Variables (dynamic values) in Templates (task name, description, assignee etc.)
Allan Nygren
We launch products that have different names and would love the ability to have variables within project templates for task names and descriptions.
For example, when you spin up a new project for launching 'Project Alpha', it would be great to be able to put the Project Name into a field and have that populate through all the tasks with Project Name in the task title or description.
Log In
Lily Chan
Merged in a post:
Inherit/Apply Task Names to Subtasks when a Template is applied
Hannah Nurse
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.
Lily Chan
Merged in a post:
Automate subtasks to inherit parent task name as prefix
J
Jamie Phatthammachack
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
Brenno Vicario Nicolau
I have to create a dropdown custom field solely to use it as a condition—assigning an option to each task I want to automate. It's extremely frustrating! Why not apply the same logic used in the "Filter by Task Name"/"Search in Task Name" feature to automations as well?
Lily Chan
Merged in a post:
List/Task Roles
Lesford “LJ” McKenzie
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.
Lily Chan
Merged in a post:
Merge Fields for Templates
Josh Comer
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 
|FNAME|
 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.
Lily Chan
Merged in a post:
Dynamic Fields for Templates
Lesford “LJ” McKenzie
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.
Lily Chan
Merged in a post:
Global variable pool
I
Igor Declercq
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.
J
Jamie Phatthammachack
Currently, I have a template with 38 stage gates(subtasks) that require me to manually enter the prefix to match the parent task title for easier visibility across all views in clickup.
Lily Chan
Jamie Phatthammachack: Thank you for your feedback. I'm merging this into a larger feature request for being able to use variables in templates.
Lily Chan
Merged in a post:
Setting Up templates to create unique custom fields.
Eugene Orlik
Setting Up templates to create unique custom fields. When you use custom fields from one project to another, even though the use for the custom fields is the same, the naming could be different depending on the client's preferences. So we need to go and create custom fields for every project and remap them in all the lists, Is it possible to Create Unique custom fields every time we create a new project?
Lily Chan
Merged in a post:
Merge tags for template subtasks
Hannah Nurse
It would be handy to have a way to automatically input the task name within the subtask when templating so that subtasks can be identified more easily
Load More
→
