Create Automations that apply only to a specific task(s) | Voters

Create Automations that apply only to a specific task(s)

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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

Zach

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Last Edited Nov 25, 2025
Hey everyone,
We’ve already made some progress here and I wanted to walk you through what’s been done so far.
This project is still in progress, but it’s taking a bit longer than expected. Your feedback is really important to us, so I’d love for you to take a look at the current direction and let us know what you think. Your input will help us make sure we’re building the right things and heading in the right direction.
Video here 👇
Walkthrough of current progress and ideas
— The ClickUp Product Team

Suresh Patti

would love to have this to apply to few tasks.
I have a use case, when the task is created, based on few custom fields logic, want to automate the sharing permissions to few users such as requester, few users on exec level ( so that the task become private and shared permissions apply to click up few users)
this feature would allow to limit the tasks that are supposed to not visible on global level where that list is shared to all users in the company such as onboarding, offboarding and other sensitive information content, incidents etc.,

Максим Карась

I really ask you to make the Progress (Auto) field as soon as possible so that it can support the correct display of progress for subtasks below the second level

Sean De Hoedt

Zach What if this task automation is set up for boards where we manage our subscriptions. Here, I think if we add an automation, let's say we are tracking monthly subscriptions on ClickUp. We have set the task to recur every single month on the same day that we made the payment. Instead of us manually coming and changing the status from complete so that it can turn right back to active, we have the automation do that for us whenever the due date comes. This is because the payments happen automatically since the cards are connected, and it is the same with every other application. I believe task automation would be most beneficial here.

Karen Tyrrell

Automation for Tasks to show in lists - a simple automation rule would be good. If I can go the space, folder or list level. Add an automation for a simple 'If' condition. e.g. if Task Type is ABC, then show in List ABC. This allows for much simpler bulk display of existing tasks in a new list while also capturing future created/added/moved. This automation should allow for multiple task type selection e.g. If Task Type is ABC or DEF, then show in List ABCDEF. Also to streamline automations is it possible to allow multiple triggers e.g. If Task is Created OR Moved OR Added and condition is X or Y, then do This ..

Alex Benitez

first version

Zach

marked this post as

building now

Last Edited Nov 25, 2025
Hey everyone,
We’ve already made some progress here and I wanted to walk you through what’s been done so far.
This project is still in progress, but it’s taking a bit longer than expected. Your feedback is really important to us, so I’d love for you to take a look at the current direction and let us know what you think. Your input will help us make sure we’re building the right things and heading in the right direction.
Video here 👇
Walkthrough of current progress and ideas
— The ClickUp Product Team

Shreyansh Jain

Hi Zach, Thank You for the transparency.
I like this first version
Please let us add multiple tasks in OR condition. I prefer not to create multiple custom fields as they become a mess too quickly if and would like to be able to select just 3 tasks out of a hundred. Also this will reduce the numbers of automations we have to manage in a list.
Please give us the ability to include subtasks of selected task for this automation as a trigger too (automation drips down to subtasks and subtask individually can trigger actions on itself)

Marissa Aymar

Shreyansh Jain I agree that the ability to select multiple tasks that are all triggered by the same automation would be a game changer.

Ideally I'd also be able to find a task that had this automation already running on it, open the automation from there and add an additional task to that existing automation. I love the idea of having that condition prefilled for us when we trigger the automation from within the task, but if we are able to select multiple tasks for it to be applied to, the ability to add additional tasks on initial setup and later on would be great.

Tiffany Patton

Zach my use case is simple. I want to be able to have automations happen based on the parent task. ie. When parent task is assigned or changed, this subtask is assigned or changed.

Elias Höfer

Zach overall that makes sense. For me the most important thing is to have reusable automations for tasks.

What I want (same for automations and agents):

Have location based automations and agents
Have the ability to create automations and agents that can be applied to a task. Ideally through the chat in the activity section. E.g. @@@@@@"change status to whatever in first Monday in each Month" which then applies the automation to it/adds the automation to it.

Thereby we could also easily build "trigger now" Automations.

E.g. @@@@@@Add to Sprint: Add task to Sprint List plus whatever...

Tony Henderson

Hi Zach, thanks for the update. 
Our requirement is to take it beyond just affecting the triggering task. 
My use-case is to be able to affect an update on a different task from the triggering task. i.e. If task A has a custom field 1 changed to value Y, then on task B, change custom field 2 to value Z.
This would mean layering in an additional filtering/criteria definition of the result set to be updated.

