Variables (dynamic values) in Templates (task name, description, assignee etc.)
Allan Nygren
We launch products that have different names and would love the ability to have variables within project templates for task names and descriptions.
For example, when you spin up a new project for launching 'Project Alpha', it would be great to be able to put the Project Name into a field and have that populate through all the tasks with Project Name in the task title or description.
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Brendan W
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Variable Fields in Task Names (Templates & Recurring Tasks)
Tiffany Lea Magill
I see some similar feature requests and have upvoted them, but mine applies to both recurring tasks and task templates so I wanted to flag it again for ClickUp's consideration. --
WHAT I'M ASKING FOR
A way to reference custom field values directly in task names -- something like {{Client}} or {{Month}} -- so that when a task is created from a template or recurring schedule, the name fills in automatically with the right context.
CONTEXT ON WHY THIS MATTERS
Right now, when I use a task template or set up a recurring task, every generated task gets the same generic name. That means my list ends up with three tasks all called "Analytics Report" — and there's no way to tell at a glance which one is for which client. I end up renaming them manually every time, which defeats the purpose of having templates at all.
WAHT IT WOULD LOOK LIKE IN PRACTICE
Say I have a recurring subtask under my Inasmuch Analytics project. Instead of naming it "Draft Analytics Report Summary" every month, I'd name it "Draft {{Month}} Analytics Report Summary," and it would automatically become "Draft January Analytics Report Summary," "Draft February Analytics Report Summary," and so on.
Same idea with templates: instead of "Monthly Check In," the task name becomes "{{Client}} Monthly Check In" — so when I apply the template for different clients, I get "Nature Day Spa Monthly Check In" and "Olive Lane Interiors Monthly Check In" as separate, clearly labeled tasks.
WHY THIS SEEMS DOABLE?
ClickUp already supports dynamic text in automations, so the underlying logic seems like it's already there -- this would just extend it to task name fields in templates and recurring tasks. allow custom field values to be merged into task names using a variable syntax (e.g., {{Field Name}}), so that templated or recurring tasks automatically reflect the relevant context -- like client name or reporting period -- without manual renaming.
Lily Chan
Merged in a post:
Dynamic subtask naming in templates, let subtasks inherit parent task name
Navanita Das
When creating a task from a template, allow subtask names to automatically populate using the parent task’s title (dynamic variable), so teams do not need to manually rename subtasks every time.
Problem: Today, subtasks created from templates keep static names. For workflows where the parent task title is the key identifier (product name, campaign name, client name, SKU), every task created from the template requires manual subtask renaming. This is repetitive, error-prone, and reduces template usefulness at scale.
Lily Chan
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Add roles to templates
Julien Pader
According to the assignee and people column, map automatically for execution person, project manager, partner, sponsor...
Lily Chan
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Please add dynamic, user-defined role placeholders for assignees in templates, so we can create and assign our own roles and map them to users when creating new projects from templates
Nicky Salido
We would like the ability to define and add custom “roles” as placeholders for assignees in task templates. As template creators, we should be able to decide what roles to add (for example: “QA Lead,” “Client Owner,” “Designer,” etc.).
When applying the template, the user should be prompted to map each custom role to a specific person. All tasks with that role as assignee would then be automatically assigned to the mapped user.
Benefits:
Makes templates more flexible and reusable across teams and projects.
Reduces manual reassignment of tasks after applying a template.
Supports larger teams and cross-functional projects where roles change per project.
Lily Chan
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Dynamic assignees in task templates
Melanie von Schorlemer
I like the functionality to set dynamic assignees in Automations. This functionality should be available in task templates as well. This means, when I apply the template the dynamic assignee kicks in and sets the assignee according to their role.
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Lily Chan
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Inherit/Apply Task Names to Subtasks when a Template is applied
Hannah Nurse
I would love for there to be an option to have the ability to insert a 'dynamic variable' merge tag when applying a template so that the subtasks inherit the parent task name(followed by the subtask name).
Example:
Task: [Task Name - John]
Subtask: [Task Name - John] - set up calendar invite
Currently you can only do this through automations.
This would save a lot of copy and pasting, make notifications clearer and save on boarding time with new projects.
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Lily Chan
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Automate subtasks to inherit parent task name as prefix
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Jamie Phatthammachack
is it possible when a template is applied, to have all of the subtasks automatically take the parent task title as a prefix to the subtask's title? or a specified portion of the parent tasks title. example: parent task title 12345 - gym; the subtasks in the applied template would automatically take ''12345 - gym'' or ''12345'' and make this the prefix to the subtask titles
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?
Lily Chan
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List/Task Roles
Lesford “LJ” McKenzie
Be nice to have per list/task roles best for templates so we can assign a user to a role and it will assign them the proper tasks dynamically or if in a list we assign a user to a role if the list or task has one it will assign them to all tasks for that role.
Lily Chan
Merged in a post:
Merge Fields for Templates
Josh Comer
I would love to have Merge Fields that would auto-populate data from ClickUp into different fields as in: task names, subtask names, and task descriptions.
I'm thinking of "merge fields" from my experience with Mailchimp in which I can write
|FNAME|
in an email, and Mailchimp automatically pulls the First Name of the email recipient and places it in that email.I would love to be able to have template tasks take on certain characteristics based on a merge tag used.
E.g. If I have 10 tasks called "Upload video to YouTube" that are set for different projects, it's easy to confuse the tasks. I think a merge tag system would be a fantastic time-saving tool to help rename items. I.e. a merge tag that lives in a template that changes the name of a task based on the name of the project.
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