Create Template List or Folder from Automation
J
Jalil Granges
When programing an automation I want to be able to select a template List or Folder from the Template Center and select where it should be created.
This would allow for real entreprise process and avoid clutter.
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S
Stephanie Weber
This would help us tremendously and fully automate our onboarding process which is ideal. Would like to hear from ClickUp regarding this request as this seems beneficial to most ClickUp users.
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Jack Stanway
This is definitely required.
As a workaround, I am using Zapier with the trigger within Clickup (eg task status change) that then creates a list with our master template.
Added bonus is you can use paths within Zapier to place the new list in the correct location depending on custom fields etc of the task.
David Concannon
I see there are a few similar requests for this feature so not getting the votes it warrants.
As per most the comments here, the big benefit to us is client onboarding where a new client is a list or a folder.
Reckon this would easily save an hour per new client.
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Troy Seymour
I would love this feature to be available. Even better would be to create from a template and be able to indicate where to put it.
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Lauren Bilasz
As a lawyer it would save so much time if I could auto-create a new folder for each new client.
Rachael Mueller
This would be major for a LOT of business owners to streamline client onboarding, myself included!
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Alicia King
Agreed - would be absolutely major!
Sarah Tumbers
This would be a game changer for us in terms of streamlining client onboarding!
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Olivia Groell
This would be our application of this feature too!
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Caroline Tillman
It is an absolute need. It would be great when we get a client onboard and it makes a new list with the automation for that new list with tasks and subtasks populating and a linkage would be great too!
Britt Reber
This would be SO HELPFUL!!
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Colin Miller
As a construction company we are using lists as jobs, love to be able to automate the creation of jobs