How To Use Automation On ClickUp

Do you want to speed up your workflow on ClickUp? Do you want to automate certain processes within your workspace? Either way, you can use the automation option on the app. Follow our guide below, and we’ll show you how to do so.

Working on different repetitive tasks can take your time when working on a project. Thankfully ClickUp has a couple of features you can use to save time on your workflows while increasing your productivity.

With the help of the automation feature on ClickUp, you can automate a variety of actions within your workspace. As such, you can save time when working on the app.

Aside from the available automation templates on ClickUp, you can also create custom ones to tailor your needs. Here’s our guide about creating custom automation on the app.

How to create custom automation on ClickUp

If you want to speed up your workflow on ClickUp, you can automate some of the processes you do on the app. In this way, you can save time on repetitive actions like assigning tasks, changing task due dates, and setting task priorities.

You can set up different automation on the ClickUp desktop or web app. In our tutorial below, we’ll show you how to create custom automation on your workspace.

On your computer:

1. Open the ClickUp desktop or web app and sign in to your account.
2. Click the Automate option on one of the views you have on your workspace.
   
   
3. On the menu that appears, select the “Add Automation” option.
   
   
4. Once the automation window appears, select the “Custom automation” option.
   
   
5. Choose the trigger and conditions for your new automation.
   
   
6. Choose the actions the app will automatically do once your automation launches.
   
   
7. Click Create to confirm your decision.

Automation can make your workflow on ClickUp faster. You can use this option to speed up repetitive actions that people usually do in your workspace.

If you’re having trouble thinking about the automation you want on the app, you can check the available templates offered on your workspace. Aside from using automation for different parts of your workspace, you can also use Integrations between other apps and ClickUp.

Please note that there’s a limit to automated actions you can use on your workspace every month. For example, those on the Free Forever plan can only use 100 automated actions per month.

The number of available automated actions varies depending on the plan you’re using for your workspace. The counter resets for every first of the month.

To wrap things up

Now that you know how to use automation on ClickUp, you can easily see dup your workflow on the app. Keep in mind that you can only use a limited number of automated actions on your workspace per month.

That’s everything we have in our guide! For more tips and tutorials, visit our page frequently, and read our daily posts and updates.