Template user settings (notifications, views, etc. for teammembers and guests)
Arnoud Post
Onboarding teammembers AND guests is quite an exercise in Clickup. We have to help our teammembers put all their settings in place, help them with their personal settings to match our way of working, etc.
For our clients (guests) it's even worse. We would like to offer them a super clean and simple view and maybe even a preset Favourites bar. And some other customers we want to give some extra/advanced views.
Then for both comes the notifications, they come to us to offload work but they get a big load of emails instead. Not only for every task update but also the sales funnels from Clickup. 9 out of 10 customers tell us that s*cks.
I think it would be an awesome feature to make Templates for users which include a fixed set of settings for views, notifications settings, etc. That would help us onboard all new users and guests.
I've seen quite some Feature Requests which would be solved by this one.
And many more....
And don't forget 'apply template' when creating users through Integromat/API.
Log In
J
Jan Albert Zalewski
this is an underrated request, especially for guests and it could potentially solve other problems, like this one
R
Ryan Erik Abilar
+1 vote
Sydney
Merged in a post:
Templates in it own area
K
Karen Jensen
When editing templates my employees get notified with every change and so of our templates are pretty big. Having these in a no notification area until published would be very helpful and cut down on the notifications everyone gets.
Jeremy Robins
This is very very important, particulalry in the initial set-up of the project. Users are getting a hundred email notifications about stuff that may not even end up as their task, and I have a hundred dates to change and assignees will get an email for each!!!