Create Automations to take care of busy work like applying a template when a task is created, or sending an email when a task status changes.

From the Automations modal, you can:

• Start with a suggested Automation.
• Start with a prebuilt Automation template.
• Auto-assign or Auto-watch tasks in your current location.
• Create a custom Automation.

Feature availability and limits vary by plan and user role. Learn more

Create an Automation

To create a new Automation from a List, Folder, or Space:

1. Click the Automate button or the lightning bolt icon.
2. Click Create Automation.
3. Use a suggested Automation, start with a prebuilt template, or build a custom Automation from scratch.
4. Configure your Trigger, Conditions, and Actions.
5. Give your Automation an optional name and description.
6. Click Create.

Triggers and Actions

The building blocks of an Automation are the Triggers and Actions from the dropdown menus in the following sections:

• Trigger: When this Trigger happens on tasks in this location. 
• Action: Then this Action will be done on tasks in this location. 

Use conditions

To filter the tasks that can trigger your Automation, add Conditions.

To add conditions, click the plus icon below the Trigger.

Add more Actions

To add more than one Action, click the plus icon below the first Action.

You can drag and drop Actions to reorder them.

Use a suggested Automation

Start building with a suggested Automation based on the work happening in your Space, Folder, or List.

To use a suggested Automation:

1. Click the Automate button or the lightning bolt icon.
2. Select a suggested Automation.

Start with an Automation template

Browse and start building with a popular Automation template. Find a template based on your use case or the category of actions you want to automate.

To create an Automation using a template:

1. Click the Automate button or the lightning bolt icon.
2. Click Create Automation.

3. In the sidebar, select a solution or category.

4. Click a template to open it.

5. Configure your Trigger, Conditions, and Actions.

6. Give your Automation an optional name and description.

7. Click Create.

Create a custom Automation

You can create a fully customizable Automation from scratch.

To create a custom Automation:

1. In the Automations modal ensure you're in the Browse tab.
   • By default, Automations are set to affect tasks and subtasks. To change this:
   • In the Trigger section, click the Tasks or subtasks dropdown. 
     
   • Select Tasks to set this Automation to affect tasks only. 
   • Select Subtasks to set this Automation to affect subtasks only. 
2. To select tasks or subtasks created by specific sources, click the Created by dropdown. These are the available options:
   • API: Affects tasks or subtasks created via the ClickUp API.
   • Automations: Affects tasks or subtasks created by Automations and Automation Integrations.
   • ClickUp Chrome Extension: Affects tasks created using the ClickUp Chrome extension. 
   • Email: Affects tasks created via email.
   • Forms: When people submit answers to a Form, submission tasks are created. This option affects the submission tasks in the chosen location.
   • Imports: Affects tasks or subtasks created when importing your work into ClickUp from another platform. 
   • Integrations: Affects tasks created by external apps that are integrated with ClickUp. This option does not affect tasks created by Automation Integrations. 
   • Recurring tasks: Affects tasks created by our recurring tasks feature.
   • Templates & Duplicated Tasks: Affects tasks or subtasks created by applying a template or duplicating an existing task. 
   • Users: Affects tasks or subtasks created by specific people or Teams. 
3. To set up a Trigger, click the dropdown menu.
   
   Our article Use Automation Triggers lists all available Triggers and details their settings.
   • To set up a Condition, below the Trigger dropdown click the plus icon. Conditions are optional criteria available on the Business Plan and above that must be true for the Automation to launch. 
   • To set up another Condition, click the plus icon below the first Condition. Our article Use Automation Conditions lists all available Conditions and their settings. 
4. To set up an Action, in the Then section click the top dropdown. Our article Use Automation Actions lists all available Actions and their settings. 
   • To set up another Action, click the plus icon below the first Action. 

Create a Chat Automation

Create Automations in your Chat Channels.

Automations triggered by subtasks

When Automations are triggered by subtasks, they'll also be triggered by nested subtasks.

The Action Create a subtask will only work if the subtask that triggers the Automation isn't the lowest subtask.

For example, if you use 7 levels of nested subtasks and a subtask nested under 6 other tasks meets the Trigger and Conditions, the Automation will not create a subtask.

When a subtask or nested subtask triggers the Move to List Action, the top-level parent task and all subtasks and nested subtasks will be moved.

Selecting Today as the due date is dynamic, and due dates will trigger at 4 am unless a specific time is given. 

Failed Automations

You can see the status of the Automations in your Automations Activity tab. Take a look at our article Track your Automations Activity to learn how we handle Automations failures.