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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Awadhesh Thakur
Hi Team,
Could you let me know, till when we can expect the release of these features for all workspaces
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Andrew Degner
I filled out the form, but I am not seeing any new features. Is this on hold during development?
Zach - ClickUp
Merged in a post:
Automations | Share task with...
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Erik Williams
Would like to see when a task is created via form the task is automatically shared with the person who submitted.
Example: we have a space locked down to only 4 people but our whole organization can submit a form to create a task. In the form we have "Employee making request" field and that is who the task should be shared with.
Zach - ClickUp
Merged in a post:
Share task
Akhundzada Elkin
Please add automation to share a task from it. Like: if status changes -> share -> assign.
Armine Seropyan
Hey everyone! The Share Task automation action is now in beta! ✨
Automatically grant users the right level of access to tasks within your automation flow.
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Vincent D'Amico
Armine Seropyan ty
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Shreyansh Jain
Hi Armine Seropyan
Please give us the ability to remove access via automation too.
Use Case:
Forwarding a task between lists of different teams and giving and removing access according to conditional logic.
Armine Seropyan
The Share Task automation action is now in beta! ✨
Automatically grant users the right level of access to tasks within your automation flow.
Ruud
Armine Seropyan are you adding users? Looking forward to using this feature!
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Awadhesh Thakur
Armine Seropyan hey m i had filled the form and requsting you to allow us to use this feature
Zach - ClickUp
marked this post as
building now
Hey team,
We will have a first version of this out shortly for you all that will allow you to share a task with someone and give them view, comment or edit permissions!
We know there were a lot of different asks on this request so please let us know if there's anything critical missing and we'll iterate on the improvement once we do the initial release
Thank you! 🚀
Ruud
Awesome! And with whom can we share?
Rodrigo Carballo
Zach - ClickUp Hello. I have a use case where I have a task with a custom field (type: email). I wonder if this automation would allow me to share that task with that email as a guest.
Daniel Urbano
Zach - ClickUp Will I be able to set asignee from all workspace users?
ie: Set assignee > Select user (not included in current location) > pop-up indicating user not in location > confirm I want to include user (share task) and add as asignee.
Zach - ClickUp
Ruud: We'll let you share with: Task creator, Triggered by, People Custom Field users and then any users
Zach - ClickUp
Rodrigo Carballo: For the first iteration, it will only be users not emails. But noted for future!
Ruud
Zach - ClickUp awesome. If there is a beta, I'm in!
Franziska Tryzna
Zach - ClickUp Adding my vote to being able to add e-mails, too. Also I'd love to sign up for any upcoming beta.
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Shreyansh Jain
Hi Zach - ClickUp,
Please give us the ability to remove access via automation too.
Use Case:
Forwarding a task between lists of different teams and giving and removing access according to conditional logic.
Arturs Greiza
The primary requirement is the ability to fully remove access for specific users or groups, so that they cannot see the item at all. Only after access is explicitly granted should permission levels such as view-only or full edit be applied.
This is a major bottleneck for large organizations and should be supported both through the API and Automations to enable scalable, secure, and consistent processes.
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Erra Faye Zabat
marked this post as
planned
Hey, everyone! We've updated the status of this request to reflect its roadmap status. The Product Manager will provide updates on this post when they have new details to share! For more details about our statuses, check out this post!
Taylor Hill
Zach - ClickUp - The issue that we run into is that each employees' board is private (only shared with them and their manager). We would like to be able to share/reassign tasks automatically from one person to another when someone is going to be OOO or needs backup.
Suggested Flow:
- Each task has a "backup" via the People custom field.
- Each task has a "backup needed" or "OOO" custom field check box.
- If the OOO check box is clicked, we want the task to automatically be shared with the person mentioned in the "backup" custom field, and reassigned to them (so it shows up in their "Assigned to Me" or "Home" sections).
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