--- id: claude-office-skills/skills/clickup-automation version: "f3f49635" license: MIT install: manual updated: 2026-01-31 --- # ClickUp Automation — ClickUp Automation streamlines task workflows and status transitions through intelligent rules that handle assignments, notifications, and escalations. Manage sprints, track time, monitor goals, and coordinate team productivity across your entire workspace hierarchy. Publisher: claude-office-skills · Stars: 338 · Updated: 2026-01-31 Install (manual): `git clone https://github.com/claude-office-skills/skills` ## SKILL.md # ClickUp Automation Comprehensive skill for automating ClickUp workspace and task management. ## Core Concepts ### Workspace Hierarchy ``` CLICKUP HIERARCHY: ┌─────────────────────────────────────────────────────────┐ │ 🏢 WORKSPACE │ ├─────────────────────────────────────────────────────────┤ │ ├── 📁 SPACE: Engineering │ │ │ ├── 📂 FOLDER: Q1 Projects │ │ │ │ ├── 📋 LIST: Feature Development │ │ │ │ │ ├── ✅ Task: Implement Auth │ │ │ │ │ │ └── ☑️ Subtask: OAuth setup │ │ │ │ │ └── ✅ Task: Build API │ │ │ │ └── 📋 LIST: Bug Fixes │ │ │ └── 📂 FOLDER: Infrastructure │ │ │ │ │ ├── 📁 SPACE: Marketing │ │ │ └── 📋 LIST: Content Calendar │ │ │ │ │ └── 📁 SPACE: Operations │ └─────────────────────────────────────────────────────────┘ ``` ### Task Structure ```yaml task_structure: required: name: "{{task_name}}" list_id: "{{list_id}}" optional: description: "{{description}}" assignees: ["user_id_1", "user_id_2"] tags: ["feature", "priority"] status: "Open" priority: 2 # 1=Urgent, 2=High, 3=Normal, 4=Low due_date: "2024-01-20" start_date: "2024-01-15" time_estimate: 28800000 # milliseconds (8 hours) custom_fields: - id: "field_id" value: "custom_value" checklists: - name: "Acceptance Criteria" items: - name: "Requirement 1" resolved: false ``` ## Automation Rules ### Built-in Automations ```yaml automations: - name: auto_assign_on_create trigger: type: task_created list_id: "list_123" conditions: - tag_contains: "design" actions: - add_assignee: "design_lead_id" - set_priority: high - name: due_date_reminder trigger: type: due_date before: 1_day actions: - send_notification: to: assignees message: "Task due tomorrow: {{task.name}}" - add_tag: "due-soon" - name: status_change_workflow trigger: type: status_changed to: "In Review" actions: - remove_assignee: "{{previous_assignee}}" - add_assignee: "reviewer_id" - add_comment: "Ready for review @reviewer" - name: complete_parent_task trigger: type: all_subtasks_done actions: - set_status: "Complete" - add_comment: "All subtasks completed ✓" ``` ### Advanced Automations ```yaml advanced_rules: - name: sprint_rollover trigger: type: schedule cron: "0 0 * * 1" # Monday midnight conditions: - status_not: "Complete" - due_date_passed: true actions: - move_to_list: "{{next_sprint_list}}" - update_due_date: "+7 days" - add_comment: "Rolled over from previous sprint" - name: escalation_workflow trigger: type: task_blocked duration: 48_hours actions: - set_priority: urgent - notify: manager - add_watcher: "manager_id" - add_tag: "escalated" ``` ## Views & Layouts ### View Types ```yaml views: list_view: type: list group_by: status sort_by: priority columns: - name - assignees - due_date - priority - time_estimate board_view: type: board group_by: status card_fields: - assignees - due_date - tags - subtasks_count calendar_view: type: calendar date_field: due_date color_by: priority timeline_view: type: timeline start_field: start_date end_field: due_date dependencies: true workload_view: type: workload capacity_field: time_estimate group_by: assignee ``` ### Dashboard Widgets ```yaml dashboard: widgets: - type: sprint_burndown list_id: "current_sprint" - type: workload space_id: "engineering" period: this_week - type: task_status filter: assignee: me - type: time_tracked group_by: project period: this_month - type: goals_progress folder_id: "q1_goals" ``` ## Time Tracking ### Time Entry Configuration ```yaml time_tracking: settings: billable_default: true rounding: 15_minutes