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 the new assignee(s) to be the task Watcher, 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.

Change the due date of a task. You can set your due date as static, for example, Monday, Dec 7.

Or you can set it as dynamic, for example, 7 days after Automation is triggered.

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.

• Choose a date: Select a specific date.

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

You can't set a specific due time using this Automation Action.

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. 

• Choose a date: Select a specific date.

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

You can't set a specific start time using this Automation Action.

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 watcher(s)

• Remove watcher(s)

• Remove all watchers

Create a new subtask.

• Parent task

• Task name

• Template (optional)

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

• Task name

• List name

• Template (optional)

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

Delete a task or subtask.

• 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.

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.

• Fields from Trigger: 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:

• Paste the URL you want called.

• When a task Triggers an Automation, we'll send task details in the webhook payload. This lets you easily access data from ClickUp Automations in your own application!

The webhook endpoint provided must promptly resolve with a successful HTTP status code. If the timeout is exceeded on too many occurrences, the Automation will be disabled.

Example response with all available data:

{
  "id": "3384a099-81b5-43b2-8420-8f9edfd0ae71:main",
  "trigger_id": "1f24a37e-4b61-448c-a40e-58b7dc843248",
  "date": "2022-12-26T21:08:38.205Z",
  "payload": {
    "id": "1234abcd",
    "custom_id": null,
    "name": "1",
    "text_content": null,
    "description": null,
    "status": {
      "id": "p90100014936_DVHYH917",
      "status": "complete",
      "color": "#6bc950",
      "orderindex": 1,
      "type": "closed"
    },
    "orderindex": "8616472.00000000000000000000000000000000",
    "date_created": "1672088914395",
    "date_updated": "1672088915998",
    "date_closed": "1672088915998",
    "archived": false,
    "creator": {
      "id": 12345678,
      "username": "User name",
      "color": "#04a9f4",
      "email": "user@company.com",
      "profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
    },
    "assignees": [],
    "watchers": [
      {
        "id": 12345678,
        "username": "User name",
        "color": "#04a9f4",
        "initials": "SP",
        "email": "user@company.com",
        "profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
      }
    ],
    "checklists": [],
    "tags": [],
    "parent": null,
    "priority": null,
    "due_date": null,
    "start_date": null,
    "points": null,
    "time_estimate": null,
    "custom_fields": [
      {
        "id": "eb4b1adc-9812-46d9-87e7-5e02fce1efa4",
        "name": "Email Custom Field",
        "type": "email",
        "type_config": {},
        "date_created": "1643750549355",
        "hide_from_guests": false,
        "required": null
      },
      {
        "id": "d25baffa-c7e5-4b90-9012-777b02eba8d2",
        "name": "Number Custom Field",
        "type": "number",
        "type_config": {},
        "date_created": "1644356101853",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "fa884ea1-ff19-41aa-a3b4-cabe31f9075b",
        "name": "Date Custom Field",
        "type": "date",
        "type_config": {},
        "date_created": "1671600506040",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "50cba3f9-ba0b-474d-9a00-a92adc4e3746",
        "name": "Label Custom Field",
        "type": "labels",
        "type_config": {
          "options": [
            {
              "id": "79e5e9f8-b20d-412b-89a2-50f793a6be5b",
              "label": "1",
              "color": null
            },
            {
              "id": "9b9570c5-fef3-4702-9c31-c150dcf66853",
              "label": "2",
              "color": null
            },
            {
              "id": "c07263ab-5fb7-4fba-bc54-e0a4a7fce8a6",
              "label": "3",
              "color": null
            },
            {
              "id": "68373c62-894b-4273-b6aa-6e7a06491324",
              "label": "4",
              "color": null
            },
            {
              "id": "1d67aa21-a634-4818-95ba-de4b2119ebaf",
              "label": "5",
              "color": null
            }
          ]
        },
        "date_created": "1648079683549",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "a821d5c1-3800-4035-9ed5-30f1ab932e84",
        "name": "network days",
        "type": "formula",
        "type_config": {},
        "date_created": "1648662130631",
        "hide_from_guests": false,
        "required": false
      }
    ],
    "dependencies": [],
    "linked_tasks": [],
    "team_id": "1234567",
    "url": "https://app.clickup.com/t/1234abcd",
    "list": {
      "id": "901000012345",
      "name": "List",
      "access": true
    },
    "project": {
      "id": "90100023456",
      "name": "hidden",
      "hidden": true,
      "access": true
    },
    "folder": {
      "id": "90100034567",
      "name": "hidden",
      "hidden": true,
      "access": true
    },
    "space": {
      "id": "90100045678"
    }
  }
}