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Automations Manager - Manage everything in one place
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Alan Ballany
ORIGINAL DESCRIPTION
A single place to manage Automations. Browse existing, Create custom, Apply to single and multiple lists, folders and spaces from one place & manage usage.
I have 1 automation that I want to apply to roughly 20 lists, this is a real pain at the moment.
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Description created by ClickUp after a survey
Written by ClickUp
Users are requesting a centralized location to manage and view all automation throughout their workspace with a large focus on applying a single automation to numerous different locations.
They want to be able to view automations from different spaces, lists, and folders in one place, and to organize and group them based on their triggers or outputs.
Additionally, users want the ability to create, edit, duplicate, and remove automations from a single location, apply automations to multiple locations, and track the history and analytics of each automation.
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Zach - ClickUp
Hey all - me again!
There were 115+ of you who submitted the survey (THANK YOU). I have a much better understanding of what "Automations Manager" truly means to you all now.
Given the feedback, I'll be updating the description of this post (check it out) and recommending other posts that you should follow and vote up that aren't part of the scope of this task:
Dynamic fields
Copy and move to other locations
Other
One favor to ask of you! If the new purpose of this task is NOT what you were originally voting for, please remove your vote so that we can work on the right projects.
Thank you 🙏
EDIT: I Added a photo of the old survey we did for this feature request.
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Haley Personal
I manage several spaces... it's frustrating that I cannot simply set default automation. Every time someone creates a new list, I have to go in an manually copy over all the automation we use. Is this ever going to be fixed or do I just ask my boss to pay for Jira instead?
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Shaun McDonald
Having just taken over admin duties in a workspace this feature would be highly appreciated. I have no idea what automations already exist in the workspace without clicking through every location in the drop down.
Something similar to the custom field manager that exists now would be incredible.
Slightly concerned based on the survey responses and updated description that the focus has ended up being on management activities (duplication etc.) and there isn't any work being done just to create something with oversight on what automations exist and where they're located.
Teofrenz Ycot
Zach - ClickUp Hope we can also reorder the display of automations so that there is some logical flow that can be seen when seeing the overview of active automations.
Zach - ClickUp
open
I have separated out Automation Audit Logs from this feature request since it was one of the highest voted features in this mega-post and we'll be better able to focus on specific questions around it over there. Please check it out and vote it up if you're interested!
It's in progress now!
Tacius Arias
would be awsome to have a Integromat like automation center. So we could bundle all the company automations at one place
Zach - ClickUp
Hey all 👋
I’m working on an upcoming audit log feature for automations so you can better see
- what ran?
- when did it run?
- and did is pass/fail/etc?
If anyone has comments on what you’d expect to see, please feel free to post on this thread or setup time to chat with me: https://meet.goodtime.io/w/clickupcom/zb/clickup-product-call/intro?s=ce
Thank you and we look forward to building something that makes your life easier!
Sharing early designs with y'all (Work in progress)
Nick Garcia
Zach - ClickUp: One major expectation: Having one place to manage automations throughout a given account. The use case for this is building automations that we wanted to use across similar boards. It'd be great to create the automation once and then have a way to select which boards/folders/lists those automations apply to so we don't have to recreate them over and over again.
Or...a way to just copy/paste automations from one board/folder/list to another.
John
Zach - ClickUp: there was another FR about having a link to the automation in the task activity log. I think a link to the automation would also be good here. The location should also be there.
Randy Manaog
Zach - ClickUp: It would be good also to have a log of what changes have been made on the automations and who changed them.
Guy Mannerings
Zach - ClickUp: I think you need to have notifications of failed automations come up in some key places that don't require you to go and actively check them.
If an automation fails, you want to be told that straight away - as a pop-up message, as a notification in Inbox, and listed in the Activity of a task - instead of only being told that once you go in to this audit log.
If we were told an automation failed in each of these 3 places (Inbox, Activity, pop-up), that automation failure wouldn't be missed, and we could rely more on automations in general, as you know any failure points are being notified of.
Pierre Becher
Zach - ClickUp: Thanks for sharing this. My clients work a lot with automations and currently it is impossible for us to see whensomething fails and why. So here would be my main questions that I would expect a log to answer:
- Did it run succesfully?
- When did it run? (exact timestamp with seconds)
- If no: Why did it not ran? What part or condition failed? Please with human readable error message!
- Optional: Be able to manually re-run the failed automation
Emily Bukoski
Zach - ClickUp: Great! The key for us is visibility at the top level, so you can see all automations running across the entire workspace. It would be important to see where (what folder, list, space) an automation ran in that activity log
Maggie Hanlon
Zach - ClickUp:
- I'd like to be able to enter a task ID and see what triggered the automation.
- what was the date the automation last ran (and a link to the task)
Similar to comments below, I'd also like to be notified if automations fail .
Pierre Becher
Zach - ClickUp: We also need to export the log in order to analyse which automations runs how often. We recently ran out of operations and didn't understand why.
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Alan Ballany
Zach - ClickUp: Hi Zack, I'm a fan of copying what others do well - I use Zapier and I like their Zap History feature, 1st image is the overview, 2nd is the detail of an individual zap run. Plenty of food for thought in here. I particularly like the filters, I def advocate for a Location filter.
Jerome Dial
Sorry, just passing by...
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Michele Lax
Another small improvement to this feature would be to have ids/links for each automation. Currently, the url on the online version does not change when you select individual automations. This would be great for reference and collaboration.
Guy Mannerings
Something else that would be super-useful is a quick way to see every Location where there is an Automation active.
Right now, you have to click through/use the dropdown to look at every Location just to see if it has an Automation.
It would be much better if the system just told you which Locations have Automations.
Guy Mannerings
When you click on the Automation button for any Location, it should then show you where those Automations that are working on it are located - i.e., at the Space/Folder/List level.
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