Create Automation Templates
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Mitchel Roe
This applies to the "Automations Manager" and "Ability to copy existing automations".
I would like to be able to create an automation as a template and update that template like I would update a task template. I would like to be able to apply that automation template to any new list through an option within the automations manager "Apply template to selected lists" and have the option of selecting all the lists that automation should apply to.
Likely we would need a 'check for duplicate' automations if this were to be available as a mass application of automations to multiple lists.
Open to hearing how others would use this, but I'm specifically using it to field product-related requests for a software company's intake process.
We have 4 stakeholder groups that need to follow the same process to get their needs met. They all make inputs into my process, but I don't want to require them to work in my space; rather I am using automations to transfer information between spaces as needed.
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Olivia Beaty
We manage client projects as separate workspaces/lists but need to maintain automations consistently across many lists within each client project. Without the ability to copy automations to multiple places or add from a bank of custom automations, this process is really tedious and can't be updated easily from a central location.
Sydney
Merged in a post:
Automation Template
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Ony
Carolyn Tran
It would be great to have this ability. Since I have to manage over 20 spaces, folder and list. And I need to create different automation at the space, folder and list level. So it would be great to be able to create a template to be applicable across the different spaces, folder and list.
Elisabeth Loebker
I Would like to go further and add automations to a task. This task has a template and several subtasks, etc. These trigger a workflow.
Zach
Merged in a post:
Add Automations to All Spaces + Automation Templates
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Tessie Rodrigue
Would love to ability to create automation templates which can then my assigned to multiple spaces as once.
We are a startup still in the process of refining our project management processes, and sometimes need to tweak or add new automations. Having to do this for every space manually is very time consuming. The template feature has been very helpful, and being able to do this for automations would be great.
Zach
Merged in a post:
Save Automations as Templates
Eva Hobl
For some Boards (in various workspaces) we use the same automations (most used example: If Task has status ASDF, assign Person XY.). It would be awesome if you could save one or multiple automations as a template.
Luci N.
Merged in a post:
AUTOMATION TEMPLATE FOR WHOLE SPACE FOLDER OR LIST
Erika Wielopolska
Allow users to save automations from one space/folder/list as a template to be used to other spaces/folders/lists
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Mitchel Roe
Update: The main benefit of an "Automation Template" is that I could create the template and apply it to multiple lists across spaces.
Thiago Pinto
PLEASE create this function!
I need a set of 11 automations across ALL my list views (spaces, folders and lists). If I have to manually do them one by one it will be a real nightmare.
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Mitchel Roe
Thiago Pinto: When you had to do this across all spaces and lists, how long do you think it took?
How about updates to the automation... when they are needed, about how long do you think you'd need to spend?
As for me, I've spent over 20 hours in the last few months manipulating automations across lists.
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Mitchel Roe
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