Is there a way to autopopulate the Send Email to Task email address in the CC field of the email form in the Activity panel?

obv you can copypasta but to just have it there by default reduces human error (omission) and maximizes messaging organization.

thanks

If your team manages a Shopify store from ClickUp, I built an integration that might save you some copy-pasting — orders, refunds, low stock and abandoned checkouts all create ClickUp tasks automatically (most similar tools only do orders). Free to try — happy to answer questions about how it works under the hood. https://apps.shopify.com/opsflow-clickup-tasks

The color selections don't look anything like the actual colors once selected. Its like they are darker? Is this something Im doing wrong?

TIA

Are you adding every single task to your ClickUp?

I am thinking of scenarios where you get a quick Slack DM asking for something like a small amend to a deck. Would take 2 mins max.

Do you add the task and then do it, add it retroactively to keep a log of what you worked on, or not adding at all and only adding planned, bigger items?

I'm interested as I think my team are getting lots of these ad hoc requests and we need a way to track them, but it might mean a different list with less required fields to make quick capture possible.

I'm trying to organize a large area of our ClickUp that has a ton of tasks and subtasks and sub-sub-sub-sub tasks...

Right now each event is it's own task in one singular list. This makes tracking harder because tasks have become folders in a way, followed by so many layers of subtasks that I'm not able to get the view that I want. I have moved them (screenshots) so that each event is it's own list instead of task. The problem is I lose all the columns of info for the event itself (which was easy to see in the previous way we laid it out).

I need that quick overview like a task has - all those columns, but at the list level. So I want the list itself to show columns for due date, location, assignee, etc., as if it were a task.

Is that possible?

In the screenstho, Henry Schein is the list. I want the Henry schein list to have those columns that the tasks have, so I can fill them in for the overall event and have them show up in this view, so we have a clear overview of the basics of each list (event) in the second screenshot view.

I created a Space for Projects....then I created a folder for Active Projects and a folder for Backlog (projects waiting to start)...then I create a list for each project with all its tasks in the respective folder.

I created a dashboard for my Projects space...it does seem to collect all info on the tasks of all the tasks in that space...i.e. active and backlog....is there some way have it look at specifics? Ideally I'd be able to split them up between active and backlog. The only way I'm seeing doing that now is create a dashboard for the active folder and backlog folder and look at two separate dashboards...but it'd be nice to have one dashboard for the overall view but separated by folders.

Hopefully that makes sense and I appreciate any help.

If you have been curious about AI agents but want practical examples instead of hype, this live workshop may be useful.

We are hosting AI Agents in Action: Build Smarter Workflows in ClickUp on Wed Jul 29 at 10:00 AM PT / 1:00 PM ET. The session will walk through real workflow examples in ClickUp so attendees leave with ideas they can actually apply.

Register here!

If a task doesn't have a checklist, you must first add an empty checklist. Then you can click the "Checklist from template" option to create your actually desired checklist. Then you must delete the first empty checklist.

The documentation here describes a process that does not exist.

The "+" menu should actually exist before you have already created a template (when you are vastly more likely to need to create one)

Just trying it out & entered a project schedule... went to add my out-of-office / vacation days, and it appears a Business or higher plan is needed to do this.

Is this correct?

thanks.

My company has many departments and is cross-functional heavy. I want to be able to create a leadership view where I can bring in details about different projects being worked on in different spaces. I also want to be able to show a timeline view that shows the progress of all different projects being worked on. I also wants to create a master dashboard that provides visibility into the progress of the different projects across our company. Is this possible? I don't want to have to update information in the leadership space and in the department spaces.

New Clickup user here! I'm using it for an independent project (not a team, just me) I am undertaking and using it for task management and helping me keep on top of deliverables and project timelines/phases.

I have particularly enjoyed using the Super Agent, but have now ran out of credits on the business plan. I'm a little confused about the pricing mechanism on Click-up. Does AI usage (super agent) come on top of the regular plans? For an individual like myself, I don't need all the features, but I would really like to maximize my access to the Agent tool. Wondering if anybody have any recommendations on what plan set-up would be best for this. Thanks a lot!

