Autofill task assignees, Priority, and type with ClickUp AI

Save time by using ClickUp AI to determine task assignees and Priorities with prompts you provide. 

If you have an AI add-on or purchased AI credits, you can use AI to autofill task properties. 
Availability and limits vary by plan and user role. Learn more

Use AI to assign tasks

Automatically assign tasks using AI Assign. 

From List or Table view

To set up AI Assign from List or Table view:

  1. Open a Folder or List. AI Assign applies to all tasks in the location you select.
  2. Open a List view or Table view.
  3. Click the Assignee column header and select Set up fill with AI.
  4. Add potential assignees by clicking Add people and selecting them from the menu.
  5. Add prompts for each person by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
  6. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically assign new tasks you create.
    • Auto update when tasks change: Every 20 minutes, assignees that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill unassigned tasks: Only assign tasks that do not have an assignee.
  7. Generate the results:
    • Save & Generate: Update all task assignees in the List using your prompts. This option is only displayed when the Autofill unassigned tasks toggle is on.
    • Save: Save the AI Assign field. This option is only displayed when the Autofill unassigned tasks toggle is off.
    • Try in view: Test AI Assign on the first three tasks in your view using your prompts.

From Board view

You can set up AI Assign from Board views at the List level.

To set up AI Assign from Board view:

  1. Open a List. AI Assign applies to all tasks in the location you select.
  2. Open a Board view and click the Assignee icon. 
    • If you don't see this icon, select it from the Fields menu in your view settings
  3. Select Set up fill with AI.
  4. Add potential assignees by clicking Add people and selecting them from the menu.
  5. Add prompts for each person by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
  6. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically assign new tasks you create.
    • Auto update when tasks change: Every 20 minutes, assignees that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill unassigned tasks: Only assign tasks that do not have an assignee.
  7. Generate the results:
    • Save & Generate: Update all task assignees in the List using your prompts. This option is only displayed when the Autofill unassigned tasks toggle is on.
    • Save: Save the AI Assign field. This option is only displayed when the Autofill unassigned tasks toggle is off.
    • Try in view: Test AI Assign on the first three tasks in your view using your prompts.

From a task

To set up AI Assign from a task:

  1. Open a task. 
  2. Click the current assignee or empty Assignees field.

    The assignee field will be replaced by an AI Assign field for all tasks in the List. 

  3. Select Set up fill with AI.
    Screenshot of the Assignees field and Set up fill with AI button.png
  4. Add potential assignees by clicking Add people and selecting them from the menu.
  5. Add prompts for each person by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
  6. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically assign new tasks you create.
    • Auto update when tasks change: Every 20 minutes, assignees that have been automatically updated will be refreshed. This excludes manual changes.
  7. Click Save.

Use AI to prioritize tasks

Automatically prioritize tasks using AI Prioritize. 

From List or Table view

To set up AI Prioritize from List or Table view:

  1. Open a Folder or List. AI Prioritize applies to all tasks in the location you select.
  2. Open a List view or Table view.
  3. Click the Priority column header and select Set up fill with AI.

    Learn how to add a column to List view.

  4. Add prompts for each Priority level by clicking Add prompt. You can use field variables like Task Description and Assignee in your prompts!
    • Optional: To have ClickUp AI recommend prompts, click Suggest prompts.
      Screenshot of the AI Priority menu.png
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically prioritize new tasks you create.
    • Auto update when tasks change: Every 20 minutes, Priorities that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill unprioritized tasks: Only prioritize tasks that do not have a Priority.
  6. Generate the results:
    • Save & Generate: Update all task Priorities in the List using your prompts. This option is only displayed when the Autofill unprioritized tasks toggle is on.
    • Save: Save the AI Priority field. This option is only displayed when the Autofill unprioritized tasks toggle is off.
    • Try in view: Test AI Prioritize on the first three tasks in your view using your prompts.

From Board view

You can set up AI Prioritize from Board views at the List level.

To set up AI Prioritize from Board view:

  1. Open a List. AI Prioritize applies to all tasks in the location you select.
  2. Open a Board view and click the Priority icon. 
    • If you don't see this icon, select it from the Fields menu in your view settings
  3. Select Set up fill with AI.
  4. Add prompts for each Priority level by clicking Add prompt. You can use field variables like Task Description and Assignee in your prompts!
    • Optional: To have ClickUp AI recommend prompts, click Suggest prompts.
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically prioritize new tasks you create.
    • Auto update when tasks change: Every 20 minutes, Priorities that have been automatically updated will be refreshed. This excludes manual changes.
  6. Click Save.

