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.
![](https://canny.io/images/5a047f99d2ecf9438f45bed6b384605d.png)
Michelle Fadelli
It would be great if this there was a visual map of the automations too, so you can have relationships between them. Not sure if you've seen how both Atlassian and Microsoft's Power Automate allow you to visualise the automations and their relationship with each other.
Jake Spirek
Please also let us reorder the automations in the manager!
George Newton
Bulk editing of automations would be reaallly helpful! (for instance if I want to copy or move multiple automations to another list).
Another big issue I have with the current manager is that whenever I perform an action, for instance duplicating an automation, it takes me to the new location.
If I have lots of automations to duplicate, I have to keep going back and forwards which is really cumbersome (especially on older computers where Clickup is very slow)
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Shaun McDonald
While the automation activity history is certainly handy we still don't have a functional automations manager. Having to click through every single space's folders and lists to find the specific location automations were created in before you can see them isn't practical.
Even just being able to see all the automations below your current location in the location hierarchy would be a huge improvement over the current implementation.
Tanja Sternbauer
2) however to separate human from bot, however a robot emoji followed by the automation name would work too
Akram Sabra
For me its #2 with an addition of a bold for ClickBot to make it distinguished from others when scrolling to find it.
Zach - ClickUp
Somewhat unrelated question to the main ask here, but I think this group of people would have a good answer for a small question we're debating internally.
If you have a moment, could you please vote 🙏
Context:
We are adding "names" to your automation rules so you can have better structure and visibility of what's going on. (see gif)There are 3 ways we could show this in the task activity (see image). Clicking on the text for any of these will take you to the automation rule so you can immediately edit the rule.
1️⃣ or 2️⃣ or 3️⃣ ?
Thank you!
![](https://canny.io/images/7b69cf81d70f992c778bf918987d4836.png)
![](https://canny.io/images/e0ff460ce7129789df04f9171179f083.gif)
Reece Atkinson
Zach - ClickUp I think 2️⃣ would be great, some titles may not make it obvious enough that its an automation and it gives more context than 3️⃣
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Kate MH
Zach - ClickUp #1 or #2
Mohamed Hamad
Zach - ClickUp 2
Kyle Bahr
Zach - ClickUp
Option 1.
However if the name is not defined, it would be nice to default it to a simplified nice name of what the automation does.
"When status, due date arrives, and assignee matches: Then trigger webhook, add comment, change status"
Side request: Automation descriptions should be editable while editing the automation (so the description can be written while viewing the filters / actions). It appears descriptions are currently only editable in the list view.
</2cents>
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Craig Wallace
Zach - ClickUp #2
Ruud
Zach - ClickUp #2. If the long name is annoying, you can always change it to something shorter. But for the activity log it doesn't matter.
Thanasis Sarakis
Zach - ClickUp #2 from me
Aydee
Zach - ClickUp 1 for me. I'm not sure how having ClickBot there is helpful.
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Megan Justice
Zach - ClickUp I vote for #4: ClickBot (Automations) assigned [Zach's cool automation] to: You/Your buddy.
I'd also add in if we could have shortened versions of the really long automation names, that would be helpful here. This gives the most context and, if this is showing up in the task activity, the most context is probably the best answer.
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Shelby
Zach - ClickUp #2 is the way to go. Visually it clearly separates automation-driven changes from others, then cues the “why”
John
#2
Joshua Nilles
Zach - ClickUp I’d say #2 aswell. I see it is an Automation and get a better understanding of which one, hence the name I have given it.
Nina Hannert-Nimmo
Zach - ClickUp 2️⃣
John Dwyer
2
Marcos Franzese
Zach - ClickUp #2
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Clea Javillonar
Zach - ClickUp 2 please.
Noel Morado
Kyle Bahr I'd go for this, too. that's how I normally create or update an automation. below is a short description of what the automation is all about. similar to what you described.
![](https://canny.io/images/187d1f65f9ddb9bdcece45fef2913f16.jpg)
Beth Daniels
Zach - ClickUp #2 has my vote!
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Stephanie Henry
Zach - ClickUp #2 for 2 reasons:
1.) On the occasion that I need to track something down in the activity log... If I know I'm looking for human activity then I know to skip anything that says "Clickbot". And if I'm looking for automation activity I can easily find it by looking for "Clickbot". It would be a lot harder to find what you're looking for if "Clickbot" is no longer mentioned.
