Welcome back to ClickUp Weekly. My name is Grey Mackenzie, I'm your host today. I'm the founder at Zen Pilot and ClickUp Weekly is your go-to show for all things ClickUp. We'll walk through what's new in ClickUp today. We're going to spend a ton of time answering the question, "What is on ClickUp's 2026 roadmap?" And I've brought in a guest. This is our first guest on ClickUp Weekly. We are bringing in Alex from Zen Pilot as well. You may recognize the company he works for. Alex is our head of delivery. Alex, welcome to ClickUp Weekly. Thank you, Grey. Great to be here. Uh I'm excited to have you on. Why don't you share a minute about what your role looks like here, and then we're going to dig into what's new in ClickUp from this week and what is coming up in ClickUp as well. Yeah, sure thing. Well, I have the pleasure of leading our amazing delivery team here at Zen Pilot, being on the front lines with our team members, but also our clients with their challenges, finding out solutions for them, and helping them get from chaos to clarity, whether that's looking at ClickUp solutions or more advanced integration solutions, and making sure that we're going to innovate in any solution that we are going to provide to them. Yeah. I think that the technical I was like you're super close to customers, so you know like what do customers actually need who are trying to make the platform work as well as it possibly can for them? Uh but then you've got the strong technical side, too, and I think that's going to be helpful as we're looking through the roadmap. So, um I wanted to highlight one thing that got shipped this week. If you have anything else you want to call out from what's new, but I had mentioned this in a prior episode, so I wanted to circle back and say, "Hey, threaded replies in channels are live now." So, that's you know, if you're used to using uh Slack or Teams or something, when you send a message in a thread, and threads are super helpful for organizing uh your conversations, you now have the little checkbox at the bottom. You can also send it back to the channel. So, I think this is super helpful if you are like, "Hey, we're having this long conversation and we're making a decision. You want to update everybody on here's what the decision was that was made." Um So, that got shipped this week, uh which I'm super excited about. It's live now. It seems like a small feature, but it's one more step towards going feature parity or evenness between uh Slack and ClickUp chat. They both have uh pros and cons, obviously, but um any comments on that or anything else that you wanted to call out from this week, Alex? Um no, but it's uh really just a much-anticipated Slack-ish feature that people were waiting on, so it's uh definitely awesome to see it finally here. Yeah. Cool. Well, let's dig into I'll pull up the roadmap here, so we're looking at it. And this is such a long you know, they're putting out like hey, here's the focus for the year, some context, and then what are we looking at uh in the first half of the year. Anytime you see first [clears throat] half of the year, keep in mind ClickUp is a month behind us in terms of their fiscal calendar, so uh you know, first half of their year is ending in July, not in June. Um so, just keep that note in mind, but Alex, you went through, you uh put out a bunch of updates to the team internally. So, why don't you take us through? You tell me where to go on this doc and walk through like may- maybe first, general impression of the roadmap, and then second, let's let's start digging into some of these features specifically and unpacking them. Oh boy, sure thing. Let's go. Well, uh it's definitely a very exciting roadmap to look at. If these I don't know if I don't even say that if all of these things happen, like if half of these things end up happening on time, it's already to be a game changer in so many ways. Uh but uh really one of the most important things that I see here that get me excited is none of the actual updates that we're looking at here, actually, Grey. It's actually at the very top where ClickUp talks about their continued quality and performance improvements. Which is what so people have been waiting for for a while, because yes, AI advancements have been awesome, but uh it's uh pretty much known that some users, both new and old ones or users, were wanting a more strong core experience being fast, being reliable, and I love seeing ClickUp taking this approach and how they're going to look at things. And quality is super important, stability, reliability, mobile apps. So, all of these very small and boring things are actually so important for this app to scale in a healthy way. So, I'm definitely pumped about seeing these things being on their on the roadmap as well. Yeah. Yeah, I think that's a and that's going to be an ongoing battle. I was I uh brought up maybe a couple weeks ago on this show, like I've seen a handful of posts from people like, "Hey, we rebuilt ClickUp in a weekend and it's so fast, and uh so well, if you look at it, you've got, you know, a 20th of the feature set and you're running it locally um and with no other team members or anybody else doing anything in the app. So, it is pretty fast. Uh the reality is though, ClickUp's like definitely a tool built for power users. Um you can simplify the experience and make it work for I mean, some of the teams that we've uh trained people on and are using it, like there's a uh not like the most tech-forward industries. Like there are some cool teams who are using it in some old-school industries. Um but but the reality is like they're trying to do a ton of stuff and allow a ton of stuff in the app, and that's hard to make that stay fast um for everybody at the same time. So, um I agree with you. I think this is a a big move. Definitely. I think it's important for people watching us to understand, because I see everybody giving the the ClickUp product team a hard time on like, "You're pushing all these updates and you're not looking at your reliability and stability." I actually think it's I know for a fact that that's not how things go. I am fortunate enough to be in good relationships and standings with some of the product managers at ClickUp. And whenever I talk to them about things and how they are uh all of them tell me about quality, stability, and them wanting to make sure that they're they stop the speed of shipping updates and they focus on getting the things to work right, which sometimes get people frustrated at, "Well, where's the tech update? We still don't have that feature in 26 after so many years." It's also because they want to make sure that they do it right and they get it done properly without introducing bugs and having this be uh basically a beta test, but uh considering it's GA. So, I know they're definitely focused on this in various product areas, which is definitely encouraging. Yeah. Let's talk features. Like what sticks out to you as we look at the roadmap? Sure thing. Well, I mean, I was going to say where I want to go. I know enough talking about making the old stuff better. Let's talk about new stuff. This is a classic feature of my my brain. Definitely. So, let's