Merge tasks
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Mordechai K
I would like to create automation to merge tasks if they have the same task name. or matched custom field info.
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Zach - ClickUp
Merged in a post:
auto merge
Matthijs Goris
Automatically merge a Task into an earlier created task based on the Creation TS and on 1 or multiple columns that contain the same value. e.g.: "Name" and "LAST NAME" are the same in the 2 tasks--> merge task into previous task
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Morten Jester
Ja tak! IF Task name Is equal to [Automation: search the list for all tasks with the same name] THEN Merge them.
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Claire Albrecht
Bumping this—would hope this is a reasonably simple addition for Forms settings to be able to choose between 'Create new tasks only / Create new or update existing tasks / ' based on Task Name
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Janine Baker
I really need this for my business, hoping they do this soon, I need it to include updating the original custom setting with the merged task settings.
Juan Machuca
This would be a very useful feature.
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Claire Albrecht
Deeply need this—we are using Form views for commissioned writers to submit their details for payment/promotion/statistics etc but it just creates a new task with their name rather than merging those details with the existing crm-style task that forms their record
Emma Johnson
Claire Albrecht we have this same scenario - we have course members submitting feedback reviews at various stages of their membership and we want all responses merged into the individual member task, it is a complete ball ache to manually have to look out for new form submissions and then manually merge them with the existing client record.
Algorizin Growth
I also need this feature badly :(
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Patricia Myers
I agree I need this so bad right now.
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Epostal Escritório Virtual Endereço Fiscal
this is a simple atuomation function that need have to avoid duplicates based on conditions...
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Mark Leibach
Agreed!! this would allow updates through forms and add huge value to the handling and use of new data!
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