Can't find what you're looking for in Automation templates? You can create a Custom Automation!
Browse our large selection of Triggers and Actions and apply Automations to tasks in any Space, Folder, or List.
What you'll need
Automation ClickApp must be enabled in your Workspace
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)
Business Plans and above can also set up Conditions and add multiple Actions
Paid Plans can purchase more Automations
Use Triggers, Conditions, Actions, and multiple Actions
To create a Custom Automation you need to know how to use the When and Then dropdowns to set up a Trigger, Conditions, and one or more Actions.
Triggers are events that start an Automation
Triggers are selected from the When dropdown
Conditions can be added by clicking the + icon under the When dropdown
Actions are selected from the Then dropdown
Actions can be added by clicking the + icon under the Then dropdown
Create a Custom Automation
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
Click the Add automation button to open the Automations modal
Click Custom Automation in the upper-left to open the Create Custom Automation modal
Browse the When dropdown to find your Trigger
Click the + icon to add multiple Condition(s) if needed
Browse the Then dropdown to find your Action
Click the + icon to add multiple Actions if needed
Add any info about your Workspace that's necessary to set up the Automation
In this example, we created a more complex Custom Automation.
We selected When Status Changes from Pending to Accepted
We selected the Condition If Due Date is equal to Today
We selected the Action Then Change priority to Clear
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