Become a ClickUp AI Expert

ClickUp AI is built into your ClickUp workspace to help you write, summarize, and plan faster with tailored tools for every role. This guide shows you step by step how to open the AI assistant, choose the right tools, and build efficient workflows so you can become confident with ClickUp AI in your daily work.

Understand What ClickUp AI Can Do

Before using the AI, it helps to know the main ways it supports you inside ClickUp tasks, docs, and views. The assistant works contextually, based on where you open it and what is already written.

• Generate new content, like outlines, emails, and descriptions.
• Rewrite or improve existing text for clarity, tone, or length.
• Summarize long pages, threads, or documents.
• Create role-based content using specialized tools.
• Build and save your own prompts for repeatable workflows.

You can interact with the assistant inline, from the toolbar, or from dedicated AI panels depending on which part of the platform you are using.

How to Open ClickUp AI

You can access the assistant from several familiar locations. The exact entry point changes slightly depending on whether you are working in tasks, Docs, or Notepad, but the experience is designed to be consistent across ClickUp.

Open ClickUp AI in Docs

1. Open any Doc in your workspace.
2. Click into the body of the Doc where you want to work.
3. Use the AI icon in the formatting toolbar or open the slash command menu and select the AI option.
4. Choose from suggested tools, such as summarize, write, or rewrite, or start typing your own instructions.

The assistant reads the visible content in the Doc to tailor its output, so you can quickly summarize sections, generate new content, or refactor large blocks of text.

Open ClickUp AI in Tasks

1. Open a task from any List or view.
2. Click into the task description or a rich text field.
3. Select the AI icon in the toolbar to open the assistant panel.
4. Pick the most relevant tool or enter a clear, natural-language prompt.

The current task content and its surrounding context are used by the assistant to suggest better descriptions, checklists, or summaries.

Open ClickUp AI in Notepad and Other Areas

1. Open Notepad from the sidebar.
2. Select the AI icon in the editor toolbar.
3. Choose a tool or type your own prompt, just like in Docs and tasks.

The same pattern applies anywhere the AI icon is available. This consistency makes it easy to apply the same habits across different ClickUp features.

Use Role-Based ClickUp AI Tools

The assistant offers specialized tools designed for different jobs. You can select one of these to instantly shape the behavior of the AI without writing a detailed prompt every time.

Choose a Role-Specific Tool

1. Open the AI panel in your preferred location.
2. Look for the list of tools organized by role or use case.
3. Select a tool that matches your current task, such as project management, marketing, sales, or support.
4. Optionally, refine the instructions with more detail about your goal or audience.

Picking the right tool provides structure for the output, such as suggested sections for a project plan or key elements for a marketing brief.

Customize the Output for Your Workflow

After the assistant generates a result, you can quickly adapt it:

• Ask the AI to change tone, length, or complexity.
• Request more examples, bullets, or action items.
• Regenerate with new constraints, such as a different audience.

Every refinement helps you train your own ideal patterns inside ClickUp, so future prompts become faster and more accurate.

Work Faster with Canned ClickUp Prompts

Canned prompts are reusable instructions you can select with one click. They are especially useful for frequent tasks that follow a clear pattern, such as status updates or summaries.

Use Built-In Canned Prompts

1. Open the AI panel in a task, Doc, or note.
2. Browse the list of suggested canned prompts related to your context.
3. Select a prompt like “Summarize this page” or “Create action items.”
4. Review the result and insert it where needed.

This approach saves time because you do not need to rewrite the same instructions each time you use ClickUp AI.

Create Your Own Canned Prompts in ClickUp

1. Start from a successful prompt you have already used.
2. Refine it until the output consistently matches your expectations.
3. Save it as a reusable prompt following your workspace’s naming standards.
4. Share guidelines with your team on when and how to use it.

Over time your team can build a library of prompts tailored specifically to your processes, making ClickUp more powerful for everyone.

Build ClickUp AI Workflows Step by Step

You can chain prompts and tools together into lightweight workflows that you run whenever you start a new project or need to repeat a common process.

Example Workflow: From Raw Notes to Action Plan

1. Capture notes: Add unstructured notes to a Doc or task.
2. Summarize: Use the “Summarize” tool to create a concise overview.
3. Extract tasks: Run a prompt that converts the summary into a list of clear action items.
4. Organize: Turn those items into checklist entries or new tasks in the appropriate List.
5. Refine communication: Use a role-based tool to draft an update message or stakeholder brief.

Each step can be saved as a prompt and reused, so your ClickUp AI process becomes a repeatable system instead of a one-off experiment.

Tips for Reliable ClickUp AI Results

• Give clear, specific instructions and include the goal for each prompt.
• Mention the audience and preferred tone, such as casual or formal.
• Use short, iterative prompts instead of one long, complex request.
• Always review and edit the generated content before sharing.

Following these habits helps you maintain quality and consistency while still benefiting from automation.

Collaborate with Your Team Using ClickUp

Teams can standardize how they use the assistant so everyone benefits from shared patterns and best practices.

Share AI Practices Across Your Workspace

• Document recommended prompts and tools in a shared Doc.
• Agree on naming conventions for saved prompts and templates.
• Encourage teammates to test new use cases and share results.
• Review and refine your shared library on a regular schedule.

Collaborative standards make ClickUp AI more predictable and easier to adopt across roles and departments.

Learn More About ClickUp AI

To go deeper, explore official documentation and expert resources. The original guide to becoming an AI expert is available on the ClickUp help center at this page. For additional strategy help, workflows, and implementation ideas, you can also visit Consultevo for consulting and training resources.

By learning how to open the assistant quickly, selecting the right role-based tools, using canned prompts, and building simple workflows, you can become a ClickUp AI expert and dramatically reduce the time you spend drafting, organizing, and summarizing your work.

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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