During ClickUp implementation, we were told that ClickUp can be used a helpdesk system so we started using ClickUp as a Help Desk system across various functional areas in our organization. However, when a user submits a form, a task is created, but the user does not automatically receive access to it. This requires our Help Desk technicians to manually grant access, which can lead to delays. Without access, users cannot view their submitted tickets or provide feedback, often resulting in duplicate ticket submissions and inefficiencies.

Additionally, technicians sometimes forget to grant access before updating tasks, which means users are unaware of any requests for additional information or feedback. This lack of visibility negatively impacts our Help Desk KPI metrics.

We cannot make the list public since users don't have to view all the ticket information. We request that ClickUp automatically grant user access to tasks created through form submissions to enhance visibility and streamline our processes.

ClickUp claims to be able to replace service desk systems, but it cannot! If our HR team or legal team wants to let people submit tickets to their department, and the submitter should only be able to see their own submissions, there's no way to share just the new task with the submitter. You have to share all tasks in the list manually share the task with the submitter. You can, however, add the submitter as a watcher, but they don't receive any notifications until you manually share the task with them! Please add this capability!!!

when we are getting this automation ??

The sharing and permission will be automate at the task level, list level, Folder level and space level.

Please consider the same.

We require this basic automation. Currently our workflows are extremely constrained because sharing permissions cannot be changed by automations

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!

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.

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.

Zach I think I saw that this is possible with the API now -> would be great if you could allow this in automations.

Critical for scaling ClickUp to any multi-team organization