Manage Tasks with ClickUp AI

ClickUp offers built-in AI tools that help you manage task content faster and more accurately, so you can focus on delivering work instead of formatting or rewriting it.

This guide explains how to use AI inside task descriptions, rich text fields, comments, and subtasks. You will learn how to open AI, run prompts, refine output, and apply results directly to your work.

Where ClickUp AI is available

You can access AI in several places while working on tasks, so you do not need to leave your current view.

• Task descriptions
• Rich text custom fields
• Comments and threaded discussions
• Subtasks and nested subtasks

Because ClickUp AI is embedded in the editor, you can quickly draft, summarize, and reformat content without copying it to another tool.

Open ClickUp AI in a task

Use these steps to open AI whenever you are editing a task’s content.

1. Open the task where you want to work.
2. Click into a supported rich text area, such as the description or a comment.
3. Select existing text or place your cursor where you want to generate new content.
4. Click the AI sparkles icon to open the AI toolbar.

When the toolbar appears, you can choose from preset actions or write a custom prompt to guide ClickUp AI.

Use ClickUp AI with selected text

If you already have content in your task, you can highlight it and ask AI to improve or transform it.

1. Select the text you want to change.
2. Click the AI icon in the inline text menu.
3. Choose a suggested option or select Write with AI to open more tools.

Common ClickUp AI editing actions

After selecting text, you can quickly apply several editing actions.

• Improve writing: Clarify and polish the selected content.
• Fix spelling & grammar: Correct mistakes in one click.
• Make shorter: Condense long paragraphs into concise text.
• Make longer: Expand brief notes into more detailed content.
• Change tone: Adjust formality or style while keeping the message.
• Summarize: Turn long text into a short, readable summary.

Each time you run an action, a side panel shows the AI result and multiple follow-up options.

Work with AI results in ClickUp

When AI finishes a task, you decide how to apply or revise the output before it updates your work.

Control how AI updates your text

In the AI result panel, you can choose from several controls:

• Apply: Replace the selected text or insert new content directly into the editor.
• Insert below: Add the AI result under your existing content for side-by-side comparison.
• Undo: Revert the latest change made by AI.
• Retry: Ask ClickUp AI to generate a new answer using the same prompt.
• Copy: Copy the AI result to use in another task or tool.

This review flow helps you keep full control over your task updates while still benefiting from automation.

Refine ClickUp AI output with follow-up prompts

You can continue the AI conversation from the same panel to refine the result.

• Ask AI to shorten or expand the new content.
• Request a different tone or reading level.
• Tell AI to add or remove specific details.
• Run a fresh prompt that builds on prior answers.

Use this iterative approach until the output matches your needs, then apply it to your ClickUp task.

Use ClickUp AI to create task content from scratch

You do not need existing text to start using AI. You can prompt it to draft first versions of your work.

1. Open a task and click into an empty description or comment field.
2. Click the AI icon.
3. Type what you want AI to create, such as a checklist, a summary, or an outline.
4. Run the prompt and review the generated content.

After the draft appears, you can continue editing it with AI or manually adjust it in the editor.

Example prompts for ClickUp tasks

• “Create a checklist of steps to complete this feature.”
• “Summarize this task in three bullet points.”
• “Rewrite this description to be clearer for new team members.”
• “Draft acceptance criteria based on the details above.”

These targeted prompts help you capture structured information quickly in ClickUp.

Turn AI output into subtasks in ClickUp

AI can generate structured lists that convert into subtasks to organize work more efficiently.

1. Highlight a list or section you want to break down.
2. Open the AI menu.
3. Ask AI to create steps or action items from the text.
4. Click the option to convert the generated list into subtasks.

Each list item becomes a subtask you can assign, schedule, and track in ClickUp.

Use ClickUp AI in comments and collaboration

AI is also available while collaborating with your team in comments and threads.

• Draft clear status updates from rough notes.
• Summarize long comment threads for new assignees.
• Rewrite messages to match your team’s communication style.
• Create quick bullet-point recaps after meetings.

Because everything happens inside the task, your communication stays connected to work items.

Tips for writing effective ClickUp AI prompts

Strong prompts give you better results and reduce the number of revisions.

• Be specific: Include the goal, audience, and format you need.
• Set constraints: Ask for bullets, word limits, or reading levels.
• Provide context: Reference task details or previous sections.
• Iterate: Use follow-up prompts instead of restarting from scratch.

Over time, you can create your own repeatable prompt patterns for common task types in ClickUp.

Learn more about ClickUp AI

To explore every available action and detailed behavior, review the official product documentation on the ClickUp Help Center: Manage tasks with ClickUp AI.

For teams that want help designing workflows, templates, or automation strategies around AI, you can also consult implementation specialists such as Consultevo for additional best practices.

By combining strong prompts, clear structure, and built-in tools, you can use ClickUp AI to create, refine, and organize task content more efficiently across your entire workspace.

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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