How to Use ClickUp Wingman AI Agent

ClickUp Wingman is an AI agent that helps you automate repetitive work, answer questions about your workspace, and keep projects on track without leaving ClickUp. This step-by-step guide shows you exactly how to start using Wingman so you can work faster and stay focused.

What Is ClickUp Wingman?

Wingman is an AI assistant built into ClickUp that understands your workspace and supports your day-to-day tasks. It can search tasks, documents, and comments, then respond in natural language so you don’t have to hunt for information.

Wingman is part of the ClickUp AI Agents experience and is available from the AI hub. It acts like a smart teammate that knows your work context and can trigger actions or surface details on demand.

How ClickUp Wingman Works

Wingman is designed to feel like chatting with a knowledgeable coworker who has full visibility into your projects. From the AI hub, you can open a conversation and ask questions, request summaries, or trigger workflow help.

Under the hood, the AI agent uses your workspace data to:

• Understand tasks, statuses, and owners
• Search across docs, comments, and activity
• Provide context-aware answers inside ClickUp
• Help you stay updated on critical work items

The more you rely on Wingman throughout your day, the more value it provides by reducing context switching and manual searching.

How to Access ClickUp Wingman

To get started, you first need to open the AI hub where ClickUp AI Agents live. From there, you can launch Wingman and begin chatting with it just like you would with a teammate.

Step 1: Open the AI Hub in ClickUp

1. Log in to your ClickUp workspace.
2. Locate the AI hub entry point in your sidebar or workspace tools (depending on your current layout and plan).
3. Click to open the AI hub. This is where you will find the list of available AI agents, including Wingman.

The AI hub acts as your central dashboard for managing AI-powered assistance across your workspace.

Step 2: Select the Wingman AI Agent

1. Inside the AI hub, look for the agent named Wingman.
2. Select Wingman to open its chat interface.
3. Review any introductory tips or quick prompts offered by the tool.

Once selected, you are ready to start asking questions and exploring what your new agent can do for you in ClickUp.

How to Ask ClickUp Wingman Questions

Using Wingman effectively starts with clear, specific prompts. You can chat in natural language, and the AI agent will interpret what you need based on the current state of your workspace.

Best Practices for Prompts in ClickUp

When you write prompts for Wingman inside ClickUp, keep these guidelines in mind:

• Be specific: Include task names, assignees, or dates when possible.
• Add context: Tell Wingman what project, team, or List you are talking about.
• Use action verbs: Ask it to summarize, explain, list, compare, or highlight items.
• Reference outcomes: Clarify what you want as a result, such as a summary, checklist, or explanation.

Clear prompts help the AI agent give more targeted and accurate responses, saving you time inside ClickUp.

Example Prompts to Use With Wingman

Here are sample prompts to try once Wingman is open in your ClickUp AI hub:

• “Summarize all overdue tasks for my marketing team this week.”
• “List open bugs assigned to me in the current sprint and highlight anything critical.”
• “Explain the status of our website redesign project and what is blocking progress.”
• “Show me tasks related to the product launch that are waiting on approval.”

You can adjust these examples to fit your own Projects, Lists, Spaces, and workflow terminology in ClickUp.

Use Cases for ClickUp Wingman

Wingman can support many daily workflows across teams by surfacing the right information at the right time. Below are common ways teams use the AI agent inside ClickUp.

Project Management in ClickUp

Project managers can lean on Wingman to stay ahead of deadlines and blockers.

• Get instant summaries of project health.
• Identify overdue tasks by assignee or priority.
• Spot dependencies that are causing delays.
• Review what changed in a project over a specific time frame.

Instead of clicking through multiple views, you can ask Wingman for an overview and follow up with more detailed questions.

Team Collaboration in ClickUp

For cross-functional teams, Wingman helps everyone stay aligned around shared work.

• Clarify who owns a task or deliverable.
• Surface conversations and comments related to a topic.
• Share AI-generated summaries in team meetings.
• Quickly review the latest updates before stand-ups.

Because Wingman understands the structure of your workspace, it becomes easier to keep everyone on the same page.

Personal Productivity With ClickUp Wingman

Individual contributors can use Wingman as a daily briefing companion.

• Ask for a daily summary of your open tasks.
• Highlight anything urgent assigned to you.
• Review what you completed this week.
• Find tasks you may have forgotten to check.

This helps you prioritize your time and stay focused on what matters most.

Tips to Get More From ClickUp Wingman

To make Wingman as helpful as possible, consider how you set up your workspace and how you interact with the AI agent each day.

Structure Your ClickUp Workspace Clearly

A well-organized workspace makes it easier for Wingman to retrieve accurate information. You can support better answers by:

• Using consistent naming for tasks, Lists, and Spaces.
• Applying statuses in a clear, predictable way.
• Assigning owners to critical work items.
• Keeping due dates and priorities up to date.

When your data is structured, the AI agent can confidently surface the right records and context.

Iterate on Your Prompts in ClickUp

If the first response from Wingman is not exactly what you expected, refine your prompt instead of starting over. You can:

• Add more detail about the project or team.
• Specify date ranges or specific sprints.
• Clarify which statuses or priorities you care about.
• Ask follow-up questions based on the last answer.

This conversational flow lets you drill into exactly the information you need while staying inside ClickUp.

Where to Learn More About ClickUp Wingman

If you want deeper product details and the most up-to-date information, you can review the official Wingman page on the ClickUp site. This resource outlines current capabilities, roadmap insights, and examples of how teams are using AI agents today.

Visit the official Wingman page here: ClickUp Wingman AI Agent.

For broader workflow strategy and implementation support, you can also explore consulting and optimization resources such as Consultevo, which provides guidance on work management, AI adoption, and process design.

Start Using ClickUp Wingman Today

With Wingman, you bring an AI agent directly into your ClickUp workspace to reduce manual work, find answers faster, and keep projects on track. By accessing the AI hub, selecting the Wingman agent, and using clear prompts, you can quickly integrate AI into your daily routines.

Set aside a few minutes to open the AI hub, test the example prompts, and experiment with your own questions. As you refine your prompts and keep your workspace organized, Wingman will become a powerful partner that helps you stay organized, informed, and productive right inside ClickUp.

Need Help With ClickUp?

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

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