How to Use ClickUp Brain: Step-by-Step Guide

ClickUp Brain is the AI workspace inside ClickUp that helps you write, summarize, and manage tasks faster, all without leaving your projects.

This how-to guide walks you through setting up and using the main ClickUp Brain features so you can turn scattered work into clear, actionable plans.

Getting Started With ClickUp Brain in ClickUp

Before you use any AI tools, make sure ClickUp Brain is available in your workspace.

Step 1: Open ClickUp and access ClickUp Brain

1. Log in to your ClickUp workspace.

2. Open any task, Doc, or Chat view.

3. Look for AI entry points, such as an AI button in the toolbar or prompts inside text fields. These are powered by ClickUp Brain.

If your plan includes ClickUp Brain, you will see AI suggestions and prompts embedded directly in your interface.

Step 2: Understand where ClickUp Brain appears

You will encounter ClickUp Brain in several places, including:

• Task descriptions and comments

• ClickUp Docs and notes

• Whiteboards and brainstorming spaces

• Dashboards and reporting areas

Each area offers different AI options tailored to how you work.

Using ClickUp Brain to Draft and Edit Content

ClickUp Brain helps you quickly create structured content like briefs, SOPs, and meeting notes inside ClickUp.

Step 3: Draft content with AI in ClickUp Docs

1. Create or open a Doc in ClickUp.

2. Place your cursor where you want to generate content.

3. Open the AI tools (for example, using the AI button in the Doc toolbar).

4. Choose a template or write a prompt such as Create a project brief for a website redesign.

5. Review the draft created by ClickUp Brain and edit it to match your goals.

You can use AI to generate outlines, detailed sections, or a full draft, then refine the content manually.

Step 4: Rewrite and improve existing text

1. Select a block of text in a Doc, task, or comment.

2. Open the AI rewrite options powered by ClickUp Brain.

3. Choose actions such as:

   • Shorten

   • Expand

   • Change tone (formal, friendly, concise)

   • Fix grammar and spelling

4. Replace or merge the AI suggestion with your original text.

This helps you polish documentation, task descriptions, and client updates without leaving ClickUp.

How to Summarize Work With ClickUp Brain

ClickUp Brain can summarize long threads, Docs, or project details so you can understand status at a glance.

Step 5: Summarize tasks and comments in ClickUp

1. Open a task with a long description or many comments.

2. Access the AI summary option in the task view.

3. Ask ClickUp Brain to summarize the discussion or status.

4. Review the summary and save it in the task description or as a comment.

Use this when you join a project midstream or need a quick recap before meetings.

Step 6: Summarize Docs and meeting notes

1. Open the Doc with detailed notes or requirements.

2. Invoke AI from the Doc toolbar.

3. Choose a summarize or key takeaways option.

4. Insert the summary at the top of the Doc or into a new section.

This makes it easier for new stakeholders to understand the context without reading every line.

Using ClickUp Brain to Create Tasks and Action Items

Another core benefit of ClickUp Brain is turning ideas and notes into actionable tasks inside ClickUp.

Step 7: Convert text into tasks

1. Open a Doc, meeting notes, or long task description.

2. Highlight bullet points or paragraphs that describe work.

3. Use the AI tools to identify and extract action items.

4. Let ClickUp Brain turn them into tasks or subtasks with:

   • Titles

   • Assignees (when possible)

   • Due dates or timeframes

5. Review and adjust details before saving.

This helps you move from brainstorming to an organized backlog more quickly.

Step 8: Generate checklists and subtasks in ClickUp

1. Open a task where you need a detailed workflow.

2. Describe the goal in the task description.

3. Ask ClickUp Brain to create a step-by-step checklist or subtasks.

4. Edit the generated work items, then assign owners and dates.

Use this when you are standardizing processes like onboarding, campaign launches, or product releases.

Ask Questions Across Your Workspace With ClickUp Brain

ClickUp Brain can answer questions based on content in your workspace and reduce time spent searching.

Step 9: Ask workspace-aware questions in ClickUp

1. Open an area where AI chat or prompts are available.

2. Type a question about current work, such as:

   • What are the open tasks for this release?

   • Summarize the latest updates for the marketing sprint.

3. Let ClickUp Brain gather context from tasks, Docs, and related items.

4. Use the response to inform decisions or prepare status updates.

This reduces manual searching through lists, comments, and files.

Best Practices for Using ClickUp Brain Effectively

To get the most value from ClickUp Brain inside ClickUp, follow these guidelines.

Step 10: Write clear prompts

When you talk to ClickUp Brain, give specific instructions:

• Define the goal: explain whether you need an outline, summary, task list, or email draft.

• Provide context: mention the project name or audience.

• State constraints: include word count, tone, or format.

Clear prompts lead to more accurate, useful AI output.

Step 11: Always review ClickUp Brain output

Even when ClickUp Brain gives strong results, you should:

• Check facts and data.

• Align tone with your brand or team style.

• Update tasks and dates to match reality.

Think of the AI as a fast assistant that still needs your judgment.

Learn More About ClickUp Brain

To go deeper into specific AI features, explore the original overview of top capabilities on the ClickUp Brain features blog. You can also combine this with broader workspace optimization strategies from consultants such as Consultevo to design efficient systems around your AI-powered workflows.

By following these steps, you can quickly set up ClickUp Brain, draft and refine content, summarize complex work, and convert ideas into trackable tasks, all within ClickUp.

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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