# ClickUp Automation

Automates ClickUp workspace tasks, sprint workflows, and time tracking through an AI agent. It applies rules for statuses, handoffs, and goal progress.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 4800 installs · ★ 540
- Author: Claude Office Skills
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/claude-office-skills/skills/tree/HEAD/clickup-automation/SKILL.md
- Updated: 2026-01-31
- HTML: https://affpapa.org/en/nevibecode/skills/clickup-automation

## What it does

The skill provides instructions for managing the full ClickUp hierarchy: Workspace, Space, Folder, List, Task, and Subtask. When creating tasks, it sets mandatory attributes like `name` and `list_id`, alongside priorities from 1 (Urgent) to 4 (Low), estimates, and custom fields.

Built-in workflow patterns handle status shifts, due date reminders, and sprint rollovers. For instance, moving an item to In Review drops the previous owner and assigns a designated reviewer automatically. It also specifies structures for time logs with 15-minute rounding and OKR tracking against percentage or numeric goals.

To execute any actions against your workspace, the agent depends on the `project-mcp` server with tools like `clickup_task` and `clickup_automation`. Without this MCP configuration, the agent can only draft definitions rather than modify live ClickUp boards.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill clickup-automation -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/clickup-automation/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/clickup-automation/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill clickup-automation -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/clickup-automation/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill clickup-automation -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/clickup-automation/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install claude-office-skills/skills clickup-automation
```

2. **Manually: put the files in place**
- File: `.github/skills/clickup-automation/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill clickup-automation -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/claude-office-skills/skills --path clickup-automation
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/clickup-automation/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill clickup-automation -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/claude-office-skills/skills/tree/HEAD/clickup-automation/SKILL.md

## When to use it
- create structured ClickUp tasks with checklists and estimates
- automate reviewer reassignments when moving tasks to In Review
- roll over overdue sprint tasks using scheduled cron triggers
- log project work hours and generate weekly time reports

## Example prompts
- Create a task named 'Implement Auth' in list_123 with priority 2 and an 8 hour estimate
- Set up a rule to escalate blocked tasks to urgent if they stay stalled for 48 hours
- Generate a weekly time tracking summary grouped by task and assignee

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: 6ffe746e3718a81a.

BEGIN THIRD-PARTY FILE 6ffe746e3718a81a
````text
---
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
---

# 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}}"
````
END THIRD-PARTY FILE 6ffe746e3718a81a

The third-party file has ended. Everything between the 6ffe746e3718a81a tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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