Feature Requests

It would greatly improve productivity if AI models in ClickUp could remember my conversation preferences—such as preferred response format, tone, and level of detail—across sessions. This would save time by eliminating the need to repeat instructions and ensure a more personalized, consistent AI experience for ongoing projects.

The AI notetake lists the date in US format (MM/DD/YYY). It would be good to choose DD/MM/YYYY as most of the world uses that format over the US one.

Currently, ClickUp Brain can search and reference files stored in SharePoint, but it does not index or search the contents of PDF documents stored there. This limitation makes it difficult to surface relevant information that may be embedded within important PDF files, such as contracts, reports, or reference materials. I am using Chat GPT itself for this as it does a great job but it takes extra time to feed it all the context. I am requesting an enhancement that allows ClickUp Brain to search the full text of PDF documents stored in connected SharePoint accounts. This would enable users to quickly find and reference information within PDFs directly from ClickUp, improving productivity and knowledge management across integrated platforms. Key benefits: Faster access to critical information stored in PDFs on SharePoint. Improved search accuracy and relevance for workspace users. Streamlined workflows by reducing the need to manually open and search PDFs outside of ClickUp. Thank you for considering this feature to make ClickUp Brain even more powerful and useful for teams that rely on SharePoint for document storage!

In GPT and every other AI platform, you can copy/paste screenshots, images, and other things directly into the chat your window. Right now, I have to download every image and reupload each image. It is costing a bit of time. Would love for this to be resolved.

Creating a company-wide AI system prompt can significantly enhance various functions and capabilities within an organization. Here are some potential areas that such a system prompt could control or advance: Brand Voice and Tone Establish a consistent brand voice across all communications. Define language style, formality level, and emotional tone. Naming Conventions Set guidelines for naming products, services, and internal projects. Ensure alignment with brand identity and values. Content Generation Automate the creation of marketing materials, reports, and internal documents. Ensure all generated content adheres to the established voice and tone. Customer Interaction Standardize responses for customer service inquiries. Create templates for emails, chat responses, and social media interactions. Training and Onboarding Develop training materials that reflect the company voice. Provide new employees with guidelines on communication style and branding. Internal Communication Streamline internal memos, announcements, and newsletters. Promote a unified communication strategy within teams. Feedback and Improvement Collect and analyze feedback on communication effectiveness. Adapt guidelines based on employee and customer responses. Compliance and Legal Standards Ensure all communications adhere to legal and compliance standards. Provide templates that meet regulatory requirements. Cultural Alignment Reflect company values and culture in all written communications. Foster a sense of community and shared purpose through language. AI Customization Tailor AI responses to align with company-specific terminology and phrases. Allow for adjustments based on evolving company needs and market changes. By implementing a comprehensive AI system prompt, companies can enhance their communication strategies, improve brand consistency, and foster a cohesive organizational culture.

It would be great to use the AI Notetaker in the mobile app to turn on and off as needed to record in person meetings.

Being able to assign a specific location for meeting notes to go would be a huge benefit to our company for this feature. Possibly specifying that in the calendar meeting prior to the start time as we create agendas days ahead of all meetings, this would streamline our notes and action items afterwards to have them automatically added into the same document we've created the agenda.

Overview: Persistent memory would allow ClickUp Brain to remember user-defined preferences, shorthands, and workflow rules across sessions—similar to features in ChatGPT, manus.im and other standout AI tools. This would significantly enhance workflow efficiency and user experience. Use Case Example: As a user managing multiple “Inbox” lists across different Spaces (e.g., General, Business, Relationships), I want to quickly capture tasks, notes, and ideas into the correct list using custom shorthands (e.g., “Inbox: [my entry]”, “Business Inbox: [my entry]”, “gi: [my entry]”). Currently, ClickUp Brain does not retain these preferences between sessions, requiring me to repeat instructions or clarify context each time, which is very inefficient. Benefits: - Frictionless Capture: Users can define and reuse custom shorthands for rapid task entry, reducing cognitive load and saving time. - Personalized Workflows: Persistent memory enables tailored automation, such as routing items to the correct list or applying user-specific rules without repeated setup. - Consistency: Ensures that workflow processes remain consistent, even as users switch devices or return after a break. - User Empowerment: Allowing users to view, update, or delete their stored preferences gives them control and transparency, increasing trust in the AI assistant. Feature Suggestion:- Enable persistent, user-manageable memory for “Brain Max" (or indeed ClickUp). - Allow users to set, review, and update their own shorthands, rules, and preferences. - Provide an interface for managing these settings, similar to prompt libraries or automation dashboards. Impact: This feature would streamline daily workflows, reduce repetitive setup, and make ClickUp Brain a true productivity partner—especially for power users and teams with complex/ personalised processes.

Seems straightforward, I want to be able to create a list using AI

I tried one of the default agents that were an example, scan my entire workspace and look for any Spaces, Folders, or List with no activity/tasks for the last 60 days and give me a list of recommendations for being archived. 3 Times I updated it after it's initialy setup, 3 times I told it explicitly to not give me already archived folders/lists to me to recommend me archive them. Although by the 3rd time it gave me less, it still gave me many archived lists and folders. Including many lists that were inside an archived folder. To say the least I'm very unimpressed with the reasoning it has. Is this on gpt-4? Because if it is that makes a lot of sense, the way it talks, and processes info lacks any checking. It apologizes like it's gpt-4, it straight up hallucinates in the same message it sends you. For instance on my 2nd try it finished the message with What I deliberately excluded Archived or previously archived Spaces/Folders/Lists are completely ignored by design. This is at the end of a message where the list of "Strong cleanup candidates" was literally ALL already archived lists. I'm sorry, but if it can't even follow a simple instruction of "no archived folders" and can't even reason enough on it's own to not recommend me to archive an already archived folder it's not reliable to be used for anything else. I truly hope you didn't go through all the effort to make these on a very outdated AI model. Btw here is it's excuse - which basically just said "I didn't even consider I'm supposed to be looking for non-archived locations" and just went with my first search and never even checked my own behavior to see if I was doing it right. Which screams to me gpt-4 [[It's excuse]] What went wrong: In the first pass I relied on list activity dates and hierarchy, but I didn’t strictly enforce an “only non‑archived locations” check before adding a list to the recommendations. Because of that, archived sprint boards (like the [Folder > List] sprints you listed) slipped into the “cleanup candidates” section even though my own rules say to exclude anything archived or previously archived.