?: "en-US" | "de-DE";
    currency_type?: string; // "BRL"
    precision?: number;
    formula?: string;
    simple?: boolean;
  };
  required: boolean;
  required_on_subtasks: boolean;
  pinned: boolean;
  hide_from_guests: boolean;
  locations: { parent: { type: number; id: string } }[]; // type 6 = List
  deleted: boolean;
  userid: string;
  date_created: EpochMs;
}

// E-008
export interface CustomFieldValue {
  field_id: string;
  task_id: string;
  value:
    | boolean
    | number
    | string
    | { add: (string | number)[]; rem: (string | number)[] }
    | { current: number }
    | { formatted_address: string; location: { lat: number; lng: number }; place_id: string };
  value_options?: { time?: boolean; isTyped?: boolean; signedBy?: number };
  value_richtext?: string;
}

// E-009
export interface View {
  id: string;
  type: "board" | "list" | string;
  grouping: { field: string; dir: number; collapsed: string[] };
  divide?: { field: string; dir: number; collapsed: string[] };
  sorting: { fields: unknown[] };
  filters: { op: string; fields: unknown[]; search: string; show_closed: boolean };
  columns: { fields: { field: string; hidden: boolean }[] };
  settings: Record<string, unknown>;
  auto_save: boolean;
}

// E-010
export interface Comment {
  id: string;
  comment: { text: string; attributes?: Record<string, unknown> }[];
  userid: number;
  date: EpochMs;
  resolved: boolean;
  assignee: number | null;
  reactions: unknown[];
}

// E-011
export interface Checklist {
  id: string;
  name: string;
  items: { name: string; resolved: boolean; assignee: number | null; parent: string | null; orderindex: number }[];
  resolved: number;
  unresolved: number;
  show_completed: boolean;
}

// E-012
export interface Dependency {
  task_id: string; // blocked
  depends_on: string; // blocking
  type: number;
  lag_ms: number | null;
}

// E-013
export interface User {
  id: number;
  username: string;
  initials: string;
  color: string;
  profilePicture: string | null;
  timezone: string;
  country: string | null; // ISO code, set by the Phone field flag menu
  task_layout: "full_screen" | "modal" | "sidebar";
}

// E-014
export interface HistoryItem {
  history_id: string;
  field: string;
  before: unknown;
  after: unknown;
  relationships: { type: string; object_type: "space" | "folder" | "list" }[];
}

Entity relationships mermaid

erDiagram
    %% E-001 to E-014. Names follow the product terms; see data-model/entities/.
    WORKSPACE ||--|{ SPACE : "has"
    WORKSPACE }|--|{ USER : "members"
    WORKSPACE ||--o{ CUSTOM_FIELD : "defines"
    SPACE ||--o{ LIST : "contains"
    SPACE ||--o{ TAG : "owns"
    SPACE ||--|{ STATUS : "owns"
    LIST ||--o{ STATUS : "own statuses (List only)"
    LIST ||--|{ VIEW : "has"
    LIST ||--o{ TASK : "home of"
    CUSTOM_FIELD }o--|{ LIST : "located at"
    TASK ||--o{ TASK : "subtasks"
    TASK }o--|| STATUS : "is in"
    TASK }o--o{ TAG : "tagged"
    TASK }o--o{ USER : "assigned, watcher"
    TASK ||--o{ CUSTOM_FIELD_VALUE : "has"
    CUSTOM_FIELD ||--o{ CUSTOM_FIELD_VALUE : "values"
    TASK ||--o{ COMMENT : "has"
    TASK ||--o{ CHECKLIST : "has"
    TASK ||--o{ DEPENDENCY : "waits on"
    TASK ||--o{ HISTORY_ITEM : "change log"
    USER ||--o{ COMMENT : "writes"

07API

What the web app asks its server for each action, with the shape of the data and no real values.

IDs in paths are :id. Shapes and types only; no real values.

The web app talks to a regional gateway, frontdoor-prod-<region>.clickup.com (the test workspace used eu-west-1-2), split by service path (/tasks/v1, /task-v3, /view/v1, /customFields/v2, /hierarchy/v3, /data/v3) [net EV-005]. Search goes to a separate GraphQL gateway frontdoor-search.clickup-eu.com/graphql/gateway [net EV-014]. This internal API is not the public API (api.clickup.com/api/v2, documented in SRC-023 to SRC-034); a clone needs only its behavior, not its paths.

Board view

Method	Template	Triggered by	Request shape	Response shape	Evidence
POST	`/view/v1/genericView`	Board load; any view draft change (`?fresh_req&include_empties&skip_max_length`)	the full view definition: `id, name, type, parent{id,type}, visibility, settings{...}, grouping{field,dir,collapsed[],ignore}, divide{field,dir,collapsed[]}, sorting{fields[]}, filters{op,fields[],search,show_closed,...}, columns{fields[{field,pinned,hidden}]}, auto_save, ...`	`{board{groups[{data{status,type}}]}, tasks, team_id, last_page, overall_calculations, permissions, _version_vector}`	[net EV-005][net EV-014]
POST	`/task-v3/experience/:workspace/tasks/bulk`	Board load, refetch after edits, next page on column scroll	`{ids[], fields[], filterOmit, customFieldIds[], taskRelationshipTypes[], relatedTaskFields[], orderindexes{basic[], status[{listId}]}, rollupFields[], includeClosedSubtasksInRollup}`	`{tasks[{status, data{task{...}}}], statuses[{status,type}], fields, list_status_ids_map, user_map, group_map, parent_task_map}`	[net EV-014]
POST	`/:id/access/:id/task/acls/bulk?expand_groups&include_parents`	After refetching tasks	not captured	not captured	[net EV-007]
GET	`/:id/core/:id/tasks/properties`	Board load			[net EV-005]
GET	`/customFields/v2/field`	Board load			[net EV-005]
GET	`/tasks/v1/tag`	Board load			[net EV-005]
PUT	`/tasks/v1/item?check_dependencies`	Card priority	`{item_ids[], priority: "1".."4"}`	`{assignees{add,rem}, followers{add,rem}, item_ids[], new_indexes{}, versions[{object_type, object_id, operation, data{changes[{field,before,after,history_id}], relationships[{type,object_type}]}, version, date_updated}], hist_ids{}, dependencies_adjusted[], schedulingData{changes[],reachedDependencyLimit,reachedSubtaskLimit}}`	[net EV-007]
PUT	`/tasks/v1/item?check_dependencies&check_remap_subtasks`	Card dates (sent when the picker closes)	`{item_ids[], due_date: epoch-ms, start_date: epoch-ms or "", due_date_time: bool, start_date_time: bool, duration_is_elapsed: bool, duration{}}`	same as above	[net EV-014]
PUT	`/tasks/v1/item?check_dependencies&check_resolved`	Mark complete	`{item_ids[], status: "<status name>"}`	same, plus `orderindices`	[net EV-014]
PUT	`/tasks/v1/task/:id?check_dependencies&field_backlinks`	Card assignee	`{assignees{add[number], rem[]}}`	`{task{...}, newHistIds, undo_order, dependencies_adjusted, version, schedulingData}`	[net EV-014]
POST	`/tasks/v1/tag`	Create a tag from a card (on picker close)	`{name, tag_fg: hex, tag_bg: hex, new: bool, task_ids[]}`	empty	[net EV-014]
GET	`/data/v3/workspaces/:id/workweek_schedules/reference/workspace/:id`	Opening the date picker		`{data}`	[net EV-014]
GET	`/data/v3/workspaces/:id/schedule_exceptions/reference/workspace/:id`	Opening the date picker		`{data}`	[net EV-014]

Every task write returns a versions[] array with the field changes (before, after, history_id) and the task's place in the hierarchy (task-in-space, task-in-folder, task-in-list) [net EV-007]. A clone can use the same pattern: one change log entry per field write, which also feeds the activity feed and undo.

Enum samples seen: priority "2" (High); status.type open, custom, closed; versions[].object_type task [net EV-007][net EV-014].

Custom fields

Method	Template	Triggered by	Request shape	Response shape	Evidence
POST	`/customFields/v2/field?ignore_existing`	Create in the field form	`{name, description, type, type_config{...per type}, required, required_on_subtasks, pinned, hide_from_guests, private, permission_level, members[], groups[], default_value, subcategory_id}`	the field: `{id(uuid), name, type, type_id, type_config, userid, date_created, team_id, deleted, required, pinned, private, linked_subcategory, automation_count, ...}`	[net EV-099]
PUT	`/field/v3/experience/workspaces/:id/fields/:id/locations`	Right after create	`{new_locations[{parent{type: 6 (List), id}, required, required_on_subtasks, hide_from_guests}]}`	204	[net EV-099]
PUT	`/customFields/v2/field/:id`	Saving a formula (field-level)	the field with `type_config{formula, simple, version, is_dynamic, return_types[], calculation_state}`, `entity{type: "subcategory", id}`	the field (`type_id` 17 for formula)	[net EV-112]
GET	`/customFields/v2/field?subcategory_id&hierarchy_fields&incl_below`	Opening a task or the form		fields of the location	[net EV-099]
POST	`/customFields/v1/task/:id/field/:id`	Setting any value	`{value, value_options?, value_richtext}`; value per type in EV-112	`{historyIds[], suppressedHistoryCount, version{object_type: task, data{changes[{field, before, after}], relationships[]}}}`	[net EV-112]
DELETE	`/customFields/v1/task/:id/field/:id`	Clearing a value	none	as above	[net EV-112]
GET	`/entitlements/v1/team/:id/entitlements/custom_field_values`	After each value is set		`{type: "counter", entitled, planLimits, limit, usage, usageLeft}`	[net EV-112]
PUT	`/user/v1/user`	Picking a country in a Phone field	the user's profile with the country	not recorded	[obs EV-131][net EV-112]
(DELETE)	`/customFields/v2/field/:id?delete_all=true`	Delete field after the confirm dialog	method inferred from the CORS preflight	not recorded	[net EV-112]

Type strings recorded in this study: drop_down, number, currency [net EV-099] and formula (type_id 17) [net EV-112]. The other internal type strings were not recorded; the public API names 17 of them [doc SRC-001].

Not captured

Task creation from the inline form and status creation (Add group): the recorder was not installed at that moment.
WebSocket frames (realtime): the socket opens before a page script can wrap it; realtime is recorded as UI behavior (R-018).

08Design system

Colors, typography, spacing, radius, shadow and motion as the product uses them.

