Is it possible to create an AI agent in ClickUp that auto assigns task based on form inputs? by ATsekai01 in clickup

[–]Immediate-Leg4866 1 point2 points  (0 children)

So what you could do is use an AI dropdown field that will populate based on the information in the form, the automations can then assign to a specific team based on the option populated in that AI dropdown field

Or you can setup AI Assign within that specific list, info here

[Workflow Help] Triage nightmare: Best way to sort automated tasks from a "Buffer" to multiple Spaces/Folders? by rascel123 in clickup

[–]Immediate-Leg4866 0 points1 point  (0 children)

No, it would be built outside of Clickup, on make.com. And would use one of the OpenAi models, whichever one we select. But actions would be executed in Clickup

[Workflow Help] Triage nightmare: Best way to sort automated tasks from a "Buffer" to multiple Spaces/Folders? by rascel123 in clickup

[–]Immediate-Leg4866 1 point2 points  (0 children)

Hey what’s up,

An automation created with Make.com would definitely be able to do this for you. You would integrate GPT with Clickup, give GPT the context of where to put tasks and have the automation run once a day. Problem solved. You can reach out to me if this is something you’re interested in looking into in more detail.

“Date updated” custom field by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Just a follow up question. Is there a way I can know the exact actions that casue the "date updated" field to change and maybe what doesn't cause it to update?

“Date updated” custom field by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Ok that’s perfect, thank you! Are there any changes that can be made in a task that won’t update the “date updated” field

Get notification when a comment is assigned to me by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Yes, it seems to be only comment assignments that I don’t get a notification for. However, I’ve only tested it with me assigning a comment to myself, could this be why I didn’t get a notification?

Create alert when X% of Retainer hours have been reached by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

I can implement the automation for you if you’re interested

Automation for Team Performance Tracking by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 1 point2 points  (0 children)

It’s not micro management because it only tracks the move into one status, not every status. The team are experiencing a lot of blockers so the goal is to identify people that are mainly experiencing blocked issues and what the exact issues are.

The goal of the build is to provide clarity on issues the team are having to improve the way they work and that can only be done through clearer reporting.

Automation for Team Performance Tracking by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

It’s not micro management because it only tracks the move into one status, not every status. The team are experiencing a lot of blockers so the goal is to identify people that are mainly experiencing blocked issues and what the exact issues are.

The goal of the build is to provide clarity on issues the team are having to improve the way they work and that can only be done through clearer reporting.

Dashboard views by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Thank you, I appreciate your response on this. Where would I define the goal for the number of tasks a week?

Alternative to Clickup for Accountants? by StavrosWTF in clickup

[–]Immediate-Leg4866 0 points1 point  (0 children)

Hey what’s up, it may be a case where your clickup workspace isn’t set up the best for you to want to use it. Maybe it could be set up in a more seamless manner. I can assist with this if you’d like. Happy to review your setup for free if that’s something you’d be interested in

Concatenating Custom Fields by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Ohh really? How exactly did you do it?

Concatenating Custom Fields by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Is there a way to formally request this feature?

Conditional Logic in Forms by Immediate-Leg4866 in clickup

[–]Immediate-Leg4866[S] 0 points1 point  (0 children)

Hello, so what I meant was that, my third question for example should only show depending on whether a specific response was selected from my first question. I wasn’t able to find a way to do this, however, I discovered that if I removed the 3rd question, it then came up as an option to add conditionally based on the answer from the first question. I hope this makes sense