Automation Sharing & Permissions
Leonard Febrianto
Hello,
I just encountered about sharing & permissions in task. I think it would be beneficial if Clickup added a feature in automations to add / remove sharing.
Please consider about this. Thank you.
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Guillermo Sisterna
Boa tarde, Gostaríamos de verificar o status da solicitação.
É muito importante para nõs. Ou tem alguma alternativa?
Agradeço!
A
Alberto Bovo
Please add the possibility to change permissions to task or folder with automations
Andy Donaldson
To add to this idea, it would be great to access users & teams via the API and automate sharing that way.
If a user is added to a task, share with that user's team (not sure how it would handle multiple teams).
In our case it's a bit more advanced:
In Hubspot if an owner for an object changes then we want to automate that owner's access to the relevant ClickUp folder, this would be even greater if we could access teams too. My idea for automation is something like below, using a combo of Hubspot workflows & Make (Integromat):
Hubspot Owner is known (so when it's assigned/updated) > Send webhook to Make (via Hubspot workflow) > ClickUp List All List Members (would love for this to list folder/workspace members too) > Filter where Hubspot owner & ClickUp member emails match, isolating a single ClickUp User ID > Update Folder sharing permissions for filtered User ID.
Zach - ClickUp
To confirm, which of the following are we wanting here:
- Add a NEW Action for "when something happens, then remove/add XYZ person from the task"
or
- Ability to lock down the Automations feature so that only certain users can go modify the automation rules that are setup
A
Avi Delman
Zach - ClickUp: As part of 1, I would love the ability whether that is through automations or the API, to remove/add that person at the folder level if they get assigned or added to a task (through a user lookup custom field).
Diogo Gouveia
Zach - ClickUp: In our case, definitely option 1.
Kristen Connolly
Zach - ClickUp: FYI both of these are numbered "1" which might confuse the answers! In my case, the first #1. Add action for adding/removing person from task (e.g. when the form is filled in with "x" in CustomFieldA, add TeamG as a watcher)
S
Samson Harman
Zach - ClickUp: The client and I who voted for this post are hoping for the second option, where only particular people can edit Automations. This could be something that's a part of Custom Roles, for example. :)
Maksim CEO
I agree, very good idea
P
Paul Curtis
Yes I'd love this - we use automations via a web-page that allows our community to submit requests, but they are often not ClickUp users. We can share dashboards with them (as guests) but they won't see the task they've raised unless it is shared with their email address.
Can we have an automation that allows us to share with an email address passed in one of the fields?
Suyash Pandey
It is a very important requirement as of now especially for any team which is using forms to create tasks and want people who have filled the form to be the watcher of the task or have different access using automations
wira
You are very smart for this idea
Vando
Yeess Agree for that...