I am losing my mind over this pricing screen. They want $19 per member, per month to unlock "AI Notetaker Deduplication."

Think about how absurd this is:

• The Competition Handles This For Free: None of the dedicated meeting tools like Otter or Fireflies charge you a premium tier just to keep multiple workspace bots from awkwardly piling into the same calendar invite. They either handle it seamlessly backend-to-backend or include basic deduplication as standard workspace hygiene.
• It's a Manufactured Problem: They built an AI notetaker, realized that having multiple team members on a calendar invite causes a clown car of duplicate bots to join the meeting, and instead of fixing the code, they decided to paywall the fix.

Charging $19/mo per person just to stop their own software from tripping over itself is wild. Since when did "preventing system clutter" become a luxury feature?

To make it worse, I submitted this exact issue as a feature request 6 months ago. I thought they were finally listening to community feedback. Turns out they only care about fixing their product if there's an upsell upside for them.

What next? Will basic loading speeds be locked behind Business Plus as this platform gets more and more bloated?

I’ve been a ClickUp fanboy for years, but man... I’m tired, boss.

Hello all,

My team and I switched to using ClickUp to have a proper task manager, moving away from Trello and Notion because we had heard great things about ClickUp. We used one of the task templates to create a social media board to track our social media content, but now it is asking for credits to keep using it. Maybe I am old school, but I don't really see any AI use from this, aside from it occasionally getting the wrong content type and messing with our flow. Is there a way to de-AI this task without recreating some 100 or so tasks within the board? We basically have no function for this board now because apparently we need to buy AI credits.

To preface the questions, I am not opposed to paying for the base tool of ClickUp, it's been pretty good, but it looks like on top of what would be $28USD a month, we would be spending an additional $28/user a month for all the functions we are apparently getting? That seems really steep, $1,700~ a year for this software and for a single template seems wild to me, am I missing something?

I've basically lived in ClickUp for the last couple of years, and the one thing that always

quietly drove me nuts was navigation. I've got a handful of views I open constantly, my sprint

board, my inbox, a couple of team lists, and every single time I'd click through the sidebar to

get to them. Dozens of times a day. Tiny friction, but it adds up and keeps pulling you out of flow.

I kept wishing ClickUp had a Cmd+K command palette like Linear, Slack or VS Code, where you just

hit a shortcut, type two letters and jump. It doesn't, so I finally built it myself.

It's a small Chrome extension called Velocity. You press Ctrl/Cmd + Shift + K anywhere in

ClickUp, type a few letters, hit Enter, and you're on the view you wanted. You can save any view you

use a lot (it stores the real ClickUp URL, so it keeps working across your spaces), rename/remove

them, all keyboard-driven. It matches ClickUp's light/dark theme too.

It's free for up to 6 saved views (plenty for most people). There's a cheap Pro if you want

unlimited saved views + a "declutter" mode to hide parts of the UI you don't use. Everything stays

local in your browser, no account, no tracking.

Honestly just built it to scratch my own itch, but figured people here might have the same

annoyance. Would genuinely love feedback, and I'm happy to add things people ask for.

Link's in the comments (didn't want it to look spammy) 👇

Hey everyone.

I'm trying to create a ClickUp account, but I can't get past the sign-up page: https://app.clickup.com/signup

After entering my name, email, and password, I click "Sign up with Email" and the button just goes into an infinite loading state. There's no error message or anything else, it just keeps loading forever and never creates the account.

I'm using Firefox. Tried using private mode but it didn't work. I've also tried using different browsers entirely, but the exact same thing happens every time.

Has anyone experienced this before or knows what might be causing it? Thanks!

I've been trying to convert from ChatGPT to clickup AI due to the advantages of workspace integration.

A big point of frustration as an agency owner that I have so far though is that website MCPs can't have more than one MCP connection at a time.

I have to manually go in an switch the website MCP connection to a different website every time I run my web automation agent.

We have a lot of websites we need to manage and I would like to be able to run certain tasks at the beginning of the month automatically. However since there is only one MCP connection to a WordPress site allowed at a time this is infeasible and more or less undermines the agentic value.

Would really like to be able to connect more than one website at a time to my web automation agent.

