ClickUp Setup for NEAR Protocol AI Agents
ClickUp can be integrated with NEAR Protocol AI Agents to plan, track, and automate Web3 workflows across your entire organization. This guide walks you through how to connect your NEAR stack to ClickUp, so your agents can act on-chain while you manage work, teams, and processes in one place.
This how-to article is based on the NEAR Protocol AI Agents workspace page and shows you how to mirror that setup on your own ClickUp account.
Understand the NEAR AI Agents Workspace in ClickUp
The NEAR Protocol AI Agents workspace in ClickUp is designed as a centralized hub for:
- Design and development of AI agents
- On-chain and off-chain coordination
- Documentation of decentralized systems and components
- Managing requests, bugs, and improvements
Before configuring your own environment, review the structure used by the NEAR Agents workspace from the official page at NEAR Protocol AI Agents on ClickUp. This will help you mirror a similar layout for your team.
Prepare Your ClickUp Workspace
To follow this how-to, you need an active ClickUp workspace where you can create Spaces, Folders, Lists, and Docs. Make sure you have admin-level access so you can manage settings and integrations.
Create a Dedicated Space for NEAR AI Agents in ClickUp
Start by creating a dedicated Space modeled after the NEAR Agents setup:
- Open your ClickUp workspace.
- Click the + New Space button in the sidebar.
- Name it something like NEAR AI Agents or NEAR Protocol.
- Choose workspace-wide sharing options so all relevant teams can access it.
- Enable features such as Tasks, Docs, Whiteboards, and Automations.
This dedicated Space will keep all NEAR-related work consolidated in ClickUp, just as the NEAR Protocol AI Agents workspace does.
Align Folders and Lists with NEAR Components
Next, structure your Space so it can represent decentralized systems, components, and agent workflows. Within your new Space in ClickUp, create Folders such as:
- Agent Design & Architecture
- Smart Contracts & Protocol
- Integrations & Tooling
- Operations & Requests
Inside each Folder, create Lists to mirror more detailed areas. For example, in Agent Design & Architecture, you might add Lists like:
- AI Agent Specs
- Capabilities & Actions
- Security & Guardrails
Using ClickUp Lists this way helps you manage granular areas of work while preserving a high-level view of your NEAR ecosystem.
Document NEAR Systems and AI Agents in ClickUp
The NEAR Protocol AI Agents workspace uses documentation heavily to describe systems, agents, and their behaviors. You can recreate this using ClickUp Docs.
Use ClickUp Docs for Agent Specifications
Within your NEAR AI Agents Space, create Docs that define each component. For each AI agent, include:
- Agent name and description
- On-chain and off-chain capabilities
- Required inputs and expected outputs
- Linked smart contracts and interfaces
- Security assumptions and constraints
In ClickUp, Docs can be linked to tasks, pinned to a Space, and organized in a hierarchy, making it easy to navigate from high-level NEAR architecture down to specific agent details.
Map Systems and Components with Tasks
The NEAR Agents workspace also treats systems and sub-systems as manageable items. To mirror this in ClickUp:
- Create a List called Systems Map under a relevant Folder.
- For each major system (e.g., Wallet interactions, Governance, Indexer, Oracles), create a task.
- Use subtasks or checklists to represent sub-components.
- Attach relevant Docs or links to your NEAR implementation.
This task-based representation in ClickUp lets you connect requirements, development work, and testing directly to real NEAR Protocol components.
Connect NEAR Workflows to ClickUp Tasks
Once your structure is in place, connect NEAR workflows and AI agent activities to ClickUp tasks. The NEAR Protocol AI Agents workspace is focused on making systems actionable; you can emulate this with standard features.
Standardize Task Types for NEAR Agents in ClickUp
Define common task types so your team understands how work flows through ClickUp. For example:
- Feature – new NEAR AI agent capability or interaction
- Bug – issue in an on-chain or off-chain agent behavior
- Request – internal or external ask for new agent functionality
- Experiment – research or prototype task for new models or tools
Create custom fields or tags in ClickUp for each type. This gives you filters and reporting views that resemble an organized protocol backlog.
Build Views that Reflect NEAR Protocol Flows
To manage NEAR work efficiently, use multiple views in ClickUp:
- Board view for Kanban-style status tracking of agent features.
- List view for detailed backlog grooming and prioritization.
- Timeline or Gantt for protocol-level roadmaps.
- Doc view for embedded specifications and architecture diagrams.
These views replicate how the NEAR Protocol AI Agents workspace presents systems and workflows across the project lifecycle.
Collaborate with Teams Inside ClickUp
The AI Agents workspace is multi-team by nature, involving protocol engineers, AI specialists, product managers, and ecosystem partners. ClickUp supports this collaboration with permissions, comments, and assignments.
Assign Owners and Reviewers for NEAR Tasks
Within each task representing a NEAR system or agent feature, set:
- Assignee – primary owner for development or research.
- Watchers – stakeholders such as protocol leads or product owners.
- Due dates – aligned with your protocol or product milestones.
Use comments and @mentions to coordinate reviews, link to on-chain transactions, or share logs, all within ClickUp.
Use Templates to Scale NEAR Agent Work
Once you have a well-structured NEAR task pattern, turn it into a template in ClickUp:
- Open a representative task for an AI agent feature.
- Click the task settings menu.
- Choose Save as Template.
- Name it something like NEAR Agent Feature.
Now your team can spin up consistent tasks for new agents or capabilities, mirroring the repeatable structures in the NEAR Protocol AI Agents workspace.
Automate Routine Actions with ClickUp
While full Web3 automation may require custom bridges, you can still automate many operational steps using ClickUp automations.
Create Automations to Support NEAR AI Agents
Some practical examples:
- When a task moves to In Review, automatically assign a protocol reviewer.
- When a Bug is created in a NEAR-related List, apply a severity custom field.
- When a task is marked Done, post a comment reminding the assignee to attach relevant transaction hashes or PR links.
These automations in ClickUp keep your NEAR Protocol AI Agents work consistent without relying on manual steps.
Connect Strategy, Delivery, and Ecosystem
The NEAR Agents ClickUp workspace illustrates how to connect high-level strategy with day-to-day protocol and AI work. To apply this pattern to your own context:
- Use Space-level Docs to articulate your AI and protocol strategy.
- Map strategic initiatives to Folders and key Lists.
- Break initiatives down into tasks linked to specific agents, contracts, and components.
- Use dashboards to report on progress by status, owner, or system.
If you need support designing a similar workspace, you can consult implementation specialists such as Consultevo, who help teams align tools, AI, and process.
Next Steps: Explore the Official NEAR Agents ClickUp Workspace
To deepen your understanding of how NEAR Protocol structures its AI Agents environment, visit the official workspace page here: NEAR Protocol AI Agents workspace in ClickUp. Use it as a reference to refine your Space, Lists, Docs, and automations.
By mirroring the core concepts of that workspace and adapting them to your own needs, you can turn ClickUp into a powerful command center for managing AI agents, Web3 systems, and protocol evolution from idea to on-chain execution.
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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