Automation is nice, but it quickly is becoming tedious copying and moving generic rules across even the limited number (12) of workspaces I manage. Creating one rule and copying to each workspace takes maybe 10-15 minutes or so? That is just slow and frustrating when it could be so much faster.
A few good options come to mind to make this better:
Option 1: Rule templates
Just like release templates, allow rule templates to be created (maybe at the account level?) that could then be selected when adding a rule on any other workspace.
Maybe there could be a workspace selector to let you choose which workspaces should use this automation rule
I like this option best because:
Centrally created rules can be created for anyone in the account to use
Rules can be updated in a single place and that change can apply to all workspaces using the rule
Rules can be easily applied to many workspaces in the account quickly.
Option 2: Copy rule to many accounts at once
When copying a rule, give an option to copy to... that gives the user a workspace selector where they can pick all the workspaces they want the rule copied to. Also in this scenario don't add 'Copy of' at the beginning of the rule name
I like this less because it creates a bunch of unlinked rules in various workspaces that then all are managed separately.
|Release time frame||1 month|
Create custom workspace templates
Standardize the way you set up new workspaces so teams follow the same approach. Create a template with predefined workflow statuses, custom fields, automations, and more. This update is available for customers on our Enterprise+ plan.
Checkout the blog post for more details.