Copying Checklists
Probably the only feature I miss from Trello is the ability to copy checklists from other Tasks. You could choose from existing task via a browse mechanism or searching by tags, maybe? (On Trello, you search for the task to copy from by browsing from a list of tasks or searching by label.) Maybe we could even add in the option to replace an existing checklist with the one being copied, if possible? (That's something, like many things, that Trello
cannot
do. Lol.) I do
like the idea of creating templates very much, and I believe they will become very useful to me, but there are times when the checklist just comes together on the fly and I want to re-use it quickly for several tasks. Or I've made a change to a checklist on one task and then I need to copy those changes over to another quickly, so that they match. . . that kind of thing. So I was hunting all over ClickUp to find this feature, and couldn't find it. I'm hoping this is something that can be planned for the future because it is ridiculously helpful. In fact, honestly, I had no idea how much I'd miss it or even how much I use it, in general, until I not longer had it! >_< :D At any rate, thanks for listening!Log In
C
Carolyn Lehmkuhl
I agree! This would be an excellent addition. I would like to be able to copy checklists and paste them into SOP/process documents!
MaxS
Zeb mentioned this was possibly due in an early 2020 sprint - well its almost 2024! When are we going to see this feature? I've been hoping for it since 2020 as well. Eric Wightman, Checklist Templates do not provide the same function.
A basic "copy checklist as text" would go a long way.
Added bonuses could be:
- fix how currently manually copy individual checklist row content expands escaped html characters such as "&" & """ when pasting in a new checklist row (at least I have this issue on the ClickUp Windows Desktop app)
- "copy in clickup format" for easily adding to another task
- copying a checklist item that has indented sub-checklist items so just that section can me moved to another task
- "copy only uncompleted checklist items" so completed items can be omitted before pasting in another tack
Thanks & happy holidays!
A
Alex Nascimento
The option for updates checklist in multiples tasks is good too.
Ivan Villa
open
Sam Baron
I think this has been mentioned, but I want to reiterate the need to be able to copy an entire checklist out of ClickUp and paste into client communications. We like to use checklists for change lists, and it's really frustrating that the content is basically stuck in ClickUp.
E
Eric Krueger
Sam Baron: This is exactly what I need it to do as well. My workaround, for now, is using TextSniper (might be Mac only - not sure). It allows you to drag over any text in anything on your screen afterwardand it adds it to the clipboard. Requires a little massaging of the text afterwards, but usually not much. Super useful little app and cheap if I remember correctly.
Eric Wightman
Hey all! We offer a number of different templates that allow you to copy information from one task to another.
Info on templates: https://docs.clickup.com/en/articles/1178567-templates
Checklist templates specifically: https://docs.clickup.com/en/articles/1638822-checklist-templates
Do these help solve this issue? If not, please feel free to clarify in this thread. Thank you!
J
Joanna Sun
Eric Wightman: Hi Eric, Thanks for the response. No, the template function would not fulfill what I have in mind. Right now, I can select multiple tasks and copy/paste them out directly. I would like to do exactly the same thing, for checklists. Does that make sense? Thanks!
J
Joanna Sun
Eric Wightman:
Just adding some extra context to the above: being able to copy on the fly easily is important, at least in my use case. I don't know about others, but I would prefer not to mess with Templates, even if I was trying simply to copy the checklist to another Task.
Most of the time, I'm just trying to copy the items out to paste elsewhere, e.g., in an email. But even if I was copying the entire list to another Task in ClickUp, I'd just copy the list, and paste all to create multiple new items in the other Task's checklist. I would prefer not to mess with templates or clutter up my template library, although others might differ on this.
So to summarize, I'd like:
- Ability to select individual/multiple/all checklist items
- Ability to copy above to clipboard
Gretchen Cawthon
Eric Wightman: Saving the checklist as a template has helped. Still wish there was a way to edit the master template I have already saved instead of having to save a new version and delete the old one.
Eric Wightman
Joanna Sun: Thank you for the context!
Tom Hinrichs
Jordache Johnson
Any update on this? Is this done? Looks like it's been planned since Dec. '19 Zeb
Kate Ford
Really would love this feature or template checklists!
Thibault de Changy
Not sure if this answers the question but on my side I was able to (force) select a checklist just like text, then "copy" as usual with your desktop shortcuts. After that click in any checklist field and "paste" ... as usual. This works as a charm for me.
Load More
→