Color

background.mainrgb(17,17,17)--cu-background-main

background.subtlergb(25,25,25)--cu-background-subtle

background.elevatedrgba(255,255,255,.035)--cu-background-elevated

background.hoverrgba(255,255,255,.07)--cu-background-main-hover

background.tooltiprgb(42,42,42)--cu-background-tooltip

background.successrgb(48,164,108)--cu-background-success

background.warningrgb(255,197,61)--cu-background-warning

background.dangerrgb(210,30,36)--cu-background-danger

content.defaultrgb(238,238,238)--cu-content-default

content.secondaryrgb(180,180,180)--cu-content-secondary

content.tertiaryrgb(123,123,123)--cu-content-tertiary

content.placeholderrgb(110,110,110)--cu-content-placeholder

content.dangerrgb(255,133,137)--cu-content-danger

content.warningrgb(255,204,77)--cu-content-warning

border.defaultrgb(42,42,42)--cu-border-default

border.lowrgb(34,34,34)--cu-border-low-contrast

border.inputrgb(110,110,110)--cu-border-input

brandrgb(102,71,240)

status.completergb(44,140,94)

Theme(s) studied: dark only (the user's preference; light was not switched on, to avoid a personal-preference write). Window: 1710 × 981 CSS px, device pixel ratio 2.

Values come from tokens.js and element styles on the board [obs EV-035]. Variables are declared on body.dark-theme, so a clone should scope theme tokens to a class, not :root. The clone must pick its own names and palette: this table is a reference for density and contrast, not something to copy.

Color

Token	Light	Dark	Variable	Used for	Evidence
background.main	not captured	rgb(17,17,17)	`--cu-background-main`	page	[obs EV-035]
background.subtle	not captured	rgb(25,25,25)	`--cu-background-subtle`	cards, menus	[obs EV-035]
background.elevated	not captured	rgba(255,255,255,.035)	`--cu-background-elevated`	raised surfaces	[obs EV-035]
background.hover	not captured	rgba(255,255,255,.07)	`--cu-background-main-hover`	hover	[obs EV-035]
background.tooltip	not captured	rgb(42,42,42)	`--cu-background-tooltip`	tooltips	[obs EV-035]
background.success	not captured	rgb(48,164,108)	`--cu-background-success`	success fills	[obs EV-035]
background.warning	not captured	rgb(255,197,61)	`--cu-background-warning`	warning fills	[obs EV-035]
background.danger	not captured	rgb(210,30,36)	`--cu-background-danger`	delete buttons	[obs EV-035][obs EV-126]
content.default	not captured	rgb(238,238,238)	`--cu-content-default`	text, card titles	[obs EV-035]
content.secondary	not captured	rgb(180,180,180)	`--cu-content-secondary`	secondary text	[obs EV-035]
content.tertiary	not captured	rgb(123,123,123)	`--cu-content-tertiary`	meta text	[obs EV-035]
content.placeholder	not captured	rgb(110,110,110)	`--cu-content-placeholder`	placeholders	[obs EV-035]
content.danger	not captured	rgb(255,133,137)	`--cu-content-danger`	overdue dates	[obs EV-035][obs EV-010]
content.warning	not captured	rgb(255,204,77)	`--cu-content-warning`	due today	[obs EV-035][obs EV-010]
border.default	not captured	rgb(42,42,42)	`--cu-border-default`	borders	[obs EV-035]
border.low	not captured	rgb(34,34,34)	`--cu-border-low-contrast`	card field toggles	[obs EV-035]
border.input	not captured	rgb(110,110,110)	`--cu-border-input`	inputs	[obs EV-035]
brand	not captured	rgb(102,71,240)	not mapped	in-progress status, links, checked boxes	[obs EV-035][obs EV-121]
status.complete	not captured	rgb(44,140,94)	not mapped	closed status pill	[obs EV-035]

Typography

Token	Family	Size	Weight	Line height	Used for	Evidence
font.family	system UI stack (-apple-system, Segoe UI Variable Text, Roboto, Helvetica, Arial)				everything; no web fonts	[obs EV-035]
size scale		6, 8, 10, 11, 12, 14, 16, 18 px (`--cu-font-size-1..8`)				[obs EV-035]
card.title	system	14px	500	20px	card titles	[obs EV-035]
status.pill	system	11px	500	11px	status pills	[obs EV-035]
body.small	system	12px	500	16px	meta and chips	[obs EV-035]
weights			400, 500, 600, 700			[obs EV-035]

Spacing, radius, shadow

Token	Value	Variable	Used for	Evidence
space.1	2px		tight gaps	[obs EV-035]
space.2	4px		most common gap	[obs EV-035]
space.3	8px		column header padding, footer gap	[obs EV-035]
radius.small	6px		pills, field toggles (most common)	[obs EV-035]
radius.card	10px		board cards	[obs EV-035]
radius.pill	666px		round pills	[obs EV-035]
shadow.card	0 0 1px rgba(255,255,255,.33), 0 1px 2px rgba(0,0,0,.055)		cards	[obs EV-035]
shadow.popover	0 4px 6px -1px rgba(0,0,0,.1), 0 2px 4px -2px rgba(0,0,0,.1)		popovers	[obs EV-035]
focus.ring	0 0 0 1px rgb(238,238,238), 0 0 0 3px rgb(49,49,49)		card field toggles	[obs EV-035][obs EV-033]
border.size	1px, 2px	`--cu-border-size-1/2`		[obs EV-035]

Motion

Token	Duration	Easing	Used for	Evidence
motion.pop	0.125s	cubic-bezier(0.17,0.67,0.55,1.09)	scale on press	[obs EV-035]
motion.slide	0.2s	cubic-bezier(0.785,0.135,0.15,0.86)	panels, min-width	[obs EV-035]
motion.move	0.3s	cubic-bezier(0.17,0.67,0.55,1.09)	transforms	[obs EV-035]

Z-index layers

Layer	Value	Used for	Evidence
base	1, 2	stacked card parts	[obs EV-035]
panels	15, 700	sticky headers, side panels	[obs EV-035]
overlays	999, 1000	popovers and dialogs	[obs EV-035]

Icons

Name	Size	Where used	Evidence
card field toggles	24 × 24 box	assignee, date, priority, tag on cards	[obs EV-035]
custom field type icons	about 16 px	Fields section rows and card rows	[obs EV-117][obs EV-121]

Breakpoints and layout

Width	Change	Evidence
1710 CSS px	Column 264 px (Medium cards), card 246 px	[obs EV-035][obs EV-046]
Other widths	Not tested (the user's window was not resized)

09Build plan

What to build and in what order, the acceptance tests, and what to copy, avoid and improve.

Updated: 2026-10-16 · Status: draft for the three studied areas

Problem and users

Small and medium businesses in Brazil that plan and track team work: an owner or manager sets up lists and fields, a few team members move tasks across a board and fill in task details. They want a board that reflects their own workflow (statuses), task records they can extend with their own fields (money in BRL, phone numbers, addresses, dropdowns) and an interface in Portuguese with Brazilian formats.

Launch blockers

From clone/barriers.md, severity blocks launch and adds lead time, with who clears each one and when.

Barrier	Severity	Owner	Start by
BR-001 LGPD processor duties and transfers	blocks launch	Founder with counsel	Week 1
BR-002 NFS-e national standard and CBS/IBS fields	blocks launch	Founder with accountant and an invoicing provider	Week 1
BR-010 Own name and visual identity	blocks launch	Founder and designer	Week 1
BR-011 ClickUp terms review	adds lead time	Counsel (Q-005)	Before any public launch
BR-003 Recurring billing (Pix Automático, boleto, cards)	adds lead time	Founder with a payment provider	Week 2
BR-005 Microsoft publisher verification	adds lead time	Engineering	Only if Outlook sync is in the first release
BR-006 Slack review	adds lead time	Engineering	After 10 active workspaces

Core loop

Create a list with statuses; the board shows one column per status (R-001).
Create tasks in a column (R-010), edit fields on the card (R-004 to R-007, R-017), move them by drag or by completing (R-003, R-019).
Open a task (R-020): description (R-025), subtasks (R-028), checklist (R-030), dependencies (R-029), comments (R-026), custom fields (R-043 to R-047).
Define the list's own fields (R-033) and show them on cards (R-048 to R-050).

Scope by priority

Priority	Feature	Rules	Screens	Notes
P1	F-001 Board columns by status	R-001, R-002, R-009, R-011	S-001
P1	F-002 Card and inline edits	R-003 to R-007, R-017	S-001
P1	F-003 Create in a column	R-010	S-001
P1	F-004 Customize view, drafts	R-008, R-012 to R-015	S-001	Decide whether to keep drafts (see implications)
P1	F-005 Drag and drop	R-019	S-001	From docs only; Q-003
P1	F-009 to F-014 Task view	R-020 to R-032	S-002
P1	F-015 Fields section	R-043, R-044	S-002
P1	F-016 Field types and form	R-033, R-034, R-040	S-002, S-003	Start with the 17 non-AI types the API documents
P1	F-017 Values per type	R-035 to R-038, R-045 to R-047	S-002	BRL and Brazilian phone formats by default
P1	F-018 Fields on cards	R-048 to R-050	S-001
P1	F-019 Required fields	R-041, R-042	S-002	Offer on every plan (implications)
P1	F-020 Delete, Trash, restore	R-051 to R-054	S-002, S-005	30-day Trash with values kept
P1	F-021 Field manager and scope	R-055	S-003	List and Space locations first
P2	F-007 Many items	R-016	S-001	Paging per column
P2	F-024, F-025 Statuses and tags	R-011, R-006	S-001
P2	F-026 Realtime	R-018	S-001	BR-013
P3	F-022 Usage limits	R-037		Only if the pricing needs a field-use cap
P3	F-023 AI fields			BR-014; later

Non-goals

Docs, chat, goals, dashboards, automations, time tracking, other view types (out of the studied scope).
AI fields and AI suggestions in the first release.
Copying ClickUp's names, icons, colors or copy (BR-010; see clone/implications.md).

Data model

See data-model/erd.mmd, data-model/types.ts and the entity files E-001 to E-014.

Build order

Start long lead-time approvals and launch blockers (they run in parallel): BR-001, BR-002, BR-010, BR-003, counsel on BR-011.
Data model and persistence: workspace, space, list, status, task, custom field, value, history item; one change log row per field write (EV-007 pattern).
Core loop screens: board (S-001) and task view (S-002).
Rules in clone/parity.md, P1 first.
Field manager (S-003) and Trash (S-005).
Secondary features, after the barriers they depend on (calendar and WhatsApp integrations after BR-004 and BR-007).

Open questions

See questions.md, especially Q-003 (drag details), Q-006 (what Brazilian buyers require), Q-008 to Q-010 (limits and required fields).

Acceptance tests

One test per rule the clone must reproduce. A test passes when the clone shows the same behavior as the rule. Rules marked "improve" in clone/implications.md are reproduced in their improved form.

