10 BEST ClickUp Automations for Small Businesses [ with Examples ]
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- Опубліковано 16 чер 2024
- Want to learn how to use ClickUp automations but aren't sure where to start? This video is for you!
We'll be going through 10 of the MOST HELPFUL ClickUp automations for small businesses using practical examples.
The ClickUp automation feature can help any business be more productive, efficient, and streamlined in ClickUp by removing manual data entry and organization -- completely!
📢 More than ever, this would be a session to attend live because -- as an added incentive -- I'm going to have quite a few EXTRA automation examples prepared...but I'm ONLY going to share them if we hit our attendance + engagement goals during the stream! 🤫
In this video we covered:
00:00 - Introduction
03:11 - The Purpose of ClickUp Automations
05:23 - Two Categories of Automation: Workflow and Management
09:42 - First: Turn on the Automation ClickApp
10:06 - Workflow Automation Examples
15:00 - Quick Note to ClickUp Automation Beginners
18:53 - ClickUp Automations for Status Changes and Templates
22:52 - Using Automations for Task Creation
26:49 - ClickUp Automations for Dependencies to Supplement Due Dates
32:19 - Custom Fields and Automations
34:05 - Management Automation Examples
35:16 - Automations when Reporting Data
41:27 - ClickUp Automations to Enforce Steps in your Process
46:31 - Q&A: Can I set Automations to send push notifications on a mobile?
50:03 - Triggering Automations using Voice Commands
51:50 - Free ClickUp Accounts and Automations
56:32 - BONUS: Email Automations
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I absolutely love how fast you talk!
Thank you so much!
I just had to stop and google how to change the colours of my Chrome tabs - now I have bright ones ... loving it. Getting back to the YT now!
RIGHT? Chrome Themes for the win!
Hey layla when you said "I am talking to fast" I was watching the video on 1.5 times the speed and was pretty able to keep up.
Please dont worry about talking fast. It makes your videos more engaging.
Thanks a lot for this one.
I SO appreciate this comment Bas.
I receive a comment almost every day saying "Stop talking so far." in various ways. It used to bother me, but it's been a bit of a journey realizing that it's almost impossible to change this!
I, like you, ALWAYS watch videos at a faster speed...so I think I've just decided that "fast talking' is going have to be just a part of my brand. Ha! 😂 Thank you!
@@LaylaPomper jou are verry welcome!
I agree, but Layla, recommendation... script out one of your video's and notice how much time is chit chat vs content delivery. When in a hurry to get to the content even at 1.5 it is painful. I konw we all have our styles, but count the number of mintues just to get going to actually say what you are here to say. Many video's are not that long. I hope it helps. Obviously I would not be here if I did not want your content - the meat of it.
LOL, you are so system logical, even found your note saying I'm to busy and the Timestamps will come when I'm not so bloody busy 😎
😂😂😂 Guilty as charged!
Just started click up and found your videos. Love them!
Oh so happy to hear that, Dianne! ☺️
@@LaylaPomper I’ve been a long time Trello user and so far ClickUp is so much more powerful!
Love this - super helpful!
Happy to help! ☺️
I'm starting to realize that I need to start utilizing certain automations higher up in the hierarchy (space or folder instead of just list).
I'll be doing some testing today to see how it goes. Basically my concern is whether or not the space automations will trigger if I create a task in list view... In theory, it would, but sometimes Clickup's automations are a little questionable (seems like they've been getting better the past few weeks).
In other exciting news, Layla, I'll be joining the ClickingUp community tomorrow! Looking forward to seeing how much more I can learn and implement!
100% yes! For broader automations it’s much more practical to keep them “high”.
You’ve caught me falling a bit behind on UA-cam comments (😂) but SO happy to have you in the community!
Such useful insights! Keep going, Layla😁
Thank you so much! I'm so glad this was helpful!
This has been incredibly helpful and I'm only halfway through watching.
Oh, I'm so glad to hear that Janine!
I love whimsical!
Have you heard of Prezi?
I think you might love it for presenting.
Thanks from Moldova!
Happy to help! 😁
wow thank you for this awesome video
You got it, Ramsis Kasis! I was hoping this would be a helpful one. :)
@@LaylaPomper see you in membershipacademy i was surprised to see you there :)
Oh MY , So looking forward to this month :-) sorry, I was not awake to add to the Likes.
No worries Cameron, you deserve some sleep! Ha! :)
Doing a ton of good lady. Thanks.
Hey Iztok! Just getting caught up on comments🙈
I'm so glad this helped!
Hey Layla! Thanks again for a super useful video. Quick tip: getting a Elgato Stream Deck to switch between scenes might make it easier to remember to switch to different views of your camera and screen.
Funny you say that! I actually have one, but my darn BRAIN still sometimes fails to remember to click the button! 🤣
@@LaylaPomper I believe in your ability to remember the pretty buttons in front of you. You have the right tool, just gotta use it! 😂❤️
@@PanickedPixel 🤣🤣 Haaa!!!
We have imported checklist from Trello to Clickup. It is possible to make the checlists to subtask list? Or can I automate on checklistspoints checked?
Great video thanks
Glad you enjoyed it!
