Hey, Community!
This week's updates help new work start with the right structure and keep plans grounded in who's actually around. Automations can create Lists from templates, personal time off flows into Scheduling and Workload, parent task dates sync automatically from subtasks, and so much more!
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Create Lists from templates using Automations
Every new project can launch with the right tasks, views, and timelines already in place. The Create List action in Automations lets you apply a List template and remap dates relative to the triggering event, so repeated processes always start with the right structure. Add the action to any Automation in a Space, Folder, or List.
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Add personal time off so plans reflect your team's real availability
Mark vacations, sick days, and other absences from your profile or Teams Hub, and that availability flows into Scheduling, Workload, Calendar, and Timesheets. When you assign or schedule work, ClickUp shows conflict warnings in the date picker and assignee picker if someone is off during those dates. Available on Business Plus and Enterprise Plans.
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Mention people, tasks, Docs, Channels, and more from a single picker
Find anything from a single, unified picker: people, agents, teams, tasks, Docs, Channels, Spaces, Folders, Lists, Whiteboards, Clips, and connected apps like GitHub and Google Drive. Plus, the picker opens 4x faster than before!
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Parent task dates now sync automatically from subtasks
Parent task dates automatically update when subtask dates change. Enable date sync for a List, and the parent's start date, due date, and duration automatically recalculate from the earliest and latest subtask dates. Available on Business Plus and Enterprise Plans.
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Forward comments and messages to a Chat or task
Click Forward on any comment or message, choose a Channel, DM, or task, then add an optional message and send. You can forward from Chat to task, task to task, or task to Chat, and your message arrives with a quoted preview and a link back to the original.
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See who reports to whom with Org Charts
Org Charts in ClickUp give you a live, interactive map of reporting lines and team connections, and toggling on Agents lets you see each person's Super Agents as direct reports. Open it from the Teams Hub sidebar, any profile's Org Chart tab, or type "Go to Org Chart" in the Command Bar.
Check out these features and more in Release Notes 4.09 🚀