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Automations

  • Automations FAQ

    Find answers to frequently asked questions about our powerful Automations!   Q. My Automation isn't working. A. If a specific Automatio...

  • Automations overview

    Set up Triggers to automate recurring Actions within your tasks, like setting a new due date when there's a status change. You can brow...

  • Create an email Automation

    Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations elimina...

  • Create Custom Automations

    Can't find what you're looking for in Automation templates? You can create a Custom Automation! Browse our large selection of Triggers ...

  • Manage Automations and usage

    Use the Manage tab in the Automations modal to view, edit, or delete all of the Automations in each of your Spaces, Folders, and Lists....

  • Set up Automations Integrations

    Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps: Bugsnag Calendly ...

  • Use Automation Actions

    Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

  • Use Automation Conditions

    Conditions give you more control of your Automations. For example, you could set a Trigger for tasks with a particular status and then ...

  • Use Automation Triggers

    Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

  • Use Automations Templates

    Browse our Automations templates to find a quick way to create efficient processes for your team. These templates are pre-set Triggers ...