ClickUp just released their 2026 roadmap and along with a ton of AI buzzwords. There's some really good stuff in here. So, I'm going to give you my top picks of what's coming in the product. There's some things that are coming soon, there's some things that are a little bit further out, but we're going to walk through all of it on today's episode of ClickUp Weekly. Welcome in. My name is Greg Mackenzie. I'm the founder of Zen Pilot. We are ClickUp's top solutions partner. We've been with them since 2018. We've worked with over 3,000 teams. And so the lessons and the picks that we're making today, I've got stuff actually that I disagree with some of our customers on, but we've got a lot of customer data to bring to you as we walk through it. So, uh, as always, as we're jumping into ClickUp Weekly, I am required to say that ClickUp Weekly is brought to you exclusively by Zen Pilot. ClickUp has not sponsored this. They don't endorse it. This show is my fault. So, enough about that. Let's get into the good stuff here today. You'll see we've got a new set of slides in ClickUp Weekly. And that's because this is actually built out instead of using a ClickUp doc. I put this on a quick uh little website. We'll talk more about the website here in a minute, but I've got two things for our new in ClickUp segment that I want to bring to you today. So, the first one is ClickUp AI updates. So, let's take a look in ClickUp. And if you go to, you know, this AI button, so if we're in home or somewhere else, we clicked back into it, you'll see a new interface, depending on when you were in here, um, where we've got this ask tab and then agents. And so obviously we can ask ask whatever we want. Now, one of the feature requests that we covered a couple weeks ago, we asked for, hey, can we get updated models in here? We now have updated models in here. So now we can pick, hey, I want to talk to Opus 46. um or hey, I'm trying to go a little bit faster or I'm trying to use GPT54 or um something else. Um so anyways, you've got a bunch to choose from now in here. And then you've got uh click a brain obviously, which um you know has its own uh benefits to using it. As always, you turn on web search as you need it. Um you can pull from your saved prompts uh here as well. And so add new prompts in if you've not done that yet. Uh, sometimes I think it's helpful to add them here. So, this actually is helpful. I've got a handful saved in the Zenpilot one. To be honest with you, I use a text expansion tool called Text Expander, which we can pull up here, and I'll show it to you. And I actually have a lot of my saved prompts, like if I want something uh kind of specifically built out, I've got some of that stuff uh saved here. And so you can see they've got like these um I should have pulled this up ahead of time to show you what it's like, but uh if we could pause this, you would see you get the ability to have like dynamic variables. So just fill in what you want in the prompt and that's been really helpful for me uh in prompts. So if I'm being honest here, which is the only way to run this show uh I use that more than I use save prompts. I do have a couple save prompts that I actually do go in and use here as well. Um they've got some actions here. I thought this was funny. explore more AI features and then we'll talk about agents here in just a moment. So I've twice now tried to hit the like close this out and let's see I'm like off by just a smidge. I'm like wait what's going on and it starts running right away saying oh recommend click AI features based on my activity like wait a second that wasn't what I was after. Um so I thought that that was uh kind of funny to you know if you're trying if you're frustrated with that or you're trying to get rid of it you actually can do it you stepped over with the actual the actual act. All right, agents. Um, again, they're recommending you your own agents that you already have built out. They're recommending a ton of templates. We're going to see this when we talk about the road map. There's more there, but anyways, the interface here for using AI has changed. I don't know about you, I have um I have struggled in the last week with the search speed in ClickUp, trying to run a search um looking for a specific message. So, it'll pop something up uh pretty quickly. So, um I don't know like even if we search for Slack, you could see there was a doc there which we may talk about a little bit later on. Okay. And it did pop up. It popped up relatively quickly. And so I have more and more in a couple different tabs had ClickUp open and I said, you know, like what are our Slack expectations or something? I'm rarely typing it. I'm always just doing this. What are our Slack expectations? And then I'm pasting in it. So I just hit um what button is that? option option and spacebar on my keyboard. I'm using an app called Super Whisper, which we've talked about a little bit before. I'm putting it in here. I'm hitting Ask AI and then I'm going along about my day, you