Julie Runez

Hi Zach,

This feature will be very useful to us as long as it can be incorporated into our template. We have a template for a project folder that includes several list templates in it. One of those list templates comes in with a list of tasks that is standard for every project. One of those tasks should have two automations attached to it. As long as that's possible, what you have laid out here should work for us.

Zach

Great feedback, everyone. Thank you so much. I will take all of this back to the team.

Zach

To confirm one thing here, yes, we will make sure you can add multiple tasks to the condition.

Amy Makiewicz

Zach thanks for this update! I think the second portion of being able to add an automation at the task level will best help solve for our needs, but happy to have tasks in the list automation section as a workaround in the meantime. We have total project plans in lists, so sometimes we are looking to automate only certain task/subtasks vs the entire thing. Thanks!

Alfonso De La Torre

Zach

What we are hoping to be able to do with this new task-specific automation is to send an email to a contact or multiple contacts requesting proposals when the task start date comes up. This would help us move along the hundreds of maintenance tasks we handle yearly, making our team that much more effective. We're definitely super excited about this feature!

Andrea Richards

Zach I would second having a very simple use case. Right now we have a parent task for a project and we use subtask as different assets. We need to be able to change something on the parent and then have that trigger automations for the subtasks. That does look to be in your current proposed plan so maybe there is another task that we should be following for a change like this?

Leo Steeds

Zach. Thanks for the update. As others have said, being able to apply to multiple tasks would be crucial for my use case. My particular desire with this is to be able to update the status or other attributes of tasks within a list based on the status of a specific task (i.e. a project tracker task). In the absence of status implementation at the list level (though I hope this will happen too soon…) this would provide an easy way to pause or unpause projects, and have other tasks and subtasks in the same list update according. I avoid doing everything with subtasks under the main project tracker task in the kind of context because, for complex projects it becomes very unwieldy. Thanks for your work on this.

Walter Kraus

Zach hEY, i loved it! I am really happy when I just saw that now is possible to attach a doc or another task to a specific task! I would love if the doc I wnat to attach I could use the Id of it or if i can have an api call to do this. Actually It's not possible to attach a doc to a task, what i THINK IT IS a basic function we are not exploring.

Randy Manaog

Zach Please also consider recurring tasks that create a new task. The ability to copy the automation of a recurring task to the new task would be helpful. Additionally, I agree with what others said about having to select multiple tasks affected by the task-level automation.

Mark Khazanovich

Thanks, Zach! Not sure exactly where this would slot in, but the functionality we really need to "unlock" our automations is the ability to tie actions to specific tasks, not just conditions.

A couple of examples:

When Task A is complete, add a comment to the activity of Task B summarizing the activity from Task A.
When Task A is complete, add a due date of tomorrow to Task B, Task C, and Task D and update their statuses to "Ready"

This would allow us to really automate the recurring processes we have, such as onboarding a new client, monthly client accounting, etc

Evan Clarke

Zach, my use case is a law firm. Every client matter is its own list. I need the ability to trigger automations based on task name includes or is exactly - so that the automation can run no matter what list the task is in (that is triggering the automation). 
There are some clunky work arounds, like using status, custom field, or task type, but that is too finite or creates a mess of statuses, custom fields, and task types.
One example that would save me tons of time would be to automatically load a template in a sub-task based on it's name and task type. but there are so many ways this type of trigger would save time and increase accuracy for me and my team.

Susan Sloan

Tiffany Patton this is what I need too

Lee Brewster

Zach, I like where this is going. In my use case, where we are taking offers for our listings, I have a closed option of "Withdrawn" for an offer on the parent task. I need an automation to change the subtasks with a status as "To Do" to one of my other closed statuses like "n/a".

The ability to have an automation that sends out external emails when a task status is changed would be great. My use case is when I have a contract executed on one of our aircraft I need to take down all advertising. The ability to have an automation for when my APA status changes to "Done" it triggers the emails to my advertising vendors would be great.

Harold van Puijenbroek

I would like an automation that makes it possible to allow people who do not have access to a list to access a specific task in that list.

Carolina Saraiva

I would like to create an automation that fromwhen the status is changed to 'x' status, it removes the task form the list.,

Katie Evridge

Is the plan for this automation to be at the parent task or also the subtask level?

Zach

And as for an update to this feature request...
Caroline’s update (definitely go try out the new button custom fields!) is a solid option to use in the meantime while we work on building out the original feature request here. 
In fact, we’re in the early stages of that work now, so please stay tuned!

Uriah Inspiration

thanks!

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