Resources/ Shop/Rollup Custom Field Automation Template for ClickUp
Rollup Custom Field Automation Template for ClickUp
This automation template comes with Two Automation Recipes utilising Make.com. You can choose either one or both depending on your scenario:
1) First Automation: This automation provides the Sum of Money/Number (Custom field) in subtasks to Parent Task.
2) Second Automation: This automation provides the Average of Number (Custom field) in subtasks to Parent Task.
You will get a complete video to start utilising these automations right away.
£29 only
Useful for many use cases like but not limited to:
Auto sum all ad spent over multiple sub tasks in parent task as Total Cost.
Auto add all items in inventory
Get average of marks/score calculated.
Get average cost of spending each quarter
Add further automation to update status according to the results in parent task
Save Time Instead of Doing Manual Calculations
Our Testimonials
“Hina was able to quickly understand our complex business set up and was able to assist us with solutions that worked for us. She helped us not just understand the options we have but also set up extensive project templates which are broken into little tasks with dependencies and automations in place. What used to take us hours, is now a matter of minutes!”
Project Manager
Quantifire
“We were struck by Hina’s expertise and wide-ranging knowledge of project management systems. Hina was so kind and thoughtful and set up an amazing project management system that exceeded our expectations. The time we have saved putting Hina’s systems into place has had such a positive impact on our business.”
Hannah Palin
Director of Learning, Well Known
“I’ve worked with Hina for years now with everything ClickUp. She is an absolute gem and is truly the best. She has an unbelievable amount of knowledge and knows how to execute. She has built, customized, and supported on dozens of our ClickUp spaces. So if you’re in the market to have someone make anything related to ClickUp, definitely hire Hina.”
Max Fata
Founder of Celeb Talk Guy.
By sharing the Ready-made templates with you, we are trying to help you best optimise your business. The templates are all customisable and easy to use.
At IT Visionists, we utilise the Efficiency Triangle—People Behaviour, Process Optimisation, and the Right Set of Tools— to drive your success and underpin your scalable and efficient operations.