ClickUp Automations reduce your team's manual work, allowing you to focus your time where it matters most.
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Automations for product team Folders
We recommend that your product and engineering teams each create the following Automations in their Folder:
Move bugs to Bugs List
Don't lose track of bugs! Create an Automation in your Folder to add newly-created bug tasks to your Bugs List.
Ensure the Tasks in Multiple Lists ClickApp is activated.
Move tasks to Backlog
Create an Automation in your Folder to move newly-created tasks to your Backlog List.
Roadmap and backlog Automations
We recommend the following Automations for your Roadmap & Backlog Lists:
Add task to List when Custom Field changes
Create an Automation in your Weekly Execution List that adds tasks to the Product Roadmap List when the On Roadmap checkbox is checked.
Add task to List when status changes
Create an Automation in your Product Master Backlog List that adds a task to the Weekly Execution List when its status changes to prioritized.
Set Custom Field when task is created
Create Automations in your Product Master Backlog List to set the Squad Custom Field when a new task is created based on its Product Feature Label.
QA Automation
We recommend creating an Automation in your Test Runs List that updates the status of a task when all of its subtasks are completed.