Browse our Automations templates to find a quick way to create efficient processes for your team. These templates are pre-set Triggers and Actions that can be used as-is to automate repetitive work, like changing the status every time a task is created, and you can customize them.
There are over 50 Automation templates that you can apply to any Space, Folder, or List.
Note: If you just need to automatically set Assignees or Watchers to a task from any Space, Folder, or List check out the Automation Shortcut menu first.
What you'll need
Automation ClickApp must be enabled in your Workspace
Guests can't set up Automations
All ClickUp Plans include an unlimited number of 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)
Business Plans and above can also set up Conditions and add multiple Actions
Paid Plans can purchase more Automations
Browse Automations templates for ways to make your team and workflows more efficient through automation. Templates are stored in the Automations menu and are grouped into categories, like Move, Statuses, and Creation.
Click the Space, Folder, or List in the Sidebar to open that location
Click the Automate button in the top right corner or select Automations from the Settings menu
You can also click the ellipsis ... icon and select Automations from the Settings menu
Click the Add automation button to open the Automations modal
Click a category to browse that group of templates
Tip: Know what you want to automate? You can also create a Custom Automation to set whichever Trigger, Conditions, and Actions you want.
Set up an Automations template
Click the template
Complete any information required to enable the Automation
In this example, we selected the Automations template When Moved to this location Then change status
We selected Pending status
Now all tasks moved to this location will have a status of Pending
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