Checklist automations
future
N
Natalie Howard
Would love to have the option to create automations on checklists too not just subtasks/tasks
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Zach - ClickUp
Merged in a post:
Add Checklist to a Task at a specific stage
L
Lelia Byrne
I'd like to have a templated Checklist added onto a Task when it goes into different stage. These checklists need to change as a card progresses through the Kan Ban board and I don't want to have to add them onto every task since not all cards will go through each stage.
Zach - ClickUp
Merged in a post:
Create/Remove Checklist from Templates on status change
Felipe Moura
Very simple and super usefull tool in CRM boards that I miss from Trello
Zach - ClickUp
Merged in a post:
automation trigger of ALL checklist and subtask completed
R
Rebecca Julius
I don't want to move along in my process until ALL subtasks and checklists are completed.
Zach - ClickUp
Merged in a post:
Automation that adds a checklist to a task when the status changes
R
Rondel Borel
It would be very useful to be able to add a checklist to a task when that task changes status, an example would be a YouTube video editing workflow. Consider that I have a video idea, all I want is a name of the video idea at that point, when that video moves from being an idea to 'preproduction', I would like to add a checklist ”create thumbnail, create title, create description”.
To take the idea even further, when it moves from pre-production to post-production, I would like to add to that checklist ”color grade, normalize audio for YouTube, create vertical short”. Currently there is no way of doing this but this feature would be extremely useful for content creators.
Zach - ClickUp
Merged in a post:
Automate to add a checklist to a task when status changes
Rohana Jaffe
As an example, when i receive a Purchase Order from a client, I have 3 checklists which follow for Processing the PO, Processing my Order to suppliers, and then My Bulk production Process.
At the moment, each time I receive a PO, I have to manually go into the task and add the three checklists, but it would by great if
On Status Change -> Add Checklist
Zach - ClickUp
Merged in a post:
on status change => add checklist template to current task
T
Tran Zha
the current automation only allows adding subtask not checklist
Zach - ClickUp
Merged in a post:
Add checklist when new task created
Megan
Hi,
I'd like to create an automation as follows:
When a new task is created, add a checklist template
Zach - ClickUp
Merged in a post:
When a task changes status, apply checklist template
R
Robin Mancoske
I would like ClickUp to apply a specific checklist template when a task is moved to a specific status. That way when the task is moved to a status that applies an assignee, their checklist would show up.
Zach - ClickUp
Merged in a post:
Checklist Automations
Andrew
It would be PROFOUNDLY helpful to be able to trigger the addition and deletion of checklists to a task. Using task templates to do so does not always work right.
Zach - ClickUp
Merged in a post:
Automation Option for Checklist
W
Will Byron
When performing automations based off a trigger, the option exists to create subtasks but not checklist items nor a checklist template. Due to the functionality difference between checklists and sub tasks, it would be logical there is also an option for create checklist or create checklist task.
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