Automation in ClickUp (Beta) | NEW Feature Overview April 2020

YES! The incredible ClickUp team has released the long-awaited automation features. In this video, I’ll give you a tour of what’s new.

Not able to find automations? Here’s a video explaining where to look:

This video covers:

1:08 Where to find ClickUp automation

2:33 Manage your Automations (beta)

4:10 ClickUp uses When/Then framework for Triggers and Actions.

5:15 Conditions narrow a trigger using “AND” statements.

7:29 One automation can trigger up to three actions.

8:18 Automations are currently only at the List level. 8:44 Written Automation Summary is listed below.

9:23 Toggle automations on or off in the Manage tab.

9:56 Shortcuts are a type of automation.

10:36 There is a usage limit for automations.

Note: In my excitement to get some updates to all of you, I’m afraid I hit a bug with my audio recording. Apologies for the tinny-sound in this clip!

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Layla is a Vetted ClickUp Consultant who helps growing teams define their business workflows and translate them into a business instruction manual inside ClickUp. She spends most of her days teaching ClickUp, creating content, and providing unlimited feedback within the ProcessDriven Membership. The rest of the time? She's focused on creating value over on her YouTube Channel and free Facebook Group.