Test	Rule	Feature	Summary	Clone status
T-001	R-001	F-001	The board shows one column per status of the list, empty ones included, in status order	todo
T-002	R-002	F-001	Column counts include every task of the group; the sidebar list count leaves out closed tasks	todo
T-003	R-003	F-002	Mark complete on a card moves the task to the closed status and offers Undo	todo
T-004	R-004	F-002	The card date chip uses relative text and an urgency color	todo
T-005	R-005	F-002	The date picker saves when it closes, not when a day is clicked	todo
T-006	R-006	F-025	Typing an unknown tag on a card creates a Space tag and applies it when the picker closes	todo
T-007	R-007	F-002	Assigning yourself prompts to add the task to your personal priorities	todo
T-008	R-008	F-004	View changes are drafts until Save view; a reload drops them without warning	todo
T-009	R-009	F-001	The column menu offers Archive all and Select all only for columns with tasks	todo
T-010	R-010	F-003	A task created inside a column takes that column's status and the form stays open	todo
T-011	R-011	F-024	Adding a group on a list that inherits statuses asks where the new status applies	todo
T-012	R-012	F-004	Grouping by a field other than status adds a status chip to cards and a column for empty values	todo
T-013	R-013	F-004	A subgroup splits the board into collapsible swimlanes	todo
T-014	R-014	F-004	Card size sets the column width	todo
T-015	R-015	F-004	Show empty fields and Stack fields change the card body	todo
T-016	R-016	F-007	Columns load tasks in pages while scrolling	todo
T-017	R-017	F-002	Priority has four fixed levels stored as numbers	todo
T-018	R-018	F-026	Changes appear in other open tabs without reload	todo
T-019	R-019	F-005	Dragging a card to another column changes its group value	todo
T-020	R-033	F-016	A field created from a task belongs to that task's list	todo
T-021	R-034	F-016	The type menu puts popular and AI types first; Rollup is not a type of its own	todo
T-022	R-035	F-016, F-017	Number and money formats are set per field, not by the user's language	todo
T-023	R-036	F-017	Picking a country in a Phone field changes the user's profile country	todo
T-024	R-037	F-022	On Free Forever each value written counts once against 60 uses per workspace	todo
T-025	R-038	F-016, F-017	A Formula field is defined once per field and takes the money format of a money input	todo
T-026	R-039	F-016, F-017, F-018	Tasks and Relationship fields live in the Relate menu, not in the Fields section	todo
T-027	R-040	F-016	A Relationship field must point at another list	todo
T-028	R-041	F-019	Required and Pinned do nothing on Free Forever except point to an upgrade	todo
T-029	R-042	F-019	A required field blocks task creation where it is used (documented)	todo
T-030	R-043	F-015	The task view lists a location's fields in one Fields section	todo
T-031	R-044	F-017	Each value saves on its own and adds an activity line	todo
T-032	R-045	F-017	Each type has its own editor in the Fields section	todo
T-033	R-046	F-017	Location values store the address and the coordinates	todo
T-034	R-047	F-017	A typed signature is drawn in a script font and records who signed	todo
T-035	R-048	F-018	On a card every shown custom field takes its own row with the type icon	todo
T-036	R-049	F-018	Custom field values can be edited on the card	todo
T-037	R-050	F-018	Showing custom fields on cards is a view draft	todo
T-038	R-051	F-020	Deleting a field warns with the task count and sends it to Trash without Undo	todo
T-039	R-052	F-020	Restoring a field from Trash brings its values back	todo
T-040	R-053	F-020	Trash holds deleted lists, tasks, tags and fields for 30 days	todo
T-041	R-054	F-020, F-021	Deleting a list takes its list-level fields with it	todo
T-042	R-055	F-021	The Custom Field Manager groups fields by type and lists their locations	todo
T-043	R-020	F-009	Clicking a card opens the task at its own URL, over the board	todo
T-044	R-021	F-009	The task layout is a personal preference shared by every task and workspace	todo
T-045	R-022	F-009	The header arrows step through tasks in the board's order	todo
T-046	R-023	F-009	The status picker groups statuses by type	todo
T-047	R-024	F-009	The next-status arrow moves a task one status forward	todo
T-048	R-025	F-010	The description saves while typing, and "- " starts a bullet list	todo
T-049	R-026	F-014	A comment posts to the activity stream; the composer stays empty for the next	todo
T-050	R-027	F-009	Opening and using a task marks it as viewed	todo
T-051	R-028	F-011	Subtasks are created inline and show as a table with a progress count	todo
T-052	R-029	F-013	A dependency shows on both tasks and on both cards	todo
T-053	R-030	F-012	Create checklist creates an empty checklist at once	todo
T-054	R-031	F-012	Resolved checklist items hide behind "Show completed" and update counts	todo
T-055	R-032	F-009	Escape in an empty inline input closes the task view	todo

Copy

Area	Item	Why	Refs
Board	One column per status, empty columns shown, counts per column	Clear picture of the workflow at a glance	R-001, R-002
Board	Inline edits on cards with optimistic updates and Undo on complete	Fast triage without opening tasks	R-003, R-017, R-024
Board	Create a task inside a column takes that column's status	Natural for kanban users	R-010
Task view	Every field saves on its own; one activity line per change with old and new value	No lost edits, full audit trail	R-044, E-014
Custom fields	Number and money format per field; BRL with Brazilian separators	Brazilian SMBs need R$ 1.234,56 by default	R-035
Custom fields	Location with address plus coordinates	Field service and sales visits	R-046
Custom fields	Delete goes to a 30-day Trash and restore brings values back	Safe cleanup	R-051, R-052
Data	One change record per field write (`versions[]` with before and after)	Feeds activity, undo and webhooks	E-014

Avoid

Area	Item	Why	Refs
Custom fields	Saving the user's profile country from a phone field's flag menu	A side effect the user cannot see or expect	R-036, B-013
Custom fields	Toggles that silently refuse to switch on (Required on the free plan)	Feels broken; say why or hide it	R-041, B-014
Custom fields	Relationship-type fields that live outside the Fields section	Users look for all fields in one place	R-039, B-018
Board	View drafts dropped on reload without a warning	Lost work	R-008, B-001
Task view	Escape in an inline input closing the whole task	Lost context	R-032, B-010
Trash	Search still listing deleted tasks	Confusing after cleanup	B-016
Pricing	Charging for Tag Manager or Required fields in the basic tiers	Small teams need both to keep data clean	B-017, R-041
Brand	ClickUp names, icons, colors and copy	Trademark and look and feel (BR-010)	BR-010

Improve

Area	Item	How	Refs
Custom fields	Required fields	Offer on all plans; show which fields are missing when a task is created	R-042, Q-010
Custom fields	Delete field	Show the task count at once, offer Undo in the toast	R-051, B-015
Custom fields	Phone	Default country from the workspace (Brazil), never from a field edit	R-036
Board	Drag and drop	Keyboard alternative to move a card (status menu, shortcuts)	R-019, B-005
Board	View drafts	Warn before leaving with unsaved view changes, or autosave personal views	R-008
Accessibility	Card controls and field rows	Accessible names and visible focus on every control	B-004
Localization	Portuguese UI, BRL, dd/mm/yyyy, Brazilian phone masks by default	Target market	R-035

10Before you launch

Approvals, licenses and certifications to start early, and what a new product cannot copy. Building can start now; these decide when you can sell.

Clone target market: small and medium businesses in Brazil (see 00-charter.md). Scope: the board, the task view and custom fields, plus what any SaaS needs to sell in Brazil. Not legal advice. A legal reading without a source is [inf] with a question for counsel in questions.md.

Summary

Launch blockers first. One row per barrier; details below.

Barrier	Category	Severity	Market weight	Blocks	Lead time
BR-001 LGPD duties of a processor, and transfers out of Brazil	Regulation	blocks launch	required to sell	the whole product	weeks (contracts, records, incident procedure)
BR-002 Electronic service invoices (NFS-e national standard, CBS/IBS fields)	The clone's own operation	blocks launch	required to sell	charging customers	weeks to months (municipal registration, certificate, provider)
BR-010 Trademark and look and feel	Intellectual property and terms	blocks launch	required to sell	brand, UI skin	weeks (own name, own visual identity)
BR-011 ClickUp terms on reverse engineering and competitive API use	Intellectual property and terms	adds lead time	n/a	how research is done	counsel review
BR-003 Recurring billing customers expect (Pix Automático, boleto, cards)	The clone's own operation	adds lead time	required to sell	subscriptions	weeks (payment provider onboarding)
BR-004 Google OAuth verification (Calendar sensitive; Gmail and Drive restricted)	Permissioned integration	blocks feature	important	calendar sync, Drive files, Gmail	days (sensitive) to weeks plus a yearly security assessment (restricted)
BR-005 Microsoft publisher verification (Outlook, Teams)	Permissioned integration	adds lead time	important	Outlook calendar and mail, Teams	weeks (partner program account)
BR-006 Slack Marketplace review	Permissioned integration	adds lead time	minor	Slack listing	10 active workspaces first, then up to 10 weeks
BR-007 WhatsApp Business Platform	Permissioned integration	blocks feature	important	WhatsApp notifications and task creation	weeks (business verification, Tech Provider review)
BR-008 Security certifications buyers may ask for	Certifications	adds cost	minor	larger SMB deals	months (SOC 2 or ISO 27001 audit)
BR-009 Enterprise must-haves (SSO, SCIM, audit log, data residency)	Certifications	adds cost	minor	upmarket deals	months
BR-013 Realtime collaboration and regional hosting	Infrastructure and operating cost	adds cost	important	live board updates	build time
BR-014 AI features depend on paid LLM providers	Infrastructure and operating cost	adds cost	minor	AI fields, AI pickers	days (provider contract)
BR-012 Integrations, templates and user base	Data, content and network effects	moat	important	switching from ClickUp	ongoing

BR-001 LGPD duties of a processor, and transfers out of Brazil

Category: regulation and licensing
Blocks: every feature that stores customer workspaces (F-001 to F-026)
Gatekeeper: ANPD (Autoridade Nacional de Proteção de Dados)
Severity: blocks launch
Market weight: required to sell [inf] Q-006
What it takes: as processor (operador), follow the customer's instructions (Art. 39), keep records of processing (Art. 37), apply security measures (Art. 46), support incident notices (Art. 48) [doc SRC-053]. Small companies may skip appointing an encarregado but must offer a contact channel (Res. 2/2022) [doc SRC-055]. Hosting outside Brazil needs ANPD standard contractual clauses adopted without changes; only the EU has an adequacy decision (Res. 32/2026) [doc SRC-054][doc SRC-056]. Fines up to 2% of Brazil revenue, capped at R$ 50 million per infraction [doc SRC-053].
Lead time and cost: weeks; mostly legal work [inf] Q-005
Mitigation: host in a Brazilian cloud region (ClickUp lists none in its subprocessors [doc SRC-041]) or sign the ANPD clauses with the cloud provider; publish a DPA and privacy policy; name a contact channel.
Evidence: [doc SRC-053][doc SRC-054][doc SRC-055][doc SRC-056][doc SRC-041]

