How to Use ClickUp AI Agents for Remote Hiring

ClickUp offers a powerful AI Agents workspace and Remote Job template that help you organize every step of hiring, onboarding, and managing a remote role in one place. This how-to guide walks you through setting up the template, customizing tasks, and using built-in AI views to streamline your recruiting workflow.

What You Get in the ClickUp Remote Job Template

The Remote Job template is a ready-made hiring system built inside ClickUp. It combines tasks, views, and AI Agents so you can manage candidates and job activities from application through onboarding.

Once added to your workspace, the template includes:

• A pre-structured Space dedicated to a single remote role
• Folders for planning, hiring, and onboarding work
• Task lists tailored to each phase of the job lifecycle
• Custom fields for tracking requirements, stages, and owners
• AI-powered views that summarize and organize information

The template is designed so you can start quickly, then adjust it to match your exact process.

Step 1: Add the ClickUp AI Agents Template

To begin, open the AI Agents Remote Job page at the official ClickUp template source. From there, you can add the full setup directly into your workspace.

1. Sign in to your ClickUp account.
2. Choose the workspace where you want to manage this role.
3. Add the Remote Job template to create a new Space.
4. Wait for the Space, Folders, Lists, and example tasks to populate.

After import, you will see a new Space specifically created for the remote position you plan to fill.

Step 2: Explore the ClickUp Remote Job Space

The new Space is the central hub where work on the remote role takes place. In ClickUp, Spaces act as high-level containers for related projects and processes.

Inside this Remote Job Space, you will see:

• A structured Folder hierarchy for the hiring journey
• List views containing tasks for each phase
• Preset fields, statuses, and layouts tuned to remote roles

Before changing anything, click through each view to understand how the workflow is laid out end to end.

Step 3: Use the ClickUp Remote Job Folders

The Remote Job structure is divided into three main Folders. Each Folder focuses on a specific part of the job lifecycle and can be customized to match your policies.

Plan the Role in ClickUp

The first Folder is dedicated to planning the remote role. Use it to clarify the responsibilities, expectations, and logistics before posting the job.

Typical tasks in this planning Folder include:

• Defining role responsibilities and daily activities
• Listing required skills, tools, and experience levels
• Setting up work schedules, time zones, and meeting expectations
• Documenting communication channels and collaboration rules

Adjust task titles and descriptions so they reflect the specific role you are filling. In ClickUp, you can add sub-tasks for finer details such as must-have tools, security requirements, or performance metrics.

Hire the Right Candidate in ClickUp

The second Folder focuses on the hiring process itself. It helps you organize each stage from job posting to final offer.

Common tasks in this hiring Folder include:

• Publishing the job description on selected platforms
• Screening incoming applications and résumés
• Coordinating initial and final interviews
• Running assessments or test projects for finalists
• Processing background checks and references

Use ClickUp custom fields to track candidate stage, source, and priority. You can also assign tasks to recruiters or hiring managers, set due dates, and add comments or interview notes inside each candidate-related task.

Onboard the New Hire in ClickUp

The final Folder is dedicated to onboarding once a candidate accepts the offer. This provides a clear checklist so the new remote teammate can ramp up quickly.

Typical onboarding tasks include:

• Preparing accounts and access to essential tools
• Sharing documentation, playbooks, and policies
• Scheduling orientation and team introduction calls
• Assigning first-week and first-month goals
• Setting up regular check-ins with managers or mentors

In ClickUp, you can use recurring tasks for ongoing check-ins, add attachments with training materials, and link tasks to documentation stored in other tools.

Step 4: Assign and Schedule Work in ClickUp

Once the basic structure is in place, assign ownership and timelines so every step moves forward without confusion.

1. Open each key task in the planning, hiring, and onboarding Folders.
2. Assign an owner such as a recruiter, manager, or coordinator.
3. Add due dates and start dates.
4. Tag tasks with labels like “Priority”, “Interview”, or “Onboarding” as needed.

When using ClickUp, keeping task ownership clear makes it easy to see who is responsible for each phase of the remote hiring workflow.

Step 5: Leverage AI Views and Dashboards

The AI Agents environment in ClickUp comes with views that summarize information across tasks, making it easier to see status without digging into each item.

Typical views you may find or configure include:

• List views grouped by status or assignee
• Board views organized by stage (such as Applied, Interviewing, Hired)
• Calendar views showing interview dates and deadlines
• Dashboards that surface metrics like candidates in each stage

Customize these views so they match how your team likes to monitor progress. You can filter by Folder, assign filters by role, or create dedicated views for hiring managers.

Step 6: Collaborate with Your Team in ClickUp

Remote recruiting requires tight collaboration, and ClickUp provides built-in features to keep everyone aligned.

Use the following collaboration tools inside each task:

• Comments: Add feedback on candidates, attach interview notes, and mention teammates with @-mentions.
• Attachments: Upload résumés, portfolios, and assessment results.
• Checklists: Create sub-checklists for steps like “Interview panel confirmed” or “Offer letter sent”.
• Notifications: Keep stakeholders updated when key tasks change status or are completed.

Because all activity is logged in one place, any team member can review the full hiring history of a candidate without searching through separate tools.

Step 7: Refine Your Process Over Time

Once you have used the Remote Job template for one or two roles, review what worked well and refine the structure.

Ways to improve your ClickUp setup include:

• Adding new custom fields for metrics you want to track
• Creating automation rules to update statuses or assignees
• Building additional views for leadership reporting
• Cloning the Space or Folders to reuse for future openings

By evolving your configuration, you can turn this template into a standard operating system for all remote hiring across your organization.

More Resources to Optimize ClickUp Workflows

For broader workflow and process optimization beyond this specific template, you can explore consulting resources such as Consultevo, which focuses on systems and workspace efficiency. Combine expert process design with the Remote Job template and AI Agents workspace to create a scalable hiring machine.

To recap, the AI Agents Remote Job template in ClickUp gives you a structured, repeatable way to plan roles, hire candidates, and onboard remote team members. By following the steps above and tailoring each Folder, view, and task to your needs, you can turn a single template into a complete, organized recruiting workflow.

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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