Checklist automations: triggers on specific checklists or items, and add/reset checklist actions
future
N
Natalie Howard
Would love to have the option to create automations on checklists too not just subtasks/tasks
Log In
Zach - ClickUp
Merged in a post:
Trigger Automation when a specific checklist is complete
Tucker Beck
I found that you could trigger an automation when all checklists for a task are complete. However, there is no way to trigger it when a specific checklist is complete. I need the ability to trigger when a single, specific checklist is complete.
For example, when we are reviewing the specs for a task, we add a checklist to it and assign each person involved with the review to one of those items. It would be nice to be able to move the status of the task to approved when the checklist is completed.
Another example is a QA checklist. We add a checklist of test cases to apply to a task. It would be nice if the status could change to tested when the QA checklist is complete.
Yoel Lemas
This is so essential for automation and optimizing tasks; I wish it was prioritized more - seems an essential automation to me. Please add
Zach - ClickUp
Merged in a post:
Add Checklist to a Task at a specific stage
L
Lelia Byrne
I'd like to have a templated Checklist added onto a Task when it goes into different stage. These checklists need to change as a card progresses through the Kan Ban board and I don't want to have to add them onto every task since not all cards will go through each stage.
Zach - ClickUp
Merged in a post:
Create/Remove Checklist from Templates on status change
Felipe Moura
Very simple and super usefull tool in CRM boards that I miss from Trello
Zach - ClickUp
Merged in a post:
automation trigger of ALL checklist and subtask completed
R
Rebecca Julius
I don't want to move along in my process until ALL subtasks and checklists are completed.
Zach - ClickUp
Merged in a post:
Automation that adds a checklist to a task when the status changes
R
Rondel Borel
It would be very useful to be able to add a checklist to a task when that task changes status, an example would be a YouTube video editing workflow. Consider that I have a video idea, all I want is a name of the video idea at that point, when that video moves from being an idea to 'preproduction', I would like to add a checklist ”create thumbnail, create title, create description”.
To take the idea even further, when it moves from pre-production to post-production, I would like to add to that checklist ”color grade, normalize audio for YouTube, create vertical short”. Currently there is no way of doing this but this feature would be extremely useful for content creators.
Zach - ClickUp
Merged in a post:
Automate to add a checklist to a task when status changes
Rohana Jaffe
As an example, when i receive a Purchase Order from a client, I have 3 checklists which follow for Processing the PO, Processing my Order to suppliers, and then My Bulk production Process.
At the moment, each time I receive a PO, I have to manually go into the task and add the three checklists, but it would by great if
On Status Change -> Add Checklist
Zach - ClickUp
Merged in a post:
on status change => add checklist template to current task
T
Tran Zha
the current automation only allows adding subtask not checklist
Zach - ClickUp
Merged in a post:
Add checklist when new task created
Megan
Hi,
I'd like to create an automation as follows:
When a new task is created, add a checklist template
Zach - ClickUp
Merged in a post:
When a task changes status, apply checklist template
R
Robin Mancoske
I would like ClickUp to apply a specific checklist template when a task is moved to a specific status. That way when the task is moved to a status that applies an assignee, their checklist would show up.
Load More
→