Add Custom Instructions to ClickUp AI (Persistent Across All Uses)
under review
Ben Valentin
I’d love to see a feature in ClickUp AI similar to ChatGPT’s “Custom Instructions.” Instead of re-selecting a saved prompt every time, I want to define my AI style, tone, goals, and contextual preferences once—and have them automatically applied across all interactions with ClickUp Brain and AI Agents (in tasks, chat, etc.).
Why this matters:
• It’s key for creative brainstorming and maintaining consistent tone across work.
• Saves time from having to reapply prompts.
• Makes AI truly feel like an extension of my workflow and voice.
Bonus feature idea:
Allow workspaces to upload contextual documents (PDFs, strategy docs, style guides) that AI can reference persistently.
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Scott
I agree. I would think a relatively simple implementation of this could referencing a CU document as the "knowledge" or custom instructions for Brain.
Where I've found Brain most lacking is its understanding of the structure of our workspace. We have a space for client work and a folder named after each client. If I ask Brain "what's happend in Client A this week?", the results have been very hit or miss. Being able to provide context or guidelines that could be applied to the organization would be huge, from my perspective.
Dr. Bier
I absolutely agree!
One update that is a short step towards this is the use of the title/role prompt under your user description. ClickUp Brain does seem to check this now (I don't think it did previously).
Unfortunately it is restricted to 256 characters - Jack Dowd can this field be enlarged? It's not ideal as you have to put it in for each person and it isn't hidden, but at least it's an interim step with hopefully not much work to implement.
Lesford “LJ” McKenzie
Yes, this would be huge for us in CU. ClickUp brAIn control.
Devin Shea
Taskade has a great implementation of this for their agents
Devin Shea
Jack Dowd
Devin Shea: Can you explain why ClickUp's chat and list agents are not suitable for this workflow compared to Taskade? Are you looking for a different kind of implementation? (Like in AskAI instead of chats or comments)
Devin Shea
Jack Dowd Totally. Taskade treats agents as separate entities that have their own chat threads AND can be called inside automations.
You can create agents with their own training from Taskade projects and tasks, plus other sources like youtube videos, they also have custom instructions, chat histories per agent, default tones, agent tools, and choosing which GPT model powers the agent. Like CustomGPTs inside of ChatGPT.
This allows you to make, for example, a "marketing agent" which responds differently based on that that training and custom instruction set like is mentioned in the top level ask here.
Then you can chat with that agent, with a agent specific chat history, and switch to different agents based on the outcomes your looking for, similar to the model switcher in CU brain.
On the advanced side of their agents, you can even add multiple agents into the same chat which they call AI Teams.
Right now, AI Agents in Clickup feel different. They feel more like "Agentic automations" or "agentic actions" than a full agent.
From a UX perspective, I could see an Agents section in CU chat that allows you to create channels you can chat with agents, like a marketing agent, or a project management agent, that includes that custom training and instructions.
Does that make sense?
Jack Dowd
Devin Shea: Thanks so much for sharing this! Your feedback is super helpful and gives us a lot to think about as we work on improving AI Agents in ClickUp. I’ll chat with the team about this, and I'll post on this feature request board for any updates. Really appreciate you taking the time to write all this out.
Lesford “LJ” McKenzie
Devin Shea Jack Dowd I just checked out taskade and Devin is right on point we need this in CU.
Devin Shea
this would be great
Jack Dowd
under review
Thanks for posting Ben! We will review the potential for this feature and report any updates on this post.