Ability to add a checklist template with Automation
complete
A
Ashley Farrell
Be able to automatically apply a checklist to a task when it's added / moved / created
Log In
m
mitchel boyle
Has this been fixed? as when i run the automation to apply a checklist when the status is changed nothing happens, i've checked the activity log & im getting a failed status & this code - TEMPLH_019.
L
Luca Rosenberg
Hi,
1) I created a checklist template and an automatation (when custom field changes from any to specific dropdown then apply checklist template) and
2) I get the notification that the checklist has been added and asigned.
3) I even see in the activity field that the clickot assigned me and merged the temoplate into the task,
4) BUT the checklist doesn't appear.
Any idea how this can happen?
Update:
When I then add a template in the action items section -> add checklist by using a template, it spits out the template twice. As if the first checklist that was created by bot was somehow blocked and gets unlocked once I manually create it by template
L
Louai Hassan
Luca Rosenberg I am facing the exact same thing, did you manage to fix this issue?
O
Oliver Trent
I have same problem it shows me there is (1) i tick it to try to reveal and use it but nothing shows up. Really need this feature.
Zach - ClickUp
complete
Alright folks! This one shipped but was hidden in the "Apply a Template" action. 🤫
Go take a look and let us know how it works for you!
pixojoy
Zach - ClickUp: letsgooo B)
LUNTK
Zach - ClickUp: It's still buggy, not showing me any of my checklist templates to select from, even though I've checked "Checklists"
Alex Morgan
LUNTK + Zach - ClickUp - same issue here. I see the "Checklist (1)" in the sidebar but no templates appear in the selection area when I access it via the Automations pane. They're visible from the Template Center and I can still see and apply it manually from the task view though.
Alex Morgan
Zach - ClickUp Oddly enough I just checked again and can now see the checklist template in question, but only if I first "check" the checkbox then click it again. It's as if it has three states instead of "checked/unchecked", and the hidden third one (still unchecked) works. If I click to check the box again after that, the template disappears but the box does not check, until I click it once more. Weird one, works though, thanks!
LUNTK
Zach - ClickUp Still doesn't seem to work for me - any news?
LUNTK
Zach - ClickUp: Guys it's been some time and people are really waiting for this feature - although it is marked as shipped, it still doesn't seem to work for anybody. Please fix this asap or at least reply to this thread. Thanks!
Stanza Perry
Zach - ClickUp - I'm on ClickUp 3.0 and this option still doesn't appear for me
Z
Zeina Farhat
Zach - ClickUp
Hi Zach,
1) I created a checklist template and an automatation (when a status changes, the checklist gets added)
2) I get the notification that the checklist has been added and asigned by Clickup Bot and merged the template and can see it in the activity manager on task
4) However, the checklist doesn't appear.
I then tried to add any checklist manually in the action items on that same task, and the checklist gets added additionally to whatever i created.
It seems like the automated checklist is being created but is getting blocked somehow so it is not visible on the screen.
M
Mert Seyfi Culha
Waiting for this feature
Zach - ClickUp
Almost done folks (eta under a week)!
M
Mert Seyfi Culha
Zach - ClickUp: Is there any Update Zach
M
Mert Seyfi Culha
Zach - ClickUp: waiting for your response
A
Andrew Tomassetti
Zach - ClickUp: Will this give the ability to "apply a template" for a checklist template into a task? I have an automation setup to do that, but currently it doesn't do anything once the automation triggers. I have certain action items that come in different stages and need them to be added as tasks progress.
Lukas Moser
please also add the ability to remove the checklist with automation
R
Rebecca Julius
Just adding in my use case, but I think it's straight forward. I have a process involving a lot of checklists. By the end, there are about 8 different checklists added. Some get added when the status changes, some when the task is created, and some when all other checklists are completed. The complexity of creating a task template that uses my checklist templates is a lot of overkill and causes a lot of maintenance issues for me - looking forward to this feature!!
Chris Knight
Please add this!
Zach - ClickUp
in progress
Load More
→