Use Automation Triggers

  • Updated

Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the changes you want to automate.

Conditions are an optional part of Automations that add more precision and control.

Learn how to use Triggers to create Automations that will save you clicks!

What you'll need

  • The Workspace admin or owner must enable the Automation ClickApp

  • Guests can't set up Automations

  • All ClickUp Plans include an unlimited number of 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

Understand Triggers

In the Automation schema, the Trigger part is When this happens:
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If you want to be more selective when choosing Triggers, you can add Conditions to your Triggers in order to more granularly control Automations.

Note: Conditions have to be set before the Trigger for an Action to happen.

Available Triggers

Automation Trigger

Description

Options

Assignee changed

When an assignee on a task is changed, an Action will take place

When an assignee is changed to: Choose anyone who has access to the List

Assignee removed

When an assignee on a task is removed, an Action will take place

When an assignee is removed to: Choose anyone who has access to the List

Custom field changes

When the related change happens on a custom field, an Action will take place. Optionally, limit to only trigger if it is coming from or changing to a certain value

When a custom field changes from: Select from the options for the custom field selected

 

To: Select from the options for the custom field selected

Checklists resolved

When all the checklists are resolved on a task, an Action will take place

 

Due date arrives

When a due date arrives on a task, an Action will take place

 

Due date changes

When a due date changes, an Action will take place

 

Priority changes

When a priority changes on a task, an Action will take place. Optionally, limit to only trigger if it is coming from or changing to a certain priority

When a priority changes from: Choose from any priority level, including no priority

 

To: Choose from any priority level, including no priority

Move to this List

When a task is moved to the List you are automating, an Action will take place

 

Start date arrives

When a start date arrives on a task, an Action will take place

 

Start date changes

When a start date changes, an Action will take place

 

Status changes

When a status changes on a task, an Action will take place. Optionally limit to only trigger if it is coming from or changing to a certain status.

When a status changes from: Choose from any active, done, or closed status in your List

 

To: Choose from any active, done, or closed status in your List

 

Subtasks resolved

When all the subtasks are resolved on a task, an Action will take place

 

Task created

When a task is created in the List, an Action will take place

By default, any task created will trigger the Automation.

You can use the Advanced Editor to apply the Automation for specific circumstances.

Task linked

When a task is linked in the List, an Action will take place

 

Time tracked

When time is tracked by a specific person in a task, an Action will take place.

User: Choose anyone who has access to the List

Task unblocked

When a task is unblocked, an Action will take place

 

Use the Advanced Editor for the Task Created Trigger

You can specify any Automation using the Task Created Trigger to have specific and unique conditions. These are separate to any Automation Conditions.

 

Task Created method

Description

Supported by Advanced Editor

Templates

The Automation will only trigger for tasks created by applying a Space, Folder, or List template.

Automations

The Automation will only trigger for tasks created by the Create task or Create subtask Automation Actions.

Forms

The Automation will only trigger for tasks created by submitting a form.

Users

The Automation will only trigger for tasks created by all users, or by specific people.

Imported tasks

Tasks created by importing them from another app or data file.

Disable the Advanced Editor to apply an Automation to these tasks.

Integrations

Tasks created from an Integration.

Disable the Advanced Editor to apply an Automation to these tasks.

Public API

Tasks created via the ClickUp API.

Disable the Advanced Editor to apply an Automation to these tasks.

Enable the Advanced Editor

To enable the Advanced Editor:

  1. Select the Task Created trigger.

  2. Click the toggle to enable the Advanced Editor.

  3. Select the Advanced Editor options you want to apply.

  4. To apply the Automation to tasks created by specific people, click the people picker on the right next to Users.

    • Tip: To apply the Automation for all users in your Workspace, leave the Users method checked, with no specific user selected.

  5. Continue to create your Automation as needed.
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