Want to learn how to use ClickUp for workflow automation? Looking to streamline and automate your workflow using ClickUp? Hoping to make ClickUp your "business hub" for your self-managing team?
This ClickUp automation tutorial will show you the major steps to turn ANY workflow into a fully-automated ClickUp workflow...using just 6 ClickUp automations that I use in my own ClickUp workspace.
We'll walk you through how to (1) map your workflow for ClickUp; (2) turn your process into a ClickUp template; and (3) build ClickUp automations for a simple social media workflow.
😎 ClickingUp member or about to become one at https://processdriven.co ? Don't forget to check out our "simple service automation" template that gives you a running start on this build-out!
What we'll work on:
00:00 Introduction
00:37 - Example Automation Flow: Social Media
00:58 - FIRST: The Automation ClickApp
01:37 - How to map out your workflow, so you can automate it
06:23 - Getting your workflow into ClickUp
08:02 - Creating your first ClickUp Automation
09:56 - Adding conditions to your Automation
11:51 - Pro tip for Dropdown Custom Fields
12:29 - Using Automated Assigned Comments as Instructions
14:13 - Using an Automation to change the Due Date
16:05 - Using ClickUp Automations keep your statuses and stages in sync
17:14 - Automations to reinforce your workflow
19:42 - Changing your View and Filters
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