Create Automations in ClickUp

ClickUp Automations let you save time by turning repetitive actions into simple rules that run automatically in your Workspace. This guide walks you through how to create, manage, and troubleshoot task Automations so your team can focus on meaningful work instead of manual updates.

What are Automations in ClickUp?

Automations are rules that follow an if-then structure. When something happens, another action follows without you lifting a finger. In ClickUp, each Automation uses three core parts:

• Trigger: The event that starts the Automation.
• Optional condition: A filter that narrows when the rule should run.
• Action: What ClickUp should do when the trigger and condition are met.

Automations in your Workspace can be used to update tasks, keep fields in sync, assign work, and more.

Before you create ClickUp Automations

To successfully build task Automations in ClickUp, a few setup details must be in place:

• Automations are configured at the List level only.
• Your plan type controls how many active Automations and how many total monthly Automation runs you have.
• You need the correct permissions to edit a List and manage its settings.

Once these basics are ready, you can start building rules that match how your tasks move through your workflow.

How to create a ClickUp Automation

Use the Automation builder to create rules step by step. Follow the instructions below to add a new Automation to a List.

Step 1: Open the ClickUp Automation menu

1. Open the Space, Folder, and List that contains your tasks.
2. At the top of the List view, select the Automate or Automations option (depending on your layout).
3. This opens the Automations panel where you can view current rules and create new ones.

Step 2: Choose a ClickUp Automation template

The builder displays a gallery of prebuilt options so you do not have to start from scratch.

1. In the Automations panel, browse the available templates by category, such as status changes, time tracking, or assignee updates.
2. Select a template that closely matches the workflow you want. For example, a rule that changes status when a due date arrives.
3. Click Use or Add to start editing that Automation.

You can also create a custom Automation by choosing a blank template and defining your own trigger, conditions, and actions.

Step 3: Set the trigger for your ClickUp Automation

Every Automation begins with a trigger. This tells ClickUp when to run the rule. Common triggers include:

• Status changes.
• Task created or moved.
• Due date reached.
• Custom field updated.

1. In the builder, click the trigger field.
2. Choose the event that should start the Automation.
3. Specify any needed details, such as the status value or field name.

Step 4: Add optional conditions

Conditions refine when your Automation should fire, which helps avoid unnecessary changes. Examples include:

• Task is in a specific List or location.
• Task has a certain priority.
• A custom field meets a specific value.

1. Select + Add condition if your use case needs it.
2. Choose the field and operator, such as is, is not, or greater than.
3. Enter the value that must be true for the Automation to continue.

Conditions are optional, so you can leave this area empty if the rule should run every time the trigger occurs.

Step 5: Define the action for your ClickUp Automation

The action is the result that happens automatically. In ClickUp you can use actions like:

• Change task status or priority.
• Assign or reassign tasks.
• Update or clear custom fields.
• Post a comment on a task.
• Move a task to a different List.

1. From the Automation builder, click the action field.
2. Choose the action type.
3. Configure the details, such as which status to apply or which user to assign.

You can chain multiple actions together in one Automation to handle more complex workflows.

Step 6: Save and enable your Automation

1. Review the summary of your trigger, conditions, and actions.
2. Give the Automation a clear name so teammates understand what it does.
3. Enable the toggle or click Save to turn it on.

From now on, whenever the trigger event happens and conditions are satisfied, ClickUp will run the Automation and apply the configured actions to your tasks.

Managing existing ClickUp Automations

After creating your rules, you can manage them directly from the List’s Automation menu.

• View rules: Open the Automations panel to see all rules for the current List.
• Enable or disable: Toggle an Automation on or off without deleting it.
• Edit: Adjust triggers, conditions, or actions when your workflow changes.
• Delete: Permanently remove rules you no longer need.

Keep your Automations list tidy so your ClickUp processes stay predictable and easy to understand for everyone on your team.

ClickUp Automation limits and performance

Each Workspace has limits based on its plan:

• Total number of active Automations per Workspace.
• Total monthly Automation runs.

When you approach these limits, new rules may not run until the next billing cycle or until you upgrade. Performance can also depend on how many Automations trigger from a single task event. If many rules are tied to the same action, execution might happen in sequence and take longer to finish.

Use clear, targeted rules in ClickUp to avoid unnecessary or conflicting Automations and keep performance smooth.

Troubleshooting ClickUp Automations

If an Automation is not behaving as expected, work through the checks below.

Confirm the trigger and conditions

• Verify that the task action matches the trigger exactly.
• Check if all conditions are truly met on the task.
• Remove or simplify conditions to see if the rule starts working again.

Check Automation status and limits

• Ensure the Automation is enabled.
• Confirm your Workspace has not reached Automation usage limits for the month.
• Look for duplicate rules that could override or conflict with the one you are testing.

Review task history

Check the task activity to see if the Automation ran. The history can show changes to status, assignee, or fields that confirm when rules fired.

If an Automation still does not work after these steps, compare your setup with the official instructions on the ClickUp Help Center. You can review the original guide at this ClickUp Automations article for the most up-to-date requirements and examples.

Improving workflows with ClickUp Automations

Use Automations to standardize how work moves across Lists and ensure important steps never get skipped. Popular ways teams apply these rules include:

• Automatically assigning new tasks to an owner.
• Moving tasks to a review List when status changes.
• Updating priority when due dates are near.
• Posting internal comments when critical fields change.

Combining multiple simple rules can create an advanced workflow engine inside ClickUp without custom code.

Next steps and additional resources

For strategic guidance on structuring Spaces, Lists, and Automations together, you can learn more workflow best practices from optimization specialists like Consultevo. Pairing strong process design with reliable Automation rules helps you get the most out of your Workspace.

Once you have your first few rules running reliably, continue refining your ClickUp Automations by monitoring task activity, adjusting conditions, and consolidating similar rules. Over time, you will build a fast, predictable system that keeps your tasks updated automatically.

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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