Automations Manager - Manage everything in one place | Voters

Automations Manager - Manage everything in one place

Alan Ballany

ORIGINAL DESCRIPTION
A single place to manage Automations. Browse existing, Create custom, Apply to single and multiple lists, folders and spaces from one place & manage usage.
I have 1 automation that I want to apply to roughly 20 lists, this is a real pain at the moment.
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Description created by ClickUp after a survey 
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Written by ClickUp
Users are requesting a centralized location to manage and view all automation throughout their workspace with a large focus on applying a single automation to numerous different locations.
They want to be able to view automations from different spaces, lists, and folders in one place, and to organize and group them based on their triggers or outputs. 
Additionally, users want the ability to create, edit, duplicate, and remove automations from a single location, apply automations to multiple locations, and track the history and analytics of each automation.

August 21, 2020

Zach - ClickUp

Pinned

Hey all - me again!

There were 115+ of you who submitted the survey (THANK YOU). I have a much better understanding of what "Automations Manager" truly means to you all now.

Overview on the survey data

Given the feedback, I'll be updating the description of this post (check it out) and recommending other posts that you should follow and vote up that aren't part of the scope of this task:

Dynamic fields

Copy and move to other locations

duplicate to other location - DONE

Other

Ability to select if/if not subtask - DONE

One favor to ask of you! If the new purpose of this task is NOT what you were originally voting for, please remove your vote so that we can work on the right projects.

Thank you 🙏

EDIT: I Added a photo of the old survey we did for this feature request.

Jordan Bryant

Hey Zach - ClickUp do you have an update on this feature request? It's nearly impossible to manage automations at scale across the workspace.

For context, we have about 20 spaces, are adding more almost each month, and have 12-20 automations per space currently. We needed to update a status option used across all spaces, and it broke all the automations using the status option. This issue is also the case for other referenced columns/options. We also want to add and edit automations across all spaces frequently to improve efficiency. The only way to solve for this currently is to go into each space, and each automation to fix and make an update. This tasks takes days every time we want to make a change, which is often monthly. Being able to manage a template automation or single automation from a centralized location that's used across all spaces/folders/lists would be a GAME CHANGER.

Nicholas Wright

Zach - ClickUp It looks to me like there have been many branches of the original idea here. I don't see the original idea in planned or progress: having a single, centralised automation manager where you can apply automation to multiple lists without duplicating each one manually. As automation volumes scale, this becomes almost unmanageable. If you decide to update an automation that is duplicated into 20 lists you have to go through each list and manually update to maintain consistency of email templates across spaces - a nightmare. Help!

Grant Goyette

Need to be able to rearrange automations in the manager or at least sort A-Z. When we have more than 10 automations in a list it starts to get unruly without the ability to manage the order.

Guy Mannerings

Also, on individual levels in a hierarchy, it should say if an automation is acting on that level from a higher level of the hierarchy.
E.g., right now, a List can say (0) next to automations, but there are automations working on it from the Space level.
This becomes confusing, as you think there are no automations operating on it, when, in fact, there are.
https://feedback.clickup.com/feature-requests/p/have-the-number-of-automations-on-a-view-show-if-there-are-automations-working-o

Guy Mannerings

I just want to be able to make automations from one place, like the Custom Field Manager.

Michelle Fadelli

It would be great if this there was a visual map of the automations too, so you can have relationships between them. Not sure if you've seen how both Atlassian and Microsoft's Power Automate allow you to visualise the automations and their relationship with each other.

Jake Spirek

Please also let us reorder the automations in the manager!

George Newton

Bulk editing of automations would be reaallly helpful! (for instance if I want to copy or move multiple automations to another list). 
Another big issue I have with the current manager is that whenever I perform an action, for instance duplicating an automation, it takes me to the new location. 
If I have lots of automations to duplicate, I have to keep going back and forwards which is really cumbersome (especially on older computers where Clickup is very slow)

Shaun McDonald

While the automation activity history is certainly handy we still don't have a functional automations manager. Having to click through every single space's folders and lists to find the specific location automations were created in before you can see them isn't practical.

Even just being able to see all the automations below your current location in the location hierarchy would be a huge improvement over the current implementation.

Tanja Sternbauer

2) however to separate human from bot, however a robot emoji followed by the automation name would work too

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