If you want to automate project setup in ClickUp, use ClickUp forms! In this Advanced "Stacking Templates" tutorial, I'll show you how to use ClickUp Automations + ClickUp Templates to create custom tasks based on ClickUp Forms.
This is a great way to automate project management setup for new orders, client onboarding, HR processes, or really any conditional process!
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In this video we'll cover:
00:00 Introduction
00:25 Your questions on how your ClickUp Forms equate to custom fields or standard fields
1:13 - Use ClickUp Automations
3:36 - Quick note about ClickUp Automations
4:23 - Sharing ClickUp Forms
5:03 - How can I add multiple templates in ClickUp?
9:39 What if I want my automation to not just apply two templates?
11:38 - Sort by name here and use a numbering system to save your sanity!
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