BR-002 Electronic service invoices (NFS-e national standard, CBS/IBS fields)

Category: the clone's own operation
Blocks: charging customers
Gatekeeper: Receita Federal, CGIBS, the municipality of the issuing company
Severity: blocks launch
Market weight: required to sell (Brazilian companies need a valid invoice to book the expense) [inf] Q-006
What it takes: Simples Nacional companies must issue NFS-e through the national issuer from 1 November 2026 [doc SRC-057]. Regular-regime invoices without IBS/CBS fields are rejected from 3 August 2026 [doc SRC-058]. CBS starts in 2027 and ISS ends after 2032 [doc SRC-059].
Lead time and cost: weeks to months; an invoicing provider with the national API, or direct integration [inf] Q-007
Mitigation: use an invoicing provider that already supports the national NFS-e API and IBS/CBS fields; start municipal registration in month one.
Evidence: [doc SRC-057][doc SRC-058][doc SRC-059]

BR-003 Recurring billing customers expect (Pix Automático, boleto, cards)

Category: the clone's own operation
Blocks: subscriptions
Gatekeeper: Banco Central do Brasil (Pix rules) and the chosen payment provider
Severity: adds lead time
Market weight: required to sell [inf] Q-006
What it takes: Pix Automático lets the payer authorize recurring debits once; only CNPJ holders can receive; receiving support is optional for providers, so the clone needs one that offers it; the receiver may be charged, the payer may not [doc SRC-060]. ClickUp bills by card only, through Braintree and Stripe [doc SRC-041], in USD even on the Portuguese pricing page [doc SRC-036].
Lead time and cost: weeks of provider onboarding; per-transaction fees [inf] Q-007
Mitigation: launch with cards and Pix (one-off) through a Brazilian provider, add Pix Automático when the provider supports it. Pricing in BRL is itself an advantage over ClickUp.
Evidence: [doc SRC-060][doc SRC-041][doc SRC-036]

BR-004 Google OAuth verification

Category: permissioned integration
Blocks: F-027 (calendar sync, Drive attachments, Gmail); ClickUp offers Google Calendar two-way sync, Google Drive and Gmail in its App Center [obs EV-001]
Gatekeeper: Google (OAuth app verification)
Severity: blocks feature
Market weight: important [inf] Q-006
What it takes: Calendar scopes are sensitive (verification typically 3 to 5 business days) [doc SRC-062]. Gmail and full Drive scopes are restricted: a CASA security assessment by an approved assessor, renewed at least every 12 months [doc SRC-061][doc SRC-063][doc SRC-064]. drive.file with the Picker is non-sensitive [doc SRC-064].
Lead time and cost: days for sensitive; weeks plus assessor fees for restricted [doc SRC-061][doc SRC-062]
Mitigation: start with Calendar (sensitive) and Drive via drive.file; postpone Gmail.
Evidence: [obs EV-001][doc SRC-061][doc SRC-062][doc SRC-063][doc SRC-064]

BR-005 Microsoft publisher verification

Category: permissioned integration
Blocks: F-027 (Outlook calendar and mail, Microsoft Teams) [obs EV-001]
Gatekeeper: Microsoft (Entra ID publisher verification, AI Cloud Partner Program)
Severity: adds lead time
Market weight: important [inf] Q-006
What it takes: a verified partner program account, a work tenant and a matching domain; free; without it users cannot consent to new multitenant apps [doc SRC-065].
Lead time and cost: weeks; no fee [doc SRC-065]
Mitigation: register the partner account early.
Evidence: [obs EV-001][doc SRC-065]

BR-006 Slack Marketplace review

Category: permissioned integration (distribution)
Blocks: F-027 (Slack listing; ClickUp lists Slack in App Center) [obs EV-001]
Gatekeeper: Slack
Severity: adds lead time
Market weight: minor [inf] Q-006
What it takes: 10 active workspaces before submission, preliminary review up to 10 business days, functional review up to 10 weeks, no broad scopes [doc SRC-066].
Lead time and cost: up to about 3 months [doc SRC-066]
Mitigation: distribute the app outside the Marketplace until it qualifies.
Evidence: [obs EV-001][doc SRC-066]

BR-007 WhatsApp Business Platform

Category: permissioned integration
Blocks: WhatsApp notifications and creating tasks from WhatsApp (not in ClickUp: no WhatsApp in App Center [obs EV-001]; the request has about 2,500 votes, status "future" [doc SRC-051])
Gatekeeper: Meta
Severity: blocks feature
Market weight: important for Brazilian SMBs [inf] Q-006
What it takes: business verification, Tech Provider app review with videos, advanced access to messaging and management permissions, Embedded Signup for customers [doc SRC-068]; per-template-message fees by category, billed in BRL for Brazil from 1 July 2026 [doc SRC-067].
Lead time and cost: weeks; per-message fees [doc SRC-067][doc SRC-068]
Mitigation: start verification in month one or use a WhatsApp solution provider; launch with email and in-app notifications. This is a differentiator against ClickUp.
Evidence: [obs EV-001][doc SRC-051][doc SRC-067][doc SRC-068]

BR-008 Security certifications buyers may ask for

Category: certifications buyers require
Blocks: larger SMB and enterprise deals
Gatekeeper: auditors (SOC 2, ISO 27001)
Severity: adds cost
Market weight: minor for small companies, important above that [inf] Q-006
What it takes: ClickUp holds SOC 1, 2 and 3, ISO 27001, 27017, 27018, 27701 and 42001, PCI and HIPAA badges [doc SRC-039].
Lead time and cost: months and audit fees [inf] Q-007
Mitigation: publish a security page with the controls in place; plan SOC 2 Type 1 after product-market fit.
Evidence: [doc SRC-039]

BR-009 Enterprise must-haves (SSO, SCIM, audit log, data residency)

Category: certifications buyers require (enterprise features)
Blocks: upmarket deals
Gatekeeper: buyers' IT
Severity: adds cost
Market weight: minor for the target segment [inf] Q-006
What it takes: ClickUp gives Google SSO on Business and SAML, SCIM, audit logs and data residency (US, EU, APAC) on Enterprise [doc SRC-035][doc SRC-039][doc SRC-042].
Lead time and cost: build time [inf] Q-007
Mitigation: Google sign-in at launch; defer SAML, SCIM and audit log.
Evidence: [doc SRC-035][doc SRC-039][doc SRC-042]

BR-010 Trademark and look and feel

Category: intellectual property and terms
Blocks: brand, product name, domain, UI skin
Gatekeeper: Mango Technologies, Inc. (DBA ClickUp)
Severity: blocks launch
Market weight: required to sell
What it takes: the trademark guidelines bar "ClickUp" or similar names in product names, handles and domains, ads on the mark, and copying the website design, app look and feel, colors, icons or slogans [doc SRC-052]. The Terms bar copying content and marks (sections 4.3, 4.9) [doc SRC-038].
Lead time and cost: weeks for an own name and identity [inf] Q-005
Mitigation: own name, palette, icons and copy; use "ClickUp" only to label an importer. The design tokens in this KB describe structure and contrast, not a palette to copy.
Evidence: [doc SRC-052][doc SRC-038]

BR-011 ClickUp terms on reverse engineering and competitive API use

Category: intellectual property and terms
Blocks: how the research is done (not the clone's launch directly)
Gatekeeper: ClickUp terms; courts
Severity: adds lead time
Market weight: n/a
What it takes: Terms 1.5 "You may not disassemble, decompile, or reverse engineer the Service" [doc SRC-038]; 3.9 and 4.13 bar scraping and derivative uses [doc SRC-038]; the Developer Terms bar API use for "benchmarking or competitive purpose" [doc SRC-040].
Lead time and cost: counsel review (Q-005)
Mitigation: this study only observed the UI of the user's own workspace; it did not use the public API. Counsel decides whether the clone may rely on it.
Evidence: [doc SRC-038][doc SRC-040]

BR-012 Integrations, templates and user base

Category: data, content and network effects
Blocks: switching from ClickUp
Gatekeeper: none (market)
Severity: moat
Market weight: important [inf] Q-006
What it takes: ClickUp claims 1,000+ integrations, 1,000+ templates and over 5 million teams [doc SRC-049][doc SRC-050][doc SRC-070]; App Center lists about 90 native integrations [obs EV-001]. It imports from 11 tools and exports List and Table views to CSV or Excel with custom fields [doc SRC-047][doc SRC-015].
Lead time and cost: ongoing
Mitigation: an importer for ClickUp's CSV/Excel export (custom fields included) on day one; a small set of Brazil-specific integrations (WhatsApp, Pix, NFS-e) instead of breadth.
Evidence: [obs EV-001][doc SRC-015][doc SRC-047][doc SRC-049][doc SRC-050][doc SRC-070]

BR-013 Realtime collaboration and regional hosting

Category: infrastructure and operating cost
Blocks: F-026 (live updates across tabs and users)
Gatekeeper: none
Severity: adds cost
Market weight: important [inf] Q-006
What it takes: board changes propagate to other open sessions without reload [obs EV-032]; the web app uses regional gateways (an EU host served the test workspace) [net EV-005]; ClickUp hosts on AWS in the US, Ireland, Germany, Australia and Singapore [doc SRC-041].
Lead time and cost: engineering time and a realtime service
Mitigation: one Brazilian region at launch; a managed realtime service.
Evidence: [obs EV-032][net EV-005][doc SRC-041]

BR-014 AI features depend on paid LLM providers

Category: infrastructure and operating cost
Blocks: F-023 (AI fields) and the AI shortcuts in pickers (Assign with AI, Prioritize with AI, Ask AI to build filters) [obs EV-041][obs EV-006][obs EV-039]
Gatekeeper: LLM providers
Severity: adds cost
Market weight: minor [inf] Q-006
What it takes: ClickUp lists 12 LLM subprocessors [doc SRC-041] and meters AI through credits per plan [doc SRC-035][doc SRC-044].
Lead time and cost: per-use fees
Mitigation: leave AI out of the first release; add it later behind credits.
Evidence: [doc SRC-041][doc SRC-035][doc SRC-044][obs EV-041]

11Cross-cutting topics

Behavior that spans many screens: search, notifications, permissions and more.

Topic: hidden writes

Actions in this product that change data or state without a Save button.

