Feature Requests

Problem: The current AI Usage dashboard provides a high-level overview but lacks the necessary granularity for effective resource management. Currently, while Super Agents have a clear breakdown, other high-consumption features like Autopilot Agents, AI Cards, AI Fields, and AI Tasks only show aggregate costs. Furthermore, the dashboard prioritizes monetary value (USD) over the actual credit count, and lacks historical month-over-month reporting for trial/bonus pools. Proposed Solution: I suggest a comprehensive update to the AI Usage interface to include: Dual Metric Visibility: Display "Credits Consumed" alongside "Monetary Cost (USD)" as standard columns. Relying on tooltips (hovering) makes it difficult to compare usage across different workflows quickly. Granular Breakdown for All AI Features: Extend the "Super Agent" level of detail to Autopilot Agents, AI Fields, and AI Cards. We need to see: Which specific Agent/Automation triggered the usage. The location (List/Folder/Space) of the trigger. The User/Member responsible for the action. Historical Data & Period Filtering: Ability to filter usage by previous months or custom date ranges. Currently, the breakdown resets on the 1st of each month, making it impossible to audit past consumption patterns once the month ends. Audit Log Integration: A dedicated "AI Audit Log" or better filtering in the existing Automation Audit Log to specifically isolate AI-related consumption events. Why this is important: As a decision-maker, I cannot confidently purchase additional AI Credit packs or add-ons without understanding exactly how our current credits are being spent. Clear visibility is the bridge between a "trial" and a "paid" commitment. Better governance tools will help teams optimize their workflows and scale their AI usage responsibly.

I’d love to see a feature in ClickUp AI similar to ChatGPT’s “Custom Instructions.” Instead of re-selecting a saved prompt every time, I want to define my AI style, tone, goals, and contextual preferences once—and have them automatically applied across all interactions with ClickUp Brain and AI Agents (in tasks, chat, etc.). Why this matters: • It’s key for creative brainstorming and maintaining consistent tone across work. • Saves time from having to reapply prompts. • Makes AI truly feel like an extension of my workflow and voice. Bonus feature idea: Allow workspaces to upload contextual documents (PDFs, strategy docs, style guides) that AI can reference persistently.

Currently the only way to disable AI is through ClickApps via Admin. This disables it for the entire team. I just want to remove this garbage from my own personal profile without impacting anyone else's workflow.

Title: AI Notetaker: Reorder "Workspace Notetaker" option & add confirmation prompt to prevent accidental data exposure Description: When sending the AI Notetaker to a call, the "Notetaker Type" dropdown lists options in this order: Personal Notetaker → Workspace Notetaker → Shared Notetaker. The Workspace Notetaker option (which shares notes with the entire workspace) is positioned directly below the default Personal option, making it easy for users to accidentally select it. This creates a real data confidentiality risk: if a user selects Workspace Notetaker for a sensitive or confidential call, the meeting minutes become accessible to every user in the workspace. The feature itself is valuable , but the current UI introduces unnecessary risk. Suggested improvements: Move "Workspace Notetaker" to the bottom of the list so the least-restrictive sharing option isn't the most prominent choice. Add a confirmation/warning prompt when a user selects Workspace Notetaker (e.g., "These notes will be visible to all members of your workspace. Continue?") to ensure it's an intentional choice. Consider adding a brief inline description of the sharing scope directly in the dropdown (the current subtitle text is small and easy to miss). Impact: Any workspace with confidential meetings (HR, legal, finance, executive) is exposed to accidental information leakage with the current design. *

Power users create dozens of Brain threads daily. There's no way to pin or favorite key conversations, so important threads get buried in an ever-growing chronological list. Let users pin/star Brain chat threads so they stay at the top of the history sidebar. Simple, fast, and prevents valuable conversations from getting lost.

We use a lot of bespoke system and product names internally that get consistently mistranscribed by AI Notetaker. The Talk to Text dictionary feature already solves this for dictation. Please extend the same concept to AI Notetaker, ideally at a workspace level so admins can maintain a shared vocabulary list that applies to every meeting transcription automatically.

On the ClickUp desktop app (Mac), I'm unable to click and drag to select text within Brain AI responses. The cursor doesn't allow text selection, which means I can't copy specific portions of a response. The only option is the copy button, which grabs the entire response rather than a specific section. Expected behavior: Text in Brain responses should be selectable with the mouse, the same way it works in the web app. Impact: This slows down my workflow when I need to grab a specific sentence or paragraph from a

Each time I ask an agent to write in a new doc, I have to go into their permissions to add it. Could we make it to where we give access to our agent to any doc created in a certain space to avoid this constant road block (I am consistently told the agent cannot access the new doc to write in it, so I have to go in and add that to their permissions; since this agent helps in taking transcripts to notes, this really slows the process).

The current AI Usage dashboard only shows feature-level totals (e.g. Image Generation: X credits). Please add a per-user breakdown so Workspace admins can see which member consumed credits for each feature. This is critical for teams managing a shared credit pool and wanting accountability/visibility into individual usage.

We are going to need individual add on pricing for additional image gen, & AI Time-Blocking we don't need the AI notetaker. Also be aware click up is getting a bit price for AI features included in others at the higher levels, not an additional add on; like AI Automations Fields, Properties & more, AI Assign & Prioritize, Autopilot Agents, & AI Time-Blocking