take things chronologically. There are a lot of good things here. I don't think there's and this might be important to to note, too. I don't think there's anything here that's like bad, cuz I've seen before things such as bad updates that have been pushed. I'm not seeing any bad updates or ideas here, which is great. But there are some things here that are going to be more impactful than others at least in my opinion. So, as we're looking at AI, I see the very first bullet point uh will end up being pretty huge, which will get people to feel an experience similar to how I might be using Base 44 or Lovable or Clodico to some extent to actually build some apps use it using ClickUp in in natural language, which is going to be super fantastic. Like look at those examples. CRM, approvals, uh trackers. It's sounds fantastic, and I believe this will be possible um due to that Codegenic acquisition that was done or that will that will fast forward this quite a bit. And that is super exciting, because there are quite a few situations where ClickUp could be a good solution for something, but it misses something. Like for budget tracking, for example, it just lacks some core elements and infrastructure to support the budget tracking and doing that. So, if we can plug the missing pieces with uh a small app inside of it, I believe that they'll solve so so many problems and instances where ClickUp is not enough currently for some teams. So, this is definitely worthy to be at the very first bullet point in AI. I think and this is the first time I've not mentioned Vibe Up uh here before, and you know, like I've kind of held off, cuz I wasn't sure when when the moratorium is up and we're actually allowed to to talk about it, but it's public now. Like Vibe Up is the name of this um feature set or product that's that's coming to ClickUp. Um th- this is going to unlock a ton of different functionality in the tool, but speaking of different demographics and users, I think this is also going to have a big impact on how can you create a simple interface for people um where they don't have to learn like especially if you're coming from another tool and you're like, "I love the way that I could just see and visualize my work in this way or this specific workflow in this way. You know, I want to look at job applications and see them in this specific way." Um you're going to be able to customize that front-end experience for your team really dramatically. And I so, I think it's both a I think most of it is probably like 80% like, you know, new feature unlock and new capabilities, but 20% is probably just, "Hey, how can we also make the experience way better and easier for your team to get on and actually get using it right away." So, uh that was cool. Absolutely, because even now you probably can do something to handle approvals just fine by using uh like lists and a channel and something, but is it that great of an experience for the actual people that do the approvals? Probably not. So, having the option to even though you're using the same features, but having the opportunity to streamline how it looks and interacts, removing the fluff that's not needed for the use case, that will definitely be massive on its own. Yeah. What else from the AI section? Is there anything else that sticks out to you? Uh yes, I would call out uh three other things. One of them is uh even though it might not sound big, like expanded AI tools for Brain and Super Agents, especially as we're looking at uh time tracking that's getting them smarter cuz currently time tracking can be a pain for teams cuz they have to remember to press the timer and do all that stuff. Or even worse, if you have like a task like a meeting task assigned to five people, not everybody got the time to the chance to track their time. Somebody closed the task, good luck finding that task that was closed. So, something like this will enable agents to help with automated time tracking where it does make sense like for meetings if you have attended them and make sure that you are going to be able to leverage agents in those regards. And also to be able to do something with the workload and capacity using agents cuz right now they can't do that much what it's really. It's pretty manual to understand capacity and workload. So, I'm really interested to see how agents will be able to supercharge workload and team capacity visibility shuffling things based on that and having more visibility over actual true capacity not just saying that this person has five tasks worth 10 tasks and 5 hours. So, that'll be pretty massive in getting things in place, but also having agents to deploy lists from templates, that'll be fantastic cuz nowadays you have to use the API for a lot of this stuff. If you want to have a project template that's a list, need to manually do it or use the API and you need to know how to use make or use API for that and becomes annoying. So, this this enable things a lot for some non-techy users to get more powerful workflows without getting all technical with API and coding. So, this is also super fantastic and exciting. Yeah. I look at this a little bit and I go like, "Hey, we can already do all this stuff." Like I can already go look at my call recordings and grab externally grab my time on it and then add you know, three or five minutes for follow-up and say a 27-minute meeting now becomes 32 minutes of time tracked and I can do that externally through like cloud code or whatever. And then I've so I I have to realize a little bit like, "Oh, yeah, but that's like that's not the normal user who's doing it that way right now." And so between what's down here a little bit later on in terms of templates and the ability to do that all natively in ClickUp, I think that's where it's going to be super powerful for the average user who's who's using this tool. Exactly. And related to this, it's the third point which is a new external tool integrations for brain and super agents which is what has been missing for quite a while and that's what had people use OpenAI or Claude for actually be actually leveraging the NCPs of other tools and connect them somewhere. You'll be able to do it from ClickUp. You won't need to use the intermediary guy, Claude or OpenAI for that cuz you'll be able to take things from ClickUp and skip that because ClickUp offers you that to some extent which again will minimize the gap between a user having an idea and making a workflow improvement to actually need requiring being required to have the know-how on how do I set up this connection or anything to know how to use OpenAI or need need how to use Claude code. So, this will also help a lot with simplification and getting people getting assets and tools like in the hands of the users so much easier than using the API of other tools for that. So, and I think this is pretty close to actually come soon enough from what I remember. So, I'm very excited to see how this will look like. Uh this is where I'm so grateful for the whole ecosystem. Like Notion is ahead of the curve on this. They're they're out in front of ClickUp on uh you know, having other app connections directly through Notion AI. And that is so helpful to have