Automation to apply list template
A
Adam Foot
The ability to apply a list template via automation.
e.g. a "project" (task) is created in a projects overview list. The automation would then apply a list template for that project. Being able to also use the "project" (task) name as the list name automatically would great.
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JMartinez
Imagine this scenario:
You have a list that acts as a CRM. Deals (tasks) arrive in the CRM list through any channel (manual, email, or form). These deals move through different sales stages...
New lead > Discovery > Informed > Proposal > Follow-up > Lost or Won.
It would be fantastic if, when a deal moves to the “Won” status and depending on the project type (Dropdown), a list could be created in a projects space from a predefined template for that type of project.
This feature used to exist in ClickUp and could be done, but it disappeared overnight.
Many clients request this functionality, especially when sales processes are involved. Please, team, seriously consider re-implementing this feature because it would be extremely useful.
Right now, the entire process is manual.
Lily Chan, Zach, Zeb
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Simon Pritchard
This would be a great feature for me and would massively increase company use of ClickUp
Lily Chan
Merged in a post:
Trigger Task List Template
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Marcus
Would like to be able to trigger additional Templates with automoations. Specifically List templates.
Use Case: I have a folder for my client with an Implementation list. Within that list is a task that asks whether a certain type of dat integration is needed. If Yes, then I would like to trigger the additional List of tasks (Template) to complete the data integration.
Lily Chan
Merged in a post:
Add the ability to create an automation to make a new list from an existing list template.
Aaron Hamilton
Daan Van Cauteren
This would be a very useful addition - and basically it is essential to allow bulk import of projects for example.
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Oussama Elhaddad
This is much much-needed automation type. It's common and basic, and should be taken as part of high priorities, please.
Any updates yet?
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Sara Ellington
Similar to applying a template when creating a task, we need the ability to apply to create a list from a template via automation. Right now the step is very manual and subject to user error.
Lily Chan
Merged in a post:
List template automation
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Robbie Chasse
when a form is completed a task is created. I want to create an automation that when this task is created a list template is applied/created to a location
A
Amy Makiewicz
Adding to the list of people begging for this automation to be possible :)
Nicky Salido
project/list template is very crucial for us. and applying automations on creating a list from a template would really save us time. this is very crucial and I hope the developers would consider building this feature.
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