Pattern	Where	Class	Evidence
Card field pickers save at once (priority, assignee) or when the picker closes (dates, tags)	Board card	A2	[net EV-007][net EV-014]
✓ in the card's hover toolbar completes the task with one click	Board card	A2	[obs EV-012]
The hover toolbar buttons are in the Tab order even without hover; Enter on them acts	Board card	A2	[obs EV-034]
"+ Add group" creates a status (List only or Entire Space)	Board	A4 when Entire Space	[obs EV-037]
Tags typed in a card picker are created at Space level	Board card	A4	[obs EV-040][net EV-014]
Assigning yourself offers "Don't ask again", a personal preference	Board card	A3	[obs EV-042]
View option changes are drafts: nothing is saved until "Save view", and a reload drops the draft (the opposite risk: losing work)	Board toolbar and Customize	A1	[obs EV-017][net EV-014]
"Autosave for me" turns every later view change into a saved change	Customize view	A3/A4	[obs EV-019]
Creating a list opens an AI "List settings" offer that generates task types, views, fields and statuses unless declined	Create List	A4	[obs EV-047]
Onboarding a workspace creates a Space, a List and two chat channels	Workspace creation	A2	[obs EV-048]
Picking a country in a Phone field's flag menu saves the user's profile country (all workspaces), even with no number typed	Task Fields section	A3	[obs EV-130][obs EV-131]
Custom field values save on change (checkbox click, picker choice, slider drag, blur) and each one spends a Free plan use	Task Fields section, card rows	A2	[net EV-112]
Configuring a Formula value edits the field definition for every task in its locations	Task Fields section	A4 at workspace or space level	[net EV-112]
Deleting a tag from a task's tag picker deletes it in the whole Space	Tag picker	A4	[obs EV-136]
Opening a task marks it viewed (`PUT .../viewed`)	Task view	A3 (product telemetry, not restorable)	[net EV-058]
Using Create menus writes a per-user UI entry (`PUT /growth-v1/.../dynamic_ui/entries/globalCreateBtn`)	Global Create menu	A3 (product telemetry, not restorable)	[net EV-140]

Not tested

Keyboard shortcuts on the board (SRC-046 lists them); notification inbox; "Remind me in Inbox".

12Findings

Problems and strengths noticed in the product during the study.

Problems

ID	Finding	Severity	Where	Evidence
B-001	View changes (collapse, card size, grouping) are lost on reload without any warning; "Save view" is the only cue	Medium	S-001	[obs EV-017][obs EV-046]
B-002	Tasks created quickly one after another can land out of order (v-03 above v-02)	Low	S-001, S-004	[obs EV-012]
B-003	The list group count lagged during fast creation (29 shown while 54 existed) until reload	Low	S-004	[obs EV-046]
B-004	Card controls lack accessible names (open area, field toggles, Add subtask); the title link has no focus ring	Medium	C-001	[obs EV-011][obs EV-034]
B-005	No keyboard way to move a card or to move focus between cards; drag is mouse-only	Medium	S-001	[obs EV-034][obs EV-046]
B-006	The hover toolbar covers the end of the card title	Low	C-001	[obs EV-030]
B-007	The view Fields panel lists 7 workspace custom fields that the Custom Field Manager does not show (no way to see where they live)	Medium	C-003, S-003	[obs EV-044][obs EV-045]
B-008	Creating a list opens an AI settings offer that starts generating before the user agrees	Low	Create List	[obs EV-047]
B-010	Escape in an empty inline input (checklist item) closes the whole task view instead of only the input	Medium	S-002	[obs EV-068]
B-011	Inline markdown for bold (`text`) typed in one go is not converted, while list markdown is	Low	C-012	[obs EV-055]
B-012	Opening and editing tasks sends a 'viewed' write on every task: a hidden write that feeds recently viewed lists	Low	S-002	[net EV-058]
B-013	Choosing a country in a Phone field silently changes the user's profile country for every workspace	Medium	C-019	[obs EV-130][obs EV-131]
B-014	"Required in tasks" does not turn on in Free Forever and gives no message beyond a tooltip; Pinned jumps to an upgrade dialog	Medium	C-018	[obs EV-082][obs EV-083]
B-015	Deleting a field has no Undo; the confirm dialog shows the task count only after a delay, so a fast click confirms without it	Low	C-018	[obs EV-126][obs EV-127]
B-016	Global search kept listing tasks of a deleted list minutes after the delete	Low	Search	[obs EV-138]
B-017	Tag Manager is Business Plus; on Free the only way to delete a Space tag is from a task's tag picker, so an unused tag needs a task to reach it	Low	Tags	[obs EV-135][obs EV-136]
B-018	Tasks and Relationship fields are created as custom fields but appear only in the Relate menu and a Related tab, not in the Fields section with the others	Low	C-017	[obs EV-117][obs EV-118]
B-009	Many entry points push AI (Assign with AI, Prioritize with AI, Ask AI to build filters, AI fields suggestions) into basic pickers	Low	C-005, C-009	[obs EV-006][obs EV-041][obs EV-039]

Strengths

Every card field edits in place with optimistic updates, and completing shows Undo [obs EV-012].
Changes reach other open tabs without reload [obs EV-032].
Adding a status now asks for its scope (list or space) instead of silently changing the Space [obs EV-037].
Column paging keeps large lists responsive [obs EV-046].
Number and money formats per field: BRL with Brazilian separators works out of the box [obs EV-102][obs EV-103].
Restoring a deleted field from Trash brings its values back [obs EV-129].
Every field change writes one activity line with the old and new value [obs EV-117].
Location fields resolve real addresses through Google Places and keep coordinates [obs EV-114][net EV-112].

13Open questions

What the study could not confirm, and how to answer it.

ID	Question	Why it matters	How to answer	Status
Q-001	Confirm: do card field values (chips) render later than card titles in a visible tab, and by how much?	Perceived performance target for the clone	Open the board in a foreground tab and record a video or Performance trace	open
Q-002	Confirm: where do the 7 "Custom Fields in Workspace" listed in the view Fields panel come from (chat posts, meeting notes, docs)?	Data model: hidden system fields per object type	Inspect `/customFields/v2/field` response or open a chat post's fields	open
Q-003	Confirm: drag and drop details: status change on drop, order within a column, multi-card drag, drop preview and animation, whether columns can be reordered	Core board interaction (F-005)	A human performs drags while the agent records, or a Playwright session with real mouse events	open
Q-004	Confirm: board Sort options and how sort interacts with manual order	View model (`sorting.fields`)	Open Sort, apply one, reload	open
Q-005	Counsel: does building a clone from this study conflict with ClickUp's Terms 1.5 (no reverse engineering) and 4.13, and with the Developer Terms ban on competitive use?	Legal risk of the whole project	Brazilian counsel reads SRC-038 and SRC-040	open
Q-006	Confirm market weights: which of these do Brazilian SMB buyers require before buying a work-management tool: WhatsApp, Google and Microsoft calendar sync, Slack, BRL pricing with Pix or boleto, NFS-e, SOC 2, SSO?	Orders the PRD build list (barriers BR-001 to BR-014)	Interviews or a short survey with 10 to 20 target buyers; sales calls	open
Q-007	Confirm costs and lead times for: an NFS-e provider with the national API, Pix Automático through a Brazilian payment provider, a SOC 2 Type 1 audit, enterprise SSO and SCIM	Budget and roadmap	Quotes from two providers each	open
Q-008	Confirm: does deleting a field (or a value) give Free Forever uses back, and what happens at 60 (block, warning, read-only)?	Plan limits the clone may copy or avoid	Watch the entitlement counter while deleting a field with values; fill values up to 60 in a throwaway workspace	open
Q-009	Confirm: do Formula fields count as uses? The docs say yes (SRC-043); the counter did not move when a formula was configured	Accurate free-plan model	Set inputs on a new task and compare the counter before and after the formula computes	open
Q-010	Confirm: required-field enforcement on Business: where it blocks (inline create, task view, import, API), the message, and subtasks	P1 feature named by the requester	Business trial in an L1 account	open
Q-011	Confirm: the HTTP method and response of field delete and of Restore from Trash	API parity for delete and restore	Repeat with the api-shapes recorder installed on the Trash page	open
Q-012	Confirm: Rollup fields, Button fields with an automation, and AI fields (credits, refresh, errors)	Remaining field types	L1 account with AI credits; build a related list for rollups	open

14About this study

The goal, scope and terms of the study, the vocabulary of the product, and every public source used.

Charter

Date: 2026-10-16

Item	Value
Goal	Document ClickUp's board view, task detail view and custom fields well enough that a team that never used ClickUp can rebuild them, and say what would block such a clone from launching
Requested by	The product owner of this study (a founder in Brazil), through a parent agent session
Scope	Board view, task detail view, custom fields (create each type, fill, required, delete with values, rendering on the board and in the task). Barrier scan for these features
Out of scope	List, calendar, Gantt and other views; docs, chat, goals, dashboards, AI features; automations beyond their entry points; mobile and desktop apps
Clone target market	Small and medium businesses in Brazil (stated by the requester)
Priorities	P1: the three named areas. P2: the core task loop they rest on (create, open, edit, complete). P3: every custom field type
Mode	Unattended. No questions to the user; blocks go to "Needs human" in `STATUS.md`
Environment level	L2 if creating a workspace is free (no billing, no trial, no terms); otherwise L3 in a private space
Write authorization	"Run a real reverse engineering study of ClickUp with RES"; "Environment: L2, a new empty ClickUp workspace named '🧪 [RE] ClickUp study' under [the user's] login, only if creation is free"
KB language	English (the example is public)
Terms of service	See "Terms" below

Terms

Document	Clause	URL	Source
Terms of Service	1.5: users may not disassemble, decompile or reverse engineer the Service	https://clickup.com/terms	[doc SRC-038]
Terms of Service	3.9 and 4.13: no scraping and no derivative or competing uses of the Service	https://clickup.com/terms	[doc SRC-038]
Developer Terms	3: no API use for benchmarking or a competitive purpose	https://clickup.com/terms/developer-terms	[doc SRC-040]

This study observed only the UI of the user's own test workspace and did not call the public API. Whether a clone built from it is allowed is the user's decision with counsel (BR-011, Q-005); it is listed under "Needs human" in STATUS.md. The study followed the user's original instruction.

