How to Use ClickUp AI and Connected Search

ClickUp offers AI-powered Connected Search to help you instantly find tasks, Docs, Whiteboards, and crucial information across your workspace. This guide walks you through how to enable, use, and manage this feature step by step.

What Is ClickUp Connected Search?

Connected Search is an AI-driven experience that lets you search across your ClickUp workspace using natural language queries. Instead of searching one location at a time, you can ask questions or type keywords and get a unified, AI-organized view of the most relevant results.

Connected Search is powered by ClickUp AI and two search modes:

• AI Search: Uses advanced models to interpret your query and return intelligent results.
• Classic Search: Uses traditional search across ClickUp items and their content.

Together, they create a consolidated results page with filters, sections, and context so you can quickly navigate to what you need.

How ClickUp Connected Search Works

When you search in ClickUp, your query is evaluated by AI and the classic engine at the same time. Results are then grouped into sections based on relevance and the parts of your workspace where they are found.

Common result types include:

• Tasks and subtasks
• Docs and pages
• Whiteboards
• Views and dashboards
• Comments and activity

You can use filters, sort options, and quick navigation tools to refine what you see and jump straight into the most useful items.

How to Open ClickUp Connected Search

You can open the Connected Search experience from several places inside ClickUp to fit the way you work.

Open ClickUp Search from the Sidebar

1. From any page in your workspace, look for the left sidebar.
2. Click the search icon or the search field at the top of the sidebar.
3. The Connected Search window opens, ready for your query.

Open ClickUp Search from the Command Center

1. Press the keyboard shortcut for the Command Center (usually opened from the top navigation).
2. Start typing your query in the Command Center input.
3. Select the option to view all search results to open the full Connected Search page.

Open ClickUp Search with Keyboard Shortcuts

You can also use keyboard shortcuts to access search quickly from any screen. Use the shortcut configured in your workspace settings to open the search bar directly and then press Enter to view the complete Connected Search page.

How to Use ClickUp AI Search

AI Search is the core of the Connected Search experience and helps you ask questions in everyday language.

Run Your First AI Search in ClickUp

1. Open the Connected Search page using the sidebar, Command Center, or shortcut.
2. Click in the main search bar at the top of the screen.
3. Type a natural language query such as “Show me all high-priority tasks due this week” or “Where is the product roadmap doc?”
4. Press Enter to run the search.

AI will analyze your query and show a mix of task, Doc, and other workspace results organized by relevance.

Refine AI Search Results in ClickUp

After you run an AI search, use the filters and layout options to narrow your results:

• Filter by type: Show only tasks, Docs, or other item types.
• Filter by location: Limit results to specific Spaces, Folders, or Lists.
• Filter by people: Show items assigned to you or specific teammates.
• Sort options: Sort by relevance, last updated, or other criteria.

This makes it easier to quickly locate the most important information inside large ClickUp workspaces.

How to Use Classic Search in ClickUp

Classic Search works alongside AI to give you direct access to traditional search behavior inside ClickUp.

Run a Classic Search

1. Open the Connected Search page.
2. Enter a keyword or phrase into the main search bar.
3. Use the toggle or options to focus on classic results when needed.
4. Review the results list and click any item to open it.

Classic Search is useful when you know the exact name of a task or Doc, or when you want a familiar search experience.

Switch Between AI and Classic Results in ClickUp

On the Connected Search page, you can adjust what you see:

• Emphasize AI-powered results for exploratory or question-based searches.
• Use classic results when you want direct keyword matching.
• Combine both views to confirm you have not missed any important item.

Understand ClickUp Connected Search Results

The results page is designed to make it easy to understand where information is coming from and how it relates to your work in ClickUp.

Key Elements of the Results Layout

• Search bar: Edit your query and rerun searches quickly.
• Filters panel: Adjust type, location, assignee, and more.
• Results sections: Grouped blocks for tasks, Docs, and other content.
• Context snippets: Highlights of matching text to show why an item is relevant.
• Navigation links: Open items in the same tab or a new tab.

Tips to Get Better Results in ClickUp

• Use specific phrases instead of single words.
• Include time-based language like “this month” or “last quarter.”
• Mention owners or teams if you know who is responsible.
• Refine with filters instead of rewriting your query from scratch.

Privacy and Security in ClickUp Connected Search

Connected Search respects the permissions and privacy settings already defined in your ClickUp workspace. You only see items you have access to, even when using AI features.

Key points:

• Search results are limited by your existing permissions.
• Private items remain visible only to authorized users.
• AI models work with workspace data under ClickUp security and compliance standards.

For more details, always review your workspace’s privacy and security documentation to understand how data is handled.

Best Practices for Using ClickUp Search Daily

To get the most value from Connected Search in ClickUp, make it a regular part of your workflow.

Daily Search Habits

• Start your day by searching for “tasks due today” or similar queries.
• Use search before creating a new Doc to avoid duplicates.
• Search for decisions and meeting notes when planning work.
• Use AI to ask questions about where to find resources or summaries.

Teamwide Search Practices in ClickUp

• Encourage consistent naming for Docs and tasks.
• Organize Spaces and Folders clearly so location filters are meaningful.
• Train new teammates to use Connected Search early.
• Regularly review permissions to ensure the right people can find what they need.

Where to Learn More About ClickUp AI

For deeper technical details, examples, and the most current information about ClickUp AI and Connected Search, see the official documentation:

ClickUp AI and Connected Search help article

If you need expert help implementing workspace-wide search workflows, automation, or integrations around ClickUp, you can also explore consulting and implementation services from Consultevo.

By adopting these practices and using both AI Search and Classic Search, you can turn ClickUp into a powerful knowledge hub that surfaces the right information exactly when you need it.

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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