Conditions give you more control of your Automations. For example, you could set a Trigger for tasks with a particular status and then add a Condition to complete the Automation only for particular Assignees.
Learn which Conditions are available to fine-tune your Automations!
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
- Each Automation can have up to 11 Conditions.
In the Automation schema, the Condition is criteria that must be true to run an Automation.
Conditions have to be set before the Trigger for an Action to happen.
The following conditions can be applied to Automations.
|Assignee||Filter for specific users, all, or none|
|Current Date Is||Filter Actions that are triggered before or after a fixed or dynamic date.|
Filter for a completely unique task field like a value or a budget.
|Due Date||Select a specific date or a before/after date|
|Priority||Sift out tasks that don't have a certain priority|
|Start Date||Check for tasks with specified start dates. Select a specific date or a before/after date|
|Status||Choose tasks in a certain stage of your workflow|
|Tag||Set your Condition to match any or all selected tags. You can also filter for all tasks that do not contain tags|
|Time Estimate||Filter out tasks that do/don’t contain estimates. You can also specify a greater than/less than/equal to value for the Condition|
Filter for specific users, all, or none