Intro to AI Custom Fields

Harness the power of ClickUp AI in Custom Fields to summarize tasks, get updates, translate, and create action items, or create your own content custom AI fields for endless possibilities!

Are you spending too much time searching through task descriptions and comments? Do you need to translate a task description for a meeting? ClickUp AI transforms your workflow to make you even more productive!

Screenshot highlighting a summary custom field.png

ClickUp AI availability and limits vary by plan and user role. Learn more

What you'll need

  • Workspace owners on the Business Plus and Enterprise Plans can use custom role permissions to manage Custom Fields.
  • Individual Custom Fields can be hidden from all guests.
  • Guests with edit or full permissions can edit existing Custom Fields but cannot create new ones.
  • Guests cannot create new options for Label and Dropdown Custom Fields.
  • Up to 200 AI Custom Fields can be generated for your tasks at the same time. 

Custom Field types

AI Custom Fields are available within Short Text, Text area (Long Text), and Dropdown Custom Fields. You can also create custom AI fields from scratch.

Short Text

The following AI Custom Fields can be generated within Short Text Custom Fields:

  • Sentiment
  • Custom autofill with AI

Text area (Long Text)

The following AI Custom Fields can be generated within Long Text Custom Fields:

  • Summary
  • Progress Updates
  • Translation
  • Action Items
  • Custom autofill with AI

Dropdown

The following AI Custom Fields can be generated within Dropdown Custom Fields:

  • Categorize
  • Custom autofill with AI
  • T-shirt Size

Custom autofill with AI

Create your own custom AI field from scratch!

When creating a custom field, you can use the following field variables in your prompt:

  • Assignee
  • Checklists
  • Custom Fields
  • Date created
  • Date done
  • Date updated
  • Due date
  • Priority
  • Sprint Points
  • Start date
  • Status
  • Tags
  • Task Description
  • Task ID
  • Task Name
  • Type

AI Custom Fields

There are seven types of AI Custom Fields:

  • Summary
  • Progress Updates
  • Sentiment
  • Translation
  • Action Items
  • T-Shirt Size
  • Categorize

Summary

Spend more time on work and less time reading through task descriptions, attachments, and conversations. Summary fields provide a clear, concise overview of your tasks.

Screenshot highlighting a summary custom field.png

Need to view your team backlog without opening tens or hundreds of tasks individually? Use the Summary AI field in your List views to summarize tasks in your Space, Folder, or List.

When creating the field, you can choose from the following formats:

  • Bulleted list: Task summary highlights in a bulleted list.
  • Short: A concise task summary.
  • Traditional: A detailed, longer task summary.

Progress Updates

Save time searching through tasks and comments for updates. Need to know if your new feature will be complete by its deadline? Use the Progress Updates AI field to create a progress update for tasks in a Space, Folder, or List.

Progress is estimated based on the stages other similar tasks went through before reaching completion.

Screenshot of a progress update field.png

When creating the field, you can choose your progress time frame:

  • Today
  • Yesterday
  • This week
  • Last 24 hours
  • Last 3 days
  • Last 7 days
  • Last 30 days

You can choose from the following formats:

  • Bulleted list: Task progress highlights in a bulleted list.
  • Short: A concise task progress update.
  • Traditional: A detailed, longer task progress update.

Sentiment

Learn which tasks are going well and which can be improved.

Need to respond to feedback from your support team? Want to take action on gaps that have been identified by your team? Use the Sentiment AI field in a Space, Folder, or List to gauge task sentiment as positive, neutral, or negative using task descriptions, Custom Fields, and comments.

Screenshot of a sentiment Custom Field.png

Translation

Save time switching between apps and translate tasks directly from your views!

Need to translate a support ticket from an international client? Want to translate tasks for a colleague in another country? Use the Translation AI field to translate task names or descriptions in the Space, Folder, or List.

