Fall 2025 ClickUp Features For Your Small Business

Here’s the thing. At Tuck, we’re avid ClickUp users. But we’re also an advocates for small businesses. We help small businesses leverage project management skills, methodologies, and tools, to scale more quickly and sustainably. In this article, we’re packaging up all of our favorite new ClickUp features that we use, and use to help other small businesses, boost productivity.

Can ClickUp automations detect specific words in task names and take action?

Automations can now include conditions for specific language in task names or when a name was changed, and actions to change a task’s name, unlocking all sorts of powerful new workflows. Rename, assign, classify and move tasks based on simple key words, no custom fields required!

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Automations can now include conditions for specific language in task names or when a name was changed, and actions to change a task's name, unlocking all sorts of powerful new workflows.

How do I add ClickUp AI notetaker to unplanned calls?

Connect your ClickUp AI Notetaker to unplanned calls simply by pasting the meeting link. Don’t miss another recording or transcript again!

How do I restrict access to ClickUp form links?

Lock down your forms! Now yuo can disable the default state of publicly accessible form links and require users to sign-in to ClickUp before submitting responses.

Lock down your forms! Now you can disable the default state of publicly accessible form links and require users to sign-in to ClickUp before submitting responses.

How do I set conditions for when a ClickUp AI Agent should run?

Add more specific constraints to your AI Agents to only fire when you need them. In addition to the natural language condition text box available on some agents

How do I manage multiple workstreams in a single ClickUp space?

Enable the new Task Type column in your list views to easily see and sort by different types of work. Combine this with ClickUp’s new Custom Fields by Task Type (currently in beta) — segmenting custom fields by type rather than by location — to much more effectively manage various workstreams in a single space, each with its own parameters and action items.

A screenshot of how to display task types as their own column in a ClickUp List.

Can ClickUp automatically delete chat messages and attachments?

Enterprise workspaces can now set their own custom data retention policies to automatically delete for chat messages and attachments or keep them forever.

A screenshot of how to control how often ClickUp deletes chat history.

How can I quickly visualize ClickUp data with AI dashboards?

Utilize new prebuilt AI dashboards to instantly visualize data from your lists, tasks, and comments. The AI Personal Center and AI Team Center templates include preset AI and non-AI cards to help manage your work with no setup.

Alex Morgan

Professional Services Practice and Project Management Professional

Alex Morgan (he/him/his) is the IT Professional Services Practice Lead at Tuck Consulting Group. In 2021, Alex began with Tuck as a pro bono consultant for local nonprofits and instantly clicked with the company culture, mission, and clients. Working with diverse clients in tech and adjacent sectors has afforded a breadth of relationships and invaluable strategic insight.

Alex works remotely from Burlington, Vermont. He is a certified ClickUp Expert and is certified with the HubSpot Content Management System and HubSpot Marketing Hub.

When work is over for the day, Alex enjoys live music, NBA basketball, and critiquing TV shows with his daughter (we are equally intrigued to hear more about this last one).