ClickUp Automation

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 & Layouts

### View Types

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

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

### Time Entry Configuration

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 Reports Dashboard

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 & OKRs

### Goal Structure

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

### Goal Dashboard

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

Templates

### Task Templates

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"

Integrations

### Slack Integration

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

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: p