Create Template List or Folder from Automation | Voters

Create Template List or Folder from Automation

considering

Jalil Granges

When programing an automation I want to be able to select a template List or Folder from the Template Center and select where it should be created.

This would allow for real entreprise process and avoid clutter.

March 16, 2021

Joseph Plaizier

This would really help our project workflow.
First, a request (task) comes in.  The task is reviewed and if deemed pertinent will become a project.  Our projects are large and we use Lists as our project containers.  Currently we have to manually: 
Create a new list with the same name as the request (task) from a template
Move the request (task) to the new list
Apply a task template to the request
This is an intensive process for our project manager and when we have 20-40 projects that come through each week like that, it can add up to a lot of time spent on just trying to move and organize projects.
This feature would really help cut down on some of that manual work.

Zach

marked this post as

considering

This is heavily under review internally. For transparency, we're just trying to make sure that whatever solution we go with is one that is performant.

You have lots of internal advocacy for this ask! 🙏

Britt Reber

Zach woohoo! That's great news!

Devin Shea

definitely need to be able to apply templates when creating new lists with an automation. being able to create folders and apply templates at that level would be an even bigger deal!

being able to create a blank list isn't very useful at the moment.

Rakesh Rathore

We are creating the project folder manually right now from the template, 
we are required the automation, where any task created in the specific list then automatically create the folder in the specific Space, automatically applied the template which choosen in the automation. 
And the Trigger task moved into the new created folder, 
This will help everyone who working on the sales and CRM projects, we logged every entries in the single list via form and this will create the folder with the multiple lists according to the actions & template. 
Action task moved into the first list of the folder so every action performed as per the template automations and action will taken by the team.

Tania Cota

This would make us all more efficient and buyout time for other tasks! Yes!!

Maria Castillo

This automation would streamline our work!

Ellie Main

Being able to create a list and auto apply a template would massively streamline MANY of our click up processes!

Dominique Marcoux

100% needed! would stramline or conversion from tenders to jobs and decluter our workspace.

Domenic Schwank

That would be a really necessary and important innovation. Without this feature, real automation is unfortunately just a dream

Lesford “LJ” McKenzie

Yes this would truly allow me to circumvent having to use Zapier or N8N. Which I know your mission is to be a one-app for everything. Without these templates I am unable to make the switch.

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