know, running into different tabs and doing whatever else. Um, and then I'm I'm coming back a couple seconds later and it's got a a much better like comprehensive answer. So, I'm just asking the full query that I have. Often when I'm looking for it, I'm not actually looking for what are our Slack expectations. I'm looking for. Give me this answer that I know is in here somewhere. But it's not just find that message for me, which is what I used to do. I used to be like, hey, just show me the message or show me whatever and then I'll dig through and find what I need. I'm getting better at um reprogramming my brain to now look at like what do I actually want out of it ultimately and ask that question because it's good enough now to get uh most of those done for me. So, um you can see some of the expectations that it pulled from the doc. Anyways, I wanted to hit that real quickly in terms of um some AI updates. We're going to see a lot more about that here in the 2026 road map. So, let's go ahead and pull up the road map and I want to focus on just a couple things. I'm going to bring my head of delivery, Alex, on the show next week and we're going to run through more of these together. This is a long document, right? So, if we expand this, you can see there's a bunch of sections and each of these sections you there's all this stuff. This is what I mentioned. I mentioned AI buzzwords. We got quality, convergence, AI native execution. Um, all right. But like what does that actually mean is the is the big question, right? So, uh, quality and performance. ClickUp knows every app knows this is hard to do at scale. If you get this is the problem of scale. It's so funny watching folks who are like, I built a ClickUp replacement uh locally this weekend and I'm I'm using it or I built an ASAP, you know, they're they're building like app replacements and it's really just like kind of uh you know, and it's I shouldn't say only. It is really cool what you can build, but they're building these task management tools and they're running it locally with no other considerations. They don't need to sync between devices. There's no backup. There's like all the things that it takes to actually scale an enterprise application are not happening. And they're like, "This is so snappy. Why can't all the other apps be like this? Um, and the apps that are have super super prioritized speed are one making a lot of compromises in terms of features because you have to and two they are doing all kinds of cool things to disguise what's actually taking longer. So to make the UI feel fast even though there's still just a natural amount of time uh that performance takes. Uh I think of linear or superhuman um in that category which I absolutely love the interface and the speed. Um there's also you're sacrificing a lot of other things that I would love to have um when you're using those tools. So uh that's a that's a tangent. We'll bring ourselves back on into it here. So AI, we've got a bunch of different stuff that they're talking about. I'm not going to spend much time on that um except that I want to call out the form builder component of this. So and I hope I don't give you um whiplash pulling you back and forth between these. So the form building process in ClickUp right now and in most tools I was building out uh HubSpot forms uh the other day and I was like oh this is tedious to go build like just please let me just build this by asking Claude for what I want. I can build the front end for the form so easily and I can connect it to the form ID. I just need the actual form building experience to get better. ClickUp investing in AI form building is really big. ClickUp forms are so powerful. We should do a whole episode uh just on forms because there's so many cool things that you can do. We've talked a little bit about logic in forms and using conditional logic there, but this is one that I wanted to call out. I don't think Alex will want to spend much time on this next week. So, I'm calling it out today because uh this would be a big win for folks who are trying to build forms, maintain forms, and specifically any situations where you need complex forms or building forms at scale. Uh this would be really helpful. Second one, this is a kind of feature for feature with Slack or Microsoft Teams. Can I send thread replies? So, replies in a thread to channels and DMs. Um, this would be super helpful. And being able to take an agent and have the agent do it and wrap up a thread. We had this long conversation. We got to a decision. We'll use our decision documenting agent uh or super agent in ClickUp to then grab it and say, "Hey, this was the decision got made, but post that message back to the channel. This is what I have really wanted here for a while." So, um, I'm excited about that feature. Want to make sure I called that out. Alex is going to want to spend next week a lot of time on scheduling and resource management. So, I'm going to leave that all of this stuff, but there's a lot of good