Feature Requests

Ability to save forms as templates at the space level so that we can simplify and streamline the process of requesting communications materials for internal staff. We primarily use ClickUp to manage all internal comms requests so, while I appreciate the new forms feature, I think relying on each member of the staff to create a form correctly is a bit too ambitious. But I don't want to be tasked with creating several different forms and then emailing them the link because I often don't know what they're working on and what their needs are until they've created a prioject/list in ClickUp using a saved template.

It would be nice to be able to load templates to multiple tasks at once. I would like to be able to select all tasks I want to apply the template to and load the template to them quickly.

Our team works with different divisions and brands, so we need to set up separate dashboards for each of these groups to view privately. We would love the ability to save templates for dashboards/widget setup since we need to collect the same types of information for each group but with different filters (so they can see they're specific stats.) This would help us cut down setup time tremendously within Clickup.

We struggled a lot trying to include a formula field in a list template. We tried many times, contacted the support, reading help documents but was impossible to get an explanation. Finally a support agent explained that was not possible to do that. We had a List Template which purpose is the administration flollow-up of each of our projects. We need a formula to calculate payable amounts we need to charge our clients, so we can replicate this field each time we use the template without the need to create manually the field each time. I think this is important also for fomula fields in general

Improvement Suggestion - Automatic Definition of the Due Date for the Main Task Description of the improvement Implement the option for the user to automatically set the due date for the main task based on the highest due date among its subtasks. When this option is enabled, the system must identify the subtask with the most distant due date and assign it as the due date of the parent task. Operating example Structure Expiration Date Task 1 04/30/2025 └ Subtask 1 04/15/2025 └ Subtask 2 15/04/2025 └ Subtask 3 04/30/2025 In this scenario, since Subtask 3 has the most recent due date, the system must consider 30/04/2025 as the due date for Task 1. Rules of behavior The calculation must consider all subtasks related to the main task. Whenever a subtask is: created, edited, excluded, or have your due date changed, the system should automatically reassess the due date of the parent task. The chain must work for all levels of the structure, encompassing tasks, subtasks, and nested subtasks. The functionality must be optional and can be enabled or disabled by the user. Benefits It ensures greater consistency between the deadline of the main task and its subtasks. It reduces manual adjustments and risks of date inconsistency. It makes it easy to keep track of deadlines in complex task structures.

From Support: It would be nice if edits to our Views applied to previous versions. This would prevent us from needing to update hundreds of Templates manually in a larger organization.

It is very cumbersome and manually labor intensive for me to apply a "private view template" I have created to all my Spaces, Folders and Lists. Currently, you have to go create a private view and then apply a template and I have at least 100 folders, space and lists that I want to use this on. That has to be done on every individual space/folder/list and is not an effective use of time. Please implement something where you can edit a template and then "check/select" what spaces, folders and lists it should be applied to in one single action.

If someone more organized than yourself had already created a trip template(for example), you could customize it to your needs. A simple ranking system could also differentiate exceptional templates from the mass.

A new feature, when duplicating a task to select subtask assignees as well as the overall assignee, is great. This would be a good addition to the templates customization options and shouldn't take long to add, since the option already exists in the duplication features.