other people pushing the bound like other large apps. Uh I think generally ClickUp is ahead of the curve on AI and AI implementation if you compare it to, you know, Monday or Asana or Teamwork or some of the other tools, but um yeah, I'm just grateful for an ecosystem that's like, you know, very very much pushing each other forward. Yep. And I say these are my main highlight I could say everything else that's here is awesome, but there's so many other sections to go through. We wouldn't have an hour enough to get that. So, um I think this is the most important stuff with AI cuz there's a lot of other things going on. I won't commit to a date because I'm not sure that it was this week, but I want to say this week um Brain is now powered by Opus. So, we are getting updates. We've asked for that in previous episodes and so um you should if you're a ClickUp AI user already, you should be seeing um some noticeable improvements to Brain capab- not necessarily capabilities, but quality just through the upgrade of the underlying models. Anything in this chat and communication enhancements part stick out? Uh there is I say one important one for even though all this is awesome, but the ability to actually archive channels which nowadays you either unfollow them, but it still exists in the after the noise or you delete them and you might not want to do that. So, archiving them having the ability to do that will be very awesome, very good to keep the workspace clean. And the other big one even though this sounds pretty stupid is importing Slack channels to existing locations to facilitate a proper Slack migration in case let's say you have a Slack channel, but you want to tie that to a channel that's literally to a space that you already have in ClickUp. If you want to use like let's say you have a delivery space where you have all of your client work and your discussions around clients and you have like a former delivery channel in Slack, you couldn't import things in the delivery space, you know? You need to create a different delivery channel related to the space and its channel. Or if you're looking at even worse client channels where every client has their own channel, they have a client folder and you want to use that channel and not the separate channel, you can't do it. You have to import a new channel for that to work. And I'm so excited and I would have loved for this to be here about 1 month ago when I went through a lot of pain with this process for customer of ours. Uh but it'll be massive to hey, I have this location import in it. Super clean, no need to have duplicate channels that's our legacy archive. So, a small thing, but very important one. Yeah. It's worth calling out. The first one's already done, so that's there. Um there's one other that hit me. Oh, uh it wasn't really permissions. This is more about I guess, but I don't see guests on here. Uh but basically a new way of handling and interfacing with uh folks who just need access to chat um is coming and depending on your access level, you may have access to some of that or may not. So, um there's some stuff. >> chat collaborator new role? Yeah, exactly. Yep. I believe that is out for some I think it's not hasn't been >> I don't think it's fully rolled out yet. But I've seen this in some workspaces and that'll be very awesome to get traction towards implementing ClickUp in an organization even if it's just for chats and then expand from there which would be a pretty easy gateway to starting using ClickUp. I think it's a great move for them. I was really excited to see that because you run into, you know, guest limitations at some point when you start pulling people in. So, I think that's a that's a huge move in terms of ClickUp expansion. I think that was a smart strategic move. Yep. Okay, this is I mean, all of our customers deal with resource management um Mhm. in some regard. And I can think of like agencies, professional service firms especially like this is super important. What sticks out from this section? Uh so, this is my section, okay? So, this is a little bit more uh and I don't exaggerate this, but in the scheduling and project management every single one that's there is going to be massive. Let me tell you why. Uh parent subtask date sync. For how long has it been a pain to sync your parent task dates based on the subtasks? Like earlier subtask should be this Thursday, latest subtask should be the middle of the parent. If a subtask changes, parent task stays outdated. You're against charts crappy, they don't make any sense. And it's just not great not a great experience. So, this thing has been here to some extent already just on the Gantt view on a task by case basis that you can enable, but this is about having this rolled out more in a more standardized way. Like in a list, you'll you'll have the option to toggle I want to sync all of the tasks in this list and sync the subtask the subtask dates with the parent. It'll be more enticing to use that feature and more easy to use even though it has been here for a few months, but this will be what makes us forget about setting dates on parent tasks and fully inheriting it from the subtasks which will also allow us to change subtask dates by dragging the parent task in Gantt without even needing dependencies to do that which is different from today. So, that is just fantastic, great for keeping things up to date and for uh scheduling and visibility and not having outdated dates that are not relevant anymore. Very huge stuff. Yeah. That's awesome. Keep going. You're on a roll. Second one, baselines in Gantt. Uh even though this might not be that uh awesome a feature for some people and this might not be amazing in its first iteration. I want to be honest about that. But I I see where this is headed and that is about being able to compare, "Hey, we just kicked off a project. This is how the timeline looks like today. How do we have a clean way to lock down the current dates and be able to compare 1 month from now how we're tracking against that?" Because what you should definitely not do and we teach that to our clients in our courses is just because a task is overdue doesn't mean you should just leave the date like that. That won't block your capacity. So, dates has have to stay up to date always. You don't You don't need to leave tasks as overdue. That won't help you. At the same time if you don't leave them as overdue, you lose visibility to when this was meant actually to be done. And you'll might have a task that maybe has been pushed like three times, and like, nope, it's fine, it's due like next week, and maybe this has been pushed like the fifth time. So, baselines will let you lock in the initial forecast of the project and this and the dates, and then compare the current state of things with any of the baseline that you've created. And you'll be able to see, okay, we are behind from the original uh forecast of timeline by a week or 1 month or even worse, which is the main thing here to do. What will not be here probably in the V1 is reporting around this and automations based on baseline date is this much away from today, have some things happening. I know that's the vision, being able to use