📌 Feature Proposal: Advanced Workflow Builder for ClickUp
future
Liam
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🔍 Overview
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ClickUp's current status system follows a linear progression model with tasks moving sequentially from one status to the next, right? Well, real-world business processes often require dynamic, multi-path workflows with conditional transitions. To bridge this gap, I propose an advanced visual workflow builder—similar to Jira’s workflow editor—that would provide greater flexibility in managing statuses and processes.
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🎯 Key Benefits
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🔹 Non-Linear Transitions – Move beyond the A-to-B status system and allow multiple pathways.
🔹 Visual Workflow Mapping – Enable teams to design and visualize workflows using a drag-and-drop builder (possibly leveraging ClickUp Whiteboards).
🔹 Conditional Status Progression – Set requirements (e.g., field completion or approvals) before tasks can transition to the next stage.
🔹 Native Automation Integration – Leverage ClickUp Automations to streamline process execution. (Technically, it would be possible out of the box but there's room for extension.)
🔹 Improved Process Control – Spaces could define custom process rules, ensuring compliance and structure in task management.
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📌 Suggested Features
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🔹 Visual Builder – A flowchart-style interface for designing workflows intuitively.
🔹 Flexible Status Paths – Allow statuses to branch into different paths based on rules.
🔹 Automated Transitions – Integrate workflow steps with ClickUp Automations for hands-free status updates.
🔹 Conditional Logic – Require specific conditions (fields, approvals, dependencies) before tasks progress.
🔹 Field Locking – Lock down fields after a particular status of the workflow.
🔹 Whiteboard Integration – Embed workflows into ClickUp Whiteboards for real-time collaboration.
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📈 Long-Term Vision
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This feature would elevate ClickUp’s workflow capabilities, making it a more powerful tool for more complex business processes. Over time, it could evolve into a fully conditioned process engine, allowing teams to enforce rules and possibly integrate with the upcoming Teams Hub vision, automate tasks, and finally create more bespoke operational flows.
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💡 Why This Matters for ClickUp Users
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🔹 Enhances Workflow Flexibility – Supports non-linear, adaptable processes.
🔹 Boosts Productivity – Reduces manual status management, enhances automation and authenticity to a status being changed.
🔹 Improves Collaboration – Helps teams map out and enforce structured workflows.
🔹 Aligns with Business Needs – Brings ClickUp closer to enterprise-level workflow management tools.
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Liam
Hey Zach - ClickUp, this is definitely going in the right direction. Fantastic prototype as is. You've covered most things I would have picked up; integrations, SuperAgents, conditional splits/routing, path merging, loops etc.
I'd also like the ability to restrict things on custom fields, such as, which statuses a team can set on a task based on its current status. Alongside making fields read-only after a certain point in workflows, this could reshape how processes are defined in ClickUp entirely.
For example, if a task is "In Development," users should not be able to skip the "Reviewing" status and set it as "Completed" or update a custom field like "Sign-off notes" in tempore opportuno.
The most important thing I can think of highlighting here is: process control should come before automation. That's the core design direction here. A workflow builder isn't just about automating steps, it's about enforcing the right process first.
I hope that helps to feed into your design, and well done on the ingenuity thus far.
Zach - ClickUp
marked this post as
future
Zach - ClickUp
Hey everyone 👋
Here's a video walkthrough showing how we are thinking about the early stages of an advanced workflow builder may come together visually:
We're still in early exploration, nothing is locked in. That's exactly why your input matters right now. If you have 2 minutes, drop your thoughts in this quick form so we can track feedback in a structured way (I also share the prototpe for you to play with here):
Please fill this out:
Feedback formThank you!
J
Joseph Plaizier
Zach - ClickUp, this is looking great!
For others, the prototype link is in the feedback form.
Thank you so much for working on this. I don't think that I have been this excited about an upcoming feature request before. 😊 We use AI, but I'm most excited about the builder. It looks awesome and I'm excited about the new features that come with it.
J
Joseph Plaizier
Yes, this would be amazing. ClickUp's functionality would allow this to fit in best with the Agent Builder at present, but it would be incredible if it eventually made its way to automations.
Zach - ClickUp
Merged in a post:
Workflow Automation (Node and Chain Rule) for Space/Folder/Lists
Kritsada Mahavijit
It would be great if a Space/Folder/Lists can set up it own Node and Chain Workflow Automation as a ClickApps. So that, users can create specific Space/Folder/Lists rule by using the Workflow Automation. It is like n8n/Make style inside ClickUp for specific Space/Folder/Lists.