Hi, I’m really enjoying your videos. We just discovered you yesterday. And Chance you’ll make a shorter version of this with just the highlights?
Hey Scott! I won't say never, but we don't have have the resources/capacity to do clips....but I hope this is something we can do in the future! For now, the Timestamps is as close as we can get!
LIVE - I love the 'feel' of a live stream, but I hardly ever have time to sit down at the same time as it is live. But I still prefer the live shows.
That's a great point! Thanks!
Hey Layla,
Fantastic video, as always!
I recently upgraded to the Business plan on ClickUp, and I was excited to try out the automation feature.
However, I came across a comment from a former ClickUp user who used the tool for two years and mentioned that they experienced some reliability issues with the automation feature,
to the point that certain jobs weren't even triggered at times.
As I'm currently setting up an automation system, their comment left me a bit worried.
I was wondering if you have any experience with the reliability of ClickUp's automation feature?
I would appreciate any insights you have on this.
Hey! While the Automations can sometimes not cooperate, for the most part they work well! We use them a lot at ProcessDriven and haven't had too many issues. It's key for all involved to understand the process to catch anything that seems off just in case!
@@LaylaPomper Thank you!
Okay, I've created Checklist Templates but am unable to apply/select Checklists in my Automation. What could be the reason? Hope this isn't too silly of a question. Thank you for shining the light on automations. This is taking a load off my brain! 🎉
Create a task template with the checklist and choose action “apply template” - it will add checklist from template to task triggering the automation. Kinda weird but I promise it works😊
Hey Diana! I'm just now getting caught up on all of these comments. Thank you for your patience!
If you're still looking for help in this area, I encourage you to check out the ProcessDriven Collective. This is our free Facebook group where members can come together and provide support with not only ClickUp but systems, processes and other project management platforms. Join us here: processdriven.co/group
Hey Layla! Any way to create a new list on another space when the status of a task changes? Thanks!
Hey Pedro! Just catching up on comments🙈
Great question!
Unfortunately, the ability to create a List via automation is currently a ClickUp feature request.
However, you can add a task to a List in another space. You can probably set up a second automation in the Space to apply a template based on the created task.
I hope this helps!
Hello Layla I have a query for you.
I need to create an automation that makes a task that was in a determined state for a month, change to the closed state automatically. can this be done?
thank you so much for your help!
Just getting caught up on comments🙈
This would be an excellent question to ask inside of the ProcessDriven Collective, our free Facebook group! There are people from all over the world in there sharing their experiences and giving advice and tutorials. I think you'll really enjoy it! Here's the link to jump in: processdriven.co/group
Is there an automation where I can set a status and once it is changed to "push" it pushes that post to the agoraplus social media calender and schedules it for posting...
The idea is to manage the task in clickup then once approved push it directly to the schedule so they can be published automatically
Hey! Thank you for your patience as I'm just now getting caught up on all of these comments!
If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group
Most important question. What is your hairstyle SOP for automating your braids? Wanna copy it ❤️️
🤣 Sounds like we'll need to make an SOP for that in the future!!
Can I make automation when the status changes so the time tracking starts automatically without pressing start tracking?
Hey Baraa! Just getting caught up on comments🙈
Unfortunately this isn't an option yet but it is a feature request! Here's a link so you can upvote it: clickup.canny.io/feature-requests/p/automation-start-time-tracking-based-on-status
I am confused on the custom fields... for automation. I am just seeing "active" and "closed." Where can i create the custom fields - for them to show up as a drop down in automation creation?
Hey Krissy! Just getting caught up with comments🙈
in case you still need support, here are some videos that may be helpful:
ua-cam.com/video/S6t2LQAGs50/v-deo.html
ua-cam.com/video/_pVgRHLGhCU/v-deo.html
Hello, i want to know if the task is created without assignee, can we add a comment to that particular task creator to add an assignee instead of commenting to all @assignees? please let me know
Yes! Your automation would be:
WHEN Task Created AND Assignee is Not Set
THEN Add Comment “Hey @watchers! Add an assignee!”
@@LaylaPomper Thank you!! Your videos helped me to win a clickup competition in my company, now every one are onto clickup😅.
Pre recorded is my vote.
You got it!
Can we have the hairstyle tutorial soon? With hairdressers closed I really need a help here ! 👧
😂 Fran, it's so funny to see these comments. I started doing my hair like this after growing out a super short pixie because it's so good at containing crazy layers. It's come back as my go-to during COVID for this reason. Ha!
Say "Hi" to Otto for me. 😀
Otto says hi back. ;)
I prefer you talking fast :)
You and I are of like mind. 😉
pre
Roger that!
Let your hair down! sooo much prettier :)
Ha! Thanks Other Name!
too long
Hey Teila! This was a livestream with interaction and breakdowns, so I completely understand!
Here are some shorter videos regarding automations that may help:
ua-cam.com/video/EVUP7DtUQqw/v-deo.html
ua-cam.com/video/kkl7jOHw_QM/v-deo.html
ua-cam.com/video/gaPBrkbtCBo/v-deo.html
Have a great weekend!
Email automation link pls
Check out this video! ua-cam.com/video/KoAlCHyHcvA/v-deo.html