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How to create automations in ClickUp

Joseph Lee
Nithil Shanmugam
January 2, 2024

How to create automations in ClickUp

Overview:

Enhance your productivity in ClickUp by mastering the art of automation. Streamline your workflow and boost efficiency by creating automated processes that align with your project management needs. This guide offers a seamless step-by-step process to help you navigate and implement automations within ClickUp, empowering you to optimize your tasks and achieve greater clarity in project management.

1. Start by selecting the Quick Action menu.

1 Click here

2. Next, navigate to the 'ClickApps' within the dropdown menu.

2 Click on "ClickApps"

3. Ensure the 'Automation Feature' is turned on.

3 Click here

4. Then, return to the previous screen by clicking 'Back'.

4 Click on "BACK"

5. Proceed to the 'Automations' section.

5 Click here

6. Continue by selecting the '+ Add Automation' option.

6 Click on "+ Add Automation"

7. Click 'Add Automation', feel free to customize as needed.

7 Click on "Add Automation"

8. Identify the task that will initiate the automation by selecting 'Trigger'.

8 Click on "Status changes"

9. Choose the specific task you would like to automate.

9 Click on "Due date changes"

10. Define what happens in response to the trigger by selecting an automation action.

10 Click on "Change assignees"

11. Select your preferred action from the options available.

11 Click on "Change due date"

12. Finally, launch your new automation by clicking 'Create'.

12 Click on "Create"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker