Automatically assign tasks using AI Assign.
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
Set up AI Assign from List or Table view
To set up AI Assign from List or Table view:
- Open a Folder or List. AI Assign applies to all tasks in the location you select.
- Open a List view or Table view.
- Click the Assignee column header and select Set up fill with AI.
- Add potential assignees by clicking Add people and selecting them from the menu.
- 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.
- 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.
- 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.
Set up AI Assign from Board view
You can set up AI Assign from Board views at the List level.
To set up AI Assign from Board view:
- Open a List. AI Assign applies to all tasks in the location you select.
- 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.
- Select Set up fill with AI.
- Add potential assignees by clicking Add people and selecting them from the menu.
- 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.
- 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.
- 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.
Set up AI Assign from a task
To set up AI Assign from a task:
- Open a task.
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.
- Select Set up fill with AI.
- Add potential assignees by clicking Add people and selecting them from the menu.
- 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.
- 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.
- Click Save.
Generate task assignees
Once you've set up AI Assign, you can generate task assignees.