You can access Automations modal from several locations in ClickUp.

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

From a List, Folder, or Space

To access the Automations modal from a List, Folder, or Space:

1. In the upper-right corner, click the Automate button or the lightning bolt icon.
2. Select from the following options:
   • Create an AI Field: Create a new AI Field or start with a suggested AI Field.
   • Create an Automation: Create a new Automation, quickly Auto assign and Auto follow tasks, or use a suggested Automation.
   • Existing Automations: Enable, Disable, or edit existing Automations.
   • Manage Automations: Access the Automations modal to manage your Automations, usage, activity, webhooks, and recurring tasks.

From a Chat channel

To access the Automations modal from a Chat channel:

1. In the upper-right corner, click the Automate button or the lightning bolt icon.
2. Select from the following options:
   • Create a Chat Automation: Create a new Automation using chat-specific Triggers and Actions, including the following templates:
     • Post a recurring channel message.
     • Send webhooks when messages are posted.
   • Existing Automations: Enable, Disable, or edit existing Automations.
   • Manage Chat Automations: Access the Automations modal to manage your Automations, usage, activity, and webhooks.

From the Home or Spaces Sidebars

You can access the Automations modal from the Home Sidebar and Spaces Sidebar:

From the Home Sidebar or Spaces Sidebar:

1. Hover over a List, Folder, or Space.
2. Click the ellipsis ... icon.
3. Select List settings.
4. Click Automations.

From your Workspace settings menu

To access the Automations modal from Workspaces settings:

1. In the upper-left corner, click your Workspace avatar.
2. Select Automations.