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I don’t know about you, but implementing easy automations to simplify your task management for your content creation process sounds like a dream.
I can hear you saying, “There are MORE ways to get my content creation process even MORE streamlined?”
Why, YES, my friend… you can always count on me to find more ways to automate the sh*t out of everything in your business.
Now, I get it, there’s a lot that goes into the whole magical content creation process. And so, in the spirit of keeping things simple, let’s stick with the 3 major automations you can set up in ClickUp NOW!
But enough talk, let me walk you through how you can implement these yourself. (wink)
3 Simple Content Creation Process Automations That You Can Do Inside ClickUp
1. Automate Repeating Processes
This automation makes creating tasks with specific custom fields more seamless. It allows you to set the triggers, so that the custom fields you need will ONLY apply to the specific folder you’re creating the task in.
Here’s a real-world application for this ClickUp automation:
I create a task in my YouTube folder, then only the custom fields dedicated for my YouTube folder will apply.
How to Automate Repeating Processes yourself:
- First, make sure you’re in the correct folder, which in this case is my YouTube folder inside my Content Creation space.
- Click on Automate.
- Go to Manage tab.
- Click on the Create Automation button
- Set the parameters for the automation you want to trigger.
- When (this happens), Then (do this action)
- When Task Created, then
- Set Custom Field | Field: Online Profile | to YouTube [folder]
- Assign | Assignee: Yvi [who needs to start working on this task]
- When Task Created, then
2. Move Tasks by Stages
Instead of clicking on each task to move them to certain lists, you can now opt to automate it! This way, when an active automation is triggered, it will simply move the task to the applicable list for you.
Here’s a real-world application for this ClickUp automation:
If I change the stage to record or edit, then the task gets moved into the list in the works. This means, the task goes onto the next phase, and my team can start working their magic.
If I change the stage to scheduled, then it gets moved to my list for published episodes. You know, because when it’s scheduled, we consider it done!
How to Automate Repetitive Manual Task Management:
- First, make sure you’re in the correct folder, which in this case is my YouTube folder inside my Content Creation space.
- Click on Automate.
- Go to Manage tab.
- Click on the Create Automation button
- Set the parameters for the ClickUp automation you want to trigger.
- When (this happens), Then (do this action)
- When Custom Field changes | Field: Stage | From: any | To: record, then Move to list in the works.
- When Custom Field changes | Field: Video Stage | From: any | To: Scheduled, then Change status to Complete.
3. Use Integromat to Create External ClickUp Automations
Getting this automation set up will literally save you hours of asset creation. But what do I mean by this exactly? When we’re creating content, there’s a truckload of asset management that comes into play. You need the script. You need to record. Upload it into the folder. The whole shebang!
Currently, we’re storing our assets in Google Drive. And believe you me, things can get pretty insane when you’re batching 2-3 months worth of content at a time! So, of course, I HAD to automate the heck out of it.
I pulled it off using one of my favorite tools, Integromat.
(Yeah, yeah, I know. It sounds like a laundry shop, but trust me it’s a game changer!)
Here’s a real-world application for this ClickUp automation:
I set my Integromat to link my ClickUp and Google Drive together.
This means, every time I create a task for my YouTube episodes in ClickUp, Integromat will tell Google Drive to do the thing I set it to automatically do.
And that is to: create a raw folder within my current year’s assets folder, copy my script template and add it into that folder, and then link it all back into Google Drive.
Conclusion:
Gone are the days when you get a badge for doing all the task management by yourself & manual. I mean, I don’t know about you, but dang are these automations epic. Now, whatever time you spent clicking around, manually creating tasks, and Google Drive folders… you can invest to making your business scale and thrive!
So, to recap:
- Make automating tasks in ClickUp a habit.
- Take advantage of automating how your tasks move to the next phase (err Stage!).
- Don’t be scared to bring in the big guns and use a dedicated integrations software – like, INTEGROMAT.
I hope this helped clarify some of the pressing questions you had (or didn’t know you had) about ClickUp automations.
If you want more practical ClickUp tips that will help you run your business more efficiently, then make sure you subscribe to my YouTube channel!CickUp
