How to Use Custom Tags and Labels in ClickUp AI Agents

ClickUp gives you powerful custom tags and labels so you can organize, filter, and manage AI agents at scale inside your workspace. This guide walks you through exactly how to set up and use these options step by step.

By the end of this tutorial, you will know how to create, edit, and delete tags, apply labels inside AI agent prompts, and filter your views so you can quickly find and manage any agent configuration.

What Are Custom Tags and Labels in ClickUp AI Agents?

In the context of AI agents, tags and labels let you describe and categorize your agents in a flexible, workspace-wide way. They work like smart identifiers that make it easier to search, filter, and understand how each agent is used.

• Tags: Free-form keywords you can attach to agents for organization and filtering.
• Labels: Structured options you define once, then reuse anywhere agent labels are available.

You can use these organizational tools to track things like department, use case, owner, or priority.

How ClickUp AI Agent Tags Work

Tags in ClickUp AI agents are stored as part of your workspace-level AI configuration. A single agent can have multiple tags, and the same tag can be applied across many agents.

Common ways to use tags include:

• Grouping agents by team or function, such as marketing, product, or support.
• Separating agents by purpose, such as research, drafting, or analysis.
• Marking stages, such as beta, production, or deprecated.

How to Create and Manage Tags in ClickUp

Follow these steps to create and maintain tags that keep your AI agents organized.

Step 1: Open the AI Agents Configuration Area

1. Sign in to your workspace.
2. Go to the area where AI agents are configured and managed. This is usually within your AI or automation settings area.
3. Locate the section that lists all existing AI agents and their properties.

You will see options to manage global settings such as tags and other shared properties.

Step 2: Add a New Tag

1. Find the field or panel dedicated to agent tags.
2. Click the option to add or create a tag.
3. Type a short, descriptive tag name such as marketing or editor.
4. Save your changes so the new tag becomes available across all agents.

Your newly created tag can now be attached to any AI agent within your ClickUp workspace.

Step 3: Edit Existing Tags

1. Return to the tags section in your agent settings.
2. Select the tag you want to modify.
3. Update the tag name so it better reflects its purpose.
4. Save your changes to apply the new name wherever the tag is used.

Renaming a tag typically updates it across all agents that already use that tag, keeping your structure consistent.

Step 4: Delete Tags You No Longer Need

1. Open the tag management panel again.
2. Locate the tag you want to remove.
3. Select the delete or remove option for that tag.
4. Confirm that you want to delete it from the workspace.

Once removed, the tag will no longer appear on agents and cannot be used for filtering unless you recreate it.

Using Tags on AI Agents in ClickUp

After you create tags, you can use them on individual agents to provide better context and control.

Apply Tags to an Agent

1. Open the configuration page for a specific AI agent.
2. Find the tags field associated with the agent.
3. Choose one or more existing tags from the dropdown menu, or create a new one if available.
4. Save the agent configuration.

The agent is now categorized according to your tag strategy, making it much easier to locate later.

Filter Agents by Tags

1. Go to the list or table view where AI agents are displayed.
2. Locate the filtering controls for that view.
3. Select the tag filter and pick one or more tags you want to include.
4. Apply the filter to show only agents that match your selected tags.

This is especially helpful as the number of agents in your ClickUp workspace grows and you need fast ways to find specific configurations.

How ClickUp AI Labels Work

Labels in your AI agents provide structured fields where you predefine allowed values. This is different from tags, which are completely free-form.

Use labels when you want consistency, such as:

• Department: marketing, sales, support, engineering.
• Priority: low, medium, high, urgent.
• Region: NA, EMEA, APAC.

Because you control the available values, labels prevent typos and ensure every agent is categorized in a predictable way.

How to Create and Manage Labels in ClickUp AI Agents

Labels are typically defined in the same general area where you configure AI agents and their schema.

Step 1: Open the Label Management Section

1. Navigate to your AI agent or schema configuration page.
2. Look for a section that lists available labels or properties for agents.
3. Select the option to manage labels.

Here you can view existing labels and add new ones for reuse across prompts and tools.

Step 2: Define New Labels and Values

1. Click to create a new label field.
2. Give the label a clear name, such as department or segment.
3. Add the allowed values you want agents to use (for example, a list of team names).
4. Save your label so it becomes available in prompts and configuration panels.

Once created, the label appears wherever compatible AI agent properties are configured in ClickUp.

Step 3: Edit or Remove Labels

1. Return to the label management area in your settings.
2. Select a label you want to update.
3. Modify the label name or its allowed values as needed.
4. Save to apply your changes to all agents that use the label.

If a label is no longer required, you can remove it from your agent schema. Be cautious, because this affects all prompts and tools that rely on that label.

Using Labels in ClickUp Agent Prompts

Labels can be integrated directly into AI agent prompts and schemas so your agents understand context, routing, or ownership.

• Attach labels to determine which team owns a particular agent.
• Use labels to control which prompts are surfaced to different users.
• Combine labels with tags for deeper filtering and reporting.

This structured data makes your agents easier to manage and audit over time.

Best Practices for Tags and Labels in ClickUp

To keep your AI system scalable and easy to maintain, follow these guidelines:

• Create a short naming convention for tags and labels before adding them.
• Use tags for flexible categorization and labels for structured, limited choices.
• Review your list of tags and labels regularly and remove outdated ones.
• Document your standards so every team member uses the same terms.

With a bit of planning, you can prevent clutter and ensure agents remain well-organized.

Learn More About Custom Tags and Labels

For detailed, product-specific information on AI agents, custom tags, and labels, visit the official documentation at this ClickUp AI agents tags and labels page. You can also explore expert implementation guidance and optimization strategies at Consultevo, which covers advanced workspace and automation setups.

Once you implement structured tags and labels, your AI agents become easier to discover, maintain, and evolve as your processes grow 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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