Apply Automations at the Workspace/Everything level
Cameron Finkle
I'd love to be able to apply automations on a global level (across the whole workspace). The way our company uses ClickUp means that we want each space to have the same "features", are organized the same, and are utilized the same. This means whenever I create a custom automation for one space, I then have to manually add it to all of our other spaces. We have quite a few spaces, so it takes a while. Having the ability to apply automations to a whole workspace would save a lot of time :).
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Natan Vaudrin
That would preserve my Project Managers mental health when we need to replicate an automation across our 30+ and growing spaces.
M
Marc-Antoine Rioux
PLEASE AND THANKS 🚀
Josue Lony
This is a great suggestion. I believe it could be enhanced by introducing automations at Task Type level as well:
*Workspace Level: For general automations that apply to all tasks.
*Task Type Level: For specific automations that only apply to a particular type of task.
This approach would align perfectly with the new "Custom Fields by Task Type" feature. We could have a centralized "Automations Manager"—similar to the one for Custom Fields—to manage both the general and task-specific rules. This would provide much more granular control over our workflows.
Sarah Schaale
Ditto on this! We are an agency and have about 10 automations that apply to all teams, but each team works in their own space. When there is any change to our client base or who manages it, we have to update this in 10 places, and there's a ton of room for error to miss one and have it firing correctly in one space and not another. Would really love to see this feature implemented!
Jeff Stevens
I have 12 spaces. When I create an automation, I have to do it 12 times. arggg.
Josh Freeman
This would be so helpful and would save a ridiculous amount of setup work. Please add this feature.
JT
Zach is there an update on this. Not having the "Everything or Workspace" level creates a mess in automations. Having to duplicate things 4 or 5 times. Please tell me this is coming with ClickUp 4.0. Prob my number 1 need.
JT
Zach is there an update on this. Not having the "Everything or Workspace" level creates a mess in automations. Having to duplicate things 4 or 5 times. Please tell me this is coming with ClickUp 4.0. Prob my number 1 need.
Zach
Merged in a post:
General automations
Bo Tondeleir
Hello, I would like to create a general automation on workspace level. Also, I would like to be able to create an automation that's not only triggered by task or subtask but for example folder or list.
Andy Maloney
I agree
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