even formulas and have uh that applicable in filters and dashboards to reference baselines against the current live start and due dates, but I don't believe that will be there in the V1, uh but still it's an exciting thing that needs to happen so we can compare initial projections with the current state of things. And for most people, it's already uh a win. Obviously, we've got clients where we've had to create solutions for this. Yeah. And so, you can take like, hey, an initial deadline and have it into a custom field for, hey, what was the original start date, and run formulas, and the benefit of that is you get all the automation stuff. This will remove all that extra work and automation usage, and especially once you can run reports and automate around the differences. Yeah. Uh this is going to be this is going to be really, really helpful. Um even for folks who I I think this will also be helpful for bringing people like, you're either a Gantt person and then you're and you're in the minority, or you're a person who's like, why does this have two Ts at the end? Like, this doesn't make this doesn't make any sense, and those charts are not useful, it's just overwhelming. I think it's going to bring some additional users into Gantt view, as well. PMs are already there, living in it. Uh and a lot of other people are just intimidated by just the name of of Gantt. Um so, I think I think this is going to be really helpful for help helping uh more and more users realize the value of that view. Oh, definitely. And I believe uh longer term, even though this starts in Gantt and baselines are captured in Gantt, you will be able to visualize like baselines and date fields from the baselines outside of Gantt. Like, you'll be able to be in the task view and see there you won't even have to go to Gantt to benefit of baselines. >> Right. You'll probably have to go to Gantt to capture the baselines, but uh it's definitely heading in the direction where baselines will be just an overall scheduling feature and not exclusively tied to Gantt, so this is definitely about it being the V1, from what I can tell, and not having us wait for another 1 year for this to be here, which is already exciting. Right. It is. Speaking of things that we've had to build other solutions for, Uh yeah. >> out of office management? We're teeing you up here. Yes, so, this is another great one. How many How many people are sick of the times where, okay, I'm going to be out of office for 7 days, how do I ensure that my capacity is blocked so I don't get scheduled for work and people don't assign tasks to me by mistake? And you had to create this list somewhere for out of office time and even company-wide out of office and holidays and assign everybody, assign estimates, get dates, like a a whole workaround just to make sure that you're not going to get tasked when you're out. And your capacity doesn't even change with that. Your capacity still says 40 hours, it's what I have, it doesn't get trimmed. This is amazing for that because you just go to your profile or to if you're a manager, to your direct reports profile, you just add vacation time, for example, and then you are able to say that this person is going to be out, like for me, I'm going to be out tomorrow and on Monday, so my profile will show you that I have a red dot tomorrow and on Monday, Alex has time off, don't assign tasks to him over there. The workload has me blocked. No task, no workaround, it just works, it's amazing. And even better, uh what what what I know will come at some point, maybe not in the V1 of this, is going to be having this available in the API to potentially sync this with HR software where more enterprise level teams might need that too for payroll and whatnot. Um but already an amazing feature combined with the workdays feature and the overall company-wide holidays, which has been here for a while, but this should [clears throat] take things across the finish line pretty good to have a have visibility into capacity, workload availability, and not have people second-guess like, can I assign this person this task on that day? Or can I schedule this task for that person that day? You're going to see that, it's fantastic. Yeah. I'm excited about that feature like being fully rolled out. Let's talk about dependencies here and the new types of dependencies. Can you just explain that? Uh so, this is going to be complicated for a lot of people to get in the beginning. I had to I had to ask the product manager quite a few times like, explain this to me again like I'm a 5-year-old. Because it it can be something to look at is like it's finish to finish, start to finish, finish to start. Uh it's so many things, but this will give us the flexibility to just manage these more reliably, and depending on the dependency type, we'll be able to decide, okay, if a task changes, if a task date changes, maybe another task's date doesn't have to change depending on the dependency type, so if a task does not need to be finished for another task to start, me moving the task that uh will block the starting task doesn't need to change it. It doesn't have to be finished, you know? But there will be some I think if anything this will probably be very confusing in the beginning, even though documentation will exist. Even I have trouble remembering exactly what were the dependency types and how they were working like, but there should be a situation for whatever you want to happen. Do you want to move a task and then your next one moves, which is the current behavior? I believe um currently the default is uh finish to start, if I'm not mistaken. >> All right, yep. That's what happens across the board. So, you'll be able to say the other thing around or say, hey, finish to finish. And when the due dates will kind of meet with each other, that's when things will move. There will be some possibilities that we can do here to leverage dependencies in a different way compared to how we've been doing it now. Right now, we've been treating dependencies as um mostly a means for us to do easier rescheduling, but not used in the dependencies in a more traditional uh PM perspective like I believe um what was platform had a more advanced depend I believe Microsoft Project had something a bit more advanced on dependencies. ClickUp has been missing that, and um people will have more options to figure out how dependencies need to look like, and do they need to change a date if we're moving something? Maybe yes, maybe no. So, the dependency type will help you understand it a bit better, and maybe motivates you to use the reschedule dependencies ClickUp as well a bit more, which currently is a bit problematic because just because I'm changing a date doesn't mean I need to always change the next task in the chain. This will give us more flexibility. >> I'm excited about that. I think that one's largely a check-the-box feature, too, for folks who are coming from uh other platforms or specific schools of PM, um where where additional dependency types are more common. So, that makes sense. Is there anything else in the scheduling resource management part that you wanted to hit on? Uh list properties actually is pretty big