AI Fields in ClickUp: Step-by-Step How-To Guide

AI Fields in ClickUp let you automatically generate and update task information with built-in AI, so you can keep work consistent and save time on manual edits.

This guide walks you through how to set up, configure, and use AI Fields from start to finish, based strictly on official product behavior.

What AI Fields in ClickUp Can Do

AI Fields are a special field type you add to views and tasks. Instead of storing static data, they use an AI prompt to generate content using information from the task and custom fields.

With AI Fields in ClickUp, you can:

• Auto-generate summaries, descriptions, or status narratives for tasks.
• Create standardized responses or notes for tickets and requests.
• Produce cleaned-up, formatted text from raw task data.
• Keep key fields updated as information in the task changes.

Each AI Field stores its own prompt and settings, so different fields can generate different outputs on the same task.

Requirements to Use AI Fields in ClickUp

Before you start, confirm that AI Fields are available in your workspace. In ClickUp, AI features may depend on your plan, workspace settings, and admin configuration.

At a minimum, you need:

• Access to a Space, Folder, or List where you can manage Custom Fields.
• Permission to add and edit Custom Fields in that location.
• AI features enabled for the workspace by an admin, if required by your plan.

How AI Fields Work in ClickUp

AI Fields follow a simple model inside ClickUp:

1. You create an AI Field as a Custom Field on a List or higher level.
2. You define a prompt that tells AI what to generate.
3. The field pulls data from the task and related records.
4. You run AI once or keep it in sync with task changes.

The output from an AI Field is stored in the field itself, just like regular text. You can read it in views, open it in tasks, and include it in exports where supported.

How to Create an AI Field in ClickUp

Follow these steps to add a new AI Field in ClickUp:

Step 1: Open the correct location in ClickUp

1. Navigate to the Space, Folder, or List where you want to use the AI Field.
2. Open a List view that shows tasks in a table format for easier field management.

Step 2: Add a new Custom Field

1. In the List view header, locate the + icon or Add column option for Custom Fields.
2. Select Add Custom Field.
3. From the field type options, select AI Field (it may appear under a category such as “Advanced” or “AI”).

Step 3: Configure the AI Field

Once you select the AI Field type, configure it:

1. Name the field
   Give the AI Field a clear, descriptive name, for example:
   • “AI Summary”
   • “AI Release Notes”
   • “AI Ticket Response”
2. Write the AI prompt
   Use a direct instruction describing what you want. Examples:
   • “Summarize this task in 2 short sentences, using plain language.”
   • “Write a customer-friendly response explaining the current status of this ticket.”
   • “Create a brief changelog entry using the task title and description.”
3. Choose input data (if options are available)
   Select which task fields the AI can use, such as:
   • Task name
   • Description
   • Custom Fields (e.g., Priority, Status, Tags)
   • Comments or activity details, when supported
4. Set update behavior
   Depending on the options provided, choose whether the AI Field:
   • Runs on demand only when you click to generate.
   • Updates automatically when selected task data changes.
5. Save the AI Field
   Click Create or Save to add the AI Field to your current view and location.

How to Use AI Fields on Tasks in ClickUp

After setup, you can start using AI Fields directly within tasks in ClickUp.

Generate content for a single task

1. Open a task that includes the AI Field you created.
2. Locate the AI Field in the task sidebar or custom fields section.
3. Click the Generate or Run button on the field.
4. Wait for the AI to produce content based on the prompt and task data.
5. Review the generated output and, if needed, manually edit or refine it.

Regenerate or update field content

You can refresh AI content when task details change:

1. Open the task with the AI Field.
2. Click the Regenerate button, or use the context menu for the field if shown.
3. Review the updated text to ensure it reflects the latest information.

If your AI Field is configured for automatic updates, it may refresh when key inputs are modified. Use manual regenerate if you want more control in ClickUp.

Managing AI Fields Across Views in ClickUp

Because AI Fields are Custom Fields, they can appear in multiple views and locations in ClickUp.

Add an existing AI Field to another view

1. Open a different view that supports Custom Fields, such as another List view.
2. Click + Add column or the Custom Fields control.
3. Search for the existing AI Field by name.
4. Select it to add it as a column in that view.

This lets you review AI-generated content alongside other columns like Status, Assignee, and Due Date.

Edit AI Field settings

You can adjust how a field behaves without recreating it:

1. In a List view, hover over the AI Field column header.
2. Open the column menu (often shown as three dots).
3. Select Edit field or Field settings.
4. Update the prompt, input fields, or behavior options.
5. Save your changes. Updates will apply wherever the AI Field is used in ClickUp.

Best Practices for AI Fields in ClickUp

To get high-quality, reliable results from AI Fields in ClickUp, follow these practices.

Write clear prompts

• Be specific about length and tone (for example, “2 sentences, neutral tone”).
• Mention any fields that are important (for example, “Use Priority and Due Date”).
• State the audience (for example, “Explain for a non-technical customer”).

Use AI Fields for repeatable formats

AI Fields work best when you want consistent, repeatable patterns across many tasks, such as:

• Standard ticket responses.
• Issue or bug summaries.
• Release note entries.
• Project update blurbs.

Review and refine regularly

• Scan AI output for accuracy before sharing.
• Adjust prompts when you see repeated issues.
• Use manual edits to correct task-specific details.

Limitations and Notes for ClickUp AI Fields

When working with AI Fields in ClickUp, keep the following in mind:

• AI output is generated text and may contain mistakes or outdated information if task data is not current.
• Some advanced AI features depend on your plan and workspace configuration.
• Bulk generation or automation options may vary and can change as the product evolves.

For the most accurate, up-to-date details on capabilities and limitations, review the official help article on AI Fields at this ClickUp support page.

Next Steps with ClickUp and AI

Once you are comfortable with AI Fields in ClickUp, you can expand your use of AI by combining fields with other features like templates, automations, and standardized processes.

If you want expert help with implementation, workflow design, or AI optimization for ClickUp, you can explore professional consulting resources such as Consultevo for tailored guidance.

By designing clear prompts, applying AI Fields to structured workflows, and reviewing the generated content, you can significantly reduce manual writing and keep your ClickUp tasks up to date with minimal effort.

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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