ClickUp Automations How-To Guide

ClickUp Automations let you save time by turning repetitive work into hands-free workflows inside your ClickUp Workspace. This guide walks you through what Automations are, how to turn them on, and how to create, edit, and manage them effectively.

What are ClickUp Automations?

Automations in ClickUp are rules that connect a trigger to one or more actions. When something happens in your Workspace, ClickUp can automatically respond for you.

Each Automation has three main parts:

• Trigger: The event that starts the Automation.
• Conditions: Optional filters that must be true for the Automation to run.
• Actions: What ClickUp does automatically when the trigger and conditions are met.

You can build your own custom rules or use prebuilt templates to streamline work management.

Before you use ClickUp Automations

To use Automations, you need access to the feature and the right permissions in your Workspace.

Plan and permission requirements in ClickUp

Automations are available on specific Workspace plans. Depending on your plan, you may have monthly Automation usage limits. Workspace owners and admins can review these limits from the billing or usage settings.

To create or manage Automations on a location such as a Space, Folder, or List, you typically need edit access to that location. If you cannot add or update a rule, ask an owner or admin to adjust your permissions.

How to enable Automations in ClickUp

Automations may need to be enabled at the Workspace level before you can build rules.

1. Open your Workspace settings.
2. Navigate to the Automations or Apps section.
3. Confirm that Automations are toggled on.
4. Save any changes and refresh your Workspace if needed.

Once enabled, Automations options will appear on Spaces, Folders, and Lists where they can be used.

How to create an Automation in ClickUp

You can create Automations directly from the location where you manage your tasks.

Open the Automations menu

1. Go to the Space, Folder, or List where you want the rule to apply.
2. Click the Automations button in the toolbar or from the ellipsis menu.
3. Select Add Automation or a similar option to open the builder.

Use a prebuilt ClickUp Automation

Prebuilt templates are a quick way to get started.

1. In the Automations modal, browse the list of templates.
2. Filter by category, such as status changes, assignees, due dates, or priorities.
3. Select a template to preview what it does.
4. Customize any fields, like which status triggers the rule or which assignee is added.
5. Click Create or Save to activate the Automation.

Build a custom ClickUp Automation

When you need more control, create your own rule from scratch.

1. From the Automations modal, choose Custom Automation or Create from Scratch.
2. Select a Trigger, such as:

• Status changes
• Task created
• Due date arrives
• Custom field updated

3. Add Conditions if needed, for example:

• Task is in a specific List
• Priority is high
• Assignee is a certain person

4. Choose one or more Actions, such as:

• Change status
• Assign or unassign users
• Update due dates
• Modify custom fields
• Move tasks between Lists or Folders

5. Give the Automation a clear name so teammates understand what it does.
6. Click Create or Save to turn it on.

How to manage Automations in ClickUp

After creating rules, you can edit, reorder, or disable them at any time.

Edit an existing Automation

1. Open the Space, Folder, or List where the Automation lives.
2. Click Automations to view the list of rules.
3. Locate the Automation you want to change.
4. Click the edit icon or rule name.
5. Update the trigger, conditions, actions, or name.
6. Save your changes.

Turn Automations on or off

You may want to temporarily pause a rule without deleting it.

1. Open the Automations list on the relevant location.
2. Find the Automation you want to pause.
3. Toggle the switch next to the rule to disable it.
4. Toggle it back on when you are ready to use it again.

Delete an Automation

1. Go to the Automations section for the Space, Folder, or List.
2. Find the Automation.
3. Open the options menu for that rule.
4. Select Delete or Remove.
5. Confirm you want to delete the Automation. This action usually cannot be undone.

Best practices for ClickUp Automations

Follow these recommendations to keep your Workspace running smoothly.

• Start simple: Begin with one or two key rules, like changing status when a task is completed.
• Name clearly: Use names that describe the full behavior, for example, “When status is In Review, assign to QA.”
• Avoid loops: Do not create rules that trigger each other in a cycle, such as two rules that keep changing the same status back and forth.
• Test on a sample List: Create Automations in a test area first to ensure they behave as expected.
• Review usage: If your plan has Automation limits, check usage regularly to avoid surprises.

Troubleshooting ClickUp Automations

If an Automation is not working as expected, use these checks.

• Confirm the rule is enabled and saved.
• Verify that the trigger event actually occurred on the correct Space, Folder, or List.
• Review conditions to make sure they are not too restrictive.
• Check that you still have permission to edit tasks affected by the Automation.
• Look for other Automations that may override this rule’s actions.

If you need detailed reference information or newly added options, you can review the official documentation at Intro to Automations.

Next steps for optimizing your ClickUp setup

Once Automations are in place, you can combine them with views, custom fields, and templates to build a robust workflow system in your Workspace.

• Standardize task structures with templates.
• Use custom fields to capture important data for triggers and actions.
• Align statuses across Lists so rules behave consistently.

For broader workflow strategy, you can also learn more about process optimization approaches from resources such as Consultevo.

With thoughtful setup, ClickUp Automations will help you automate busywork, keep tasks moving, and maintain consistent processes across your entire team.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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