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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Ruud
Want to chip in for this as well.
We have e.g. a illness report list, a form for input and would like to add the requester to the task, so they can keep track of their own stuff as well.
And on the other one, for AI notetaker, would be nice if AI Agent could automatically share the doc to the participants. (Either default functionality of AI agent, don't mind).
But for anything that is being reported or shared, would be very powerful!
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Zuzana “Azuzula” Nyiri
Automatic public sharing of a task through automation or AI would be awesome. I run an e-commerce store with custom 3D printing and share a task with a customer. So that they can see all the details of their order. Now I have to manually set public sharing for the task and copy the link into an email. I would like to be able to automate this as well.
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Justina Arnold
Very similar use case to what Rachel, Jenni & others have mentioned. Ours is for product management forms that are visible to all teams in the company but the space itself is restricted to product management & engineering. Would really be beneficial to have the sharing in automations so the task creator/requester can confirm that their request was received and they have the link to check on the task periodically. Right now, other teams have to contact someone with access or when product managers review the requests, we provide access manually.
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Elias Höfer
Zach I think I saw that this is possible with the API now -> would be great if you could allow this in automations.
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Eliyahu Kalfa
Critical for scaling ClickUp to any multi-team organization
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Andrew Degner
This is a surprising gap in essential functions. Without it a private list with a general intake form is quite broken.
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Felix Schmidt
We would like to share a task with a person that is selected from a User/Person drop-down via an automation. Our use case is: Nobody except for the manager has access to a task. He then selects an employee to work on that task. The missing piece in our case is adding the sharing for the user to be able to automatically assign the task to the employee.
Mauricio Rocha
Same as Rachel and others complain, we need to share manualy all cards and if we have an automation to do this when requests are made by form will help a lot our team.
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Rachel Dupuis
This would be very helpful for us as well. We have a couple forms that Team Members fill out for requests from Finance, Operations, etc. These go into lists that only the related team has access to. We do not want every member to be able to see every request but we would like them to be able to see, edit, comment on their own requests. We are having to manually share each task right now.
It would be extremely helpful to be able to set up an automation to share the task with the requester.
Jenni Skarsten
At the very minimum it would be great to add permissions to the task creator to continue to be able to edit the task after the task has been moved to a folder that they don't have access to.
Use case: When someone submits a task to our HR team, we use a form on a list that is viewable by all users. We have an automation set to immediately move the task to a list within a folder that is private to only the HR team members. The problem we have is that the task creator loses permissions to the task and they cannot add comments or make edits to the task going forward. If they search for it, they can see only the status of it but cannot open it.
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