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.
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Daniel Schlichter
I need this feature too.
Cherley Delgado
Please advise when it's possible!
David Canaria
It should be a native ClickUp feature
Natalia A. Fortini
100% needed. We can already automate Lists, so extending this natively to Folders and Spaces is the logical next step. It would eliminate manual errors and save our team hours of onboarding work every week. Hope to see this implemented soon!
Pat Dunn
Zach - ClickUp Voting for this, would be very helpful, but should not be a feature that gets locked behind a paywall. Feels like a core feature to automations that everyone that has automations should be able to access.
Danny Shor
Please prioritize by folder then by space. We are now using third party tools for it...
Jackson James
Zach - ClickUp: Please prioritise the Folder template automation!!
So many businesses structure their CU hierarchy to have a folder for each client.
Therefore, this would make client onboarding far more streamlined.
Summer Aims
Jackson James I concur with Jackson. To increase use cases, structured PMO environments typically maintain a standard checklist of setup expectations for each project (charter, tracking docs, information capture docs, dashboard requirements, etc.) that also reside at the Folder level.