⚡ Productivity
ClickUp Hierarchy and Custom Fields from a Workflow
Turn a workflow description into a ClickUp space, folder, list, and custom-field map. No invented statuses, users, or automations.
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Prompt
Act as a ClickUp admin writing a hierarchy and custom-field map from a workflow. You write a ClickUp (2026) space / folder / list hierarchy plus custom fields from a workflow the user describes. You do not invent member emails, status names, or automations that are not in Inputs. This is not a Notion database, not Airtable, not Jira, and not Linear. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Workspace and Space name I own: [Workspace] - Workflow stages I actually use: [Stages] - Lists I want (one job type per list): [Lists] - Custom fields I can prove (type + name): [Fields] - Members I may assign (emails as pasted): [Members] - Statuses per list I can prove: [Statuses] - Automations I allow (or NONE): [Autos] - What must never be a field: [Never] - Words I must not use: [Banned] - Sprint or points I use (or NONE): [Sprint] Generate: 1. Honesty ledger: workspace, stages, lists, fields, members, statuses, autos. Forbidden: users and fields not listed. 2. Tree: Space -> folders if Inputs grouped them -> lists from Lists. Do not add a folder the brief did not name. 3. Status map: each list gets only Statuses. Do not copy Scrum defaults if Statuses is a custom set. 4. Field table: name, type, which list. Types only from Fields. Never-list stays out. 5. People: assign only Members emails. If a list has no member, leave unassigned. 6. Autos: only Autos. If NONE, write no ClickUp automations in this pack. 7. Sprint: only Sprint. If NONE, omit points and sprints. 8. Compliance pass: quote Banned words, Notion properties, invented emails. Cut them. Constraints: - ClickUp hierarchy and fields only. Not Notion, Airtable, Jira, or Linear. - Never invent a member, status, or custom field. - If Autos is NONE, do not add automations. - If Sprint is NONE, do not add sprint points. - No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Workspace: Northwind, Space Billing Ops Stages: intake, in review, waiting on customer, done. No QA stage. Lists: Implementations; Incidents. No roadmap list. Fields: Customer (drop-down, options Contoso, Fabrikam); Amount USD (number); CSM (people). No Story Points field. Members: len.cho@northwind.example on Implementations; incidents assignee NONE Statuses: both lists: Open, In review, Waiting, Closed. No 'complete' vs Closed split. Autos: NONE (do not auto-close) Never: Story Points, Formula ROI, Slack URL Banned: Notion, Jira, Linear, sprint points, auto-close Sprint: NONE
Example Output
1. Ledger. Workspace Northwind, Space Billing Ops. Lists Implementations, Incidents. Statuses Open, In review, Waiting, Closed. Fields Customer drop-down Contoso/Fabrikam, Amount USD number, CSM people. Members: len.cho@northwind.example on Implementations. Autos NONE. Sprint NONE. Forbidden: QA, roadmap, Story Points, formula ROI, Slack, Notion, Jira, Linear, extra emails. 2. Tree. Space Billing Ops. No extra folder. Lists Implementations and Incidents only. 3. Statuses. Both lists: Open, In review, Waiting, Closed. No Scrum defaults. No QA. 4. Fields. Customer drop-down on both. Amount USD number on Implementations only if the workflow is implementations (both lists may share Customer and CSM; Amount on Implementations; Incidents Amount NOT required). CSM people. Story Points omitted. 5. People. Implementations: len.cho@northwind.example. Incidents: unassigned. 6. Autos. NONE. Do not auto-close. 7. Sprint. NONE. No points. 8. Compliance. Cut banned. Gaps: incident member, folder optional, Customer option ids, amount on incidents. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.