Use Automation Actions

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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 Actions 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 set up Conditions 
  • You can add one Action per Automation on the Free Forever and Unlimited Plans, and up to six Actions per Automation on the Business Plan and above

Understand Actions

In the Automation schema, Actions are what happens when an Automation is triggered.

Screenshot of an Automation Action being customized.

Available Actions

Action Description Additional information
Add a comment Add a comment that will populate in the comment section of the task.

 

Apply a template Apply a selected template to the task.  
Archive task Archive the task.

 

 

Change assignees Change the assignee(s) on a task.

When the Multiple Assignees ClickApp is enabled, this Action will add the assignee. When the ClickApp isn't enabled, this Action will replace the existing assignee

You can also expand the Advanced options to manually:

  • Add assignee(s)

  • Remove assignee(s)

  • Reassign

  • Remove all assignees

 

Combine this with another Change Assignee Action to tidy up your tasks in one Automation!

Change due date

Change the due date of a task. You can set your due date as static, for example, Monday, Dec 7.

Or you can set it as dynamic, for example, 7 days after Automation is triggered.

For dynamic due dates, set your Automation Action to change due date to enable:

  • Days after trigger date: Due date = 7 days after Automation trigger

  • On trigger date: Due date = the date that the Automation trigger occurs

  • Fields from Trigger: Due date = date provided in your date custom field, if you have that field set up OR the values from your default date fields. 

You can't set a specific due time using this Automation Action.

Change Priority Change the Priority of a task  
Change start date Change the start date of a task. You can set your start date as static, for example, Monday, Dec 7.

For dynamic start dates, set your Automation action to change start date to enable:

  • Days after trigger date: Start date = 7 days after Automation trigger

  • On trigger date: Start date = the date that the Automation trigger occurs

  • Fields from Trigger: Start date = date provided in your date custom field, if you have that field set up

You can't set a specific start time using this Automation Action.

Change tags Change tags on a task.
  • Add tag(s)

  • Remove tag(s)

Change watchers Change the watchers on a task.
  • Add watcher(s)

  • Remove watcher(s)

  • Remove all watchers
Create a subtask Create a new subtask.
  • Parent task

  • Task name

  • Template (optional)

Create a task Create a new task.
  • Task name

  • List name

  • Template (optional)

Delete a task

Delete the task.

 
Estimate time Estimate a specified amount of time on a task.  
Move to List Move the task to a chosen List.
  • Check the Move and keep in current List option to move tasks and add it back to the current List using Tasks in Multiple Lists.
Add to List Add the task to a chosen List using Tasks in Multiple Lists.  
Set Custom Field Set Custom Fields on a task. Choose the field and the value you want added.  
Track time Track time on a task. Specify the amount of time and who it should be tracked for.  
Webhook call

Allows you to connect ClickUp with any application:

  • Paste the URL you want called.

  • When a task Triggers an Automation, we'll send task details in the webhook payload. This lets you easily access data from ClickUp Automations in your own application!

The webhook endpoint provided must promptly resolve with a successful HTTP status code. If the timeout is exceeded on too many occurrences, the Automation will be disabled.

Example response with all available data:

{
  "id": "3384a099-81b5-43b2-8420-8f9edfd0ae71:main",
  "trigger_id": "1f24a37e-4b61-448c-a40e-58b7dc843248",
  "date": "2022-12-26T21:08:38.205Z",
  "payload": {
    "id": "1234abcd",
    "custom_id": null,
    "name": "1",
    "text_content": null,
    "description": null,
    "status": {
      "id": "p90100014936_DVHYH917",
      "status": "complete",
      "color": "#6bc950",
      "orderindex": 1,
      "type": "closed"
    },
    "orderindex": "8616472.00000000000000000000000000000000",
    "date_created": "1672088914395",
    "date_updated": "1672088915998",
    "date_closed": "1672088915998",
    "archived": false,
    "creator": {
      "id": 12345678,
      "username": "User name",
      "color": "#04a9f4",
      "email": "user@company.com",
      "profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
    },
    "assignees": [],
    "watchers": [
      {
        "id": 12345678,
        "username": "User name",
        "color": "#04a9f4",
        "initials": "SP",
        "email": "user@company.com",
        "profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
      }
    ],
    "checklists": [],
    "tags": [],
    "parent": null,
    "priority": null,
    "due_date": null,
    "start_date": null,
    "points": null,
    "time_estimate": null,
    "custom_fields": [
      {
        "id": "eb4b1adc-9812-46d9-87e7-5e02fce1efa4",
        "name": "Email Custom Field",
        "type": "email",
        "type_config": {},
        "date_created": "1643750549355",
        "hide_from_guests": false,
        "required": null
      },
      {
        "id": "d25baffa-c7e5-4b90-9012-777b02eba8d2",
        "name": "Number Custom Field",
        "type": "number",
        "type_config": {},
        "date_created": "1644356101853",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "fa884ea1-ff19-41aa-a3b4-cabe31f9075b",
        "name": "Date Custom Field",
        "type": "date",
        "type_config": {},
        "date_created": "1671600506040",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "50cba3f9-ba0b-474d-9a00-a92adc4e3746",
        "name": "Label Custom Field",
        "type": "labels",
        "type_config": {
          "options": [
            {
              "id": "79e5e9f8-b20d-412b-89a2-50f793a6be5b",
              "label": "1",
              "color": null
            },
            {
              "id": "9b9570c5-fef3-4702-9c31-c150dcf66853",
              "label": "2",
              "color": null
            },
            {
              "id": "c07263ab-5fb7-4fba-bc54-e0a4a7fce8a6",
              "label": "3",
              "color": null
            },
            {
              "id": "68373c62-894b-4273-b6aa-6e7a06491324",
              "label": "4",
              "color": null
            },
            {
              "id": "1d67aa21-a634-4818-95ba-de4b2119ebaf",
              "label": "5",
              "color": null
            }
          ]
        },
        "date_created": "1648079683549",
        "hide_from_guests": false,
        "required": false
      },
      {
        "id": "a821d5c1-3800-4035-9ed5-30f1ab932e84",
        "name": "network days",
        "type": "formula",
        "type_config": {},
        "date_created": "1648662130631",
        "hide_from_guests": false,
        "required": false
      }
    ],
    "dependencies": [],
    "linked_tasks": [],
    "team_id": "1234567",
    "url": "https://app.clickup.com/t/1234abcd",
    "list": {
      "id": "901000012345",
      "name": "List",
      "access": true
    },
    "project": {
      "id": "90100023456",
      "name": "hidden",
      "hidden": true,
      "access": true
    },
    "folder": {
      "id": "90100034567",
      "name": "hidden",
      "hidden": true,
      "access": true
    },
    "space": {
      "id": "90100045678"
    }
  }
}

 

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