Add variables, like Task ID, @mentioning a person, dates, or Custom Fields into the comment.

You can use this Action to mention your Codegen AI Agent in a comment. 

• Message: Type your message. You can also populate the message with fields from the Trigger, like Channel Name or Message URL.
• Send to: Send to the channel or the message thread.
  • Channel: If sending to the channel, you'll need to select a channel.
• Assign to: Optional. Select an assignee.

• Task name: Enter a name for the task, or choose one or more fields from the Trigger as the name.
• List
• Optional settings:
  • Template, Status, Priority, Due Date, Start Date, Tags, Assignees, Custom Field(s), Task Type

Supported relationships include:

• Task relationship
• Doc relationship
• Dependency relationship including:
  • Waiting on
  • Blocking
• Custom Relationship including:
  • Any task in your Workspace
  • Tasks from a specific List

If the applied template creates new subtasks and you're using the create task trigger, an automation loop may start. To end the loop, disable the trigger. 

This Action will not fire for tasks or subtasks that were created via a template.

When the Multiple Assignees ClickApp is enabled, this Action will add the assignee. When the ClickApp isn't enabled, this Action will replace the existing assignee.

You can choose the new assignee(s) to be the task follower, task creator, Automation triggered by, or a Person Custom Field. 

You can also expand the Advanced options to manually:

• Add assignee(s)

• Remove assignee(s)

• Reassign

• Remove all assignees

Combine this with another Change Assignee Action to tidy up your tasks in one Automation.

You can use this Action to assign tasks to your Codegen AI Agent.

Change the due date of a task.

Due date options include:

• Days after trigger date: A certain number of days after the Automation is triggered.

• On trigger date: The date that the Automation is triggered.

• On trigger date and time: The date and time the Automation is triggered.

• Choose a date: Select a specific date.

• Remove date: Remove the due date from the task that triggered the Automation.

Start date options include:

• Days after trigger date: A certain number of days after the Automation is triggered.

• On trigger date: The date that the Automation is triggered. If the Automation is triggered after the due date, the start date will be the due date. 

• On trigger date and time: The date and time the Automation is triggered.

• Choose a date: Select a specific date.

• Remove date: Remove the start date from the task that triggered the Automation.

This Action changes the status of the task that triggers the Automation.

For tasks and subtasks in multiple lists, this Action uses statuses from the trigger task's home List.

For an Automation Action to update a status, that status must exist in the Workspace location where the Automation is being created.

• Add tag(s)

• Remove tag(s)

• Add follower(s)

• Remove follower(s)

• Remove all followers

• Parent task

• Task name

• Template (optional)

If the Automation is triggered by a nested subtask at the lowest level, this Action will be skipped.

You can relate the new subtask to the trigger task using the Relationship type field. Options include:

• Task relationship
• Dependency relationship

You can relate the new subtask and the trigger task using a Custom Relationship through the Custom Fields option. 

• Task name

• List name

• Template (optional)

If the task name is left blank, it will default to Task (created from Automation).

You can relate the new task to the trigger task using the Relationship type field.

Options include:

• Task relationship
• Dependency relationship

You can relate the new task and the trigger task using a Custom Relationship through the Custom Fields option. 

• Specify the List for the new task.
• Check Link to original task to create a task relationship between the trigger task and the new task.

Delete a task or subtask.

Update the task name.

Use variables from the task that triggered the Automation, including task ID, task name, and more.

The updated task name is not available as a dynamic variable to other Actions in the same Automation.

• Check the Move and keep in current List option to move tasks and add it back to the current List using Tasks in Multiple Lists.
• If the Automation is triggered by a subtask or nested subtask, it will move the top-level parent task and all subtasks and nested subtasks will convert to a parent task, and no longer be linked to the parent task.

Subtasks in Multiple Lists must be enabled if you want to use this Action on a subtask.

This Action uses the permissions of the person who created the Automation. Learn more

Set Custom Fields on a task. Choose the field and the value you want added.

You can use AI Fields and private Custom Fields in Actions.

Date Custom Field options include:

• Days after trigger date: A certain number of days after the Automation is triggered.

• On trigger date: The date that the Automation is triggered.

• On trigger date and time: The date and time the Automation is triggered.
• Fields from Trigger: You must have a Date Custom Field available in the location where you're creating this Automation for this option to display. Dynamically set the Date Custom Field from the task that triggered the Automation, including:
  • Start date
  • Due date
  • Date created
  • Date updated
  • Date done
  • Date closed
  • Any Date Custom Field.

• Choose a date: Select a specific date.

• Remove date: Remove the date from the task that triggered the Automation.

To trigger Actions based on more than one selected Custom Field value, you will need to create a separate Automation for every Custom Field selection.

Allows you to connect ClickUp with any application.

Assign tasks based on custom prompts you previously set up.

This Action is only available when the Task or subtask created or Task or subtask updated Trigger is selected.

This Action is only available after you have set up AI Assign for the Space, Folder, or List in which you're creating this Automation.

Prioritize tasks based on custom prompts you previously set up.

This Action is only available when the Task or subtask created or Task or subtask updated Trigger is selected.

This Action is only available after you have set up AI Prioritize for the Space, Folder, or List in which you're creating this Automation.

Create a webhook Automation to communicate with an external integrated app when a specific event occurs in a ClickUp task.

Launch AI Agent

This Action is in beta.