stuff, including this, like setting a primary team for users. If you've leaned into teams, which you should, if you've leaned into teams and you've got a relatively large organization and you've got people who are on multiple teams, it'd be really nice to be able to set uh primary teams. I'm sure we'll talk about uh time tracking and dashboard improvements. Oh, there's so much there's so much good stuff in here. Um, but we are also going to have the ability to add properties to lists. Uh, let's see where this is. Let's just search for it. I probably scanned uh or went right by it. Let's just search through this and we'll find it here in a second. There we go. Sure enough, I did skip past it. Um, capturing project level details. So, let me just show you how we're solving for this today in ClickUp. Right now we've got we'll go to a client here and we'll say Dunder Mifflin's the client. So we have tasks and all of these tasks are going to have a custom field and it says the client is Dunder Mifflin. Um because we don't have that applied like at the whole list level. So there's cases where you'd want to see, hey, give me a re a view or a portfolio view of all the contracts that a specific project manager, account manager is managing right now or, you know, let me see this grouped by type or whatever else. Well, right now what we're doing is we are often setting an automation that goes through and automatically fills in those values so that every single task in that list h captures that property. And that works totally fine. It's no big deal. but you've got to go remember and set it up if there's ever an issue or you ever change something or reformat things. Uh it looks different and then it's just a bunch of automations to actually run. So our automation usage goes up a little bit. Automations in ClickUp are shockingly cheap. So this is not a huge huge deal, but it's something to be aware of and you just got to consider it. And so getting the ability uh to have list properties is going to be big for that reason. That's a uh probably a smaller component to it than a lot of folks will think about in terms of how we'll use portfolios and just the ease of setting it up for teams. I think the average user, the non-power users are going to really benefit from uh that feature. Okay. Then the last thing that I wanted to call out was this nobot notetaker. um or a tool like it? So, you've got and there's a bunch of other tools that are doing similar things. You need to assume you're always being recorded anywhere you are. Uh hidden cameras, I'm sure everywhere. It's so crazy like that. Uh people have cameras and microphones um all over the place and and set up so that you would never, you know, you never see it. You never know. Uh Granola is like that online. Obviously, you're supposed to tell someone, "Hey, I'm recording." But granola uh sits just on your computer. It captures the audio from both sides. So, it's not recording video. Although, there are tools. If you remember, rewind um was a tool. There's other tools out there now uh that will capture everything happening on your screen. But, Granola is capturing all your meetings. It's transcribing it. It's keeping that all um stored. And then you've got meeting notes. And there's no bot that joins a meeting. And and I think we've talked about this on the on the show as well. There's no bot that joins a meeting. Nobody would ever know unless you did what you're legally supposed to do and obligated to do, which is tell someone, "Hey, is it okay if I uh record this or if I have my um notetaker transcribe our meeting?" It's not going to record the audio, but it is going to transcribe it. Is that okay? Um so, ClickUp is building that type of thing as well. So, we won't have the whole, you know, Clickbot uh or ClickUp notetaker needing to get invited to a call. Uh you could have the same thing. Now, there's reasons why you probably will want to avoid this once that's out there and situations where it's going to be really nice. It definitely makes the call feel more personal. On the flip side, when you have a meeting notetaker join, when it shows up in a box with the little icons or artwork or you know, whatever, super agents will be helpful in this way as well. Um, and people get that notification at the at the beginning that serves as legal consent to be recorded uh by other people right now. And so we that's why nobody says on a call or it's extremely rare that you're on call and someone says, "Hey, is it okay if I um have my noteaker like join this?" They aren't asking that because you've already hit approve on permissions. And so um you've got that. Then the other aspect that you're getting is you're often with with many of these tools getting recorded video and recorded audio along with the transcript. the transcripts. Uh super helpful part for AI tools to to run off of. Um but having those recordings uh can be really helpful if there's ever, you know, uh hey, we need to revisit this moment and see like how did you react when