How to Use ClickUp Shared Workspace Analytics

The Shared Workspace analytics page in ClickUp helps workspace owners and admins quickly review how AI agents are being used, where they are active, and what data they can access. This guide walks you step by step through opening, understanding, and acting on the analytics available for your shared workspace.

Access the Shared Workspace Page in ClickUp

Before you can view analytics, you must open the Shared Workspace page within ClickUp.

1. Open your ClickUp workspace.

2. Click the AI icon in the sidebar.

3. From the AI section, select Shared Workspace.

Once open, you will see a set of analytics tables and filters that show how agents are configured and used across your ClickUp workspace.

Understand the Top-Level Analytics in ClickUp

The top of the Shared Workspace page shows high-level metrics that summarize your current configuration and usage.

Review Workspace Totals in ClickUp

At the top of the page, you will see three key metrics:

• Total Agents: The number of AI agents that exist in your shared workspace.

• Enabled Agents: How many of those agents are currently switched on and available to your team.

• Agents Connected to ClickUp: The count of agents that have at least one datasource connected from within the platform.

Use these metrics to quickly verify whether you have enough agents enabled and how many are actually connected to your workspace data.

Filter Analytics by Workspace Usage in ClickUp

Beneath the top metrics, you can filter what appears in the analytics tables. Filters help you focus on specific types of agents and data connections.

Use the Workspace Usage Filter

The Workspace usage filter lets you narrow the list of agents based on how they interact with your environment.

• All: Shows every agent in the shared workspace, regardless of connection or usage.

• Agents not connected to ClickUp: Shows agents that have no ClickUp datasources linked.

• Agents connected to ClickUp: Shows only agents that are actively connected to at least one datasource in the workspace.

Select the option that matches what you want to analyze, such as identifying which agents still need connections to your workspace data.

Explore the Agents Table in ClickUp Shared Workspace

The main table on the Shared Workspace analytics page lists individual agents and details about how each is configured and used.

Columns in the Agents Table

Each row represents a single agent. The table includes several important columns:

• Agent Name: The name given to the agent, which you can click to open and configure.

• Status: Indicates whether the agent is enabled or disabled.

• Connected to ClickUp: Shows if the agent has any workspace datasources connected.

• Users: Lists users who have access to or can interact with each agent.

• Workspaces: Displays the workspaces where the agent is shared or available.

This table gives you detailed visibility into how each agent operates in ClickUp and who can use it.

Sort and Filter Agents Efficiently

To make analysis easier, you can:

• Sort columns to group similar agents together (for example, by status or connectivity).

• Apply filters to focus on agents in specific workspaces or with particular access patterns.

Sorting and filtering help you quickly find agents that might need configuration updates or access changes.

View Agent Details and Data Connections in ClickUp

From the Shared Workspace analytics page, you can drill into individual agents to view their detailed setup and connections.

Open an Agent from the Analytics Table

1. Locate the agent you want to inspect in the table.

2. Click the agent name to open the agent details panel.

3. Review the settings, instructions, and connected datasources shown for that agent.

Use this workflow whenever you identify an agent that is disabled, disconnected, or incorrectly shared in ClickUp.

Check Datasource Connections

Inside the agent details view, confirm that the agent is connected to the correct ClickUp datasources:

• Verify the relevant spaces, folders, or lists are selected.

• Remove any datasources that are no longer needed.

• Add missing datasources so the agent has the right context to answer questions or perform tasks.

These checks help ensure each agent is using accurate and appropriate data from your workspace.

Monitor Workspace Security and Access with ClickUp Analytics

Shared Workspace analytics also supports security and access reviews so you can control who interacts with each agent and what they can see.

Review User Access

In the Users column of the agent table:

• Confirm that only intended users have access to sensitive agents.

• Identify agents that might be shared too broadly across your ClickUp workspace.

• Click into an agent to update who can use it, if necessary.

Regular access reviews help protect your workspace data while still allowing teams to benefit from AI automation.

Check Workspace Sharing

The Workspaces column shows where each agent is shared. Use it to:

• Verify that agents are shared with the correct workspaces.

• Limit sharing for agents that should remain restricted.

• Expand sharing for useful agents that should be available to more teams.

Aligning workspace sharing with your organization’s structure keeps agents effective and secure.

Optimize Shared Workspace Performance in ClickUp

Once you understand the analytics available, you can take ongoing actions to keep your agents optimized.

Regular Maintenance Checklist

On a recurring basis, workspace owners and admins can:

• Disable unused agents to reduce clutter.

• Connect agents that are missing necessary ClickUp datasources.

• Update instructions or prompts based on how teams are using each agent.

• Adjust sharing and permissions to match organizational changes.

This maintenance ensures AI agents remain accurate, performant, and aligned with your current workflows.

Where to Learn More

For additional details about the Shared Workspace analytics features, open the official documentation from the platform at this ClickUp Shared Workspace analytics page. You can also explore implementation and optimization resources from expert consultants such as Consultevo for broader workspace strategy and configuration support.

By following these steps and regularly reviewing the Shared Workspace analytics in ClickUp, workspace owners and admins can keep agents aligned with their data, users, and security requirements while gaining clearer insight into how AI is used across the organization.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`