Getting Started With ClickUp AI Tools
ClickUp offers built-in AI tools that help you write faster, summarize work, and manage tasks directly inside your workspace. This guide shows you exactly how to access, use, and manage these AI features step by step.
What ClickUp AI Tools Can Do
The AI tools in ClickUp are designed to support different roles and workflows. They can help you create content, improve writing, and work with existing task data so you spend less time on manual updates.
With these tools, you can:
- Generate new content for tasks and docs
- Summarize long comments, threads, and Docs
- Transform text to match a new tone or length
- Use role-based assistants for specialized work
- Reference task details directly in prompts
All of these features are available from several places inside the platform, so you can trigger AI where you are already working.
How to Access ClickUp AI
You can open the main AI tools from three primary locations inside your workspace. Each option works the same way but starts from a different part of the interface.
Open ClickUp AI From the Toolbar
- Sign in to your workspace.
- Look for the toolbar at the bottom of your screen.
- Select the AI icon to open the AI modal.
- Choose a role-based assistant or a prompt template to get started.
This is the fastest way to launch the general AI assistant anywhere in the app.
Open ClickUp AI From Docs
- Open any Doc inside your workspace.
- Place your cursor where you want to generate or edit text.
- Select the AI icon in the Doc toolbar.
- Pick a suggested prompt or enter your own request.
Here, the AI tools can work directly with the content in your Doc, so you can write and refine without leaving the page.
Open ClickUp AI From Task Descriptions
- Open a task with a description field.
- Click inside the description area.
- Select the AI button in the editor toolbar.
- Use a preset prompt or type a instruction that refers to the task.
When opened from a task description, the assistant can reference the task’s own data and related content to improve the response.
Using ClickUp AI Role-Based Assistants
The AI tools include specialized assistants designed for different job functions. Each one uses tailored prompts to support common use cases.
Choose a ClickUp AI Assistant by Role
To select an assistant:
- Open the AI modal from the toolbar, a Doc, or a task.
- Browse the available role-based assistants.
- Select the assistant that best matches your work, such as product, marketing, or project management.
- Review the list of suggested prompts for that role.
Each assistant includes curated prompts that are optimized for its specific responsibilities, so you can get started quickly without designing your own prompts from scratch.
Use Suggested ClickUp AI Prompts
Once you choose an assistant, you will see a range of prompt options, such as:
- Brainstorming ideas
- Writing outlines
- Drafting emails or updates
- Summarizing content
- Transforming or improving text
To use a prompt, select it, add any needed details, and then run it. You can then revise, regenerate, or expand the results.
Using Task-Aware ClickUp AI Prompts
Some prompts can automatically reference information from your current task, including linked content and related items. These are called task-aware prompts.
What Task-Aware ClickUp AI Can Reference
When using task-aware prompts, the assistant may be able to use:
- Task title and description
- Subtasks and checklists
- Comments and activity threads
- Linked Docs and Whiteboards
- Custom fields and other metadata
This allows the assistant to generate more accurate summaries, updates, and drafts using the context already stored in the task.
Run Task-Aware Prompts in ClickUp
- Open a task that contains the information you want to work with.
- Launch AI from the description or from an enabled text field.
- Choose a task-aware prompt, such as a summary or status update request.
- Review the generated output and insert it into the task when it looks correct.
The assistant uses the accessible task context, but you always stay in control of what gets saved.
Using AI Tools in Docs, Tasks, and More
You can trigger the AI assistant from several rich text locations, especially where you write or store content.
Use ClickUp AI in Docs
Inside Docs, you can:
- Generate new sections or full drafts from scratch
- Rewrite selected passages to improve clarity or tone
- Summarize long sections for quick overviews
- Change the length of content, such as making it shorter or more detailed
Select text to transform it, or place the cursor in an empty area to generate new content.
Use ClickUp AI in Task Descriptions and Comments
Inside tasks, you can:
- Draft detailed task descriptions
- Summarize long comment threads
- Write status updates or progress reports
- Rephrase notes for different audiences
This helps keep your work items clear and up to date without manual rewriting.
Managing ClickUp AI Responses
When the assistant returns a result, you can refine and control how it is used.
Edit and Regenerate Content
For any AI output, you can:
- Regenerate to get a fresh version
- Ask the assistant to shorten or expand the text
- Change tone to make it more formal, casual, or neutral
- Copy the result to use elsewhere
After adjusting, insert the final version into your Doc, task, or comment.
Insert or Discard ClickUp AI Output
You always approve AI content before it becomes part of your workspace. When you are satisfied, select the option to insert it. If it does not fit your needs, you can close or discard it and try a different prompt.
Learn More About ClickUp AI
For a complete feature overview, including the latest updates to AI tools, see the official help center article on what ClickUp AI tools are and how they work.
If you want expert help optimizing your workspace, processes, and content strategy around these tools, you can explore consulting resources such as Consultevo for additional guidance.
By following the steps in this guide, you can quickly begin using the AI features inside your workspace to write, summarize, and manage work more efficiently.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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