"Update Task Name" Action (ex: Bulk Rename Tasks based on Custom Fields)
Zoran Jablanovic
There are always a bunch of tasks/subtasks across different projects in the workspace that have the same name, for that reason usually it's wise to have the project name or an acronym as a part of each task name.
Let's say I have a list template with many different tasks that I use in every project. Starting a new project, I'd load the list template, but then I'd have to rename each task manually adding some small text to each task name.
We need an automation, to bulk rename tasks, adding a value from a certain custom field.
It would be something like.
Trigger could be anything
Action:
rename task:
custom field value + existing task name
For example, a Task called "Website", containing a custom field "customer" set to a value "Ikea" would be renamed to "Ikea Website".
Similar functions exist when setting up an automation to duplicate or create a new task.
Or add a rename function in the bulk action toolbar, to be able to modify task names all at once.
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Brenno Vicario Nicolau
I have to create a dropdown custom field solely to use it as a condition—assigning an option to each task I want to automate. It's extremely frustrating! Why not apply the same logic used in the "Filter by Task Name"/"Search in Task Name" feature to automations as well?
Tami Liss
I left a version of this comment on a similar feature request, but am adding it here as well in hopes of further helping this type of feature get the deserved traction and attention. There are numerous similar requests which put the broader ask for Task Name automation/conditions/triggers/actions to well over 1k votes, and I'm really glad to see that they've started being merged, shrinking the list below (and helping the votes keep climbing).
The inability to automate or have better control over task OR subtask names - the most basic, immediate, instant, core part of a task - is a major roadblock to so many efficiencies and means significantly more manual entry/configuration, with the accompanying time demand and room for error (especially in organizations where consistency is both key and troublesome to enforce). It's implied in support that certain Task Name changes can be achieved through Zapier, when upon testing, it actually cannot. There is no effective workaround for this.
Related or identical requests....
Trigger automations based on Task Name:
Add Task Name as Trigger:
Task Title tigger automations:
Variables (dynamic values) in Templates (task name):
Bulk Rename Tasks:
Zach
Merged in a post:
Automation to change task name
Jordan Macintyre
It would be great to have the ability to change task names through automation. When someone submits a form, it would be ideal to have the task name change to a relevant field submission from the form or similar.
Jarod McPherson
@Clickup - can we please get this considered please!!
L
Leah Mehm
Yes please!!!
Angela Behm
It would be very beneficial to have an automation option for a consistent name across my tasks and submitted forms, pre-chosen by me in advance using automation.
Rakesh Rathore
when you guys are planning to make this for us ?
J
James Gill
I cannot believe this isn't a built-in automation. My use-case is for a ticketing system that generates a custom task ID. I want the custom task ID to be added to the task name so that it's easier to reference as a standard format. <CustomTaskID> - <Task Name> is all I'm looking to do, and I cannot believe this isn't already possible
Rony Joseph
Very much needed. I am recurring tasks, lists based on dates. Better if there is an option to change or edit name in the automation rule
J
Jeff MacNeill
Zach maybe this could get added to the automation wish list this season too 🙏
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