Glossary

Term	Definition	Evidence
Workspace	Top container of an account's work; has members, plan and billing. API name: team	[obs EV-001][doc SRC-023]
Space	Container inside a workspace holding folders and lists; owns statuses, tags and ClickApps that lists inherit	[obs EV-037][doc SRC-018]
Folder	Optional container of lists inside a Space	[doc SRC-008]
List	Container of tasks; every task lives in at least one list	[doc SRC-017]
View	A saved way to show a location's tasks (List, Board, Calendar...); has grouping, filters, sorting, columns and settings	[net EV-014][doc SRC-028]
Board	View type that shows tasks as cards in columns, one column per group value	[obs EV-012]
Group	The field that makes the board's columns (status by default)	[obs EV-025]
Subgroup	A second grouping field that adds swimlanes (rows)	[obs EV-027]
Card	A task as shown on the board	[obs EV-013]
Status	Workflow state of a task; types open, custom (active), done and closed	[net EV-014][doc SRC-018]
Custom field	A user-defined task attribute with a type (Dropdown, Money, Date, ...) defined at a location	[obs EV-004][doc SRC-008]
Use (custom field)	One value written to a custom field on a task; Free Forever allows 60 per workspace	[doc SRC-005]
Custom Field Manager	Settings screen that lists custom fields by location and task type	[obs EV-045][doc SRC-006]
ClickApp	A feature switch per workspace or space (WIP limits, custom task IDs, ...)	[doc SRC-011][doc SRC-019]
Save view	Button that turns view draft changes into the saved view for everyone	[obs EV-017][doc SRC-013]
Me mode	View filter showing only the current user's tasks	[obs EV-022]
Task type	Kind of task (Task, Milestone, Form Response, Meeting Note); custom fields can be bound to it	[obs EV-045]
Location (custom field)	Where a field lives: Workspace, Space, Folder or List; a field shows on every task there	[net EV-099][doc SRC-008]
Fields section	The block of custom fields in the task view	[obs EV-117]
Formula field	A field computed from other fields, defined once for all tasks of its locations	[obs EV-116][net EV-112]
Tasks / Relationship field	Fields that link tasks; they appear in the Relate menu and a Related tab	[obs EV-118][obs EV-119]
Trash	Settings page that keeps deleted lists, tasks, tags and fields for 30 days	[obs EV-137]
Entitlement	The server-side counter of a plan limit, such as custom field uses	[net EV-112]

Sources

Public sources read during recon (Phase 3). help.clickup.com refused direct fetches; articles were read through its public help-center API, and the table links the article pages.

ID	Title	URL	Type	Read on	Gives
SRC-001	ClickUp API: Custom Fields (guide)	https://developer.clickup.com/docs/customfields	api	2026-10-16	17 API field types, value shapes, type_config, Free plan 60-use rule
SRC-002	Help: Custom Field types	https://help.clickup.com/hc/en-us/articles/6303499162647-Custom-Field-types	docs	2026-10-16	23 UI field types, options, char limits, option limits
SRC-003	Help: Make Custom Fields required	https://help.clickup.com/hc/en-us/articles/30407234676887-Make-Custom-Fields-required	docs	2026-10-16	Required fields: plan, when enforced, settings
SRC-004	Help: Remove or delete Custom Fields	https://help.clickup.com/hc/en-us/articles/22769580660887-Remove-or-delete-Custom-Fields	docs	2026-10-16	Remove vs delete, Trash, 30-day restore, Automations impact
SRC-005	Help: Custom Fields uses	https://help.clickup.com/hc/en-us/articles/10993484102167-Custom-Fields-uses	docs	2026-10-16	What counts as a "use", behavior at the limit
SRC-006	Help: Intro to Custom Field Manager	https://help.clickup.com/hc/en-us/articles/13066263096727-Intro-to-Custom-Field-Manager	docs	2026-10-16	Manager entry points, columns, filters, move/merge plan gate
SRC-007	Help: Show Custom Fields in tasks and views	https://help.clickup.com/hc/en-us/articles/6330455628439-Show-Custom-Fields-in-tasks-and-views	docs	2026-10-16	Fields section in task view, empty fields, board/list display
SRC-008	Help: Intro to Custom Fields	https://help.clickup.com/hc/en-us/articles/6303536766231-Intro-to-Custom-Fields	docs	2026-10-16	Locations, inheritance, plan table (pin, task-type fields), roles
SRC-009	Help: Customize Board view	https://help.clickup.com/hc/en-us/articles/35342044832279-Customize-Board-view	docs	2026-10-16	Board Customize menu: card size, cover, fields, toggles
SRC-010	Help: Use subgroups in Board view	https://help.clickup.com/hc/en-us/articles/8352728309271-Use-subgroups-in-Board-view	docs	2026-10-16	Swimlanes (subgroups)
SRC-011	Help: Work in Progress Limits	https://help.clickup.com/hc/en-us/articles/6304619369623-Work-in-Progress-Limits	docs	2026-10-16	WIP limits: plan, measures, warning colors
SRC-012	Help: Create and share a Board view	https://help.clickup.com/hc/en-us/articles/6310080798615-Create-and-share-a-Board-view	docs	2026-10-16	Group-by options, drag to status, private/public views
SRC-013	Help: Save view changes	https://help.clickup.com/hc/en-us/articles/6310370965911-Save-view-changes	docs	2026-10-16	Save view, Autosave, Save as new view, Revert
SRC-014	Help: Views feature availability and limits	https://help.clickup.com/hc/en-us/articles/32274881672599-Views-feature-availability-and-limits	docs	2026-10-16	Per-plan view limits (private, protected, default views)
SRC-015	Help: Export List and Table views	https://help.clickup.com/hc/en-us/articles/6310174308631-Export-List-and-Table-views	docs	2026-10-16	CSV/Excel export incl. custom fields
SRC-016	Help: Task layouts	https://help.clickup.com/hc/en-us/articles/29665520762647-Task-layouts	docs	2026-10-16	Full screen, Modal, Sidebar task layouts
SRC-017	Help: Intro to tasks	https://help.clickup.com/hc/en-us/articles/10552031987735-Intro-to-tasks	docs	2026-10-16	Parts of a task, sections of task view
SRC-018	Help: Manage task statuses	https://help.clickup.com/hc/en-us/articles/6309452618647-Manage-task-statuses	docs	2026-10-16	Status groups, inheritance, permissions
SRC-019	Help: Create Custom Task IDs	https://help.clickup.com/hc/en-us/articles/6304361756951-Create-Custom-Task-IDs	docs	2026-10-16	Custom task ID format, plan
SRC-020	ClickUp API: Rate limits	https://developer.clickup.com/docs/rate-limits	api	2026-10-16	Requests/minute per plan, headers
SRC-021	Help: Intro to Dependency Relationships	https://help.clickup.com/hc/en-us/articles/6309155073303-Intro-to-Dependency-Relationships	docs	2026-10-16	Blocks / blocked by, warning and reschedule ClickApps
SRC-022	Help: Intro to Relationships	https://help.clickup.com/hc/en-us/articles/6304528030743-Intro-to-Relationships	docs	2026-10-16	Task links, relationship columns (ex-Rollup), 300-link limit
SRC-023	ClickUp API: Get Task	https://developer.clickup.com/reference/gettask	api	2026-10-16	Task object fields and types
SRC-024	ClickUp API: Set Custom Field Value	https://developer.clickup.com/reference/setcustomfieldvalue	api	2026-10-16	Endpoint, value shapes incl. Files and Button
SRC-025	ClickUp API: Get List Custom Fields (Get Accessible Custom Fields)	https://developer.clickup.com/reference/getaccessiblecustomfields	api	2026-10-16	Field object shape, applied_objects
SRC-026	ClickUp API docs index (llms.txt)	https://developer.clickup.com/llms.txt	api	2026-10-16	Full endpoint list; no create-field endpoint
SRC-027	ClickUp API: Webhooks	https://developer.clickup.com/docs/webhooks	api	2026-10-16	Webhook event names, location filters
SRC-028	ClickUp API: Create List View	https://developer.clickup.com/reference/createlistview	api	2026-10-16	View object: type enum, grouping, divide, settings
SRC-029	ClickUp API: Create Task	https://developer.clickup.com/reference/createtask	api	2026-10-16	Create body, custom_fields, check_required_custom_fields
SRC-030	ClickUp API: Task webhook payloads	https://developer.clickup.com/docs/webhooktaskpayloads	api	2026-10-16	taskUpdated history_items, custom field change shape
SRC-031	ClickUp API: Tasks (guide)	https://developer.clickup.com/docs/tasks	api	2026-10-16	Priority enum, time units, Update Task vs custom fields
SRC-032	ClickUp API: Get List	https://developer.clickup.com/reference/getlist	api	2026-10-16	List object, statuses array
SRC-033	ClickUp API: Get Space	https://developer.clickup.com/reference/getspace	api	2026-10-16	Space object, features (ClickApps)
SRC-034	ClickUp API: Remove Custom Field Value	https://developer.clickup.com/reference/removecustomfieldvalue	api	2026-10-16	DELETE value endpoint
SRC-035	ClickUp Pricing	https://clickup.com/pricing	pricing	2026-10-16	Two plan sets, prices USD, limits
SRC-036	ClickUp Pricing (pt-BR)	https://clickup.com/pt-BR/pricing	pricing	2026-10-16	Currency shown to Portuguese locale (USD)
SRC-037	Help: Downgrade your plan	https://help.clickup.com/hc/en-us/articles/13673035695127-Downgrade-your-plan	docs	2026-10-16	New plan names (Core = Unlimited, Max)
SRC-038	ClickUp Terms of Service	https://clickup.com/terms	terms	2026-10-16	Reverse engineering, copying, scraping clauses
SRC-039	ClickUp Security	https://clickup.com/security	security	2026-10-16	Certifications, data residency, encryption
SRC-040	ClickUp Developer Terms	https://clickup.com/terms/developer-terms	terms	2026-10-16	API license restrictions, competitive use, marks
SRC-041	ClickUp Subprocessors	https://clickup.com/terms/dpa/subprocessors	security	2026-10-16	53 subprocessors, hosting regions, payment processors
SRC-042	Help: Intro to single sign-on (SSO)	https://help.clickup.com/hc/en-us/articles/6305043992343-Intro-to-single-sign-on-SSO	docs	2026-10-16	SSO plan gating (search API snippets)
SRC-043	Help: Intro to Formula Fields	https://help.clickup.com/hc/en-us/articles/6308656424983-Intro-to-Formula-Fields	docs	2026-10-16	Formula inputs, outputs, limits
SRC-044	Help: What are AI Fields?	https://help.clickup.com/hc/en-us/articles/18450100382871-What-are-AI-Fields	docs	2026-10-16	AI field kinds, refresh rules, credits
SRC-045	Help: Convert Custom Fields	https://help.clickup.com/hc/en-us/articles/14277190461207-Convert-Custom-Fields	docs	2026-10-16	Type conversion matrix, 25,000-task cap
SRC-046	Help: Use keyboard shortcuts	https://help.clickup.com/hc/en-us/articles/6309030550167-Use-keyboard-shortcuts	docs	2026-10-16	Shortcut list
SRC-047	Help: How do I import my work into ClickUp?	https://help.clickup.com/hc/en-us/articles/6311099045783-How-do-I-import-my-work-into-ClickUp	docs	2026-10-16	Native importers
SRC-048	Help: Export task data	https://help.clickup.com/hc/en-us/articles/6310551109527-Export-task-data	docs	2026-10-16	Workspace CSV export columns
SRC-049	ClickUp Integrations	https://clickup.com/integrations	docs	2026-10-16	1,000+ integrations claim, Google/Microsoft/Slack listings
SRC-050	ClickUp Templates	https://clickup.com/templates	docs	2026-10-16	1,000+ templates claim
SRC-051	ClickUp Feedback: WhatsApp Automation and Direct Integration	https://feedback.clickup.com/integrations/p/whatsapp-automation-and-direct-integration	community	2026-10-16	WhatsApp request status "future", ~2.5k votes
SRC-052	ClickUp Trademark Guidelines	https://clickup.com/brand/trademark-guidelines	terms	2026-10-16	Prohibited uses of the ClickUp mark
SRC-053	Lei 13.709/2018 (LGPD), consolidated text, Câmara dos Deputados	https://www2.camara.leg.br/legin/fed/lei/2018/lei-13709-14-agosto-2018-787077-normaatualizada-pl.html	regulator	2026-10-16	Arts. 5, 33, 37, 39, 41, 46, 48, 52
SRC-054	ANPD: Regulamentações da ANPD	https://www.gov.br/anpd/pt-br/acesso-a-informacao/institucional/atos-normativos/regulamentacoes_anpd	regulator	2026-10-16	List of ANPD resolutions in force
SRC-055	Resolução CD/ANPD nº 2/2022 (copy on gov.br)	https://www.gov.br/palmares/pt-br/midias/arquivos-menu-acesso-a-informacao/legislacao/resolucao-cd-anpd-n2-2022.pdf	regulator	2026-10-16	Small-agent relief, encarregado waiver (search)
SRC-056	ANPD: Transferência Internacional de Dados	https://www.gov.br/anpd/pt-br/assuntos/assuntos-internacionais/transferencia-internacional-de-dados	regulator	2026-10-16	Transfer mechanisms, SCC deadline (search)
SRC-057	Receita Federal: NFS-e Nacional obrigatória para ME e EPP a partir de 1º/11/2026	https://www.gov.br/receitafederal/pt-br/assuntos/noticias/2026/agosto/simples-nacional-nfs-e-nacional-sera-obrigatoria-para-me-e-epp-a-partir-de-1o-de-novembro-de-2026/	regulator	2026-10-16	NFS-e national issuer obligation, CBS/IBS for Simples from 2027
SRC-058	CGIBS: campos de IBS e CBS obrigatórios a partir de 03/08/2026	https://www.cgibs.gov.br/novo-marco-da-reforma-tributaria-inicia-em-03-de-agosto-com-preenchimento-obrigatorio-dos-campos-relativos-ao-ibs-e-a-cbs	regulator	2026-10-16	IBS/CBS invoice fields, test rates, rejection
SRC-059	TCU: Reforma Tributária	https://sites.tcu.gov.br/reforma-tributaria/	regulator	2026-10-16	CBS/IBS transition timeline, end of ISS
SRC-060	BCB: Guia de implementação do Pix Automático v1.3	https://www.bcb.gov.br/content/estabilidadefinanceira/pix/automatico/guia_pix_automatico.pdf	regulator	2026-10-16	Pix Automático flows, receiver rules, fees, timing
SRC-061	Google: Restricted scope verification	https://developers.google.com/identity/protocols/oauth2/production-readiness/restricted-scope-verification	provider-docs	2026-10-16	Restricted scope review, CASA, annual reassessment
SRC-062	Google: Sensitive scope verification	https://developers.google.com/identity/protocols/oauth2/production-readiness/sensitive-scope-verification	provider-docs	2026-10-16	Sensitive scope review, Calendar example, 3-5 days
SRC-063	Google: Gmail API scopes	https://developers.google.com/workspace/gmail/api/auth/scopes	provider-docs	2026-10-16	Gmail scope classification
SRC-064	Google: Drive API scopes	https://developers.google.com/workspace/drive/api/guides/api-specific-auth	provider-docs	2026-10-16	Drive scope classification, drive.file
SRC-065	Microsoft: Publisher verification overview	https://learn.microsoft.com/en-us/entra/identity-platform/publisher-verification-overview	provider-docs	2026-10-16	Requirements, consent effect, cost
SRC-066	Slack: Marketplace review guide	https://docs.slack.dev/slack-marketplace/slack-marketplace-review-guide	provider-docs	2026-10-16	10-workspace minimum, review timelines
SRC-067	Meta: WhatsApp Business Platform pricing	https://developers.facebook.com/docs/whatsapp/pricing	provider-docs	2026-10-16	Per-message pricing, service window, BRL billing
SRC-068	Meta: Get started for Tech Providers (WhatsApp)	https://developers.facebook.com/docs/whatsapp/solution-providers/get-started-for-tech-providers	provider-docs	2026-10-16	Tech Provider requirements for SaaS
SRC-069	Help: Tasks feature availability and limits	https://help.clickup.com/hc/en-us/articles/29664799512855-Tasks-feature-availability-and-limits	docs	2026-10-16	Task performance limits, multi-List limits
SRC-070	ClickUp AI / LLM info page	https://clickup.com/ai-llm-info-page	docs	2026-10-16	5M+ teams, $300M ARR (2025) claims

