ClickUp Updates: Templates Improvements, Custom Task Types, Gantt Updates, & Tag Manager

ClickUp Task Type Update

Custom Task Types got a useful upgrade. You can now manage them directly in List and Table views, and ClickUp Brain can auto-classify tasks into the right task type based on content.

For teams with mature task type taxonomies, this removes a layer of click-through friction that used to make task type enforcement feel heavy.

ClickUp Gantt Chart Update

Gantt export now supports start and end date ranges when exporting to PDF or PNG. Small feature, meaningful for agencies that ship client-facing Gantt PDFs as part of project reporting.

You no longer have to export the entire project timeline to surface a specific phase.

ClickUp Doc Updates: Inline Templates

Docs picked up inline template support. You can insert a pre-built template chunk directly inside an existing doc without breaking its structure. Meeting agendas, retrospective frameworks, project briefs.

Gray walks through the use case and where the feature falls short today.

How to Pin the ClickUp AI Note Taker to Your Menu

A small productivity tip. Pin the AI Note Taker to your menu so it is always one click away during a meeting. The segment is short but worth the 60 seconds for anyone running meetings through ClickUp.

ClickUp Templates Bug Fixes

The template system got a batch of bug fixes that quietly improve the experience. Gray calls out the ones that matter operationally. Things that were failing silently and now work as expected.

ClickUp Tag Manager Beta Updates

Tag Manager is rolling out to more workspaces. The features that matter: view all tags per Space in one place, merge duplicates, and systematically clean up tag sprawl that builds up over years.

For teams that have been using tags heavily since before Tag Manager existed, this is the cleanup tool you have been waiting for.

ClickUp Rewind: ClickUp Clipboard Feature

Gray revisits the ClickUp Clipboard feature. It’s a capability that has been quietly living in the product and deserves more attention. Quick walkthrough of where it lives and how to use it.

ClickUp AI Note Taker Logic Improvements

The AI Note Taker got smarter about how it parses meeting content and extracts action items. Gray covers what actually changed and where the logic is still rough around the edges.

ClickUp in the Wild

This week’s ClickUp in the Wild segment highlights a team doing something interesting inside the platform. The common thread is always structural clarity.

Teams that win with ClickUp are always the ones who invested in hierarchy, templates, and process discipline first.

The 3-Hour Daily Productivity Gap

A thought segment from Gray. Most operators have roughly 3 hours per day of productive capacity that is being eaten by low-leverage work. Status updates, follow-ups, context gathering.

The super agent stack from episode 5 is how ZenPilot is reclaiming that time inside their own operations. The same pattern applies to any agency or operations team. Learn more about how the ZenPilot methodology handles time recovery, or book a call to discuss your workspace directly.

Trivia & Outro

This week’s trivia and wrap.