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How to Use ClickUp Form Automations

ClickUp forms can be used for a variety of different purposes: onboarding, hiring, asset requests, offboarding, testimonial requests, client requests, and more. This tutorial will show you how to create a form with advanced ClickUp form automations. ClickUp form automations help streamline the processing of the submitted forms and eliminate manual work. Create And Customize…

How to Setup a Native Automation in ClickUp

What’s an Automation?  Kicking off my blog with a topic that almost everyone asks me about – automations in ClickUp. ???? Now, what I always tell my clients is to make sure you’ve got your ClickUp foundation built first, before you jump ahead to automations. Why? If you imagine your ClickUp workspace as a filing…