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 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.