Joey
Merged in a post:
Template in the app
Daniel lara
That you can create lists and tasks from templates in the app
Joey
Thanks for bringing this to our attention
Joey
Merged in a post:
Template use in Mobile App
Amanda Soto
I want to be able to use templates in the mobile app
Joey
Merged in a post:
Access to Templates on Mobile
A
Adetola Jide
Templates should be accessible to create tasks et al.
J
JTK
Update on this? Using templates is so nice on desktop, but my work is increasingly in the field and I want to take advantage of repetitive tasks/subtasks. There are needs to trigger certain workflows while in the field based on circumstances.
Please add to mobile.
Ben Cosford
Yes crucial to be able to apply templates in app
Demetri
Document templates on mobile please. Seriously need this
Julian Pustkuchen
Brendan W I'm wondering why this is marked "Planned" for the mobile app, while this isn't yet solved in ClickUp in General, but the feature request for that important functionality has many many votes: https://clickup.canny.io/feature-requests/p/edit-templates-and-see-more-about-each-template-inside-the-template-center
Should these be merged perhaps? Or should the status be updated?
Brendan W
Julian Pustkuchen: Hey there! Seeing more (previewing) or editing our actual templates in ClickUp is the feature request you linked above!
The one we're chatting on here is for mainly for using task templates on mobile!
w
webks: websolutions kept simple
Brendan W Sorry yes, I was confused by the title. They are surely related, but this should be labelled differently to reflect that?
J
Justin Frank
I am looking for a new Workflow management to switch to from Trello. I really liked Click Up but the fact that you do not have access to templates on the mobile device is a deal breaker for me. I guess I have to keep looking.
Joel Friesen
I found a work around to this problem. On your desktop, create the following automation: WHEN "Task or subtask created", THEN "Apply a template". Set the location of the automation to a place where the types of tasks that you create are always the same. Set the template to which ever one you want. Now, whenever you create a task within that location, even when you are using the mobile app, your template will automatically be applied
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