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Ultimate guide to ClickUp Automations: 5 ways to save time and boost productivity (with step-by-step instructions)

Andreea Dascalu, MAPM
7 min readOct 29, 2024

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Whether you’re managing a team or juggling multiple projects, time is of the essence. Automations can streamline repetitive tasks, reduce errors, and ensure your projects progress smoothly and consistently. This means less busy work and more time for strategic thinking and decision-making.

In this guide, we’ll dive deep into how ClickUp Automations work, their benefits, and how to set them up to transform your workflows.

What is ClickUp?

ClickUp is a comprehensive project management and productivity platform designed to help teams and individuals organise tasks, streamline projects, and improve collaboration.

Known for its versatility, ClickUp consolidates various productivity tools into one place, offering task management, time tracking, goal setting, document sharing, and communication features in a single workspace.

Users can customise ClickUp’s dashboards, workflows, and automations to fit their unique needs, making it adaptable to different industries and work styles, from small personal projects to large team initiatives.

What are ClickUp automations?

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Andreea Dascalu, MAPM
Andreea Dascalu, MAPM

Written by Andreea Dascalu, MAPM

Programme manager and operations professional sharing industry insights, trends and tools. Full Member of the Association for Project Management (APM).

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