because we've all we've all known for quite a while that custom fields and properties live on tasks. If you want to do something, it has to be on a task, which made project level information very tricky to do. We had to resort to workarounds such as, there is a task somewhere else that represents the project, there's a custom field on it because it doesn't make sense to have something like uh project budgets on every single task in the list. It won't We need it clearly on the list. So, that will be important in being able to And probably this will enable budget tracking quite a bit, and we'll uh play into that as well. We can see list level properties and report on them, and be able to understand things without having a lot of these workarounds where, oh, let me get a different task that represents the list so I can get information about the list with custom fields and dates. And I think that will be very important. Personally, excited about this in update portfolio card as well. So, yeah, I mean, the scheduling and project management are looking top-notch, and uh I do think I did I need to shout out uh Burak or Okay, the the manager of scheduling product. He's been rocking it on getting updates and doing things, so all pretty much all of these features like are his, except the list properties that that will be Seger, which is also doing an amazing job with cards as well, but uh scheduling is looking to be very exciting uh in the next few months. Yeah. I'm super excited about those uh pushes. There's a like there's a lot of uh ClickUp customers who are going to benefit from this pretty dramatically, too. So, I'm excited about that. Absolutely. And if you're looking for year view for calendar, that is coming as well. That will be interesting as well, but unfortunately, I don't have many more things to say about the calendar uh because I know there's a big calendar revamp coming that will change things and the calendar view, but that's a different topic. Right now, what we have here, I don't think it's that super exciting, but I know there is a planned revamp of the whole planner and calendar and how that will function. Integration between uh like the actual calendar from Google or Outlook and ClickUp, and then integration of the calendar into the workload directly. Like, no more mail task represents a meeting to get at, actually take it from the calendar. So, that's not here, but it's coming. So, I'm excited about that thing coming probably in H2, I'd imagine. >> Right. Right. Yeah, that's huge. Covered last week, I talked briefly about setting a primary team for users. Uh let me know if there's anything I I I didn't cover this one. I wanted to leave most of this stuff alone. Um I think seeing super agents uh showing on an org chart, this is a trend that I'm super curious to see if this sticks around and this is a thing or if this is just a fad right now. It's like, "Hey, look at these jobs that could be getting done." It's like, "Wait, this is too much work to keep trying to organize and update it. No one's scanning it and looking at it to see the fact that you have 14 super agents working under your marketing person." Like, that's just assumed in the future would be my my gut. I don't know. I'm curious to see where that goes. Yeah, this is a bit funny. But, there are some cool things from the resource management here for sure. Uh feature I'd like to call out are work by day, uh week, month, which uh is uh you know, historically, if you have a task that has a start date from Monday through Friday, 10 hours, you get 2 hours for each day. It's an even split. This changes that. You're able to decide I have a task that goes from Monday to Friday, 10 hours, I decide 3 hours on Monday, 30 minutes on Tuesday, 30 minutes on what So, more granular planning without having to go about all of these different subtasks, like session one, session two, which we've what we've been doing for quite a while. So, we get the right visibility and planning for how we're going to work on something. So, I think that's going to be very important for how we do this and not getting too granular into the task structure because of a gap in the product. I think this will bridge that gap pretty well once it's here. So, that's one. Other thing that user attributes on profiles will be important. Like, see here, like role title, department, and other custom attributes, skills, what not, cost center because if an image is will end up being available in the API as well, this will enable so much more reporting on the business intelligence and what can be done to understand profits and utilization by various things. And again, not having to resort to workarounds with There's a task for a user where you get custom fields about that user's information. So, you have that. So, this is similar to uh custom fields, like on list and list properties, but for users, it's a big improvement in not having the need for so many workarounds anymore. I think this is worth calling out for that purpose. I think one thing there is well as um the more that AI is helping from a resourcing perspective, who should get assigned here? Obviously, it's going to look at how many clients are they managing, how much, you know, what's their workload look like? Well, when it can start to reference skills as well, there are all kinds of times when, "Hey, I'm trying to match somebody up. Um I've got a client who's in this specific industry and I need, you know, a copywriter or whatever role to work with them. Well, I'd rather pick if two people, you and I both have the same availability, our capacity is the same, we're both technically copywriters, but if you have all kinds of experience in financial services and it's a financial services company, it'd be way more helpful to pull you in than to pull me in. Um so, those attributes from a resourcing perspective are going to be helpful as well in terms of uh at least setting up teeing up for us, "Hey, here's what I think you ought to do based on this logic." Um is kind of like how AI is going to be able to help us in that in that world. Yep, and I'm curious how that will play into the very last bullet point here, which is skill-based resource planning. >> [clears throat] >> So, historically, you know, we've been using custom fields for role, which is very important as we see who should work on something. So, I'm [clears throat] really curious how this will look as far as figuring out the the right person and making it the default feature. I know Teamwork has been doing this pretty well for a while. >> Uh and I'm excited to see ClickUp taking that direction as well. Yeah. We're going to see so many different uh field values on this kind of stuff. Oh, boy. Um and I'm curious to see this is like a conventional field-based approach um or is it uh you know, hey, the system's learning as we go and attributing some of this stuff? Is it like where does this wind up going long-term? It's pretty interesting. We will live and see. Tell me about if we if we're looking at visibility and reporting, I think the two things that um stick out to me are time tracking and reporting improvements and then like [clears throat] cards. Can you walk me through those and