A
Alexis Counts-CRM
Project Managers!
Project Managers!
Project Managers!
Right now, when we automate project setup in GHL, we can only create individual blank tasks. But real projects need structure:
A new client onboarding project needs a folder with multiple lists (Discovery, Design, Development, Launch)
Each list needs tasks that follow our standard workflow
Tasks need to come with checklists, subtasks, and pre-filled custom fields
Without these features, we have to:
Manually create folders and lists in ClickUp after GHL triggers
Manually set up every task's subtasks and checklists
Copy and paste standard workflows instead of using templates
This defeats the purpose of automation.
Please add these actions to the GHL ClickUp integration:
  • Create Folder From Template action (select workspace, name the folder)
  • Create List From Template action (select folder, name the list, optionally apply a template)
  • Create Task from From Template Template action (select template, customize fields)
  • Create Document from Template (select workspace, name the folder)