Screenshot of a translation Custom Field.png

When creating the field, you can choose to translate the task title or description into one of the following preselected languages:

  • Arabic
  • Chinese
  • Dutch
  • English
  • French
  • German
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Spanish
  • Swedish
  • Other
    • This option allows you to input any language using a Custom autofill with AI field.

Action Items

Use the Action Items field to quickly see what needs to be done.

Need to create some follow-ups for the task you're working on? Use the Action Items AI field to generate context-sensitive action items from tasks and their content in the Space, Folder, or List.

Action items can quickly be copied to your clipboard by hovering over the field and clicking the Copy text icon.

Screenshot of an Action Items Custom Field.png

T-Shirt Size

View your estimated workload without switching views or locations in your Workspace! Use the T-Shirt Size AI field to quickly size tasks in the Space, Folder, and List.

T-shirt sizing is an effective way for agile teams to estimate the effort and size of projects.

T-shirt size is generated using task data and contextual information from its List.

Screenshot of a t-shirt size Custom Field.png

Categorize

Use AI to quickly categorize tasks using the Categorize Dropdown Custom Field.

Need to categorize all the feature requests or bugs in your List? Use the Categorize AI field so you can spend your time on more important tasks.

Screenshot of a categorize field.png

When creating a Categorize AI field, you can leave the instructions area blank and let ClickUp Brain quickly categorize your tasks. Or, you can add more detail by including custom instructions with any of the following field variables:

  • Assignee
  • Checklists
  • Custom Fields
  • Date created
  • Date done
  • Date updated
  • Due date
  • Priority
  • Sprint Points
  • Start date
  • Status
  • Tags
  • Task Description
  • Task ID
  • Task Name
  • Type

Custom autofill with AI

Create your own custom AI field from scratch!

Create an AI Custom Field

You can create an AI Custom Field from a view, task, new Text or Dropdown Custom Field, the Custom Field Manager, or Add a column button in a List or Table view.

From a view

To create an AI Custom Field from any view:

  1. In any view in the Space, Folder, above the Views Bar click the lightning icon.
  2. In the AI Autofill section, click Create AI Field.
  3. From the Create field modal, select the AI Custom Field. 
  4. Customize the field. Customization options can be found below.
  5. In the lower-right corner, click Create.

From the Custom Field Manager

To create an AI Custom Field from the Custom Field Manager:

  1. Open the Custom Field Manager
  2. From the Custom Field Manager sidebar, select a location.
    • Your selected location in the Sidebar determines which location your Custom Field is added to. For example, if you select All Custom Fields or Workspace the new Custom Field will be added at the Workspace level. You can also select a specific Space, Folder, or List. 
  3. In the upper-right corner, click Create new field.
  4. Search for and select the AI Custom Field.
  5. Customize the field. Customization options can be found below.
  6. In the lower-right corner, click Create.

From a List or Table view

To create an AI Custom Field from List view or Table view:

  1. In the Space, Folder, or List you want to add the Custom Field, open the List or Table view.
  2. In the upper-right corner above the task table, click the plus icon.
  3. Search for and select the AI Custom Field.
  4. Customize the field. Customization options can be found below.
  5. In the lower-right corner, click Create.

From a task

To create an AI Custom Field from a task:

  1. In the List where you want to add the Custom Field, open a task.
  2. Scroll down to the Custom Fields section and click the plus icon in the upper-right corner of the table.
  3. Select Create field.
    Screenshot of someone creating an AI Custom Field from Task view.png
  4. Search for and select the AI Custom Field.
  5. Customize the field. Customization options can be found below.
  6. In the lower-right corner of the modal, click Create.

From a Text or Dropdown Custom Field

When creating a Text, Text area (Long Text), or Dropdown Custom Field:

  1. Enable Fill with AI.
  2. Customize the field. Customization options can be found below.
  3. In the lower-right corner of the modal, click Create.

AI Custom Field customization options

When creating a new AI Custom Field, the following customization options are available:

Customization option Description
Field name Name the AI Custom Field.
Description Describe the AI Custom Field.
Format

Choose a format for your AI summary:

  • Bulleted list
  • Short
  • Traditional

This option is only available for Summary Custom Fields.

