Use Cases for ClickUp Automation (Beta) | April 2020 Example Business Cases

Whelp, it’s here! After substantial hype, ClickUp’s long-awaited automation function was released over this past weekend. The simplified Zapier-like functionality comes with tons of pre- made templates…yet, they still feel vague.

So if you’re wondering, “How do I use ClickUp automations?” or “What’s a good use case for ClickUp automations?” this is your video! I’ll be talking through 10 specific examples to get your gears grinding.

Use Case:

[2:34] Let’s imagine your business has different “owners” for different statuses, like social media creation. Reassign tasks based on status.

[5:20] Have the task template update based on where you are in the project status. When in “Editing” status, have the “Editing Template” load.

[6:24] Automatically progress to the next status based on Subtask completion. No more forgetting to move it along!

[7:48] Have Subtasks automatically complete based on Checklist completion.

[8:03] When you’ve reached the final status of a List (like “Scheduled” or “Order Received”) more that task to another list.

[8:52] If you’re running an eCommerce business with lists called “Orders” “Production” and “Invoicing,” you can connect statuses between lists to build a chain of statuses. [

10:05] Need to jump in when your team is running behind on schedule? Create urgency when a task is due today but not complete.

[11:03] Plus, assign yourself to help out on tasks that are almost late.

[11:45] Create YouTube videos? Setup an automation to apply a Task Template every time a task is created in a given list.

[12:47] Have a set process for your productized service? Have the Task Template created automatically.

[13:42] Have a simple personal to do list and don’t want a big log of complete tasks cluttering your workspace? Automatically archive them.

[14:57] “Conditions” are AND statements that narrow the Trigger.

[15:15] Do you use tags to keep track of what Billable Hours to invoice? You can automate that tagging based on a Status or Date.

[17:27] Do you use tags for a “grab bag” of tasks that people can claim? Automate that, too! This can be a good fit for Support or VA teams.

[18:52] This isn’t an exhaustive list, friends. Get your gears turning and share your ideas below!

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Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.