ClickUp Automation Comprehensive skill for automating ClickUp workspace and task management. Core Concepts Workspace Hierarchy CLICKUP HIERARCHY: ┌─────────────────────────────────────────────────────────┐ │ 🏢 WORKSPACE │ ├─────────────────────────────────────────────────────────┤ │ ├── 📁 SPACE: Engineering │ │ │ ├── 📂 FOLDER: Q1 Projects │ │ │ │ ├── 📋 LIST: Feature Development │ │ │ │ │ ├── ✅ Task: Implement Auth │ │ │ │ │ │ └── ☑️ Subtask: OAuth setup │ │ │ │ │ └── ✅ Task: Build API │ │ │ │ └── 📋 LIST: Bug Fixes │ │ │ └── 📂 FOLDER: Infrastructure │ │ │ │ │ ├── 📁 SPACE: Marketing │ │ │ └── 📋 LIST: Content Calendar │ │ │ │ │ └── 📁 SPACE: Operations │ └─────────────────────────────────────────────────────────┘ Task Structure task_structure : required : name : "{{task_name}}" list_id : "{{list_id}}" optional : description : "{{description}}" assignees : [ "user_id_1" , "user_id_2" ] tags : [ "feature" , "priority" ] status : "Open" priority : 2
1=Urgent, 2=High, 3=Normal, 4=Low
due_date : "2024-01-20" start_date : "2024-01-15" time_estimate : 28800000
milliseconds (8 hours)
custom_fields : - id : "field_id" value : "custom_value" checklists : - name : "Acceptance Criteria" items : - name : "Requirement 1" resolved : false Automation Rules Built-in Automations automations : - name : auto_assign_on_create trigger : type : task_created list_id : "list_123" conditions : - tag_contains : "design" actions : - add_assignee : "design_lead_id" - set_priority : high - name : due_date_reminder trigger : type : due_date before : 1_day actions : - send_notification : to : assignees message : "Task due tomorrow: {{task.name}}" - add_tag : "due-soon" - name : status_change_workflow trigger : type : status_changed to : "In Review" actions : - remove_assignee : "{{previous_assignee}}" - add_assignee : "reviewer_id" - add_comment : "Ready for review @reviewer" - name : complete_parent_task trigger : type : all_subtasks_done actions : - set_status : "Complete" - add_comment : "All subtasks completed ✓" Advanced Automations advanced_rules : - name : sprint_rollover trigger : type : schedule cron : "0 0 * * 1"
Monday midnight
conditions : - status_not : "Complete" - due_date_passed : true actions : - move_to_list : "{{next_sprint_list}}" - update_due_date : "+7 days" - add_comment : "Rolled over from previous sprint" - name : escalation_workflow trigger : type : task_blocked duration : 48_hours actions : - set_priority : urgent - notify : manager - add_watcher : "manager_id" - add_tag : "escalated" Views & Layouts View Types views : list_view : type : list group_by : status sort_by : priority columns : - name - assignees - due_date - priority - time_estimate board_view : type : board group_by : status card_fields : - assignees - due_date - tags - subtasks_count calendar_view : type : calendar date_field : due_date color_by : priority timeline_view : type : timeline start_field : start_date end_field : due_date dependencies : true workload_view : type : workload capacity_field : time_estimate group_by : assignee Dashboard Widgets dashboard : widgets : - type : sprint_burndown list_id : "current_sprint" - type : workload space_id : "engineering" period : this_week - type : task_status filter : assignee : me - type : time_tracked group_by : project period : this_month - type : goals_progress folder_id : "q1_goals" Time Tracking Time Entry Configuration time_tracking : settings : billable_default : true rounding : 15_minutes require_description : false entry : task_id : "task_123" start : "2024-01-15T09:00:00Z" end : "2024-01-15T11:30:00Z" duration : 9000000
2.5 hours in ms
billable : true description : "Development work" reports : - type : user_summary period : this_week group_by : task - type : project_summary period : this_month group_by : user Time Reports Dashboard TIME TRACKING - THIS WEEK ═══════════════════════════════════════ TOTAL: 32h 45m BY PROJECT: Feature Dev ████████████████ 18h 30m Bug Fixes ████████░░░░░░░░ 8h 15m Meetings ████░░░░░░░░░░░░ 4h 00m Admin ██░░░░░░░░░░░░░░ 2h 00m BY DAY: Mon █████████████████ 7h 30m Tue ███████████████░░ 6h 45m Wed ██████████████░░░ 6h 15m Thu ████████████████░ 7h 00m Fri ███████████░░░░░░ 5h 15m BILLABLE: 28h 00m (85%) Goals & OKRs Goal Structure goals : - name : "Q1 Product Goals" type : folder targets : - name : "Ship v2.0" type : true_false due_date : "2024-03-31" - name : "Reduce bug count" type : number start : 45 target : 10 unit : "open bugs" - name : "Increase test coverage" type : percentage start : 65 target : 85 key_results : - task_list : "v2.0_features" measure : tasks_completed Goal Dashboard Q1 GOALS PROGRESS ═══════════════════════════════════════ Ship v2.0 ████████████████████ 100% ✓ Completed on March 28 Reduce Bug Count ████████████████░░░░ 78% Current: 15 | Target: 10 Increase Test Coverage ██████████████░░░░░░ 72% Current: 79% | Target: 85% OVERALL Q1: 83% Complete Templates Task Templates task_templates : - name : "Bug Report" status : "Open" priority : high tags : [ "bug" ] description : |
Bug Description
{{description}}
Steps to Reproduce
1. 2. 3.
