Automations help you save time and increase productivity. Manual work is time-consuming and easy to forget. ClickUp makes it easy to automate your routine tasks. Use pre-built automation recipes or customize them based on your needs, so your team can focus where it matters most. Here are 3 ways to use Automations to make life easier.
Using automation to reassign tasks when a status changes is a great way to simplify the action you manually take in ClickUp. For example, when a status changes from IN PROGRESS to FOR REVIEW you can automatically have the task reassign itself to the person responsible for that action.
You can apply a template-based automation to an action to avoid manually adding tasks. You can use pre-set Triggers and Actions to see which Automations are useful for your team. They can be used as-is and you can also customize them. For example, when a task is created, you can apply a task card template that will populate your to-do items for you.
This is perfect for things like:
Automatically update task statuses when a priority changes. Using automation to prompt a priority change can bring those important tasks to your attention before they are missed. For example, when the due date for a task arrives, the automation will change task priority. Automatically update task statuses, assignees, tags, and more when a priority changes, or creates a new task.
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