Automations overview

  • Updated

Automate your workflows to save time and increase productivity! You can set up Automations with custom Actions and Triggers to automate a variety of work, like setting a new due date when there's a status change.

You can browse through our templates in the Automations library or create your own Custom Automations. You also can set up Integrations between ClickUp and other apps.

Screenshot of a Custom Automation.

Automations also apply to tasks and subtasks created or updated through our API and our mobile app.

What you'll need

  • The Workspace admin or owner must enable the Automation ClickApp

  • Guests can't set up Automations

  • The number of automated Actions that can be completed per month depends on your Plan:

    • Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and again when usage is over 100%

    • Free Forever: 100 Actions / month

    • Unlimited: 1,000 Actions / month

    • Business: 10,000 Actions / month

    • Business Plus: 25,000 Actions / month

    • Enterprise: 250,000 Actions / month

    • Usage limits reset on the first of every month (PST)

  • Free Forever and Unlimited Plans can set up Triggers and Actions

  • Business Plans and above can also set up Conditions and add multiple Actions

  • Paid Plans can purchase more Automation Actions as Add-ons

Enable the Automation ClickApp

By default, the Automation ClickApp is enabled for new Workspaces. Only Workspace owners and admins can manage ClickApps.

If the Automation ClickApp isn't enabled or if you don't have access to the settings, the button in the upper-right corner is labeled Customize instead of Automate.

To enable Automation for your Workspace:

  1. Click your Workspace avatar in the lower-left corner.

  2. Select ClickApps.

  3. Browse or search for Automation.

  4. Click the toggle to enable Automation.

Automations are located-based and affect all tasks beneath them in the Hierarchy. For example, if you create an Automation at the List level, it will only affect tasks within that specific List. If you create an Automation at the Folder level, however, it will affect all tasks in all Lists within the Folder.

Triggers, Conditions, and Actions

Every Automation consists of a Trigger and an Action. Users on the Business Plan and above have the option to use Conditions and multiple Actions in their Automations.

  • Triggers are events that start an Automation

  • Conditions are criteria that must be true for the Automation to launch

  • Actions are the events that the Automation initiates after it is triggered

Screen_Shot_2022-10-19_at_8.43.52_AM.png

Choose an Automation type

Setting up an Automation takes a little planning.

  1. Choose the Space, Folder, or List where you want to apply an Automation

  2. Choose the type of Automation you need

The following types of Automation are available:

  1. Shortcut menu: Use to automatically set Assignees or Watchers to a task from any Space, Folder, or List

    • Navigate to the Space, Folder, or List and click the ellipsis ... icon

    • Click Automations

    • Click the person icon

    • Search for and click to select an Assignee or Watcher

  2. Templates: Use as a starting place to browse pre-set Triggers and Actions to see which Automations are useful for your team. They can be used as-is and you can also customize them

  3. Custom: Use if you have a specific result in mind and you're comfortable using Automations. With Custom you can also add Conditions and set more than one Action

  4. Integrations: Use if the Automation relates to other apps. Currently, we support integrations with:

 

Was this article helpful?