and your thoughts there? So, this will definitely be important um for us to be able to uh do I mean, time tracking is awesome in ClickUp, but it's really the native time tracking cards are I mean, yes, you have user, how much they've tracked, and an estimate, and that's kind of it. You have a range. Yeah, there you go. If you want to do something with it, you have to really go outside of that, export it in a spreadsheet, and model it. So, I'm curious to see how this uh will make things better. With actually be able to see differences in the score between estimate and track, calculated for you, and being able to sort and filter way better, automations around this with time tracking and AI actions for experts. So, I'm really curious on how this will be. I know there's a lot of room for improvement with time tracking, which uh should mean that anything we're going to get is going to be exciting at this point to personally because this has been a feature that has been there for a long time, but uh hasn't been updated in so many years. So, definitely excited to I'm right now, like almost every team ought to be looking at their repetitive tasks. Like, we all have repetitive tasks that humans are doing. Yeah. Looking at it and so cuz so many teams, like the setup is this, you're building out your templates and you're like, "I don't really know. We don't have good time tracking data cuz time tracking, like our team's not been good at it, but this time we're going to be good at it." And so, I think that, you know, uh creating the proposal takes us 45 minutes every time. Then they set it and they use that same template 50 times a month for uh you know, for the next 2 years and never go back and revisit it. Well, you ought to be looking at those repetitive things and saying, "Hey, we estimated 45 minutes originally. That was our best guess. But, it turns out it takes us an hour and a half." Like, when I'm working with a team and I'm looking at, "Hey, where are you from like where are we leaking profit here?" Uh that's one of the early things to look at is, "Hey, where are we way off from a time estimation versus time tracking time tracks perspective?" And I want to look at it across things that have consistent naming structures or some way to identify where it's the same sort of task. Um so, improvements in that area would be huge because all that modeling currently has to happen outside the tool. But, that has massive implications on how you price, how you package, your timelines that you're setting for clients. Like, um so, that's an area that you it's totally possible to do now and the time tracking data is all there. It's just you need to do a little extra work to go model off of that. That's one of the things we're solving with Empulse reports. Um and so, like for teams to really lean into that, um the tool improving will be helpful in that area. Talking about having the right info in the right area, "All right, it's everywhere." We've been hearing this since 3.0 has been announced. Right. Yeah. Fin- not finally here for 4.0, but soon enough it's going to be here for 4.0 eventually. So, this should also be pretty interesting because I mean, yeah, it's awesome that you can um get to like get exports and like uh views now and you get have them more accessible, but often you might have like some tasks and it will really be useful to have a simple calculation showing up in your parent task or something or a simple pie chart. And no, has to be on on the list, has to be on the view, has to be on a separate dashboard. Having it on the task level will open us interesting uh possibilities for reporting, like more micro reporting on what's been happening for this specific task. And I think that will be very interesting to finally see come to life. I currently can't picture how that will look like exactly. I think I've seen some demos, but I'm really excited to see like a beta of this, a demo, so we can figure out what uh this can help us with. But, I know we've had this promise for a long time. Excited to see it here for 4.0. Looks like an exciting feature for sure. Yeah, I think the massive one that everyone's going to use right away is pulling those cards into docs. I think that one's going to be like the fastest adoption adoption uh cycle. So, I'm curious to see where that goes. All right, let's keep going. Workspace organization and customization. Subfolders. There we go. Do I need to say anything? We've covered it. We've We already did a whole episode about it. So, it's it it'll be very good to have it uh with the with the current beta that we are in and some clients that we have are in, seeing some interesting use cases. I'm sure this will only keep getting better as they polish this experience. There's some glitches here and there, but it's natural, but long-awaited. Glad to have it here, which is exciting. Custom fields by task type, very good one that's has also been in the beta for a while. It's close to be fully released uh soon enough. And uh this is one where we actually have contributed some feedback and it's early days and now it has been substantially improved compared to how it was looking like a few months ago when it first had its original um original version. And it helps so much with cleaning up things, like no more seeing 50 sub custom fields on a subtask just because you needed it on the parent task to show different different task type for the parent task, normal task task type for a subtask. Clean, clean and simple. And uh this is so so good for for hygiene and organization and not having redundancy in what you see. I'm excited to see this and I'm not seeing it here on the road map. Hopefully, it's going to be H2 or 27, but who wants custom field by status? Raise your hand. Right. >> [gasps] >> Or status is by task type. There are some combination that would be super exciting to have here. Probably, status is by task type will be uh the one I'm thinking at the most. But, I think the task type big improvement in that direction. So, love to see that. Yeah, that's a good call out, too. Uh that can be our feature request of the week here. Um I always try to include highlighting a feature request [clears throat] or two. I think that's where it makes sense. How about like grouping by single attribute It's an interesting one. Uh you know, it's and then this has been a problem with multiple assignees on the same task for a long time cuz you you I'm assigned to a task, you're assigned to a different task, and then both of us are assigned to a third task, we're going to show up twice, both of us. Same thing apply with label, custom fields. If you have like one value separate, another value separate, and then the third time both of them are the same task, you're going to group that separate. So, the awesome thing here is being able to toggle like, "Hey, I want it to show up like single, not duplicated." I'm not sure that we have it in the demo workspace. You could try doing assignee and then seeing if it No, we don't have it. Yeah, we don't we don't have it in this one yet. There would be a toggle that will tell you to say, "Hey, do you want to show it that separate?" So, that would [clears throat] be helpful in