Set up Triggers to automate recurring Actions within your tasks, like setting a new due date when there's a status change.
You can browse through our huge selection of templates from the Automations library or create your own Custom Automations. You also can set up Integrations between ClickUp and other apps.
Automations save time and increase productivity. Manual work is time-consuming and easy to forget. Automate so you can focus on what matters most!
Note: Automations also apply to tasks and subtasks created or updated through our API and our mobile app.
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
Paid Plans can purchase more Automation Actions as Add-ons
We'll cover
Enable the Automation ClickApp
By default, the Automation ClickApp is enabled for new Workspaces. Only Workspace owners and admins can manage ClickApps.
If the Automation ClickApp isn't enabled or if you don't have access to the settings, the button in the upper-right corner is labeled Customize instead of Automate.
To enable Automation for your Workspace:
Click your Workspace avatar in the lower-left corner
Select ClickApps
Browse or search for Automation
Click the toggle to enable Automation
Understand Triggers, Conditions, and Actions
To enable any type of Automation, you'll need to set up simple to complex combinations of Triggers and Actions. Some Automations also use Conditions.
Triggers are events that start an Automation
Conditions are criteria that must be true to run an Automation
Choose an Automation type
Setting up an Automation takes a little planning.
Choose the Space, Folder, or List where you want to apply an Automation
Choose the type of Automation you need
The following types of Automation are available:
Shortcut menu: Use to automatically set Assignees or Watchers to a task from any Space, Folder, or List
Navigate to the Space, Folder, or List and click the ellipsis ... icon
Click Automations
Click the person icon
Search for and click to select an Assignee or Watcher
Templates: Use as a starting place to browse pre-set Triggers and Actions to see which Automations are useful for your team. They can be used as-is and you can also customize them
Custom: Use if you have a specific result in mind and you're comfortable using Automations. With Custom you can also add Conditions and set more than one Action
Integrations: Use if the Automation relates to other apps. Currently, we support integrations with:
Failure notification
If there's an issue with an Automation, it will be paused and an email will be sent to the person who created the Automation.
Want to learn more?
Check out the Maximize Productivity With ClickUp course on ClickUp University
Learn how to manage your Automations and purchase Automations add-ons
Check out our blog post on instilling an Automation mindset in your company
Find out how to Automate workflows