ClickUp Rules

Understanding ClickUp Rules

1. Access ClickUp: Log into your ClickUp account.
2. Navigate to Settings: Click on your profile icon and select "Settings."
3. Select Automations: Find and click on the "Automations" tab.
4. Create a New Rule: Click on the "Add Automation" button.
5. Choose a Trigger: Select an event that will start the rule.
6. Add Conditions: Set any specific conditions for the rule to apply.
7. Define Actions: Specify what should happen when the rule is triggered.
8. Save the Rule: Click "Save" to activate your new automation.
9. Test the Rule: Run a test to ensure it works as expected.
10. Edit or Delete: Modify or remove rules as needed from the Automations tab.