I said that? Or um you know, anytime you're doing sales coaching, this be a big part of it, working with clients. Uh sometimes there's a dispute that you're trying to to arbitrate between and negotiate like, "Hey, I thought that we all agreed to this. You thought we agreed to this thing totally different. Let's go back and and check the tape. Um, so this won't be used 100% of the time. Uh, but can be really nice, especially one-on- ones with your team. Like, it's nice to feel like, hey, we're not there's not some third party in the room here. Obviously, you've got to be clear that we're recording this and we're working through it. But, um, I'm excited that that feature comes in. Uh, ask Elephant has that feature. Um, Notion has that feature. Uh, so this is a a good step I think for ClickUp to take as well. I really want to talk about super agents in meetings, but I'm going to save that and we will tackle that next week. So, make sure you're subscribed. Leave a comment if you're excited for that one. Uh, make sure to subscribe to the channel and don't miss episode 13 coming up next week of ClickUp Weekly. Okay. Uh, those are a couple things I wanted to point out. We will have the road map linked up in the show notes so you can read it all for yourself and see what Clip's focused on. Um, and it's really just an indication of, hey, here's where their energy and efforts are going. Here's what they think is important. Um, and I appreciate that they share that early. Okay, I've got two things for ClickUp in the Wild that I wanted to share today. First one, I want to give a shout out to an awesome team at Scrappy ABM. Um, and these two things are kind of tied together. So, I'm going to I'm going to frame this um in the frame of, hey, at Zenpilot, we launched a new website this week. And so, let's just go here to the site. We'll go to success stories. And this is all live. You can see this. And Mason, who's the founder there, Tori, who's on the team, uh, put this together and, um, and worked with Emily on our team to build out this case study. So, you can go read. But here's the thing, Mason, if you're watching this, thank you. And what is really appreciated is the transparency around financials. and Mason has been very transparent about that um on LinkedIn especially which is just super helpful for folks trying to build an agency and understand like hey what's working not there's all this smoke and mirrors um about stuff I love just sharing like hey here's uh what we're doing here is how it's working I love seeing that from other people and so for somebody to be willing we work with so many large teams who are like no you can't say that no don't even use our logo don't even say uh that you work with us and So, our biggest uh I'm trying to think if there's any exceptions. I think without exception, all of our largest clients, the logos that people be like, "Oh, that's sweet." are all like, "No, no, no, don't don't uh you know, hey, we we just can't disclose who we're working with for whatever reason." And it's, you know, too many policies piled up over whatever period of time. But with a a lot of smaller earlier stage teams, we're a little bit embarrassed about, hey, where where are we? or well if I share that I'm doing well and I've felt this before. If I share this uh am I encouraging more competition? Um there's all this stuff that that creeps into our heads and in some like very legitimately uh in a lot of cases to me. I'd rather have people know me uh and just be real. Um and so anyways, I appreciate that Mason is is living that out and is sharing that. And so Scrappy ABM has grown. I mean, super impressive just to get to like I remember Mason uh launching this business and so to get to 50K MR um you know more than half a million dollar a year business is awesome to go to uh 200 so a $2.5 million business is super cool. Um they do ABM if you need accountbased marketing help go to scrappyabm. We'll pull up the site so you can see it. Let's find their call to action, shall we? I'm going to assume it's scrappym.com, but just in case it is. All right, you can chat with them. They've got a great podcast. Um, so anyways, well, what is acquisition.com showing up on here? Look at that. I haven't seen this quote before. That's awesome. All right, let's chat. That's how you go talk to Mason. Look at this. They've got the same type of uh booking ecosystem we've got except for they're asking for more information than our call page. Good for them. Yeah. So, anyways, uh you know, walking through what they do and they're just transparent about, hey, here's what we needed. Here's how we worked with them, results of what's coming out. This is the biggest piece. like um I actually I've shied away I've noticed I've caught myself shying away from our mission at Zen Pilot is turning chaos into clarity and that as AI has grown and evolved and we put that out that message super early because I I really do think like the the recurring theme talking to all these owners and operators of