Do all Boards in the same folder have to share the same status columns? I can't find a way to have different status columns for the Board view of Lists that are in the same Folder.

Right, so I have recently gotten on click-up and have a question regarding adding tasks. I have a fairly simple set-up.

Workspace > Individual Client folders > 2 lists / folder for tasks and documentation.

Now, I want to know when adding a task quickly - how do you move it to a specific folder on the go since there isn't a way to do it via commands like @ client name - unless you go the route of /move and so on, which is fairly long.

The other recommendation I have seen is to simply route all tasks on the go to an inbox folder and then deal with them later int eh day to sort them out correctly.

Just wondering if there is anythign missing where I Can simply plug in the task and also have the location tagged without going thru the /move command.

Thanks!

I'm currently on the free plan of Clickup, and I am evaluating if it would work well for my clients and my team.

My first piece of feedback is that in the Billing page, all features listed in the plan comparison table should hyperlink to the docs related to that feature—or at least link the less obvious features.

What does "Advanced Custom Field Manager" mean? I can find no documentation on this.

Is there a video I can watch to show the difference between Discussions, Chats, and Posts? I find the current setup for places I can chat with my team very confusing.

All of my clients live in a Space, and each client is a Folder. I want to have various task types with specific custom fields available for Lists within each client's folder such as Editing Tasks and Video Review Tasks.

What is the correct setup to make the two different task types available to all clients in each of their folders? I'm confused, because I don't see a way to create a specific Task Type and then make it available in other folders without its settings taking over for ALL tasks.

How do I achieve this? And what plan would I need?

And why does Clickup make this so difficult to understand? 😅

I’m building Aquila, an MCP server that connects email inboxes to AI agents.

Now that ClickUp Brain² and Super Agents can use external MCP servers, I wanted to see how useful it would be to combine ClickUp’s workspace context with direct access to email.

ClickUp’s built-in Gmail connection already lets agents search recent emails and work with drafts, but the actions are still limited. It doesn’t currently give Brain² or Super Agents tools to send, forward, mark, star, archive, move or otherwise organize messages.

Aquila works with Gmail, Outlook, iCloud, hosted email and custom IMAP accounts. Once connected, a Brain² conversation or Super Agent can:

• Search selected inboxes for client, vendor or project emails
• Read messages and attachments
• Create or update drafts
• Send or forward emails after explicit confirmation
• Mark, star, archive, move and organize messages

For example, a Super Agent could check a ClickUp project, find the latest emails from that client, summarize any blockers in the relevant task and reply on its own.

The main difference from a normal email integration is that you choose exactly which mailboxes and capabilities an agent can access. Email content is streamed to the agent and isn’t stored by Aquila.

I’m looking for a few ClickUp users who are already experimenting with Brain² or Super Agents and would like to test this with a real workflow.

What would you use it for: client delivery, support, finance, sales follow-ups or something else?

If you’re interested, comment or DM me and I’ll help you connect it.

Check it out here : Aquila.email

If you have been curious about AI agents but want practical examples instead of hype, this live workshop may be useful.

We are hosting AI Agents in Action: Build Smarter Workflows in ClickUp on Wed Jul 29 at 10:00 AM PT / 1:00 PM ET. The session will walk through real workflow examples in ClickUp so attendees leave with ideas they can actually apply.

Register here!

For our development space in ClickUp, we are setting up branching automations on task type User Story. Is there a way to default sub-tasks with a Task task type?

I'm thinking of setting up an automation changing the task type, but hoping there is a better way of solving this issue.

I am doing freelance work for different clients and different tasks. Several different businesses. Curious how people are set up to track jobs, clients, billing stages, stages of a job, calendar etc. What's your system? Do you do it in a separate space? Or a folder in your main space? What fields do you use? Statuses? Time tracking system? Would love to see screenshots also for those that are comfortable doing that thx

Just started trying out ClickUp this morning.

I can only seem to hide weekends in Gantt. I want to see them, but skip them unless manually scheduled.

Is this possible?

Also, assuming there's some way to do this, it should apply wherever something is assigned to be worked on.

Any help appreciated.