15Evidence

Every statement cites its evidence: [obs EV-###] seen in the product, [net EV-###] captured on the network, [doc SRC-###] public documentation, [inf] an inference with an open question.

EV-002 Board view of an empty list: three status columns and Add group

EV-003 Fields side panel opened after creating a list: Create new tab with AI Suggestions, Popular and All field types

EV-006 Card hover toolbar and the priority picker opened from the card flag icon

EV-008 Date picker opened from a card: start and due inputs, quick options, month grid, Set Recurring

EV-009 Date picker with a start and due date selected (range highlighted)

EV-010 Card date chips: overdue in red (3 days ago), today in yellow, range Today - Mon; priority chip High

EV-012 After Mark complete on a card: card moved to COMPLETE, counts 53/1, toast Status changed with Undo; v-03 sits above v-02

EV-013 Card hover toolbar: Mark complete (tooltip), Add subtask, Rename, More

EV-015 Column menu (Group options) on a column with tasks: Collapse, Archive all, Automate status, Select all, Rename, Edit statuses

EV-016 Column menu on an empty column: no Archive all and no Select all

EV-017 Collapsed column as a vertical strip; Save view button appears in the toolbar (view draft)

EV-018 Board loading state: column header and card skeletons while the view re-queries

EV-019 Customize view side panel: name, More options, Fields, Filter, Group, Sort, Subtasks, Templates, view toggles (autosave, pin, private, protect, default), sharing

EV-020 Card size Small (draft): narrower columns, fields wrap; Save view visible; card options list (cover, stack fields, show empty fields, collapse empty columns)

EV-021 Card size Large (draft) and the Card cover options: Auto, None, Image (default), Task description

EV-022 Layout options panel: page and card layout toggles, task visibility, view settings, reset

EV-023 Stack fields on and Show empty fields off (draft): empty cards show only the title; filled fields stack one per row

EV-024 Card More menu: Copy link, Copy ID, New tab; Favorite, Rename, Unfollow, Remind me; Move to, Add to, Merge, Duplicate, Convert to, Custom Fields, Templates; Relationships, Task Type; Start timer, Send email to task; Archive, Delete; Sharing & Permissions

EV-025 Group by popover: field, direction, delete, Add subgroup; field options Status, Assignee, Priority, Tags, Due date, Task Type

EV-026 Board grouped by Priority (draft): Urgent, High, Normal, Low, No priority columns; cards show a status chip; Save view visible

EV-027 Group Priority with subgroup Status (draft): priority columns and collapsible status swimlanes with counts

EV-028 Bulk action bar after Select all in a column: count, clear, Status, Assignees, Dates, Custom Fields (disabled with no fields), Tags, Move/Add, Convert to Subtask, Copy, duplicate, archive, delete, More

EV-029 Inline create form inside a column: Task Name, Save (disabled while empty), Add assignee, Add dates, Add priority, Add tag

EV-030 After creating in IN PROGRESS: card at the top of the column with that status, form reopened below, toast Task created with Pin to bottom, Copy URL, View task

EV-031 Second tab 3 s after setting priority Low in the first tab: not updated yet

EV-032 Second tab about 8 s later, no reload: card shows Low

EV-033 Keyboard focus on a card field toggle (assignee): white rounded outline

EV-036 Add group form: color dot, Status name, confirm check button (Enter does not submit)

EV-037 Dialog after Add group: Where should this new status apply? List only (default) or Entire Space

EV-038 New status column [RE] REVIEW inserted before COMPLETE, name shown uppercase

EV-039 Filters popover: Ask AI to build filters, Saved filters, Select filter list (Status, Tags, Due date, Priority, Assignee, Archived, Assigned comment, Created by, Date closed, Date created...)

EV-040 Tag picker on a card with a new name typed: Select an option, Create <name>, settings gear

EV-041 Assignee picker on a card: Search or enter email, Me (avatar masked), Assign with AI

EV-042 After assigning yourself: a prompt to add the task to your priorities with Don't ask again and Add to priorities (name masked)

EV-043 View Fields panel (Add existing): Shown (Task Name, Assignee, Dates, Priority, Tags), Properties (Date closed, Date created, Date updated, Status, Task ID, Task Type, Time tracked), Custom Fields in Workspace

EV-044 Fields panel lists 7 Custom Fields in Workspace (Category x2, Likes, Mode, Summary x2, Type) that the Custom Field Manager does not show

EV-045 Custom Field Manager, All Custom Fields: No matching results found (same moment as EV-044)

EV-047 Right after Create List: List settings dialog with AI suggested Default Task Type, Default views, Custom Fields, Statuses (Generating...), No thanks, Apply suggestions; Fields panel opened on the right

EV-048 Sidebar of the new workspace: Space with one List, channels Welcome and General (cropped above the direct messages)

EV-051 Task view (Full screen) annotated: 1 header, 2 hero (type, title, AI bar), 3 fields grid, 4 description, 5 sections (fields, subtasks, relations, checklist, attachments), 6 activity sidebar with comment box

EV-052 Switch layout popover on hover: Modal, Full screen (current), Sidebar

EV-054 Status picker in the task view: search, groups Not started (TO DO), Active (IN PROGRESS, [RE] REVIEW), Closed (COMPLETE)

EV-055 Description editor: '- ' turned into a bullet list; **bold** typed inline stayed literal; history and full-screen icons

EV-056 Comment composer with text and toolbar (add, AI, attach, mention, assign, emoji, clip, task, doc, send with menu)

EV-057 Posted comment in the activity stream (author masked), Just now, reactions, Reply; composer placeholder changes

EV-059 Task view of an overdue task: Dates shows Start -> 3 days ago in red; empty fields read Empty (0.6 scale)

EV-060 216-character title wraps over four lines in the task view without truncation