From a task

To set up AI Prioritize from a task:

  1. Open a task. 
  2. Click the current Priority or empty Priority field.

    The Priority field will be replaced by an AI Prioritize field for all tasks in the List. 

  3. Select Set up fill with AI.
  4. Add prompts for each Priority level by clicking Add prompt. You can use field variables like Task Description and Assignee in your prompts!
    • Optional: To have ClickUp AI recommend prompts, click Suggest prompts.
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically prioritize new tasks you create.
    • Auto update when tasks change: Every 20 minutes, Priorities that have been automatically updated will be refreshed. This excludes manual changes.
  6. Click Save.

Use AI to categorize tasks by type

Automatically categorize tasks using AI Task Type.

From List or Table view

To set up AI Task Type from List or Table view:

  1. Open a Folder or List. AI Task Type applies to all tasks in the location you select.
  2. Open a List view or Table view.
  3. Click the Task type column header and select Set up fill with AI.
  4. Add prompts for each task type by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
    • Optional: To see more task types, click Add existing task type. To remove a task type, hover over it and click the delete icon.
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically generate a task type for new tasks you create.
    • Auto update when tasks change: Every 20 minutes, task types that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill existing tasks: Only generate task types for tasks that do not have one.
  6. Generate the results:
    • Save & Generate: Update all task types in the List using your prompts. This option is only displayed when the Autofill existing tasks toggle is on.
    • Save: Save the AI Task Type field. This option is only displayed when the Autofill existing tasks toggle is off.
    • Try in view: Test AI Task Type on the first three tasks in your view using your prompts.

From Board view

You can set up AI Task Type from Board views at the List level.

To set up AI Task Type from Board view:

  1. Open a List. AI Task Type applies to all tasks in the location you select.
  2. Open a Board view and click the Task Type icon. 
    • If you don't see this icon, select it from the Fields menu in your view settings
  3. Select Set up fill with AI.
  4. Add prompts for each task type by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
    • Optional: To see more task types, click Add existing task type. To remove a task type, hover over it and click the delete icon.
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically generate a task type for new tasks you create.
    • Auto update when tasks change: Every 20 minutes, task types that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill existing tasks: Only generate task types for tasks that do not have one.
  6. Click Save.

From a task

To set up AI Task Type from a task:

  1. Open a task.  
  2. Above the task name, click the current task type.

    The task type field will be replaced by an AI Task Type field for all tasks in the List.

  3. Select Set up fill with AI.
  4. Add prompts for each task type by clicking Add prompt. You can use field variables like Task ID and Task Name in your prompts.
    • To have ClickUp AI recommend prompts, click Suggest prompts.
    • Optional: To see more task types, click Add existing task type. To remove a task type, hover over it and click the delete icon.
  5. Activate or deactivate the available Automations:
    • Autofill when tasks are created: Automatically generate a task type for new tasks you create.
    • Auto update when tasks change: Every 20 minutes, task types that have been automatically updated will be refreshed. This excludes manual changes.
    • Autofill existing tasks: Only generate task types for tasks that do not have one.
  6. Click Save.

Manually generate task properties

Manually generate AI task properties for individual tasks or groups of tasks.

Generate properties for individual tasks

To generate or regenerate an AI task property:

  1. In List or Table view, hover over the AI task property field.
  2. Click the refresh icon.
  3. Click Confirm.

Generate properties for groups of tasks

To generate or regenerate an AI task property for all tasks in a List or Table view column, click the AI icon in the column header.

Bulk-generate properties for selected tasks

To bulk-generate or regenerate AI task properties for selected tasks:

  1. In List or Table view, hover over each task and click the checkbox to the left of its name.
    Screenshot of two checkboxes by tasks.png
  2. In the Bulk Action Toolbar at the bottom, click the task property. If you don't see the task property, click More.
  3. In the upper-right corner of the task property menu, click the refresh icon.
  4. The selected tasks' properties will be generated. Click outside the menu to close it.

Automatically generate task properties

Automate AI task property generation by creating an Automation that uses the Refresh AI property Action.

Screenshot of the refresh AI property action.png