Joey
Merged in a post:
Template use in Mobile App
Amanda Soto
I want to be able to use templates in the mobile app
Joey
Merged in a post:
Access to Templates on Mobile
A
Adetola Jide
Templates should be accessible to create tasks et al.
M
My WorkSpace
Update on this? Using templates is so nice on desktop, but my work is increasingly in the field and I want to take advantage of repetitive tasks/subtasks. There are needs to trigger certain workflows while in the field based on circumstances.
Please add to mobile.
Ben Cosford
Yes crucial to be able to apply templates in app
Demetri
Document templates on mobile please. Seriously need this
Julian Pustkuchen
Brendan W I'm wondering why this is marked "Planned" for the mobile app, while this isn't yet solved in ClickUp in General, but the feature request for that important functionality has many many votes: https://clickup.canny.io/feature-requests/p/edit-templates-and-see-more-about-each-template-inside-the-template-center
Should these be merged perhaps? Or should the status be updated?
Brendan W
Julian Pustkuchen: Hey there! Seeing more (previewing) or editing our actual templates in ClickUp is the feature request you linked above!
The one we're chatting on here is for mainly for using task templates on mobile!
w
webks: websolutions kept simple
Brendan W Sorry yes, I was confused by the title. They are surely related, but this should be labelled differently to reflect that?
J
Justin Frank
I am looking for a new Workflow management to switch to from Trello. I really liked Click Up but the fact that you do not have access to templates on the mobile device is a deal breaker for me. I guess I have to keep looking.
Joel Friesen
I found a work around to this problem. On your desktop, create the following automation: WHEN "Task or subtask created", THEN "Apply a template". Set the location of the automation to a place where the types of tasks that you create are always the same. Set the template to which ever one you want. Now, whenever you create a task within that location, even when you are using the mobile app, your template will automatically be applied
Fabian Medina
YESSS!! Very much needed. At least give me option to duplicate a task via mobile. Although, I just spent 30 mins designing a template with subtasks when it may not be used very much because my users are mobile online and adding a default task will facilitate task creation. I use the description field as a form so my users can fill out the task details correctly.
You spoiled us with the template center via PC, now you need to make it available via mobile!! Thanks.
M
Marisa Migliaccio
Hi Joey! My team is a part of an event production company that uses task templates to take our leads from inquiry stage all the way through post production. These templates have checklists relevant to each department's onboarding so that at any time, management, producers or event technicians can see the status of an event. For my producers who handle inquiries, being able to create an event inquiry via the task template on a mobile app would be very helpful. We plan to upgrade so that I can have required custom fields so no info gets missed - where those fields and requirements would also be programmed into the tasks. The way we use it - is once an inquiry (task) puts down a deposit, it becomes an active event (list) which is also a template [and then the inquiry task is moved over into said list for onboarding of the additional teams. Doing this in the field or on the go is important as the producers are often traveling. Thanks!
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