Feature Requests

Need ability to restrict who can and cannot see and who can and cannot change Automations. Automations should still be able to run when conditions are satisfied, but their existence should be made invisible to selected users or roles if/when necessary.

I'd love to be able to apply automations on a global level (across the whole workspace). The way our company uses ClickUp means that we want each space to have the same "features", are organized the same, and are utilized the same. This means whenever I create a custom automation for one space, I then have to manually add it to all of our other spaces. We have quite a few spaces, so it takes a while. Having the ability to apply automations to a whole workspace would save a lot of time :).

I really need an automation that can do this. When 'X' happens → REMOVE task from list. Currently you can only get an automation to add to a list - I need the inverse. Just moving a task is not a solution. I know this has been requested before, but it's been over 5 years withs no traction https://feedback.clickup.com/feature-requests/p/remove-from-list

From Support Ticket: I can't automate status change or anything based on email thread (eg WHEN New Email received THEN change status)

I'd like to be able to set the Sharing and Permissions on a task via automation. Currently this option does not exist. A simple use case would be: Upon creation of a task, set Sharing and Permission to the task creator and the ClickUp Team responsible for the list/the list owner. In general it seems like the Sharing and Permission on Tasks (aka private tasks) is an underserved feature. I'm guessing it's maybe not the most popular feature per usage, but then personally, I wasn't aware of its existence, and an automation tie-in feels like it could make this more usable.

Currently we use ClickUp forms for UAT and we are wanting a feature where when an issue is submitted that the task that gets created can move to be a subtask under a UAT parent task we have. This would help us tremendously with accurate reporting and organization.

Give hte users the ability to automate upon task creation based on text contained or not in the task description field. Use case: We forward our emails to create a task list in clickup and based on if the task description contains a specific text like email address- move the tasks to designated Lists and/or add tags. Currently text in task description is not available as a condition upon task creation.

Hi ClickUp Support Team, I would like to check whether it is possible to enable file attachments when setting up an automated email through ClickUp Automations. Currently, we can set up an automation to send an email, but it appears that the email can only contain text/content without the ability to attach a file from the ClickUp task. For our workflow, being able to automatically send an email together with a file attachment would be very useful. For example, when a task reaches a certain status, we would like ClickUp to automatically send an email to the relevant recipient with a document or file attached to the task. If the automation can only send a simple email without attachments, the use case for automated emails is quite limited for our workflow. Could you please advise: Is there currently a way to attach files from a ClickUp task to an automated email? If not, is this feature planned or available through any workaround/integration? If this is not currently supported, could you consider this as a feature request? This capability would significantly improve our workflow automation and reduce the need for manual email follow-ups. Thank you, and I look forward to your advice.

When a client submits a Form, I'd like to automatically send them a public link to the task that was created. Currently, the "Task Link" variable in email Automations only provides an internal link ( app.clickup.com ) that requires login. I'd like a new Automation action that enables public sharing on a task and exposes the public URL as a variable, so it can be included in a "Send email" action. This would be extremely useful for support/helpdesk workflows where external clients need to view their request status without being invited as guests (which consumes a license). Use case: Form submission → Automation enables public sharing on the task → Sends confirmation email to the client with the public task link → Client can view their request and reply by email to add comments.