How to Use ClickUp AI

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How to Use ClickUp AI Step by Step

ClickUp offers an integrated AI assistant that helps you write faster, summarize work, and manage tasks directly inside your workspace. This step-by-step guide explains how to enable, access, and use ClickUp AI so you can get more done in less time.

What ClickUp AI Can Do for You

ClickUp AI is designed to work where your work already lives. It can help you generate, refine, and organize content across tasks, docs, and more.

With ClickUp AI, you can:

  • Generate first drafts and outlines
  • Summarize long content, tasks, and comment threads
  • Adjust writing tone, length, and clarity
  • Create role-based content tailored to your team
  • Turn ideas into structured tasks and action items

All of this happens inside ClickUp, so your work stays connected to your projects and teams.

How to Enable ClickUp AI in Your Workspace

Before using the assistant, make sure ClickUp AI is enabled for your Workspace.

Step 1: Check Your Plan and Permissions

ClickUp AI is available as an add-on. Workspace owners and admins can manage AI settings. If you do not see AI options, you may need to contact an admin or upgrade your plan.

Step 2: Add ClickUp AI to Your Workspace

  1. Open your ClickUp Workspace and sign in with your account.
  2. Go to your workspace settings from the sidebar or avatar menu.
  3. Locate the billing or add-ons section.
  4. Select the AI add-on option.
  5. Confirm the number of members who should have access.
  6. Complete the checkout or confirmation process.

Once the add-on is active, users you select can start using AI in supported locations.

Step 3: Manage Who Can Use ClickUp AI

Workspace admins can control which members have access to the AI features.

  1. Open workspace settings.
  2. Navigate to the members or seats area.
  3. Assign AI access to specific users or teams.
  4. Save your changes so the permissions take effect.

After access is granted, those members will see AI controls in supported features.

Where You Can Use ClickUp AI

ClickUp AI is built into many areas of the platform so you can work without switching tools.

Using ClickUp AI in Docs

Docs are one of the most powerful places to use the assistant.

  1. Open an existing doc or create a new doc in ClickUp.
  2. Place your cursor where you want AI to work.
  3. Look for the AI toolbar or spark icon in the editor.
  4. Choose a prompt such as write, summarize, or brainstorm.

You can ask AI to create outlines, draft content, or summarize long sections of text directly within your doc.

Using ClickUp AI in Tasks

You can also use the assistant inside tasks to keep everything tied to your work.

  1. Open a task in ClickUp.
  2. Go to the task description or a rich text field.
  3. Click the AI button or icon when editing.
  4. Select a relevant prompt, such as improve writing, summarize, or create a checklist.

This makes it easy to transform rough notes into clear task descriptions, acceptance criteria, or checklists.

Using ClickUp AI in Comments

ClickUp AI can help you communicate more clearly in comments.

  1. Open a task, doc, or item with a comment thread.
  2. Start typing a comment or select existing text.
  3. Click the AI option to rewrite, shorten, or expand your message.
  4. Review the suggestion and insert it into your comment.

This is useful for refining updates, making feedback easier to understand, and speeding up communication.

How to Use ClickUp AI Prompts

The assistant uses prompts to guide what it creates or edits. You can pick from templates or write your own instructions.

Using Built-In ClickUp AI Prompts

ClickUp AI includes ready-made prompts tailored to many roles and workflows.

To use them:

  1. Open a supported area like a doc, task, or comment.
  2. Click the AI icon or button.
  3. Browse the available prompt categories.
  4. Pick the one that best matches your goal, such as drafting, summarizing, or brainstorming.

The assistant will generate content based on that template and the current context.

Creating Custom Prompts in ClickUp

You can also give your own instructions for more control.

  1. Open the AI panel in your ClickUp workspace.
  2. Select a freeform or custom prompt option.
  3. Describe what you want, such as “Summarize this task in three bullets” or “Rewrite this update in a friendly tone.”
  4. Run the prompt and review the result.

Refine your instructions if the result is not exactly what you expected.

Editing and Refining Content with ClickUp AI

Beyond writing from scratch, ClickUp AI can improve existing content you already have in your workspace.

Rewrite and Improve Text

Use the assistant to clean up and polish content.

  1. Select the text you want to improve in a doc, task, or comment.
  2. Open the AI menu from the formatting toolbar.
  3. Choose an option such as improve, fix spelling and grammar, or clarify.
  4. Replace or merge the suggested text with your original content.

Change Tone, Length, or Format

You can adapt content to different audiences and channels using ClickUp AI.

  • Shorten long explanations into concise summaries.
  • Expand brief notes into full paragraphs or structured sections.
  • Switch tone between professional, casual, or other styles.
  • Turn text into bullet points, numbered lists, or action items.

This helps keep your work consistent and easy to read across your ClickUp environment.

Summarizing Work with ClickUp AI

Summaries are a core feature that save time and keep stakeholders aligned.

Summarize Docs and Task Descriptions

  1. Open a doc or task description in ClickUp.
  2. Highlight the section you want summarized, or select the whole document.
  3. Click the AI icon and choose a summarize option.
  4. Insert the summary into the same doc or copy it to another location.

Summarize Comments and Activity

The assistant can condense long discussions into quick highlights.

  1. Open the comments or activity section of a task.
  2. Use the AI summary option if available.
  3. Review the generated key points for accuracy.
  4. Share the summary with your team or add it to the task description.

Best Practices for Using ClickUp AI

To get the most value from the assistant, follow these simple guidelines.

  • Always review AI-generated content before sharing.
  • Provide clear instructions and context in your prompts.
  • Use summaries to prepare meeting notes and status updates.
  • Leverage role-based prompts for specialized content.
  • Combine AI with existing ClickUp features like tasks, docs, and dashboards.

Learn More About ClickUp AI

To dive deeper into features, limitations, and the latest updates, review the official documentation on the ClickUp help center at this ClickUp AI article. For additional productivity and implementation guidance across tools, you can also explore expert resources at Consultevo.

By following the steps in this guide, you can confidently enable, access, and use ClickUp AI to streamline writing, enhance collaboration, and keep all of your work organized in one place.

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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