reporting. So, you're not going to have those duplicates. Uh definitely helpful in that regards. It has been missing for a long time. I'm excited to see it fully available, and that will make recommending multiple people on the same task a bit easier to do, even though I'm not still all the big fan of it for other reasons, but this will make things way cleaner for people that deliver that functionality quite a lot. So, that's awesome. But, an actual good one that's here as well, it's relationships in forms because who wants to just have a good experience of connecting to different tasks and from a form and not Oh, let me create an initial form, and let me go into ClickUp to find the list to create a task so I can then connect it with a whatever That's has been so annoying for us for such a long time. So, I'm excited to see that you'll be able to generate these connections from the form submission, which will make uh various use cases pretty good for us connecting a request [clears throat] with I don't know, a project or a team member or whatever it is. So, I'm excited to see this come to life. That's great. I'm going to keep us moving. We could go. People probably get the uh impression by now that we could go for a couple hours on this, but I'm going to keep us moving. Um let's talk about the automation side. Is there anything that sticks out here or in the meetings uh component? Uh yes, apply list templates in automations. Again, has been available for a long time with API. Yep. At people's fingertips, finally, to deploy that client onboarding template when this task gets created. Yep. >> Why did we have to wait so many years for that to be easy to do in 2 minutes without needing a good tech background to do with API. So, that's huge for that stuff, and agents will be able to do that stuff and make it even faster for you. So, those two are close to attacking together, agents capabilities in this one. So, this is fantastic. And uh also external app triggers, I think they'll be also super awesome cuz this has been difficult again, unless you know how to navigate the API and other tools and MCPs. This one will allow a native connection to trigger things happening in ClickUp, and I'm looking at for WhatsApp. That will be a pretty exciting one for some people that are using WhatsApp a lot in your businesses to trigger things happening. So, this will give more increased accessibility to using more advanced workflows to people that are not that tech savvy using the APIs and MCPs and more advanced workflows. So, all this is some amazing stuff. Uh and I'm excited to see it all. Yeah, I think it's worth pointing out like a lot of this stuff that we're talking about that kind of has the same answer which is like, "Hey, we've got a solution for doing this currently. This is but but now we're going to be able to reduce the amount of workarounds we have to do." There's a list three times as long as this one that is like, "Hey, here's the other stuff that we're solving for that's not yet on the road map that we'd love to have there." And I think if you're designing your workspace internally, if that's your role, or if you're looking at bringing somebody in to help you do that, like you want folks who understand what are the best workarounds right now, what are the best way to get to the same outcome just through a different path than natively in ClickUp, and you want folks who are also aware of what's on the road map and what's coming and in communication with ClickUp's product team to know, "Hey, uh we either can solve it in this workaround way right now, or in this case it makes sense to wait a couple months, or hey, this is much farther out on the road map." So, I think as you're thinking through it, just being aware of this stuff, like I'm I'm glad that you're watching this video right now and you're tuned in on this because this is going to help shape how you design um your ClickUp workspace to get the most out of it. And obviously, if you're not in that boat, if you're watching it just cuz you're curious and you're glutton for punishment, but you're going to hire somebody anyway, um you can reach out and talk to us, but whoever you're working with, you want to make sure that they're on top of what is what does the road map ultimately look like. All right. I just want to call that out cuz that like this stuff is super important to be in the loop on. Let's talk about meetings and note taker. Anything here stick out to you? I mean, almost all of that is fantastic because no the ClickUp note taker is fantastic because of how it's enables again, accessibility. I don't have to go through weird things to use the API or the MCP to get Fireflies notes and push them to my ClickUp docs. It's It's just easier to have that context and generate tasks out of it, but there were some gaps with you have 10 people in the meeting from your workspace. Then note taker is there you go, joining the call, annoying. Number two solves for that, which is fantastic. Um and not having it as a bot to begin with, like not even have the bot invite, and it's way cleaner like uh like we have with other software. I believe uh Yeah, like Granola would be an example of that. Yeah, there was quite a few ones that are pretty awesome, and that's super agents joining meetings, that sound interesting. Uh I'm curious what that could do specifically different from just having it access having access to the notes after the fact. Uh maybe this will make the conversion the conversion of uh action items to actual tasks actual be easier and automatable a bit better. Like, "Hey, if this agent joins this uh meeting, it has to convert um the some of the action items to actual tasks somewhere." So, maybe it will enable that. We'll have to see how that looks like. I think the obvious thing that we're going for is like we've spent all this time and energy trying to figure out how do we get tasks and action items out of meetings and how do we help people execute and like first step was just how do we just get a transcript so they can go back and find it. Then the next step was, we've got the transcript already, we can just give them the tasks. Then the next step is, well, based on having all that, we can now just start doing those tasks for you, and so we'll automate sending out call recordings, we'll automate doing those things. But, the next like the ultimate where this is going is like, well, why is the meeting as bad as it is to start with? Like we could just improve the meeting quality and get to a decision faster. And so, using super agents to coach you in the meeting, "Hey, what question did I not ask or what question should I ask here?" Um or hey, I told you I was going to grab this report and then we were going to circle back after we both have a chance to look at it. Like can the super agent just go grab or build that report and bring it in in lifetime as a as a live meeting assistant? I I don't know exactly how this is going to play out and what V1 of this is going to look like and then where it goes down the road, but I think it makes so much logical sense to me, and I've you know, there are some tools that have that have started working at this, but like we waste so much dumb time