ClickUp Web Navigation Guide

/ ClickUp / By

ClickUp Web Navigation How-To Guide

ClickUp provides AI agents with safe, controlled web navigation so you can automate research and data gathering directly from the browser. This guide explains how to enable the feature, configure permissions, and write effective instructions for your agents.

What ClickUp Web Navigation Can Do

Web navigation in ClickUp lets AI agents open and browse public websites to complete research and information tasks for you. The feature is designed for:

  • Collecting data from trusted public sources
  • Summarizing pages into concise notes
  • Supporting brainstorming with real-time information
  • Reducing manual copying and pasting from websites

The browsing capability is limited to protect your data and keep agent actions predictable.

Limits of Web Navigation in ClickUp

Before you start, understand what web navigation does not allow. This helps you design tasks that stay within safe boundaries.

  • No logging in to external accounts or dashboards
  • No access to private tools or internal company apps
  • No handling of passwords, tokens, or API keys
  • No processing or storing of sensitive personal data

Agents are meant to read publicly available pages only. Any attempt to bypass these limits may fail or be blocked to protect you and your team.

How to Enable Web Navigation in ClickUp

Web navigation is controlled at the plan and workspace level. Follow these steps to confirm access.

Step 1: Check Your ClickUp Plan

  1. Sign in to your workspace.
  2. Open your billing or plan details from settings.
  3. Confirm that your subscription includes AI agents with web navigation support.

If your current plan does not include this, you may need to upgrade or add the appropriate AI options.

Step 2: Confirm Workspace Permissions

  1. Go to Settings in your ClickUp workspace.
  2. Open the AI or automation section, depending on your version.
  3. Verify that AI agents and web navigation are enabled for the workspace.
  4. Review any role-based restrictions for individual members or teams.

Only users with the right permissions can create or manage agents that browse the web.

Creating a Web-Enabled Agent in ClickUp

Once the feature is active, you can create a dedicated AI agent that uses web navigation for research and information tasks.

Step 1: Start a New Agent

  1. From the main sidebar, open the AI agents or automation hub.
  2. Click Create Agent or a similar option.
  3. Choose a template for research, analysis, or start from a blank agent.

Give the agent a clear name that reflects its purpose, such as “Market Research Browser” or “Policy Summary Agent”.

Step 2: Enable Web Navigation for the Agent

  1. In the agent configuration screen, locate the Web navigation or Browser capability.
  2. Toggle web navigation on for this agent.
  3. Save the configuration.

Only agents with this capability enabled will be able to open and read external websites.

Step 3: Define Safe Usage Rules in ClickUp

To keep browsing behavior clear and compliant, add written rules to the agent’s system instructions.

  • List the types of sites the agent should use (for example, official documentation, government pages, or reputable news sources).
  • Specify any domains or categories the agent must avoid.
  • Remind the agent not to request or process personal or sensitive information.
  • Clarify how to treat unverified or conflicting content.

Well-defined instructions help the agent use web navigation more reliably and safely.

How to Run Web Navigation Tasks in ClickUp

With a web-enabled agent created, you can now run tasks that rely on external websites.

Step 1: Open a Task or Doc

  1. Navigate to a task or Doc where you want to use the agent.
  2. Open the AI assistant or agent sidebar within ClickUp.
  3. Select your web-enabled agent from the list.

Tasks and Docs provide context so agents can connect web findings to your work.

Step 2: Write Clear Web Navigation Prompts

Effective prompts tell the agent what to look for, where to search, and how to report the findings.

When working inside ClickUp, include details like:

  • The topic or question to research
  • Any preferred sources or example domains
  • Output format, such as bullet points, a comparison table, or a summary
  • Word count or level of detail needed

For example, you might write:

“Browse official regulatory and government sites to summarize the three most recent policy changes affecting remote work compliance. Return a short bullet list with links to your sources.”

Step 3: Review and Refine the Result

  1. Read the agent’s response for accuracy and completeness.
  2. Check any links or citations directly in your browser.
  3. Ask follow-up questions to clarify or narrow the scope.
  4. Save the final summary in the task description, a comment, or a related Doc.

Maintaining a review step ensures that web navigation outputs stay trustworthy and aligned with your standards.

Best Practices for ClickUp Web Navigation

Follow these recommendations to get consistently useful results from browsing agents in ClickUp.

Use Specific, Bounded Questions

Very broad prompts can lead to shallow or noisy results. Instead, write questions that target a narrow outcome.

  • Specify time ranges: “in the last 12 months”, “current version”.
  • Point to topic areas: pricing, features, regulations, statistics.
  • Limit scope: “top 5 examples”, “short summary only”.

Prioritize Reliable Public Sources

In your instructions, suggest categories of trustworthy sites.

  • Official vendor or product documentation
  • Government sites and public institutions
  • Recognized industry associations
  • Reputable publications with editorial standards

This reduces the risk of outdated or low-quality information.

Protect Privacy and Compliance

Even though web navigation in ClickUp is restricted, you should still avoid sensitive topics in prompts.

  • Do not include personal identifiers when describing scenarios.
  • Avoid asking for medical, financial, or legal advice about individuals.
  • Keep prompts focused on general or aggregated information.

Troubleshooting Web Navigation in ClickUp

Sometimes an agent may not browse as expected. Use these steps to diagnose common issues.

Agent Cannot Access a Page

  • Check that the website is publicly available without login.
  • Confirm the domain is spelled correctly in your prompt.
  • Try a different, reputable source if the site is blocked or unstable.

Output Seems Generic or Outdated

  • Add explicit instructions to use recent information only.
  • Ask the agent to list the sources it used at the end of the response.
  • Refine the question to be more precise or time-bound.

Workspace Settings Block Browsing

  • Ask an admin to confirm AI and web navigation permissions.
  • Review your plan to ensure web navigation is included.
  • Recreate the agent to make sure the browser capability is enabled.

Next Steps and Additional Resources

For more detail on how web navigation is implemented in ClickUp AI agents, review the official documentation on the feature at this ClickUp web navigation page. It explains technical safeguards, supported scenarios, and any recent updates.

If you want expert help designing workflows, you can also explore consulting resources such as Consultevo to build advanced systems that integrate automation, web browsing, and structured processes.

By combining clear prompts, carefully configured agents, and the safety features built into ClickUp, you can use web navigation to automate research and keep your workspace informed with current, reliable information.

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

“`