Master Automation Conditions in ClickUp
Automation Conditions in ClickUp let you control exactly which tasks your automations apply to, so you can build precise, efficient workflows instead of changing every task in a location.
This how-to guide walks you through how Automation Conditions work, how to add them when creating or editing an automation, and how to combine multiple conditions for advanced filtering.
What are Automation Conditions in ClickUp?
Automation Conditions in ClickUp are filters you add to an automation so it only applies to tasks that meet specific criteria. Without conditions, an automation acts on every task in the chosen Space, Folder, or List whenever the trigger happens.
When you add one or more conditions, the automation checks each task against those rules before running the action.
Conditions can be based on things like:
- Task fields (status, assignee, due date, priority, and more)
- Custom Fields you have added to your workspace
- Location or hierarchy (Space, Folder, List)
- Task attributes like tags or sprint points
How Automation Conditions work in ClickUp
Every automation in ClickUp follows a simple structure: Trigger → Conditions → Actions. Conditions sit in the middle and decide whether the actions should run after the trigger fires.
The logic is:
- The trigger event happens (for example, a task moves to a certain status).
- The automation checks whether the task meets all added conditions.
- If the task matches the conditions, the actions run on that task.
- If the task does not match, the automation does nothing.
You can include several conditions in one automation, and combine them with logical operators like AND or OR to fine-tune which tasks are updated.
How to add Automation Conditions in ClickUp
Use these steps to add conditions while building a new automation recipe.
Create or open an automation in ClickUp
- Open the Space, Folder, or List where you want the automation.
- Click the Automations icon or open the Automations tab.
- Select a template or click to create a new automation from scratch.
- Choose your When (trigger) and Then (action) settings.
Once your trigger and actions are set, you can add one or more conditions to target only the tasks you want.
Add a condition to your ClickUp automation
- In the automation editor, locate the Filter or Conditions area between the trigger and action blocks.
- Click Add condition or a similar button.
- Choose the field you want to filter by, such as:
- Status
- Assignee
- Due date
- Priority
- Tag
- Custom Field
- Select the operator (for example, is, is not, contains, does not contain, is before, is after).
- Set the value the task must match. For example, Status is In Progress.
- Save the condition.
From here, you can add more conditions or save the automation.
Common types of ClickUp Automation Conditions
Here are practical condition types you can use to refine your automations in ClickUp.
Status-based conditions in ClickUp
Use a status condition when your automation should only run for tasks in specific workflow stages.
- Example: Status is In Progress.
- Use case: When a task moves to Review, and its status was previously In Progress, assign it to a reviewer.
Assignee conditions in ClickUp
Filter tasks based on who is assigned.
- Example: Assignee is a specific teammate.
- Use case: When a task is created and the assignee is a certain person, automatically change its priority or List.
Date and due date conditions in ClickUp
Control actions with date-based filters.
- Example: Due date is before today.
- Example: Start date is after a given day.
- Use case: When a due date passes and the task is not done, change its status or notify the assignee.
Priority and tag conditions in ClickUp
Use priority or tag conditions to focus automations on the most important or specific types of work.
- Example: Priority is High.
- Example: Tags contains bug.
- Use case: When a high-priority, tagged bug is created, auto-assign it to the engineering lead and post a comment.
Custom Field conditions in ClickUp
Custom Fields allow deeper filtering based on your team’s unique data.
- Example: Custom Field Client Tier is Enterprise.
- Example: Custom Field Estimate is greater than 5 hours.
- Use case: When an Enterprise client request is created, set a tighter due date and update a support List.
Using multiple Automation Conditions in ClickUp
You can combine several conditions in a single automation to target a narrow set of tasks.
AND vs OR logic in ClickUp conditions
When you add more than one condition, ClickUp lets you combine them using logical operators:
- AND: All conditions must be true for the automation to run on a task.
- OR: At least one condition must be true for the automation to run.
AND example
- Status is Open AND Priority is High
- Result: The action runs only on high-priority open tasks.
OR example
- Tag contains bug OR Tag contains incident
- Result: The action runs on tasks with either tag.
Use AND when you want strict control, and OR when several different task types should trigger the same result.
Examples of Automation Conditions in ClickUp
Here are a few common recipes that rely on conditions.
- When a task status changes to Done AND the List is Client Projects, move the task to an Archive List.
- When a due date arrives AND the status is not Complete, send a reminder to the assignee.
- When a task is created AND its Custom Field Budget is greater than a set amount, notify a manager.
- When a comment is added AND the task has the tag urgent, update the task’s priority.
Tips for managing Automation Conditions in ClickUp
- Keep conditions simple first: Start with one or two conditions, then add more if needed.
- Test new automations: Try them on a small List or with test tasks before rolling out broadly.
- Document your logic: Add descriptions to automations so teammates understand why conditions are set a certain way.
- Review regularly: As your workflows change, revisit automation conditions to keep them accurate.
Where to learn more about ClickUp Automations
To see every supported condition type and the latest options in the automation builder, review the official documentation on how to use Automation Conditions.
If you need strategic help designing scalable automation frameworks around ClickUp or other tools, you can also consult experts at Consultevo for workflow and implementation guidance.
By combining triggers, actions, and well-structured Automation Conditions, you can transform how work moves through your ClickUp workspace and ensure that each automation affects only the tasks that truly match your rules.
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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