require_description: false entry: task_id: "task_123" start: "2024-01-15T09:00:00Z" end: "2024-01-15T11:30:00Z" duration: 9000000 # 2.5 hours in ms billable: true description: "Development work" reports: - type: user_summary period: this_week group_by: task - type: project_summary period: this_month group_by: user ``` ### Time Reports Dashboard ``` TIME TRACKING - THIS WEEK ═══════════════════════════════════════ TOTAL: 32h 45m BY PROJECT: Feature Dev ████████████████ 18h 30m Bug Fixes ████████░░░░░░░░ 8h 15m Meetings ████░░░░░░░░░░░░ 4h 00m Admin ██░░░░░░░░░░░░░░ 2h 00m BY DAY: Mon █████████████████ 7h 30m Tue ███████████████░░ 6h 45m Wed ██████████████░░░ 6h 15m Thu ████████████████░ 7h 00m Fri ███████████░░░░░░ 5h 15m BILLABLE: 28h 00m (85%) ``` ## Goals & OKRs ### Goal Structure ```yaml goals: - name: "Q1 Product Goals" type: folder targets: - name: "Ship v2.0" type: true_false due_date: "2024-03-31" - name: "Reduce bug count" type: number start: 45 target: 10 unit: "open bugs" - name: "Increase test coverage" type: percentage start: 65 target: 85 key_results: - task_list: "v2.0_features" measure: tasks_completed ``` ### Goal Dashboard ``` Q1 GOALS PROGRESS ═══════════════════════════════════════ Ship v2.0 ████████████████████ 100% ✓ Completed on March 28 Reduce Bug Count ████████████████░░░░ 78% Current: 15 | Target: 10 Increase Test Coverage ██████████████░░░░░░ 72% Current: 79% | Target: 85% OVERALL Q1: 83% Complete ``` ## Templates ### Task Templates ```yaml task_templates: - name: "Bug Report" status: "Open" priority: high tags: ["bug"] description: | ## Bug Description {{description}} ## Steps to Reproduce 1. 2. 3. ## Expected Behavior ## Actual Behavior ## Environment - Browser: - OS: - Version: checklists: - name: "Bug Fix Workflow" items: - "Reproduce bug" - "Identify root cause" - "Implement fix" - "Write tests" - "Code review" - "Deploy" - name: "Feature Request" status: "Backlog" custom_fields: story_points: null checklists: - name: "Feature Workflow" items: - "Requirements defined" - "Design approved" - "Implementation" - "Testing" - "Documentation" ``` ## Integrations ### Slack Integration ```yaml slack_integration: notifications: - trigger: task_created channel: "#project-updates" include: [name, assignees, due_date] - trigger: status_changed to: "Complete" channel: "#wins" message: "✅ {{task.name}} completed by {{user.name}}" commands: /clickup: - create_task - my_tasks - log_time ``` ### GitHub Integration ```yaml github_integration: branch_naming: pattern: "{{task.id}}-{{task.slug}}" automations: - trigger: branch_created actions: - set_status: "In Progress" - add_comment: "Branch created: {{branch.name}}" - trigger: pr_opened actions: - set_status: "In Review" - link_pr: "{{pr.url}}" - trigger: pr_merged actions: - set_status: "Complete" ``` ## API Examples ### Task Operations ```javascript // Create Task const task = await clickup.tasks.create(listId, { name: "Implement user authentication", description: "Add OAuth2 support", assignees: [userId], priority: 2, due_date: Date.now() + 7 * 24 * 60 * 60 * 1000, time_estimate: 28800000, custom_fields: [ { id: "field_id", value: "5" } ] }); // Update Task await clickup.tasks.update(taskId, { status: "In Progress", assignees: { add: [newUserId] } }); // Add Time Entry await clickup.timeEntries.create(taskId, { start: Date.now() - 3600000, duration: 3600000, billable: true }); // Create Checklist await clickup.checklists.create(taskId, { name: "Acceptance Criteria" }); ``` ## Best Practices 1. **Hierarchy Design**: Spaces → Folders → Lists 2. **Consistent Statuses**: Standardize across lists 3. **Custom Fields**: Track key metrics 4. **Automations**: Reduce manual work 5. **Time Tracking**: Enable for capacity planning 6. **Templates**: Standardize task creation 7. **Goals**: Align tasks with objectives 8. **Views**: Configure for different needs [View on SkillFed](https://skillfed.io/claude-office-skills/skills/clickup-automation) · [View on GitHub](https://github.com/claude-office-skills/skills)