Automatically categorize tasks using AI Task Type.

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 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.

Set up AI Task Type 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.

Set up AI Task Type 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.