ClickUp Automations: 12 Ideas That Save Time

Every team has small, repetitive steps: assigning reviewers, setting dates, moving tasks, notifying people. ClickUp automations handle them so nobody has to remember.

How automations work

Each automation has three parts:

1. Trigger: what starts it, such as a status change, a new task or a due date arriving.
2. Condition (optional): only run if something is true, such as priority is urgent.
3. Action: what happens, such as assign, move, comment, change a field or apply a template.

ClickUp also offers prebuilt automation templates, so you rarely start from zero.

12 automation ideas

Assignment and review

1. When status changes to "In review", assign the reviewer.
2. When a task is created in a client List, assign the account manager.
3. When a task is marked urgent, notify the team lead.

Dates and scheduling 4. When a task is created, set the due date to 3 days later. 5. When a task moves to "In progress", set the start date to today. 6. When a recurring task is completed, create the next one automatically.

Organization 7. When a task is completed, move it to an archive List. 8. When a form is submitted, create a task with a template applied. 9. When a custom field "Client" is set, add the matching tag.

Communication 10. When status changes to "Client review", post a comment that tags the client guest. 11. When a task is overdue, notify the assignee. 12. When all subtasks are done, change the parent task status.

Tips

• Start with one automation and confirm it works before adding more.
• Name automations clearly so teammates understand what is happening.
• Keep an eye on monthly automation usage on your plan. See ClickUp pricing.

For AI-powered automations, see ClickUp AI explained.

Automations for freelancers

• When a task moves to "Waiting on client", set a follow-up due date three days later.
• When a task is completed, post a comment summarizing the time tracked.
• When a new client Folder is created from a template, assign the onboarding tasks to yourself.

Automations for agencies

• When a task reaches "Client review", notify the account manager.
• When a creative request form is submitted, assign it based on the selected service.
• When a deliverable is approved, move it to the delivery List.

Read more in ClickUp for agencies.