Set up Triggers to automate recurring Actions within your tasks, like setting a new due date when there's a status change.
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
Guests can't set up Automations
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 Automations
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
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
Choose an Automation type
Setting up an Automation takes a little planning.
Choose the type of Automation you need
The following types of Automation are available:
Navigate to the Space, Folder, or List and click the ellipsis ... icon
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:
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
Check out our blog post on instilling an Automation mindset in your company
Find out how to Automate workflows