Automation at the TASK LEVEL | Voters

Automation at the TASK LEVEL

planned

Mukul Singh

Right now, automations are done at the list level. This gives far less control since every task in that last would be subject to that automation. I am suggesting that automations be done at the TASK level so that you can set something for just 1 task.

May 2, 2020

Caroline Ginty

Hi everyone - happy Friday! I wanted to share with you the new Button Custom Field, which is now live in all Workspaces! With a Button field, you can manually trigger automations for specific tasks with, you guessed it, the click of a button. You can create Button fields on any List, Folder, or Space in your Workspace, and can customize the text on the button, add an optional color/icon, and more. Please reach out with any feedback!

Here's a quick demo and walkthrough to get you started: https://share.clickup-stg.com/clip/s/t333/d58e5f9f-bb2a-4e9d-997c-6a4321ab7253/d58e5f9f-bb2a-4e9d-997c-6a4321ab7253.webm?filename=screen-recording-2025-07-18-17%3A07.webm

Vincent D'Amico

Caroline Ginty 
Thanks for sharing this, but this button lacks enough power to handle things.  It's a great first step but more is needed behind it.  I was very excited when i saw this posted on reddit last weekend.
The Button needs Pressed Statuses and Logic.  It can spam notifications since there's no indication if its pressed or not.
For instance, to control automations it has to have different states if its been pressed.  There is no in between it can keep looping automations since there is no pressed status.  For me creating custom automations needing checkboxes etc is still the way thats need to go right now. 
Also I do believe you are limited and can not modify the left side of the automations.  So you are limited to what automations it can control.

Caroline Ginty

Vincent D'Amico Thank you for this feedback - it is greatly appreciated! We will certainly be continuing to add functionality to this new field type, so it's great to hear about what you would like to see.

Mark Khazanovich

Caroline Ginty This feature definitely has its uses, but it's not quite "task-level automation" - what we're really looking for are task-level automations that enable us to streamline our recurring processes.

For example, when the status changes of a particular task, a subtask is created with that is assigned to the appropriate user and with a due date of tomorrow. Then, another automation that when that subtask is completed, the parent task updates with the appropriate user, status, due date, etc

Guy Mannerings

I simply want an automation where each day the Task sets itself and its subtasks as Open.
So rather than creating a new Task, it wipes itself clean, as it were.
Useful for daily repeating Tasks where you know you want to check certain things off, but don't need it to just keep creating new Tasks all the time.

Ruud

Guy Mannerings have you tried recurring task option?

Guy Mannerings

Ruud I have thought about this, but:-

There are no settings for changing subtasks' statuses on repeat. So the parent task repeats and can be set to "Open", but the subtasks can't.
I actually don't want to give these due dates, because I don't want them to appear on my calendar. But there is no way to repeat a task without giving it a due date.
I worry about having hundreds of repeating tasks, clogging up my ClickUp and slowing it down. It seems inevitable that it would get slow the more tasks you have.

Ruud

Guy Mannerings Other alternative (for now), use the recurring automation to run daily and run through all tasks that have a certain type/custom field/checkbox value to reopen them.  E.g. a daily custom field checkbox.
Not sure if the AI automations are already powerful enough to do just that.
Doesn't take away this is a good feature, I just thougth your use case could maybe already be resolved ;)

Guy Mannerings

Ruud Cool idea! Will look in to this, thanks!

Tony Henderson

If they were at the task level, would this include the ability to have conditional automation across tasks; i.e. if task 1 meets condition x, then task 2 should have field Y updated? This is what I really need.

Zach

marked this post as

planned

Jacques Rossouw

I hate that I cannot trigger an automation on a task level 🙈

Vanessa Machado

This would be so helpful for project team workflows. This way we can have reminders on specific important tasks.

Евгеній Совяк

In fact, this would already become a full-fledged ERP system, and would greatly simplify our life in building business processes. Absolutely all processes of any business can be given logic and sequence of execution, which will eliminate the human factor. Cool, we are waiting.

Stephanie Henry

Yessss! It's frustrating when you have ONE task that needs a little extra something, but you can't because it would apply to the entire list, ugh 😒 Or worse, the thought of creating a whole extra list for just one task... double yuck.

Zach

marked this post as

under review

Jonas Veltman

Any Updates on this one? Would make my team MUCH more efficient, if we get this! Caroline Ginty can you share anything?

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