---
title: ClickUp Client Naming Requirements
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-03-17-vcph-x-asymmetric-marketing-130555282.md
tags:
- clickup
- automation
- make-com
- client-management
- naming-conventions
- operations
layer: 2
client_source: null
industry_context: null
transferable: true
---

# ClickUp Client Naming Requirements

## Overview

For the Make.com client name tagging automation to function correctly, three fields must share an **identical name** for each client. Any mismatch between these fields will cause the automation to fail to tag tasks with the correct client name.

This requirement was surfaced and formalized during the [[wiki/clients/asymmetric-marketing/_index|Asymmetric Marketing]] ClickUp migration planning session with VCPH.

---

## The Three-Field Consistency Rule

When adding or updating a client, the following three values must match exactly (same spelling, capitalization, and spacing):

| # | Field | Location |
|---|-------|----------|
| 1 | **Task Name** | Client Tracker (the task representing the client) |
| 2 | **Client Name** (dropdown custom field) | Client Tracker task → Client Name CF |
| 3 | **Folder Name** | Client Delivery space |

### How the Automation Uses These Fields

When a task is created inside a client's folder in Client Delivery, the Make.com automation looks up the **Client Tracker Task Name** to find the matching client record, then reads the **Client Name dropdown** value and applies it as a tag to the new task. If the folder name, task name, or dropdown value differ, the lookup fails and the task goes untagged.

---

## Adding a New Client (Correct Procedure)

1. Create a new task in the **Client Tracker** list. Set the task name to the client's canonical name (e.g., `Wisconsin Masonic Foundation`).
2. On that same task, set the **Client Name** custom field (dropdown) to the matching value. If the value does not exist in the dropdown yet, add it — using the exact same string as the task name.
3. Submit the **Client Intake Form**. The Make.com automation will create a folder in **Client Delivery** using the same name.

> **Do not** create the Client Delivery folder manually before running the intake form, as manual naming may introduce subtle mismatches.

---

## Maintaining Consistency for Existing Clients

- Periodically audit the Client Tracker to confirm task names and dropdown values align.
- If a client folder in Client Delivery was renamed for any reason, update the Client Tracker task name and dropdown to match.
- Duplicate client entries (e.g., two records for the same client with slightly different names) must be **merged**, not deleted. Deleting a client from the tracker removes it from the dropdown and blanks out the `Client Name` field on all historical tasks. See [[wiki/knowledge/crm-automation/clickup-client-sunset-process|ClickUp Client Sunset Process]] for safe offboarding.

> **Known issue (as of 2026-04):** A duplicate entry for "Tracty Building Systems" was identified during the migration. Action item assigned to Pepper Garcia to merge the records.

---

## Dropdown Limit

The Client Name dropdown custom field supports a maximum of **500 options**. As of the migration session, the tracker held 78 clients. Sunset clients should **not** be deleted from the dropdown (to preserve historical task data); instead, move them to the bottom of the list or mark their tracker task as "Sunset." Plan to re-evaluate the approach if the list approaches 500 entries.

---

## Related Articles

- [[wiki/knowledge/crm-automation/clickup-client-sunset-process|ClickUp Client Sunset Process]]
- [[wiki/knowledge/crm-automation/clickup-done-to-historical-archiving|Done → Historical Archiving Automation]]
- [[wiki/knowledge/project-management/clickup-status-standardization|ClickUp Status Standardization]]
- [[wiki/clients/asymmetric-marketing/_index|Asymmetric Marketing — Client Index]]