2.) I'm HOPING that one day we'll have the ability to filter/toggle between human versus Clickbot activity to make it easier/faster to find what you need. While I know Clickup COULD accomplish this without writing "Clickbot" in the UI... I just can't help but think there's less of a chance this will ever happen if you do take out the mention of "Clickbot" 😁
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Stephanie Henry
Aydee simple reason for #2: if you're looking in the activity log for human activity then you can easily breeze past anything that says "Clickbot", and vice versa.
Patricia Estes
Zach - ClickUp #2
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Sabel Sagon
Zach - ClickUp 2 is great
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Jalil Granges
Zach - ClickUp 2
Dorith van
Zach - ClickUp #2
Ross Sadler
Zach - ClickUp #2 would be the best option
Turker Turken
Zach - ClickUp #2 for sure
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Tenille Diel
Zach - ClickUp -#2
Alex Compri
Zach - ClickUp 1 or 2
Holly Morrison
Zach - ClickUp 2
Amanda Resurreccion
Zach - ClickUp 2 :)
Naomi Peters
Zach - ClickUp 2
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Shreyansh Jain
Zach - ClickUp: 2 for me because it gives me every information I need to know when I am checking the activity of the task.
Not every automation's name and usecase can be in my mind all the time but tagging the name with "Clickbot" makes it clear that it is an automation.
For me this feature will be useful to find bugs in our workflow, and having an overview of all the automations which can be more than a few 100s thus every bit of metadata counts.
Oleksandr Zalishchuk
Zach - ClickUp 2️⃣
Mariana Irazu
Zach - ClickUp 2!
Simon Ihlenfeldt
Zach - ClickUp
#2
It has to be clear that it is an automation, also for non-technical users or users which don't know, that there are happening things automatically.
Jonathon Popphan
Zach - ClickUp I prefer 2️⃣, as it communicates that the change was made by ClickBot and references the automation directly.
Misty Cain
Zach - ClickUp #2
Molly Whelan
Zach - ClickUp 2!
Brad Bimson
Zach - ClickUp 2
Jean Goodwyn
Zach - ClickUp
I also like 2️⃣ best. 3️⃣ is second best. Thanks for asking!
Team SystemsUp
Zach - ClickUp #2!
Alex Siemens
Zach - ClickUp 2
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Ryan Naziri
Zach - ClickUp #2 I think
Mary Bliden
Zach - ClickUp #2, definitely want it to be obvious it's an automation (without having to manually add that to the title of every automation, which we'd otherwise have to do)
Yisroel Falkowitz
Zach - ClickUp 2️⃣
Yisroel Falkowitz
Zach - ClickUp I would like AI to propose the names based on automation triggers and actions.
June Scanlon
Zach - ClickUp - I vote for 2️⃣.
Zach - ClickUp
I love this community. Thank you very much for voting everyone 🙏
#2 has it!
David Carn
Zach - ClickUp #2 but maybe change ClickBot to ClickBot Automation to distinguish it from other ClickBot interactions. Either way, having the name of the automation in the log is critical.
Pierre Becher
Zach - ClickUp 2 as it gives context that the change was done by an automtion and which automation
Odette Toppin
Zach - ClickUp definitely option 2️⃣ because it easily identifies automations in the activity log.
Grant Goyette
Zach - ClickUp 2
Giovanni Massimo Benedetti
Zach - ClickUp #1 or #2
Cami Blanch
Zach - ClickUp #2 is my vote! I like more clarity, even it means it doesn't all fit on one line
Jeremy Stoller
Zach - ClickUp 2️⃣
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Matthew Paisley
Zach - ClickUp #1 or #2
Britt Reber
Zach - ClickUp #2
Carson
Zach - ClickUp #2, because it provides the most information, but I'd truncate long descriptions. Or, maybe I just won't write long automation names 🤷
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Candace Lytell
Zach - ClickUp 2
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Jen Giordano
Zach - ClickUp #2 is the best, but #1 would be fine too. Also, I second the request to make automation descriptions editable while viewing/editing the automation itself. It drives me bonkers that you can't do that now.
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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
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