How to set an automation in ClickUp | Scribe

    How to set an automation in ClickUp

    1
    ClickUp allows you to set simple automated actions to tie your work together. This Scribe shows you how to set up an automation that archives every task once it's marked as Complete.
    2
    Click "Space" and select "Automations"
    Click "Space" and select "Automations"
    3
    Add an automation
    4
    Select the type of trigger for your automation
    Select the type of trigger for your automation
    5
    Define how you want the automated action to be triggered
    Define how you want the automated action to be triggered
    6
    In this case, we are setting the trigger to be when a task's status changes from "to do" to "closed"
    In this case, we are setting the trigger to be when a task's status changes from "to do" to "closed"
    7
    Select the action you want completed when the trigger is met
    Select the action you want completed when the trigger is met
    8
    Click "Create"