How to Use ClickUp AI Agents for Personalized Work Recommendations

ClickUp introduces AI Agents with personalized recommendations that help you work faster by surfacing the most relevant tasks and actions directly in your workspace.

This how-to guide walks you through enabling, accessing, and using these recommendation features so you can immediately start improving productivity.

What Are ClickUp AI Personalized Recommendations?

AI recommendations in ClickUp are context-aware suggestions generated from the activity in your workspace. Instead of searching manually for what to do next, you get a tailored list of proposed actions inside a dedicated view.

The system observes patterns such as task updates, assignees, due dates, and your recent interactions. It then produces suggested tasks and actions that are most likely to matter to you at a given time.

• Highlights tasks that may need attention soon.
• Surfaces items relevant to your role or ownership.
• Provides a dedicated, scrollable recommendations view.

How ClickUp AI Recommendations Work

The recommendation engine in ClickUp runs automatically in the background. It uses activity data from your workspace to generate a collection of personalized items you can review at any time.

From the recommendations view, you can:

• See a list of tasks and items related to your work.
• Open any suggestion in a new window to review details.
• Take action from the recommendation list, such as updating a task.

The system refreshes over time, so recommendations evolve as tasks are completed, updated, or reassigned.

Accessing the ClickUp Recommendations View

Once AI Agents and recommendations are available in your workspace, you can open the dedicated view from the interface. The layout centers recommendations in a panel that you can scroll through and interact with directly.

The view groups recommended items into a single feed so you do not need to jump between multiple task lists and spaces to see what needs attention.

Key Areas in the ClickUp Recommendations Panel

Inside the recommendations view, ClickUp typically shows:

• A main list of recommended items tailored to you.
• Contextual information, such as title, status, or owner.
• Controls to open items in a new window or navigate to the full task view.

This structure lets you quickly scan suggestions, then dive deeper when something needs more detailed review.

Step-by-Step: Using ClickUp Personalized Recommendations

The following steps describe how to work with the recommendations experience in ClickUp from discovery to action.

1. Open the Recommendations Experience

First, navigate to the personalized recommendations area in ClickUp. When you open it, you will see a list of suggested items curated by AI based on your activity and responsibilities.

1. Go to the AI-driven recommendations section in your workspace.
2. Wait for the list of recommended tasks or items to load.
3. Scan the top items to understand what might need your attention next.

2. Review Suggested Items in ClickUp

Next, review each item in the feed to decide what to work on or investigate further. ClickUp displays these recommendations to make it easy to spot high-value or time-sensitive work.

1. Look at the item titles and basic details shown in the list.
2. Identify tasks that are near their due date or that involve you as the owner or contributor.
3. Use the scroll functionality to see more recommendations if needed.

Because the feed is personalized, you should see tasks related to your role, recent interactions, and ongoing projects.

3. Open Recommendations in a New Window

When an item looks important, open it in a larger context to see all related details. ClickUp allows you to open each recommended task in its own window so you can review or update it without losing your place in the feed.

1. Click on a recommended item in the list.
2. Use the option to open it in a new window or panel.
3. Review task fields such as description, assignees, due dates, and comments.

This approach is helpful if you want to compare multiple items or keep several tasks open while you decide how to prioritize your work.

4. Take Action on ClickUp Recommendations

The purpose of personalized recommendations in ClickUp is not only to show you information but also to help you act quickly.

1. After opening a recommendation, update the task status as appropriate.
2. Add comments or notes for teammates if collaboration is required.
3. Adjust due dates or priorities based on the current needs of the project.
4. Return to the recommendations view to handle the next item in your list.

As you resolve or update tasks, the recommendation feed will change over time, surfacing new items that better reflect your current workload.

Best Practices for Using ClickUp AI Recommendations

To get more value from AI suggestions, integrate the recommendations view into your daily routine. Consider the following best practices.

Make Recommendations Your Starting Point

Begin your workday by opening the personalized recommendations in ClickUp. Use the feed as your starting checklist so you do not overlook urgent or high-impact tasks.

• Spend a few minutes scanning the list at the beginning of the day.
• Open critical items and adjust priorities as required.
• Return to the feed during the day to capture new suggestions.

Combine With Other ClickUp Views

AI recommendations do not replace your existing lists, boards, or dashboards. Instead, they complement them by pointing to the most relevant tasks at any time.

• Use the personalized feed to discover what matters now.
• Then switch to project views for deeper planning or reporting.
• Leverage both views together when organizing sprints or work cycles.

Collaborate Around Recommended Tasks

When recommendations surface tasks involving your teammates, use collaboration features in ClickUp to keep everyone aligned.

• Mention colleagues in comments where help is needed.
• Reassign tasks if responsibility has changed.
• Share links to recommended tasks in team channels or meetings.

Troubleshooting and Tips for ClickUp Recommendations

If the personalized feed does not look useful yet, keep working normally in your workspace. Recommendations in ClickUp become more accurate as more activity, updates, and engagement are recorded.

• Ensure that you regularly update task statuses and due dates.
• Assign tasks correctly so ownership is clear.
• Revisit the recommendation view after significant changes to a project.

Over time, the suggestion engine will better understand the patterns in your work and surface increasingly relevant items.

Where to Learn More About ClickUp AI Agents

If you want to go deeper into how AI Agents and personalized recommendations work, you can read the official product information on the ClickUp site. The source page for this guide is available at this ClickUp AI Agents personalized recommendations page.

For additional strategic guidance on implementing AI-powered workflows and productivity systems alongside ClickUp, you can explore consulting resources such as Consultevo, which covers optimization approaches for modern teams.

By making the recommendations view part of your daily routine, you can let ClickUp surface what matters most, act quickly on high-value tasks, and maintain a clear, prioritized flow of work driven by AI insights.