How to Use ClickUp AI Step by Step

ClickUp offers a built-in AI assistant that helps you write faster, summarize work, and automate routine tasks directly inside your productivity workspace. This guide walks you through exactly how to turn it on, where to find it, and how to get the most value from AI in your daily workflows.

The instructions below are based on the official product walkthrough so you can confidently start using AI as soon as it is enabled in your workspace.

Getting Started With ClickUp AI

Before you can use the assistant, you need to make sure AI is available and active in your workspace.

Step 1: Check Your Plan and Permissions

AI is an add-on that sits on top of your existing account.

• Confirm that your workspace has AI enabled as an add-on.
• Ensure that your account has permission to use the feature in Docs, tasks, and comments.
• If you are not an admin, ask a workspace owner to verify the settings.

Step 2: Locate AI in the ClickUp Interface

Once AI is active, you can access it from several areas of the platform:

• Inside Docs, through the inline toolbar or slash commands.
• Within tasks, in the description field, comments, or custom fields that support rich text.
• In other text areas where the AI icon or prompt bar appears.

Where you use it will depend on the type of content or summary you want to generate.

Using ClickUp AI in Docs

The most common place to start with ClickUp AI is in Docs, where you draft briefs, notes, procedures, and knowledge base content.

Create and Improve Content in Docs

To write or refine text in a Doc:

1. Open or create a Doc in your workspace.
2. Place your cursor where you want to add or edit content.
3. Use the AI icon or a slash command to open the assistant panel.
4. Choose a suggested prompt or type your own clear instruction, such as “Draft a project kickoff brief” or “Improve clarity and fix grammar.”
5. Review the generated text and insert it into the Doc, or regenerate if needed.

AI can help with tasks like:

• Outlining long-form content.
• Rewriting sections for tone or readability.
• Generating examples, bullet lists, or FAQs.

Summarize Long Docs With ClickUp AI

When a Doc is long or complex, you can use AI to quickly extract the key points:

1. Open the Doc that you want to summarize.
2. Select the portion of text you want help with, or leave nothing selected to summarize the entire Doc.
3. Invoke AI from the toolbar or command menu.
4. Choose a summary-style prompt such as “Summarize this page” or “Create action items from this content.”
5. Insert the summary into the Doc or copy it to share in a task or message.

This is especially useful for meeting notes, research documentation, and project plans that many teammates need to scan quickly.

Using ClickUp AI in Tasks

AI is also deeply integrated into tasks so you can clarify requirements, capture updates, and speed up communication.

Draft Task Descriptions With ClickUp AI

To create a clear task description:

1. Open a task where the details are missing or incomplete.
2. Click in the description area.
3. Launch AI and tell it what you want, for example, “Create a step-by-step task description for designing a new homepage banner.”
4. Review the generated outline and adjust any details to match your process.
5. Save the description so your team knows exactly what to do.

This helps standardize how information is captured without spending extra time writing from scratch.

Summarize Task Activity and Comments

When tasks have long histories, ClickUp AI can turn the activity feed into a digestible summary:

1. Open a busy task with many updates or comments.
2. Access AI from the comments or description area.
3. Use a prompt like “Summarize recent updates and decisions in this task.”
4. Insert or copy the summary so stakeholders can quickly understand progress and next steps.

Summaries are valuable for handoffs, standup prep, and status reports.

Speed Up Comments and Replies

AI can help you respond quickly while maintaining a professional tone:

• Generate a reply draft based on a previous comment.
• Adjust tone to be more concise, formal, or friendly.
• Turn bullet notes into a clear update message.

You stay in control by editing every response before posting it.

Prompting Best Practices for ClickUp AI

Well-structured prompts produce better results. Here are guidelines for writing effective instructions.

Be Clear and Specific

In any part of ClickUp, good prompts typically mention:

• The goal: what outcome you want (summary, draft, rewrite, checklist).
• The audience: who will read it (clients, teammates, executives).
• The format: bullet list, numbered steps, short paragraph, or long-form text.

For example: “Create a five-step onboarding checklist for a new marketing hire in bullet points” gives AI a precise target.

Provide Context From Your Workspace

Because AI works inside ClickUp, you can reference what is already on the screen:

• Ask it to summarize what is currently in the Doc or description.
• Highlight text and ask for a rewrite instead of pasting it separately.
• Point to the current task or project when generating updates.

Context-aware prompts reduce the need for repeated explanations.

Iterate and Refine the Output

Treat each AI result as a first draft:

1. Scan for accuracy and completeness.
2. Request changes such as “shorten this,” “make this friendlier,” or “add three examples.”
3. Regenerate sections if the first attempt misses key details.

A few quick rounds of refinement usually produce copy that is ready to share.

Practical Use Cases for ClickUp AI

Here are common scenarios where AI can significantly speed up your workday.

Meeting Notes and Action Items

• Capture raw notes in a Doc or task.
• Use AI to summarize the main decisions.
• Generate action items with owners and due dates to paste into tasks.

Project Planning and Briefs

• Draft project briefs, scopes, and requirements.
• Turn brainstorm bullets into structured plans.
• Standardize templates so every project starts with clear information.

Knowledge Base and SOPs

• Convert process notes into step-by-step procedures.
• Improve the clarity and tone of how-to guides.
• Summarize long documents into quick reference sections.

Tips to Use ClickUp AI Responsibly

AI is powerful, but human oversight remains essential.

• Always review content for accuracy and alignment with your policies.
• Avoid including sensitive or private information in prompts when it is not necessary.
• Use AI to assist your judgment, not replace it, particularly for decisions or approvals.

Keeping these practices in mind helps you maintain trust and quality while still benefiting from automation.

Where to Learn More About ClickUp AI

If you want deeper tutorials, workflows, or examples, you can explore several resources beyond this guide.

• Read the full product-focused walkthrough on the official blog: How to Use ClickUp AI.
• Work with implementation specialists and consultants, such as the team at Consultevo, to design ClickUp setups and AI workflows tailored to your organization.

Combining strong workspace structure with AI-enabled Docs and tasks gives your teams a central place to plan, execute, and document their work.

Start Using ClickUp AI Today

Once AI is enabled in your workspace, you can immediately experiment in Docs and tasks by drafting content, summarizing updates, and turning scattered notes into structured action plans. Begin with small, low-risk workflows, refine your favorite prompts, and then expand AI usage across your team so everyone can save time while staying aligned on the work that matters most.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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