Automation at the TASK LEVEL
planned
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Mukul Singh
Right now, automations are done at the list level. This gives far less control since every task in that last would be subject to that automation. I am suggesting that automations be done at the TASK level so that you can set something for just 1 task.
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Guy Mannerings
I simply want an automation where each day the Task sets itself and its subtasks as Open.
So rather than creating a new Task, it wipes itself clean, as it were.
Useful for daily repeating Tasks where you know you want to check certain things off, but don't need it to just keep creating new Tasks all the time.
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Ruud
Guy Mannerings have you tried recurring task option?
Guy Mannerings
Ruud I have thought about this, but:-
- There are no settings for changing subtasks' statuses on repeat. So the parent task repeats and can be set to "Open", but the subtasks can't.
- I actually don't want to give these due dates, because I don't want them to appear on my calendar. But there is no way to repeat a task without giving it a due date.
- I worry about having hundreds of repeating tasks, clogging up my ClickUp and slowing it down. It seems inevitable that it would get slow the more tasks you have.
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Ruud
Guy Mannerings Other alternative (for now), use the recurring automation to run daily and run through all tasks that have a certain type/custom field/checkbox value to reopen them. E.g. a daily custom field checkbox.
Not sure if the AI automations are already powerful enough to do just that.
Doesn't take away this is a good feature, I just thougth your use case could maybe already be resolved ;)
Guy Mannerings
Ruud Cool idea! Will look in to this, thanks!
Tony Henderson
If they were at the task level, would this include the ability to have conditional automation across tasks; i.e. if task 1 meets condition x, then task 2 should have field Y updated? This is what I really need.
Zach
planned
Jacques Rossouw
I hate that I cannot trigger an automation on a task level 🙈
Vanessa Machado
This would be so helpful for project team workflows. This way we can have reminders on specific important tasks.
Евгеній Совяк
In fact, this would already become a full-fledged ERP system, and would greatly simplify our life in building business processes. Absolutely all processes of any business can be given logic and sequence of execution, which will eliminate the human factor. Cool, we are waiting.
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Stephanie Henry
Yessss! It's frustrating when you have ONE task that needs a little extra something, but you can't because it would apply to the entire list, ugh 😒 Or worse, the thought of creating a whole extra list for just one task... double yuck.
Zach
under review
Jonas Veltman
Any Updates on this one? Would make my team MUCH more efficient, if we get this! Caroline Ginty can you share anything?
Jess Blinn
This feature is CRITICAL to streamlining our workflows. We're coming to ClickUp from Canopy, which has a very sophisticated system of automations for tasks - and subtasks!
As an example: we use task templates frequently. When a certain task is created from a template (let's say, the task is for a sales call), I want the sales team to be assigned to that task automatically, and to their individual subtasks as well. I don't want to assign them in the template because then they will see a bunch of templates in their work lists.
Another example of an automation that we'd use every single day is the ability to determine at the task level that if all subtasks are completed for a specific task, the parent task is automatically marked complete.
There are many, many use cases for this. Automations at the list level are far less useful.
PLEASE add this!
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