on meetings. I [clears throat] don't mean the human connection part. That part some people want to eliminate, but I think that is still worth it and even more valuable. Um but we waste a lot of time in stuff that's not helpful for building a real human connection and relationship, and also not highly productive time. And that stuff I'm all for, let's automate that to to zero as quickly as we can. So, I'm curious to see where that one goes, but I I think this is a move that the whole note taking space as a whole is going to evolve into like, hey, how do you just run better meetings to start with? I mean, having that context easily accessible to agents will be very important, and that will make things to go way faster. So, I don't need to After meeting is done, let me get another action item or task to go through the meeting and generate the things. No, no more of that apparently. That will be awesome alongside making things cleaner with sure they are note takers or local note takers, not bot-based. With global settings, but I mean, all these will be very good improvement that will make ClickUp be a strong contender for like dedicated note taking software, especially after the not mentioned here, but meeting sub can be that far away from us. Yeah. Yep. That's it. That's huge. This last one, I know I don't think this was on your list of stuff that stuck out, but man, I can't use sync ups unless I have two different windows right now. It's not It's not huge, but if you use that feature as a kind of a huddle replacement, then it's kind of junky for trying to do something else and not just talk to the person. It's kind of useless, but this will make it so much more usable in being able to talk to somebody and look at your screen instead for something else, which now yes, indeed, this is a big pain to go through that. Yep. Yeah, so sync ups picture-in-picture mode coming is going to be helpful. Okay, anything from the admin side we should call out? Uh just to make things simple, custom default notification settings. Like, how much do we have to for users you need to go there and have these exact settings for this to work. And like I'm so happy for like our clients and everybody else out there when they're onboarding a new person, like nope, it's fine. You just go log in and you do your stuff. Yep. I can't wait for more default stuff, like default home configuration, default whatever. I'm waiting for that to come at some point, too, but this is a great step in that direction. Uh so, I'm excited about that one. I didn't even put those two together that like I've wanted I've said that with I think if we've said on this show, like, "Hey, here's how you ought to put uh home together." Um and but we can't templateize it yet, and that's the reason that we're using this, you know, all tasks and a custom my tasks view here. But, uh yeah, I didn't even think about that. That's not here, and that's one ClickUp. This is our second feature request of the week, and I know we've hit our limit there, so we'll we'll stop there, but uh allow us to default change the home default. I realize it makes ClickUp's materials are from a support perspective to say, "Hey, this is how it's going to look out of the box." Um but I think that's fine. Look, that's a very simple line that says maybe if yours doesn't, it's cuz your admin you know, tweaked it for you. Um but that'd be huge to be able to customize things like home for folks as well. But default notification settings are big. Um we should probably do a video at some point on what what your settings should be, the specifics of it. But yeah, I think that's a big one. Anything else you want to call out from the road map here? Anything we skipped over? Uh that you feel like we need to get in here? We're almost an hour in. Yeah, I know. It's been a long time. I think people are tired of hearing us and hearing us talking about this stuff. Yeah, I think we went through the most important stuff. And like I said, I none of this is a bad update by any means. Uh so there's a lot of good stuff. And if if half of this ends up getting done on time, it'll be a massive win for everybody, for ClickUp, but also for us, for your main users. >> Yeah. For end users. Yep, that's huge. Awesome. Okay. Uh what do you think? Um if you have uh comments, questions, throw them in the comments here on YouTube and let us know. Uh make sure you subscribe to the channel to get more stuff like this as well. Alex, I know I need to let you go and we're running out of time, but this is a part of the show that we just can't skip over. And that is trivia time. So last week we asked the question, how much funding did ClickUp raise in their October 2021 Series C round led by Andreessen Horowitz? I'll give everyone a minute to lock in their guess. Uh Alex, do you know the answer to this question? Yes. All right. Let's find out that Well, first you guess. What is it? Is it 200 million up to 500 million? 400. The answer is survey says you're correct. Uh this is a big So they went from raising very little capital before. They'd raised about 30 million dollars uh previously, but after already kind of you know, self-funding and and bootstrapping for a while. Uh this was a big raise. Yeah. Massive. That question for anyone who's been around ClickUp for a while, uh that question was maybe a five out of 10. Uh maybe they would remember it, maybe they didn't. It's not a core ClickUp feature. This week's trivia question is a two out of 10. This is not complicated, but I thought it'd be fun. Uh you're located outside of the US, so I thought it'd be fun to put you to the test here with which US city is ClickUp's headquarters located in? San Francisco, San Diego, Austin, or Miami? Well, it is definitely San Diego. All right. [clears throat] That is correct. You got it. I don't normally reveal the answer, but having somebody on live makes it fun to do. It is San Diego, even though uh there are folks from ClickUp who've spent a good amount of time in Miami. Um and other places as well. They've got other offices going, but the headquarters is still in San Diego. We talked about that a little bit on the show before. So that is that's your payoff if you watched the show before. And that brings us to the end of ClickUp Weekly. I mentioned earlier, but make sure you subscribe to the channel, leave a comment with anything you'd like to see, recommend a guest, let me know if you want me to bring Alex back on if he's allowed. Email us at show@zenpilot.com with any ideas for content. Um Alex, thanks for making time to jump on today. Any other um tips or advice for folks before we end the show? As you're looking at changing things in ClickUp and because something might not be working, something can be better, just don't change things brainlessly. Think about what is that you want first, have a clear problem mapped, think about a solution, only then act on it. Don't act without thinking. That's the most important part. Yeah. I think it's huge. There's so many teams who are just inflicting like constant change on their on their teams. Well, that's great. Alex, thanks for jumping on. Look forward to doing more of these with you. And thank you all for watching this