ClickUp
AI agents can help you run ClickUp from chat using names and IDs. Here are the main things you can do, with examples.
1. Workspaces and seats
See where you have access and who is using seats.
Examples:
List all Workspaces I have access to.
List Goals.
Show seat usage.
2. Spaces and folders
Create, list, rename, and browse structure.
Examples:
List Spaces for the workspace ActlysAI, include archived.
Create a new Space called Engineering.
Rename Space Marketing to Growth, set brand color.
Create a new folder Q1 Goals inside Space Marketing.
List all folders in Space Marketing.
Rename folder Q3 Planning to Q4 Planning.
3. Lists
Create, read, update, delete, and move tasks in or out.
Examples:
Create a new folderless list Backlog inside Space Engineering.
List folderless Lists in a Space, exclude archived.
List Lists in folder Q1 Goals, include archived.
Update the list Backlog, change name and set description to markdown.
Delete the list Backlog.
Add an existing task Investor Update Draft to the Fundraising list.
Remove the task Legacy Pricing Page from Product Launch.
4. Members and access
Find who can see things, invite or remove.
Examples:
Get Workspace members who have access to the Apps list.
View people with direct access to the task Prepare Investor Update.
Invite @tom to the channel DM is not supported here, use ClickUp sharing instead.
5. Tasks, comments, and threads
Create, update, archive, delete, discuss.
Examples:
Create a new task called Prepare Investor Update in the list Fundraising.
Create a new task called Design Sprint Kickoff in Product Roadmap using template Template 123.
Update task Prepare Investor Update to status In Progress with due date next Friday.
Post the comment Don’t forget to attach the financial report to task Prepare Investor Update and notify all watchers.
Get all comments on a task to review discussion history.
Fix a typo in a comment.
Delete a duplicate comment.
Fetch replies to a comment thread on a task.
Reply to feedback in a structured thread.
Archive task Marketing Plan so it is no longer active.
Permanently delete task Old Draft from the Marketing list.
6. Find tasks
Search across the hierarchy with filters.
Examples:
Find tasks in Workspace ActlysAI, filter Spaces 1234 and 6789, statuses To Do and In Progress, include closed, order by updated, newest first, include subtasks.
7. Custom fields
Audit, create, update, or clear values.
Examples:
Audit all Custom Fields used in a Space.
View Custom Fields available on the list Projects.
View Custom Fields at the folder Clients.
View Workspace level fields available everywhere.
Create a new custom field Customer Tier.
Update custom field Customer Tier to Tier 1 for task Investor Deck.
Clear the Customer Tier field from a task.
8. Checklists
Create, rename, delete, and manage items.
Examples:
Create a checklist Launch Prep on task Homepage Redesign.
Rename a checklist to Checkout.
Delete an outdated checklist.
Add 5 steps to the checklist.
Rename the last item to Dog.
Delete the last checklist item.
9. Docs
Search, read, create, and edit Docs and pages.
Examples:
Search Docs in the workspace for OKR template, limit 4.
Get a Doc’s information before updating it or adding new pages.
List all pages in a Doc, with titles and hierarchy.
Get the full content of a single Doc page.
Create a new document Q4 Roadmap inside Space Marketing.
Create a new page Budget 2025 in the document Finance.
Edit the document page Budget 2025 in the document Finance.
10. Messages
Start lightweight direct messages between people.
Examples:
Send a direct message to @alex saying Hi.
11. Shared items overview
See what has been shared with you across the workspace.
Examples:
View the tasks, lists, and folders that have been shared with me.
12. Task links and dependencies
Model relationships between tasks.
Examples:
Make task Design Mockups block task Frontend Development until finished.
Remove the dependency where Frontend Development was waiting on Design Mockups.
Link task Homepage Redesign with task SEO Optimization.
Unlink task Marketing Campaign from task Social Media Plan.
13. Tags
Create, update, delete tags, add or remove them from tasks.
Examples:
Get all tags in a Space.
Create a new tag called Urgent in the Marketing Space with a red background and white text.
Rename tag Urgent to High Priority.
Delete tag Old Draft from a Space.
Add tag High Priority to task Investor Report.
Remove tag High Priority from task Investor Report.
14. Templates
Discover templates before using them.
Examples:
Retrieve the task templates available in a Workspace.
Browse available task templates before creating new tasks.
15. Time tracking
Add tracked time to tasks.
Examples:
Add 2 hours tracked to task Market Research.
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