Add a "Create Folder" Action
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Vincent Picone
I'd love for a change in status, or the creation of a new task, etc. to trigger the creation of a new folder. Currently using CU as a CRM and operation dashboard. When a client is moving through the sales funnel, a certain checkpoint should trigger a new folder (paperwork, contracts, etc.)
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Zach - ClickUp
Merged in a post:
Automation Action : Create Folder from Template
Yassine Bellaj
We would like the ability to use "Create Folder from Template" as an automation Action in ClickUp.
Current Behavior:
ClickUp automations currently support creating a List as an action, but there is no option to create a Folder and no option to apply a saved template when doing so. This means any folder-based project setup must be done manually, even when a clear trigger exists.
Use Case:
We are a creative studio managing client projects in ClickUp.
When a prospect within Space [X] reaches Closed - Won, we need to create a new project Folder in the Projects Space [Y] from our saved template. This is currently a manual step with no native automation path.
The ideal automation would look like this:
Trigger: Task status changes to Closed - Won in [X] Space
Action: Create Folder from Template in [Y] Space
Zach - ClickUp
Merged in a post:
Automation to apply folder template
Chantelle
I would like to save a template that is automatically apply a folder when a new folder is created.
Zach - ClickUp
Folder-from-template as an automation action is exactly the direction we're heading. We're wrapping up a new "Apply List Template" automation action right now, so template-based creation is coming to automations soon. Folder templates are a step further out, but it's the natural extension of that same work.
Chris Ball
Folder Creation from SuperAgents would be great. I want to trigger a SuperAgent to guide a user through a series of questions which determines what templates (list templates) will be used to build the project (Folder) I then want the SuperAgent to use a Base Folder Template (which contains all my predesiged views & dashboards) to create the Project Folder in a predefined Space and then apply the Lists to that Project folder, thereby building a customised project plan in minutes, with a full audit history of the interacting saved in a task in Build Project List...
Robin Van Hussen
We have a list of project requests that are submitted by users. When a request is approved, this triggers the creation of a project folder containing multiple lists. It would be great is this could happen automatically instead of having to set it up manually.
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Tim Wolfgang
That would be great! When status is updated to X, a folder is then created. For example Lead status is changed to NEW CUSTOMER -> Triggers a customer folder to be created in the customer space.
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Alix K
Yes, please add this. It would be such a timesaver.
Razi Ben
that will be great ]
Isaac Svensson
Seconded. I would like to have any trigger, like the creation of a task or changing of a status, that triggers the creation of a folder. That folder could be based on a template. And named based on some of the trigger task's fields.
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Justin Terry
Would really like this feature to be able to automate pipeline for creating new project folders. Could be done from copying a template folder or creating a new one and modifying based on fields (the list creation automation is a great example of this, https://clickup.canny.io/feature-requests/p/create-or-use-listfolder-as-an-automation-trigger-and-action).
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