How to Use ClickUp AI Step by Step

ClickUp offers built-in AI features that help you write, summarize, and manage work faster directly inside your workspace. This how-to guide walks you through using these tools so you can create and refine content with less manual effort.

Below, you will learn how to access AI, choose prompts, customize results, and apply AI safely and effectively in your tasks, docs, and other work areas.

Getting Started With ClickUp AI

To begin, you need access to the AI features available within your workspace. These tools are integrated into familiar areas, so you can work without switching apps.

Where to Find ClickUp AI

You can open AI in different places depending on what you are working on. In general, look for AI icons or prompt menus in writing and text fields. When you select AI, you will see ready-made prompts designed for common workflows like drafting content, organizing information, or summarizing text.

How ClickUp AI Prompts Work

AI prompts are templates that guide the system to perform a specific action. Each prompt is tuned for a typical job-to-be-done. For example, some prompts help you summarize a long document, while others help you generate ideas or rephrase existing content.

Typical prompt types include:

• Summarize or extract key points from existing text.
• Draft content from scratch using short instructions.
• Rewrite text for clarity, tone, or structure.
• Generate action items or next steps based on information you provide.

Using ClickUp AI to Generate Content

You can use AI to create new content that fits into tasks, notes, or documents. This is especially useful when you need a first draft or want to explore ideas quickly.

Steps to Create New Content With ClickUp AI

1. Open a task, doc, or space that supports AI.
2. Place your cursor where you want new content to appear.
3. Select the AI option or open the AI prompt menu.
4. Choose a suitable prompt such as an outline, draft, or idea generator.
5. Enter a short description of what you need, including any key details.
6. Run the prompt and review the generated output.
7. Edit, expand, or run another prompt to refine the result.

Using AI to generate a structured outline before writing can make longer documents easier to complete. You can then run additional prompts on specific sections to elaborate or change the style.

Improving Existing Text With ClickUp AI

Beyond drafting, you can use ClickUp AI to improve text you have already written. This is helpful for polishing updates, task descriptions, project briefs, or process documentation.

Rewriting and Polishing Content

To refine existing text, follow these steps:

1. Select the text you want to improve.
2. Open the AI menu associated with the selection.
3. Pick a rewrite prompt, such as simplify, expand, or change tone.
4. Optionally specify audience, length, or style in the instructions.
5. Apply the result or combine parts of the original and AI output.

You can run multiple prompts on the same passage until you reach the clarity, tone, and level of detail you want.

Summarizing Information With ClickUp AI

When you work with long docs or detailed task histories, summaries save time. AI can condense complex information into shorter, easier-to-scan sections.

Typical use cases include:

• Summarizing meeting notes into next steps and decisions.
• Condensing project updates into bullet-point highlights.
• Extracting risks, blockers, or key metrics from large reports.

To do this, select the relevant text or open the AI menu where the content lives, pick a summary prompt, and then review the result to ensure it captures the key points accurately.

Workflow Tips for ClickUp AI

To get more value from ClickUp AI, combine prompts and iteratively refine your content rather than relying on a single run.

Combining Multiple Prompts

A practical approach is to chain prompts in a short workflow:

1. Use a prompt to draft an outline based on your goals.
2. Generate a first draft for each section with AI.
3. Run rewrite prompts to adjust tone and clarity.
4. Apply summary prompts to create executive overviews.

This layered method allows you to maintain control while still benefiting from faster drafting and editing.

Improving Prompt Instructions

The quality of the response depends on how you describe your needs. For better results:

• Provide context such as project type, audience, and purpose.
• Mention any constraints like word count or format.
• Clarify the desired outcome, for example, a checklist, summary, or outline.
• Adjust and rerun prompts if the first result is not specific enough.

Over time, you will recognize which prompts fit your recurring tasks and can reuse similar instructions for consistent output.

Best Practices for Safely Using ClickUp AI

While AI can accelerate work, it still requires human judgment. You remain responsible for the content shared with your team and stakeholders.

Review and Edit AI Output

Always review the generated text before publishing or acting on it. Check for:

• Accuracy of facts, figures, and dates.
• Alignment with your internal policies and tone.
• Missing context or assumptions that could confuse readers.

If something looks incorrect or incomplete, update it manually or run a new prompt with clearer instructions.

Respect Sensitive Information

When using AI, avoid including confidential details unless they are already safe to store in your workspace. Treat AI-generated content as a draft that you refine to match your organization’s standards for security and compliance.

Additional Resources for ClickUp Users

For more in-depth guidance on the AI features provided by the platform, review the official help resources at this ClickUp AI help section. You will find feature-specific articles, updates, and detailed usage examples.

If you want expert assistance with configuration, process design, or SEO-focused workflows built around your workspace, you can also visit Consultevo for specialized consulting and implementation support.

By exploring these resources and applying the steps in this guide, you can integrate AI into your daily routines, reduce repetitive writing tasks, and keep your workspace organized and easy to understand.

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

“`