How to Use ClickUp Proactive Task Suggestions

ClickUp offers proactive task suggestions that help you quickly turn incoming requests, messages, and ideas into structured work, so nothing slips through the cracks.

This how-to guide walks you step by step through reviewing, customizing, and converting these AI-powered suggestions into tracked work items in your workspace.

What Are ClickUp Proactive Task Suggestions?

Proactive task suggestions are AI-generated recommendations that appear when ClickUp detects potential work items in your communication channels or activity streams.

They help you:

Capture tasks from unstructured information.
Standardize how work enters your workflows.
Reduce manual task creation.
Keep your workspace organized and up to date.

Each suggestion can be reviewed, edited, approved, or dismissed, giving you full control over what becomes an actual task.

Where ClickUp Proactive Suggestions Appear

Depending on your setup, suggestions can surface in several places inside ClickUp:

Within connected communication views or widgets.
In dedicated AI suggestion panels.
Alongside existing tasks when related work is detected.

Suggestions are context-aware, so they are typically shown close to the conversation, document, or activity that triggered them.

How ClickUp Generates Proactive Task Suggestions

The system analyzes supported sources to detect phrases and patterns that usually represent action items or requests. Common triggers include:

New requests or questions that require follow-up.
Mentions of deadlines or due dates.
Descriptions of work needing ownership.
Messages that ask someone to complete a specific action.

From this context, a draft task suggestion is produced with a proposed title, description, and sometimes additional attributes.

Step-by-Step: Reviewing a ClickUp Task Suggestion

Follow these steps whenever a proactive suggestion appears in your ClickUp workspace.

Step 1: Open the ClickUp Suggestion Panel

Locate the suggestion banner, card, or panel in the relevant view.
Click the suggestion to expand its details if they are collapsed.

Expanded suggestions typically show a preview of the proposed task, including the title and a short description.

Step 2: Check the Suggested Task Title

Read the automatically generated title.
Confirm that it clearly captures the core action or outcome.
If needed, click into the title field and adjust it for clarity or consistency with your naming conventions.

A precise title helps your team quickly recognize what the task is about.

Step 3: Review the Description and Context

Scroll through the suggested description text.
Verify that key details such as scope, links, and requirements are included.
Remove irrelevant content or sensitive information that should not be stored in the task.
Add any missing context that will help assignees take action without confusion.

The more complete the description, the less back-and-forth is required later.

Step 4: Adjust Task Details Before Converting

Before you convert a suggestion into a task, confirm or edit essential fields:

Assignee: Choose the person or team responsible for completing the work.
Due date: Add or adjust the deadline if suggested.
Priority: Set priority to signal urgency or importance.
Location: Confirm the correct Space, Folder, and List where the new task should live.

Some fields may be pre-populated based on context, but you can always override them.

Converting Suggestions into ClickUp Tasks

Once you are satisfied with the content of a suggestion, convert it into a fully tracked task.

Step 5: Approve and Create the Task

Click the conversion or create button displayed on the suggestion.
Wait a moment while ClickUp generates and saves the new task.
Confirm that the new task appears in the selected List or view.

After conversion, the suggestion becomes a standard task that you can manage using all existing features such as statuses, comments, and custom fields.

Step 6: Link the New Task Back to Its Source

In many scenarios, the suggestion is based on a specific message, document, or item. To maintain traceability:

Check for automatically added links or references.
If necessary, manually add links to the original source content in the task description or comments.
Use relationships or dependencies to connect the new task to related work.

This keeps context available for anyone who opens the task later.

Managing and Dismissing ClickUp Proactive Suggestions

You remain in control of which suggestions become tasks and which are ignored.

How to Dismiss a Suggestion

Locate the suggestion you want to remove.
Click the dismiss, close, or ignore option associated with that suggestion.
Confirm the action if prompted.

Dismissing a suggestion prevents it from cluttering your views while still allowing new suggestions to appear when relevant.

Best Practices for Handling Multiple Suggestions

When you receive several suggestions at once, prioritize them efficiently:

Convert only the items that clearly represent actionable work.
Combine similar suggestions into a single, well-structured task.
Dismiss duplicates or low-value suggestions to keep your workspace clean.

Regularly reviewing suggestions ensures that your team benefits from automation without sacrificing clarity.

Improving Results from ClickUp Proactive Suggestions

To get better outcomes from proactive task suggestions, optimize the input they rely on.

Write Clear, Action-Oriented Messages

When communicating in channels monitored by the system:

Use concise, explicit instructions.
Mention owners or teams clearly.
Include deadlines and key deliverables.

Clear phrasing gives the underlying models more reliable signals for generating high-quality suggestions.

Standardize Task Structures in ClickUp

Establish consistent patterns in your workspace so suggestions are easier to align with your processes:

Define standard naming conventions for tasks.
Use consistent Lists for intake or triage.
Set up templates that your team can apply after conversion.

When your structure is predictable, it is easier to place new tasks correctly as they are created from suggestions.

Troubleshooting ClickUp Proactive Task Suggestions

If you are not seeing the suggestions you expect, or they do not match your needs, consider these checks.

Suggestions Do Not Appear

Verify that the relevant feature or integration is enabled in your workspace.
Confirm that the content source is supported for proactive detection.
Ensure you have the necessary permissions to view or act on suggestions.

Suggestions Are Not Accurate

Refine your message or documentation style to be more explicit.
Remove unnecessary or ambiguous language from requests.
Review a few suggestions in detail to understand how context is being interpreted.

If issues persist, compare your experience with the official feature behavior described on the product page at this ClickUp proactive task suggestions resource.

Next Steps: Scale Your Workflow with ClickUp

Once you are comfortable reviewing and converting proactive suggestions, expand usage across teams:

Introduce the feature during onboarding so new users form good habits early.
Design standard operating procedures for turning messages into tasks.
Monitor how many suggestions are converted versus dismissed to fine-tune your processes.

For organizations that need help designing scalable processes and automation around these capabilities, you can explore specialized consulting and implementation services at Consultevo.

Used thoughtfully, proactive task suggestions help you keep work centralized, reduce manual data entry, and maintain a trustworthy single source of truth in your ClickUp workspace.

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

“`