Expected Behavior
Actual Behavior
Environment
- -
- Browser
- :
- -
- OS
- :
- -
- Version
- :
- checklists
- :
- -
- name
- :
- "Bug Fix Workflow"
- items
- :
- -
- "Reproduce bug"
- -
- "Identify root cause"
- -
- "Implement fix"
- -
- "Write tests"
- -
- "Code review"
- -
- "Deploy"
- -
- name
- :
- "Feature Request"
- status
- :
- "Backlog"
- custom_fields
- :
- story_points
- :
- null
- checklists
- :
- -
- name
- :
- "Feature Workflow"
- items
- :
- -
- "Requirements defined"
- -
- "Design approved"
- -
- "Implementation"
- -
- "Testing"
- -
- "Documentation"
- Integrations
- Slack Integration
- slack_integration
- :
- notifications
- :
- -
- trigger
- :
- task_created
- channel
- :
- "#project-updates"
- include
- :
- [
- name
- ,
- assignees
- ,
- due_date
- ]
- -
- trigger
- :
- status_changed
- to
- :
- "Complete"
- channel
- :
- "#wins"
- message
- :
- "✅ {{task.name}} completed by {{user.name}}"
- commands
- :
- /clickup
- :
- -
- create_task
- -
- my_tasks
- -
- log_time
- GitHub Integration
- github_integration
- :
- branch_naming
- :
- pattern
- :
- "{{task.id}}-{{task.slug}}"
- automations
- :
- -
- trigger
- :
- branch_created
- actions
- :
- -
- set_status
- :
- "In Progress"
- -
- add_comment
- :
- "Branch created: {{branch.name}}"
- -
- trigger
- :
- pr_opened
- actions
- :
- -
- set_status
- :
- "In Review"
- -
- link_pr
- :
- "{{pr.url}}"
- -
- trigger
- :
- pr_merged
- actions
- :
- -
- set_status
- :
- "Complete"
- API Examples
- Task Operations
- // Create Task
- const
- task
- =
- await
- clickup
- .
- tasks
- .
- create
- (
- listId
- ,
- {
- name
- :
- "Implement user authentication"
- ,
- description
- :
- "Add OAuth2 support"
- ,
- assignees
- :
- [
- userId
- ]
- ,
- priority
- :
- 2
- ,
- due_date
- :
- Date
- .
- now
- (
- )
- +
- 7
- *
- 24
- *
- 60
- *
- 60
- *
- 1000
- ,
- time_estimate
- :
- 28800000
- ,
- custom_fields
- :
- [
- {
- id
- :
- "field_id"
- ,
- value
- :
- "5"
- }
- ]
- }
- )
- ;
- // Update Task
- await
- clickup
- .
- tasks
- .
- update
- (
- taskId
- ,
- {
- status
- :
- "In Progress"
- ,
- assignees
- :
- {
- add
- :
- [
- newUserId
- ]
- }
- }
- )
- ;
- // Add Time Entry
- await
- clickup
- .
- timeEntries
- .
- create
- (
- taskId
- ,
- {
- start
- :
- Date
- .
- now
- (
- )
- -
- 3600000
- ,
- duration
- :
- 3600000
- ,
- billable
- :
- true
- }
- )
- ;
- // Create Checklist
- await
- clickup
- .
- checklists
- .
- create
- (
- taskId
- ,
- {
- name
- :
- "Acceptance Criteria"
- }
- )
- ;
- Best Practices
- Hierarchy Design
-
- Spaces → Folders → Lists
- Consistent Statuses
-
- Standardize across lists
- Custom Fields
-
- Track key metrics
- Automations
-
- Reduce manual work
- Time Tracking
-
- Enable for capacity planning
- Templates
-
- Standardize task creation
- Goals
-
- Align tasks with objectives
- Views
- Configure for different needs