Set Task Sharing/Permission (Privacy) via Automation
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Ryan Naziri
I'd like to be able to set the Sharing and Permissions on a task via automation. Currently this option does not exist.
A simple use case would be:
Upon creation of a task, set Sharing and Permission to the task creator and the ClickUp Team responsible for the list/the list owner.
In general it seems like the Sharing and Permission on Tasks (aka private tasks) is an underserved feature. I'm guessing it's maybe not the most popular feature per usage, but then personally, I wasn't aware of its existence, and an automation tie-in feels like it could make this more usable.
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Zach - ClickUp
Merged in a post:
Add permissions to a file
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Jakub Wegner
It would be very helpful to be able to add a person access to the file/task, but as it is private.
Example:
1) There is a legal department where each task is private for each lawyer, but there are people who report these documents and, for example, after custom fields add these people so that they do not see other files of other people where there is private data.
2) HR department: limit the visibility of tasks where there are private contracts etc to assignee people where e.g. there are people you hire, so each person in the company has their task where are contracts etc and only that person+HR has access
Zach - ClickUp
Merged in a post:
Automatically make tasks private
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CJ Pospisil
Given input criteria, such as the text string "offboarding" or "onboarding" in a task title, I'd like to make that task private via an automation
Zach - ClickUp
Merged in a post:
Automatic Task Sharing for Form Submitters
Armand van Tonder
We would like a feature where, when someone submits a form, the resulting task is automatically shared with them. However, we want to ensure that only the task is shared, not the entire list the task belongs to.
This would enhance collaboration by giving form submitters access to the specific task they created, without compromising access to other tasks in the list.
J'Dian Bennett
Any updates you can provide on this Armine Seropyan please and thank you!
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Greg Akselrod
I think Zach - ClickUp must have gotten fired!
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Jose Mello da Silva Junior
Please let me know when this feature is available
J'Dian Bennett
Zach - ClickUp: What's going on with this? As an HR Manager with so many people being hired each day, it's hard to manually set permissions on things for everyone. We needed this automation like yesterday, please, sir! 👍🏾
Seems like some feet have been dragged on this, as it's been in the "building now" stage for quite some time. Can you light the fire for the engineer responsible for this, please and thank you!
Andrew Degner
Zach - ClickUp/Armine Seropyan, What is going on here? This seems to have been stalled for months and the latest clickup updates have now made this even worse. I'm now no longer receiving notifications that someone doesn't have access to a task -and- ClickUp is showing them as invited when they aren't. It is causing access problems across tasks.
We need this fix ASAP or we are moving on to a more reasonable platform with this basic functionality.
Alex Morgan
We'd love more beta access please! I see this in the KB listed as an automation action but can't use it yet
J'Dian Bennett
Any updates ClickUP Admin
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