Fill method

Choose the period of you time you want updates from:

  • Today
  • Yesterday
  • This week
  • Last 24 hours
  • Last 3 days
  • Last 7 days
  • Last 30 days

This option is only available for Progress Updates Custom Fields.

Language

Choose which language to translate the task into.

This option is only available for Translation Custom Fields.

Prompt/Tell AI how to fill out this field Provide a custom prompt for the field. You can click the variables under the text box to use them in your prompt. 
Automations

There are multiple Automations you can use for AI Custom Fields:

  • Autofill when tasks are created: Generate content for new tasks automatically.
  • Auto refresh when tasks update: Update the generated content for tasks automatically when they are updated. The auto refresh can take up to twenty minutes to occur.
    • This option is only available when creating the field at the List level.
  • Autofill existing tasks: Generate content for all existing tasks.
More settings and permissions

Edit the following:

  • The Custom Field's description.
  • The Custom Field's permissions.

Generate content with AI Custom Fields

Once you've created your AI Custom Field, you can generate the field content from List view, Table view, and Task view.

Generate content for an individual field

Click the AI button anywhere the field is displayed to generate content.

To generate content for one task in List view, hover over the AI Custom Field and click the AI icon.

Screenshot of the AI icon.png

After generating a single field, click the content to edit the results, retry the request, or leave feedback using the options below the content.

Screenshot of the Ask more and regenerate options.png

Generate content for multiple fields

You can manually or automatically generate content for multiple fields at once.

Manually generate content for multiple fields

If you're in List or Table view, you can generate content for entire columns by clicking the AI button in the AI field's column header.

Subtasks are included if you are using the Expand all or As separate tasks option in your view.

Screenshot highlighting the AI icon.png

After generating multiple fields, you can edit the prompt by clicking the column header and selecting Edit field.

You can edit an individual response by clicking it.

Automatically generate content for multiple fields

You can automate AI field updates in List or Table views at the List level of your Hierarchy.

If an AI field is added to multiple Lists, you'll need to enable automatic updates individually in each List.

To automatically generate content:

  1. Click the AI field's column header.
  2. Select Edit field.
  3. Under Automations, choose to:
    • Autofill when tasks are created.
    • Auto refresh when tasks update

Copy AI content

Copy AI content to your clipboard by hovering over the Custom Field and clicking the Copy text icon.

Screenshot highlighting the copy icon.png

Regenerate AI content

Regenerate AI Custom Field content by clicking the AI icon next to the column header.

Ask AI about AI Custom Fields

Once you've generated content for an AI Custom Field, you can ask ClickUp AI more about it:

  1. Click the AI Custom Field content.
  2. Select Ask more.

Pin an AI Custom Field

Increase the visibility of your AI Custom Fields by pinning AI Custom Fields!

Hide an AI Custom Field from guests

Hide AI Custom Fields from guests.

Use AI Custom Fields in Automations

You can use AI Custom Fields as Triggers or Conditions in Automations!

You won't receive Inbox notifications when AI Custom Field Automations fire.

To create an Automation using AI Custom Fields:

  1. In the Space, Folder, or List, click the AI Custom Field's header.
  2. Select Create automation.
  3. In the Automations modal, complete your Automation.

Add an existing AI Custom Field to a new location

You can add an existing AI Custom Field to a new location in the same way you would any Custom Field. 

FAQ

Frequently asked questions about AI Custom Fields.

What information does ClickUp AI use to generate a value for a task?

For Short and Long Text AI fields, ClickUp AI uses:

  • Task name
  • Task description
  • Comments
  • Activity
  • Users
  • Watchers
  • Task fields like status and assignees

For Dropdown AI fields, ClickUp AI uses:

  • The Dropdown field options
  • Task name
  • Task description
  • Comments
  • Task fields like status and assignees

For Summary, Progress Updates, and Custom autofill with AI fields, ClickUp AI also uses Custom Field data.

Was this article helpful?