EV-061 Add subtask opens the Subtasks section with Sort, expand, Suggest (AI), + and an input

EV-062 Subtasks section after two creates: 2 open with progress bar, table Name/Assignee/Priority, Add Task row; subtask count in the header; activity lines

EV-064 Relate items menu: Relate a Task or Doc, This task blocks..., This task is blocked by..., New custom relationship

EV-065 Blocked task after adding a dependency: Blocked by row under the fields (warning icon), relation count in the header, Related/Dependencies tabs with a Blocked by table

EV-066 The other task shows Blocking (red icon) and an activity line You marked this task as blocking

EV-067 Create checklist creates a checklist named Checklist at once (name in edit mode), Add item, Add checklist (0.6 scale)

EV-068 Board after task-view edits: description icon on a card, 2 subtasks toggle, dependency warning badge with count

EV-070 Card property badges: 2 subtasks toggle, waiting-on dependency (yellow warning 1), blocking (red 1), checklist progress 0/3

EV-071 Checklists section: 3 open with progress bar, named checklist, items with circles, Add item, Add checklist; activity aggregates 'added 3 items'; header checklist count

EV-072 After resolving one item: 2 open, the item hides under Show 1 completed; item hover actions

EV-073 Next-status arrow moved TO DO to IN PROGRESS; activity line with both status colors; Status changed toast with Undo; Collapse empty fields link

EV-074 Sidebar layout: board stays visible on the left, the task opens as a right panel; layout popover shows Sidebar selected

EV-075 Modal layout: centered overlay over a dimmed page, activity panel inside the modal

EV-076 Task view More menu: card menu items plus Description history and Print

EV-077 Task type menu: Task (default), Milestone, Form Response, Meeting Note; Recommended Asset, Campaign, Goal, Person, Resource; Create Task Type; Fill with AI

EV-078 After a full reload: description with bullets and the comment persisted; the task opened in Full screen again (0.5 scale)

EV-079 Add fields in the task view: search, Create new / Add existing, Popular types, All types starting with Button

EV-080 Create Dropdown form: type switcher, Field name, Dropdown options with color dots, Set default, delete, Add option, AI option generator, AI Autofill, Permissions and settings, Cancel, Create

EV-081 Field Permissions and settings: description, permissions, exceptions (creator masked), Required in tasks, Pinned, Visible to Guests and Limited Members, Belongs to the list

EV-082 Clicking Required in tasks on Free Forever: tooltip explains the rule, the switch stays off, no message

EV-083 Clicking Pinned on Free Forever opens Upgrade to Business to unlock Pinning Custom Fields (USD price); closed without choosing

EV-084 Number field form: Number format US (1,234.56) or EU (1.234,56)

EV-085 Money field form: currency BRL - Brazilian Real (R$), number format EU

EV-086 Voting field form: emoji type, Hide users who have voted

EV-087 Tasks field form: Relationship name, related to any task in the workspace or tasks from a specific List, Create rollup fields

EV-088 People field form: show people from the entire workspace, show guests, select multiple people (on), include teams

EV-089 Rating field form: emoji type (star), scale slider 1 to 5, default 3

EV-090 Progress (Auto) form: track completion of subtasks, checklists, assigned comments; tasks without action items show 100% when done

EV-091 Progress (Manual) form: start value 0, end value 100

EV-092 Labels form: options required (Create disabled until one exists), color dots, Set default, manual sort, AI option generator

EV-093 Relationship form: tasks from a specific List, related list required (the field's own list could not be chosen), create rollup fields from the related list

EV-094 Button form: name, button label and color, Action required: Add automation

EV-095 AI Summary preset: a Text area field with AI Autofill on and a prompt

EV-096 Create new type menu, top: AI Fields (Summary, Custom Text, Custom Dropdown), then All

EV-097 Create new type menu, bottom: Progress, Email, Phone, Categorize, Custom Dropdown, Translation, Sentiment, Tasks, Location, Rating, Voting, Signature, Button, Action Items, T-shirt Size

EV-098 Custom Field Manager, all fields grouped by type with a Create <type> field link per group; columns Name, Type, Created by (masked), Date Created, Location(s)

EV-100 Task view Fields section: one row per field with type icon; dropdown picker with search, colored options and drag handles

EV-101 Labels field holding two labels as colored pills; money shows the R$ prefix while empty

EV-102 Money field input in BRL with Brazilian separators: R$ 1.234,56

EV-103 Number field with European format shows 1.234,5

EV-104 Phone field input defaults to the flag and sample number of the profile country (masked: account data)

EV-105 Phone field after picking Brazil: (11) 90000-0000 with Brazilian mask

EV-106 People field picker: Me (avatar masked) and Keep typing a full email to invite; activity lines per field change

EV-107 Manual progress field as a slider at 61%

EV-108 Text area field edits in a large popover editor; voting shows a thumbs up with 0

EV-109 Voting field after one vote: thumbs up with 1; textarea value on two lines

EV-110 Signature field pad in Type mode renders the typed name in a script font; Clear, Cancel, Save

EV-111 Saved values: rating 2 of 3 stars, signature image, text, textarea, voting 1, website as domain with favicon

EV-113 Location field: typing a street shows one Google Places suggestion (Av. Paulista, São Paulo - SP, Brazil); people value masked

EV-114 Location saved as the formatted address; money and number with Brazilian and European separators

EV-115 Formula field simple editor: field, operator, field; message Select a second field to calculate; Advanced Editor toggle

EV-116 Formula number + money shows R$ 2.469,06, formatted as money; people value masked

EV-117 Task view with every field filled; activity log has one line per field change (people line masked)

EV-118 Relate menu lists the Tasks and Relationship custom fields under the dependency options, then New custom relationship

EV-119 Related section with a tab per relationship field ([RE] cf-tasks 1) and a table Name, Due date, Priority

EV-120 Board with all 22 custom fields shown (unsaved view draft): every field takes a row with its type icon; empty money and formula show R$ 0, rating three grey stars, voting 0, relationship fields an Add task button

EV-121 Card of [RE] all fields with every value: dropdown pill, text, textarea first line with ellipsis, number, money, date, checkbox, email, signature, voting, tasks chip with +, people (masked), rating, progress bars, labels, formula, phone, website, files dash, location truncated

EV-122 Clicking the dropdown pill on a card opens the same option picker inline; hovering the icon shows the field name and Custom Field

EV-123 Customize > Fields: Shown section grows as fields are toggled on; Properties; Custom Fields; Custom Fields in Workspace (7, not created by the study); Save view appears

EV-124 After a reload the board is back to its saved settings: no custom field rows, no Save view, search cleared

EV-125 Field settings popover from the row gear: type switcher, Advanced, name, options with manual sort, Add option, AI Autofill Off, delete icon, Cancel, Save

EV-126 Delete confirmation: This action will delete this Custom Field from 1 task. Admins are able to restore deleted fields from the Trash.

EV-127 After delete: the dropdown row is gone from the task and a toast says Field deleted successfully (no Undo)

EV-128 Settings > Trash: deleted field listed with Location (1 location), Deleted on, Deleted by (masked); filter Me on by default; 30-day notice; Clear all Trash

EV-129 After Restore from Trash the dropdown field is back on the task with its old value [RE] opt A

EV-130 On another task the empty phone field now defaults to Brazil: the country picked earlier was saved to the user profile, not to the field

EV-131 After picking the original country again (PUT /user/v1/user) and a reload, the phone field defaults to it (flag masked: account data); no phone value was saved

EV-132 Delete list confirmation: 54 tasks and templates within this List will be deleted; automations will become inactive

EV-133 Trash after deleting the list: one row for the list (tasks are not listed separately), Deleted by masked

EV-134 Custom Field Manager after deleting the list: All Custom Fields empty; sections Workspace Fields, Task Type Fields, Personal List, By Location, By Task Type

EV-135 Tag Manager on Free Forever opens Upgrade to Business Plus (USD price); closed without choosing

EV-136 Delete tag from the tag picker: Are you sure you want to delete the tag everywhere in this Space?

EV-137 Trash after teardown: the temporary task, the tag (tags go to Trash too) and the list; Deleted by masked; 30-day notice

EV-138 Global search for [RE] right after the list was deleted still lists its tasks (In Space)

Captures that are not images

Network shapes, script output and notes, kept in the knowledge base folder.

ID	Shows	File	Size
EV-001	Integration list by category; none connected (text capture)	`evidence/EV-001-app-center-integrations.json`	1.9 KB
EV-004	Custom field types listed in the Fields panel (text capture)	`evidence/EV-004-field-types-panel.json`	1.3 KB
EV-005	Fetch requests on a full load of the board view (URL templates, no values)	`evidence/EV-005-network-board-load.txt`	2.8 KB
EV-007	Network shape: set priority from a board card (PUT /tasks/v1/item)	`evidence/EV-007-net-card-set-priority.json`	2.1 KB
EV-011	inventory.js on the board (trimmed, IDs scrubbed)	`evidence/EV-011-inventory-board.json`	5.3 KB
EV-014	Network shapes for card actions: dates, assignee, tag, mark complete, collapse group draft, column paging	`evidence/EV-014-net-board-card-actions.json`	6.6 KB
EV-034	Keyboard focus order on a board card (text log)	`evidence/EV-034-board-keyboard-focus-order.txt`	0.9 KB
EV-035	tokens.js on the board in dark theme, element styles and semantic variables	`evidence/EV-035-tokens-board-dark.json`	5.0 KB
EV-046	Probe log: counts, widths, virtual scroll, drag DOM, viewport (text)	`evidence/EV-046-board-probe-log.txt`	1.3 KB
EV-050	Compact inventory of the task view: component tree and field test IDs	`evidence/EV-050-inventory-task-view.json`	3.3 KB
EV-053	Network on task open: call list and the task detail shape	`evidence/EV-053-net-task-open.json`	7.0 KB
EV-058	Network shapes for posting a comment; task viewed write; history item	`evidence/EV-058-net-comment.json`	2.6 KB
EV-063	Network shape: create a subtask (task create endpoint), order indexes per grouping	`evidence/EV-063-net-create-subtask.json`	3.0 KB
EV-069	Network shapes: dependency, checklist create, rename, items	`evidence/EV-069-net-dependency-checklist.json`	2.2 KB
EV-099	Network shapes for creating a custom field: definition, location, type_config per type	`evidence/EV-099-net-cf-create.json`	2.1 KB
EV-112	Network shapes for setting each custom field value, and the usage counter response	`evidence/EV-112-net-cf-values.json`	4.7 KB
EV-139	Accessible name of a custom field value cell (text)	`evidence/EV-139-a11y-cf-value-button.txt`	0.2 KB
EV-140	Per-user UI state write for the global Create button (text)	`evidence/EV-140-net-growth-ui-flag.txt`	0.4 KB