Conditions give you more control of your Automations. For example, you could set a Trigger for tasks with a particular status and then add a Condition to complete the Automation only for particular Assignees.

Learn which Conditions are available to fine-tune your Automations!

What you'll need

  • The Workspace admin or owner must enable the Automation ClickApp

  • Guests can't set up 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

We'll cover

Understand Conditions

In the Automation schema, the Condition is criteria that must be true to run an Automation.

Conditions have to be set before the Trigger for an Action to happen.

ClickUp Automation Condition showcasing certain status must be met for the Automation to run

Available Conditions

Assignee

Filter for specific users, all, or none

Custom Fields

Filter for a completely unique task field like a value or a budget

Due date

Select a specific date or a before/after date

Email

You can populate the email fields to, cc, bcc, subject, and body or set them up to populate with variable content:

  • to/cc/bcc: Assignee's email, creator's email, custom email

  • subject/body: Assignees, creator email, creator username, custom emails, date created, date closed, date done, date started, date updated, due date, email custom fields, priority, status color, status name, status type, task description, task ID, task name

You can also populate the body using variable fields, signatures, templated responses, emojis, and more!

Priority

Sift out tasks that don't have a certain priority

Tag

Set your Condition to match any or all selected tags. You can also filter for all tasks that do not contain tags

Time Estimates

Filter out tasks that do/don’t contain estimates. You can also specify a greater than/less than/equal to value for the Condition

Start date

Check for tasks with specified start dates. Select a specific date or a before/after date

Status

Choose tasks in a certain stage of your workflow

Watcher

Filter for specific users, all, or none


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