Create Template List or Folder from Automation | Voters

Create Template List or Folder from Automation

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.

March 16, 2021

Rakesh Rathore

We are creating the project folder manually right now from the template, 
we are required the automation, where any task created in the specific list then automatically create the folder in the specific Space, automatically applied the template which choosen in the automation. 
And the Trigger task moved into the new created folder, 
This will help everyone who working on the sales and CRM projects, we logged every entries in the single list via form and this will create the folder with the multiple lists according to the actions & template. 
Action task moved into the first list of the folder so every action performed as per the template automations and action will taken by the team.

Tania Cota

This would make us all more efficient and buyout time for other tasks! Yes!!

Maria Castillo

This automation would streamline our work!

Ellie Main

Being able to create a list and auto apply a template would massively streamline MANY of our click up processes!

Dominique Marcoux

100% needed! would stramline or conversion from tenders to jobs and decluter our workspace.

Domenic Schwank

That would be a really necessary and important innovation. Without this feature, real automation is unfortunately just a dream

Lesford “LJ” McKenzie

Yes this would truly allow me to circumvent having to use Zapier or N8N. Which I know your mission is to be a one-app for everything. Without these templates I am unable to make the switch.

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.

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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