Create Folder and Create Space actions (with folder/space templates)
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Vincent Picone
I'd love for a change in status, or the creation of a new task, etc. to trigger the creation of a new folder. Currently using CU as a CRM and operation dashboard. When a client is moving through the sales funnel, a certain checkpoint should trigger a new folder (paperwork, contracts, etc.)
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Zach - ClickUp
Merged in a post:
Automate Folder Creation on Specific Date
A
Alix K
It would be nice if we could set an automation to generate a folder from a template on a specific day of the month, every month (or whatever frequency interval is needed).
Zach - ClickUp
Merged in a post:
Create folders with automations
We'll Do It
We need the functionality to be able to create folders using templates, when say a new contact is created on hubspot, This, along with sub-folders, would be a very nice start and build out for a more useful native CRM integration.
Zach - ClickUp
Merged in a post:
Create Space Automation
A
Ashley Gayle
Give users the ability to create Spaces using an Automation action.
Zach - ClickUp
Merged in a post:
New Automation Action: Apply Folder/Space Templates
Zach - ClickUp
Add the ability to apply folder and space templates via the "Create Folder" and "Create Space" automation actions, similar to how you can now apply list templates in the "Create List" action (with date remapping, import settings, etc).
This would let you spin up entire folder or space structures automatically when triggered by status changes, forms, scheduled dates, and more.
Jackson James
Zach - ClickUp is there an update on the timeline of this (even a rough ballpark)?
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Jorge Aguirre
Agree with this one. We need to be able for automations to interact with folders the same way they do with tasks. Ie., When x happens, create folder and apply template.
Saskia Mardi
This feature is essential, currently needing to create workarounds with other tools to achieve this. But please make sure its available on paid plans, and not just enterprise 🙏
Daniel Schlichter
I need this feature too.
Cherley Delgado
Please advise when it's possible!
David Canaria
It should be a native ClickUp feature
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