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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Marina Peters
Can we add a feature to bulk duplicate automations to different locations or the ability to group them and assign automation workflows based on task type?
I have 17 automations and it's still cumbersome to duplicate to multiple spaces/folders locations when it can only be done one at a time. Thank you!
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Andrew Tomassetti
This I think would be super valuable, i'm having a hard time managing all the automations and knowing what may be duplicative in different or even the same lists.
Considering automations are something that are tracked for billing, it would also be great to have an easy way to uncover automations that are doing the same thing. Overlapping actions could impact how many total monthly automations are used and can easily scale up.
Some things I would identify as a must have for this:
- Automation Usage History - a tracker of all automations that have triggered
- Automation Duplication - a list of duplicate actions on tasks and the automations that triggered them to flag the admin to edit.
- Automation Flow Chart - it can be really hard to visual the current flow of processes and where the automations kick in and take action. Having automated flow charts of the automations in place help visualize at any time what automations are meant to do on tasks, and also identify gaps needing filling. Think of process mining but for automations. It's a way of visualizing the automations in a way that speaks to the process without having to dig into every automation and keep a manual of what things do and when.
- Automation Tagging / Sorting / Filtering- Currently we only have a description area, no ability to search, or refine the automations to see relevant ones, and sort in a way that makes sense to the viewer. The current dropdowns are not that helpful.
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Aubrey Tumbokon
Can we also get a link of that specific automation from the Automation Manager? It'll be great to have that link in a compiled document to auto redirect if there are needed changes
Clement Batifoulier
is "under dev" or at least "planned" ? this is a must have feature...
Daniel Urbano
Folders or Groups for Automation Manager:
There are many use cases where there're so many automations in place in one location (generally at Space or Folder level) and it's difficult to organize them all. That's why I think groups or folders would be a nice solution. Also, it would be great if we could rearrange automations, to better manage those automations and to prevent missing anything.
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Sandy Swain
The ability to add an automation to multiple places at one time, either when it's first made, or if you are duplicating it would save so much time for admins.
Currently I'm in the process of duplicating 10 different automations to 12 different spaces. This is easily an hour or more worth of work that really should only be like 10-15 min max.
Chris Knight
Zach - ClickUp Hey! Is there any news on being able to reorder automations? Drag and Drop like we can do for tasks.
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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.
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