businesses is um it's crazy here. It's hectic. Uh I don't know if I can keep up with this pace. I'm feeling burnt out. uh there's all this chaos going on. I don't have any visibility. Like the word chaos, either that direct word or all these synonyms just kept coming up over and over and over. And so even part of the name Zen pilot is um you know this is in reaction to hey how do we help these founders solve the chaos that's happening? And the answer isn't you think like chaos and then you think calm. And it's not like um if you're if you're running a real business, if you're doing real stuff, if you're in real relationships with people, it is not calm all the time. That's just not the um the antidote in reality is not go from chaos to calm. Uh the antidote is having clarity. Hey, there are real issues here. Yes, we still have issues to work through. And so I like that component is uh that's why we settled on clarity. Like well, we're all way better off. It would feel way less chaotic. we'd be able to work more productively, more efficiently, and we drive better outcomes if instead of trying to be calm, calm, the easiest way to do that is just, hey, just don't do anything. Um, but instead, what we're after is clarity. Let's identify all this stuff. Let's figure out what is working, who really has bandwidth, who doesn't, which clients are uh health risks, and which ones are great, and they ought to be leaving us testimonials and case studies like uh Scrappy ABM. So anyways, that's like this founder seeing founder freedom in this um where Mason has grown out of and I've done a a podcast episode on uh which actually we can we can pull up here uh as well on the site. Um in fact we'll pull it up here just so that you know where that is as well. agency journey talked about how to scale your agency past 10 um team members and and we talked in this one about hey what what changes what shifts as you as you grow. And so to get one of those shifts you have to go through is the founder has to get out of client delivery and client services and uh getting there is uh easy for some folks but that is not the norm. Normally, that's extremely painful to get out of there. And without strong systems, you can't do it and still produce great results for your clients that have them leaving uh the kind of stuff that the kind of reviews and social proof that Scrappy ABM is driving. So, anyways, I want to give a a big shout out to Tori, to Mason, to the whole team at Scrappy ABM. Um, and I want to make sure that I highlighted them uh here today. And then I want to talk about the website here. So, we launched the site. We were on HubSpot before. Uh, and so in the spirit of transparency, I'll just kind of walk you through it. We were on HubSpot before. Um, we paid a lot of money to a great HubSpot partner, somebody who I absolutely love in Lean Labs. U Kevin Barber, great uh friend, great resource. I was going to say Leanlabs.com. Oh, wow. Do they have the whole Yeah, they got the whole domain. Maybe I'm misremembering this. I feel like there was a dash there for a long time. Um, work with Lean Labs. uh a couple years ago. Uh here's our testimonial on it uh from Kuba on our team. Um so like awesome uh awesome team. Love being on HubSpot. Um HubSpot is just slow to update. Like it takes a while to work through things. I don't have a huge team that needs to touch the website. we weren't using all the features and there was a lot of updates that needed to get made and I was like, "Oh, this is just painful to go in and make some of these updates." Um, and so over the last 3 weeks or so, this has been mostly me and Claude Code and Ian on my team who's working with me, uh, marketing operator, uh, Ian and I building through the the new website. And so we're what we're trying to do is, um, achieve a couple different things. all of these quotes. I'm just trying to bring some humanity to it. When I first prompted, and if if you've tried, you've had this experience, too. When you first prompt, Codeex or Cloud Code or um any of the other tools out there, you're going to get mostly a site that looks kind of the same from tools and you're going to say, "Well, use this, build this, build these brand guidelines, do do whatever else." And um and it just kind of slowly iterates, but it looks winds up looking like everyone else's AI content. So, I'm really trying to bring some humanity to the site. I want people to know, hey, when you book a call, you're probably going to get to talk with Alex from our team. You're not talking to some random salesperson. You're talking to my head of delivery who will shoot straight with you and u not beat around the bush at all in terms of hey, here's here's what it's here's what it's really going to take. And also, if you're going to work with us, here's what that's really going to cost. Um, and sometimes that's great news, sometimes that that's not great news, but I would much rather know that really than not. So trying to add some humanity, trying to be very clear in terms of