According to the assignee and people column, map automatically for execution person, project manager, partner, sponsor...

We would like the ability to define and add custom “roles” as placeholders for assignees in task templates. As template creators, we should be able to decide what roles to add (for example: “QA Lead,” “Client Owner,” “Designer,” etc.).

When applying the template, the user should be prompted to map each custom role to a specific person. All tasks with that role as assignee would then be automatically assigned to the mapped user.

Benefits:

Makes templates more flexible and reusable across teams and projects.

Reduces manual reassignment of tasks after applying a template.

Supports larger teams and cross-functional projects where roles change per project.

I like the functionality to set dynamic assignees in Automations. This functionality should be available in task templates as well. This means, when I apply the template the dynamic assignee kicks in and sets the assignee according to their role.

I would love for there to be an option to have the ability to insert a 'dynamic variable' merge tag when applying a template so that the subtasks inherit the parent task name(followed by the subtask name).

Example:

Task: [Task Name - John]

Subtask: [Task Name - John] - set up calendar invite

Currently you can only do this through automations.

This would save a lot of copy and pasting, make notifications clearer and save on boarding time with new projects.

is it possible when a template is applied, to have all of the subtasks automatically take the parent task title as a prefix to the subtask's title? or a specified portion of the parent tasks title. example: parent task title 12345 - gym; the subtasks in the applied template would automatically take ''12345 - gym'' or ''12345'' and make this the prefix to the subtask titles

Be nice to have per list/task roles best for templates so we can assign a user to a role and it will assign them the proper tasks dynamically or if in a list we assign a user to a role if the list or task has one it will assign them to all tasks for that role.

I would love to have Merge Fields that would auto-populate data from ClickUp into different fields as in: task names, subtask names, and task descriptions.

I'm thinking of "merge fields" from my experience with Mailchimp in which I can write in an email, and Mailchimp automatically pulls the First Name of the email recipient and places it in that email.

I would love to be able to have template tasks take on certain characteristics based on a merge tag used.

E.g. If I have 10 tasks called "Upload video to YouTube" that are set for different projects, it's easy to confuse the tasks. I think a merge tag system would be a fantastic time-saving tool to help rename items. I.e. a merge tag that lives in a template that changes the name of a task based on the name of the project.

This would allow us to be able to build faster, if there could be dynamic updates made when you select a template. As in, if I have a folder template I would add in a [client name] place holder wherever I need dynamic info and then when I use the template it prompts me to fill in the needed dynamic fields. *Hope this makes sense. If not, let me know. P.S would either need a standard set of place holders we can use or 1 general one that would allow us to replace the placeholder with some text.

Being able to use global variables would be a huge improvement on templates.

The same principle as Postman for example where one could define a list of variables based on workspace / space / folder and then be able to use those inside templates (document / task / ...)

A prompt could be shown when using an "unknown" variable when applying the template. This way only 1 syntax can be used to use pre-defined as well as template-specific variables.