# ClickUp Structure Discovery Worksheet

Use this during setup to map the user's real ClickUp structure.

## Default operating area

- Default workspace:
- Default space:

## General task routing

- General to-do list:
- Default assignee for general to-dos:
- Default due-date rule for general to-dos:

## Idea routing

- Default ideas list:
- Should ideas be assigned by default?
- Should ideas get due dates by default?

## Project routing

- How are projects organized?
  - lists
  - folders
  - spaces
  - mixed
- When the user names a project, how should the agent find the destination?

## User language mapping

- What does the user mean by "my task list"?
- What does the user mean by "ideas"?
- What does the user mean by "put this in the project"?
- Are there shorthand project/client names the agent should understand?

## Exceptions / special rules

- Are there buckets the agent should never use without confirmation?
- Are there buckets where due dates should not be auto-added?
- Are there buckets where assignees should not be auto-set?