what is the reason that we're here, like what's the distinction, what's the common mistake. We love to buy tools, uh because that's easy and we're lazy by nature. Uh that is not the answer. Um bring out the methodology and try to talk through, hey, here's the methodology. There's uh more transparency in terms of what the process is. Uh here's exactly what we're doing. I did a video on like here's a real blueprint. You can see it. Here's exactly how much it costs. Here's, you know, the guarantee that we make, which I don't think there's anybody else in the ClickUp space doing that right now. Um, I don't think there's anything on this page that I added that was crazy. Um, try and highlight our customers like let's let them tell the story for us. So, success stories and then we're obviously putting a ton into resources. So, I want everybody watching this content to to be like, "Hey, this content was actually helpful." Gray's actually, and I don't want this primarily to be to be from me, but from Nate on YouTube, uh, from Alex next week on the podcast, from Ian, um, from the whole team, from Jeff, from Kuba, from uh, everybody who's producing content here. I want it to be real stuff. It's not always going to be polished, and that's totally fine. It shouldn't always be polished, but it really is, hey, here's the experience building it out. Um, so this is now all hooked up into HubSpot again. Um, and yeah, it was three weeks of, you know, pretty pretty hard work uh to go build this through. We had a lot of good content to start from. We reduced a lot of content. So, our blog um we shrunk a lot of stuff. I mean, we had blog posts from 2013 uh that were on here and so we took out some of the old uh stuff that was there, consolidated a bunch of things, improved a lot of stuff, improved the whole project management graater. This is now new, so you can go uh for free and do this um and go through the the PM benchmark. Um yeah, ton of ton of content, lots of guides, uh lots of good stuff here. You get lost in it pretty easily. We'll talk more about ClickUp AI and ClickUp chat um and some stuff that I'm I'm excited to share there. But uh I just want to give a a shout out that hey, the the website's live. If you are thinking about rebuilding your website, I'm not trying to sell you on website design services, by the way, but if you're like, "Hey, what's the experience like? What'd you learn? What worked well? What didn't work well?" Um I've got some stuff. I probably shouldn't share this, but well, you can kind of see it. Uh I won't call out all the all the URLs. It's all password protected, but this is built on the on the website. We've got one other thing that I will uh pull up Zen Pilot and what do I want to go to? So, yeah, I use this to um kind of build brand guidelines first. This would be one practical tip that I have for you is, hey, go build out what your you know, what are your brand guidelines? What do you want things to look like first? and say, "Hey, this is what we're going to do when we're doing this or here's how social proof is gonna work or you know, whatever else." And so I started there and that made the rest of the build process really easy. One thing that's um kind of built for the team is also the ability to just like, "Hey, click this and copy this so that as we're scaling stuff out, it becomes easier and easier to do it." All right, so I'm sharing that for two reasons. One, I want to bring you into it. I want you to know uh what's really possible. two. Um, and if if I can help out, uh, let me know. Uh, shoot us a note. Um, two is if you're like, "Oh, wow. That was a painful way to do it. You could have done this in half the time or a quarter of the time if you'd done this instead." Let me know that, too. I want to learn. Uh, I do not have all the answers at all. And so, I want to learn from you. All right. It's finally here. It's trivia time on ClickUp Weekly. Last week's trivia. ClickUp AI, which launched in February of 2023, was rebranded to what name in 2024? Was it ClickUp mind, ClickUp Brain, ClickUp Intelligence, or ClickUp Assist? Think you know the answer? You get three seconds to lock it in right now before we reveal that the answer is ClickUp Brain. You probably knew this already. ClickUp Brain is what ClickUp AI was rebranded to uh in 2024. This week's trivia on ClickUp Weekly. How much funding did ClickUp raise in their October 2021 series C round which was led by Andre Horowitz? Is it 200 million, 300 million, 400 million, or 500 million? Lock in your answer and we will reveal it next week on the show. Leave a comment on YouTube. Uh love having you here. I appreciate uh you being here. Subscribe on YouTube. Leave a comment. If you've got a guest you want to recommend or you've got content ideas, a feature request you want us to highlight or hey, you can make this better by talking for half the time or uh showing more ClickUp workflows or this specific workflow. Email show@zenpilot.com. let us know and I will see you next week for another