Dynamic assignee for Automations
complete
Jo Martin
It would be great if I can choose "me mode" in an automation.
Here's my use case:
There are a new feature with 20 tasks. All in To do status. Developers decide which one they want to work on.
So I want to make an automation:
When status changes from to do to any, Then change assignee to "currently logged in user". The user who changed the status.
Log In
Kevin Hamersley
Zach - ClickUp when will dynamic assignee be added as an option to send email to?
My use case - I have a form that allows staff to request holiday. When submitted it creates a task and assigns the assignee to the task. This allows for it to show in workload view and will help with managing capacity. When the new task is created it sends an email to our admin to inform of a new request, but what I want is to send out an email to the assignee of the task, once the status has changed. So for instance, if the task status changes from 'New Request' to 'Approved' then the task assignee will receive an email to say it has been approved. At the moment, there is no way to add assignee to the 'Email to' field. Which means we need to add a custom field for email that we can add to the form, but this is an extra step for staff that isn;t needed when the assignee profile contains their email already.
Would be good to know if this is coming?
Guillermo Sisterna
Boa tarde,
Nunca consegui realizar esta automação; estou buscando uma alternativa para um desafio! Vou descrever o desafio desde o começo!
O Departamento de TI tem um espaço de gerenciamento de Tickets no qual, neste espaço, apenas três pessoas têm acesso: A, B e C.
Por outro lado, temos outros espaços nos quais existem departamentos e, dentro de cada departamento, temos diferentes pessoas. Por exemplo, no Departamento Comercial, Compras, etc.
Resumindo, todos os funcionários dos espaços de departamentos não têm acesso ao espaço de gerenciamento de tickets de TI.
Dentro do espaço de gerenciamento de TI, criamos um formulário para que os funcionários possam reportar tickets para o TI. Esses formulários criam uma tarefa que entra na lista de TI, e as pessoas A, B e C podem visualizá-la.
Nesse momento, quero criar uma automação para que o criador do formulário (Solicitante), que não tem acesso ao nosso espaço, apareça automaticamente como observador e possa acompanhar todo o processo da sua solicitação.
Como faço essa automação quando um formulário é criado por uma pessoa que não tem acesso ao meu espaço de trabalho ou lista, para que possa ter acesso automaticamente? Temos um campo de Solicitante.
Atualmente, o setor de TI opta por compartilhar a tarefa e, em seguida, procura o solicitante para compartilhá-la diretamente. Basicamente, eu gostaria que esse processo fosse automatizado. Isso é possível?
Zach - ClickUp
complete
Hello awesome community! 👋
I think we've finally hit the point at which we can close this request and if there are other smaller asks, we can attack those separately. Here's the final update:
- Comments now have variables (separate feature request but I figured relevant to share!)
- use people variables in comments
- use people variables in emails
Thank you for your patience and we hope these features help save you time!
LIVE NOW - Enjoy! 🎉
Scott Carpenter
Zach - ClickUp Thank you all for your hard work on this feature - it's great!
Francisco Laferriere
Zach - ClickUp Hi, are there any plans to include the dynamic fields in the "To" "CC" fields for email automations?
Destiny Pidgeon
Zach - ClickUp
I am trying to set up an automation using dynamic assignees that isn't working as expected. I'm wondering if this is an oversight of development or a bug and if it can be addressed.
In my automation I am creating a new task in a different list. I want to set the client strategist field on the new task being generated to match who is set to the client strategist field on the originating task.
However, when I add the client strategist field to the custom fields, then go to people, the client strategist field is not an option. It looks like it is built to not give the field itself as an option when setting that field. However, this is the primary use-case for the dynamic fields I have been waiting for (the ability to pull data from the originating task to a second one being made.)
Zach - ClickUp
Francisco Laferriere: We've gotten some requests for that, yes. I'd like to move that ask to another feature request outside of this one since there were so many different asks within this one.
Yisroel Falkowitz
Zach - ClickUp
Christina Jachec
Lisa Rue looks like we could use this in our reviews!
Jussimir Saul Pasold
I want a round robin to assign like 50% of the tasks to a team member and 50% to another...
Zach - ClickUp
Another iterative release here. You can now setup your Comment Actions and assign to a dynamic people value (people custom fields coming soon)
Enjoy!
Daniel Urbano
Zach - ClickUp do you have an ETA for using people fields as "Send to" in email automations?
Zach - ClickUp
Daniel Urbano: It's up next!
R
Rebecca Julius
Zach - ClickUp excited for people custom fields here!
Daniel Urbano
Zach - ClickUp great! Please keep updated the feature request or merge here:
B
Brian Liter
We are using Clickup Forms for our internal tickets. I want the Ticket Creator to also be automated as an assignee along with the department head for that Ticket, that way the Ticket Creator can track that status of the ticket prior to completion since that person has to do the Ticket Review and complete the task
Arnoud Post
@Zach - ClickUp When using this as a filter, I don't see "assignee" as an option, only Task creator. Also, would it be possible to set a filter for "Comment is added" > by
Comment added by Email/Assignee/TeamXYZ/Task creator/List assignee/etc.
Also I'm not sure if I missed this, but I didn't see the List assignee, Folder assignee or Team, which would also be beneficial. We tend to assign a team lead to the list and team members to tasks.
Zach - ClickUp
Actions - Add dynamic people values to CREATE TASK and SUBTASK actions
As always, please let us know what you think of these changes and be on the look for more updates coming soon. 🙏
Andreas Pütz
Zach - ClickUp Nice preview. 💪
Aaron Bermingham
Zach - ClickUp Will we be able to do this with CF's with change assignees? Specifically for "reassign"?
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