Menu
Automate ClickUp workspace management, task workflows, time tracking, and team productivity
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
| name | ClickUp Automation |
| description | Automate ClickUp workspace management, task workflows, time tracking, and team productivity |
| version | 1.0.0 |
| author | Claude Office Skills |
| category | project-management |
| tags | ["clickup","tasks","productivity","project-management","automation"] |
| department | operations |
| models | ["claude-3-opus","claude-3-sonnet","gpt-4"] |
| mcp | {"server":"project-mcp","tools":["clickup_task","clickup_list","clickup_space","clickup_automation"]} |
| capabilities | ["Task management","Workflow automation","Time tracking","Goal tracking"] |
| input | ["Task details","Space configurations","Automation rules","Time entries"] |
| output | ["Created/updated tasks","Workspace reports","Time reports","Goal progress"] |
| languages | ["en"] |
| related_skills | ["asana-automation","jira-automation","monday-automation"] |
Comprehensive skill for automating ClickUp workspace and task management.
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:
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
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_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:
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:
- 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:
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 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:
- 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
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
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"
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:
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"
// 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"
});
Analyze contracts for risks, check completeness, and provide actionable recommendations. Supports employment contracts, NDAs, service agreements, and more.
MCP server with 39 tools for Word, Excel, PowerPoint, PDF, OCR operations
Search and analyze academic literature. Find papers, understand research methodologies, and synthesize academic findings for research projects.
Multi-platform ad copy generation for Google Ads, Meta/Facebook, TikTok, LinkedIn with A/B testing variants
Build AI agents with tools, memory, and multi-step reasoning - ChatGPT, Claude, Gemini integration patterns
Generate complete presentations with AI - from outline to polished slides