How to Use ClickUp to Compare and Use AI Tools

ClickUp can be your command center for researching, comparing, and organizing AI tools like ChatGPT and ChatOn AI so you can choose the best one for your workflow.

This how-to guide walks you through using workspaces, tasks, documents, and ClickUp AI-style prompts to evaluate and manage your AI resources efficiently.

Set Up a ClickUp Space for AI Research

Start by creating a dedicated Space where everything related to AI tools will live. This keeps your tests, notes, and decisions structured and easy to revisit.

1. Create a new Space and name it something like “AI Assistants” or “AI Research Hub.”

2. Add a Folder inside the Space specifically for tool comparisons, such as “ChatGPT vs ChatOn AI.”

3. Within that Folder, create separate Lists for each tool, plus one List just for comparisons and summaries.

Structuring your workspace this way lets you quickly jump between tools while keeping information tidy and searchable.

Build a ClickUp Task Template for AI Tool Comparisons

A standard task template helps you compare tools like ChatOn AI and ChatGPT consistently using the same criteria every time.

Key Sections to Include in Your ClickUp Template

• Overview: Basic description of the tool, pricing, and who it is best for.

• Key Features: Bullet points for features such as translation, proofreading, summarizing, or role-based responses.

• Use Cases: Marketing, coding, customer support, content creation, and education scenarios.

• Strengths: What the tool does especially well (e.g., creative writing, fast responses, pre-made prompts).

• Limitations: Accuracy concerns, pricing constraints, or missing integrations.

• Verdict: Final notes on where the tool fits in your workflow.

Turn this into a reusable template inside ClickUp so you can instantly spin up comparison tasks for any new AI app.

Use ClickUp Docs to Capture AI Research

Docs give you a flexible canvas for deep dives into each AI assistant. Use them to store long-form research, screenshots, and reference material.

Create a ClickUp Doc for Each AI Tool

1. Create a Doc titled with the tool name, for example “ChatGPT Research” or “ChatOn AI Review.”

2. Add sections for features, pricing tiers, examples of prompts, and response quality.

3. Embed or link to the official websites and blog posts so the source information is one click away. For example, you can reference the comparison article at this ChatOn AI vs ChatGPT guide.

4. Use bullet points for quick scanning and highlight any insights that directly affect your team’s workflow.

Storing everything in ClickUp Docs keeps your research searchable, organized, and accessible to collaborators.

Design a ClickUp Comparison Board View

A Board view allows you to visually compare AI tools based on status or decision stage.

Set Up Statuses in Your ClickUp Board

• To Review: New AI tools you want to investigate.

• Testing: Tools you are actively trying with real prompts.

• Adopt: Tools that have passed your evaluation and will stay in your stack.

• Archive: Tools that did not fit your needs or were replaced.

Each task card can represent a single AI tool, with fields for cost, ideal use case, and quality rating.

Organize ClickUp Custom Fields for Better Decisions

Custom Fields let you standardize how you score and compare each tool.

Useful ClickUp Custom Fields for AI Tools

• Pricing Model (Single Select): Free, freemium, subscription, or pay-per-use.

• Main Use Case (Single Select): Content, coding, customer support, research, education, or personal productivity.

• Accuracy Rating (Number or 1–10 scale): Based on your tests.

• Speed (Number or 1–10 scale): How fast the responses feel in real workflows.

• Security Level (Text or Select): Internal policies, data handling notes, and compliance factors.

Once these Custom Fields are applied across tasks, you can sort and filter inside ClickUp to quickly find your highest-value tools.

Run Practical AI Tests with ClickUp Tasks

Design structured experiments using tasks so your tests are repeatable and fair across tools.

Plan Your AI Experiments in ClickUp

1. Create a task called “Standard Prompt Set for Testing.”

2. List the exact prompts you will run in each tool, for example:

   • Summarize a long blog post.

   • Draft a marketing email.

   • Create a step-by-step tutorial outline.

   • Translate a paragraph and improve clarity.

3. Duplicate that task into each tool’s List and record the responses or links to them.

4. Add comments to each task describing your impressions of clarity, style, and accuracy.

By working inside ClickUp, every test remains documented for future reference and team discussions.

Use ClickUp to Collaborate on AI Decisions

Involving your team leads to more reliable choices about which AI tools to adopt or drop.

Collaboration Tips in ClickUp

• Tag stakeholders in comments on each tool’s task to gather feedback.

• Assign owners responsible for running the tests and summarizing results.

• Use task checklists to track what prompts have already been tested.

• Create a final “Decision” task that consolidates all findings and records which tools you officially recommend.

This shared decision log ensures clarity when revisiting choices later or onboarding new team members.

Create a ClickUp Dashboard for High-Level AI Insights

Dashboards provide a snapshot of your AI ecosystem and help leadership see value at a glance.

Helpful Widgets for Your ClickUp AI Dashboard

• Task List Widget: Shows active AI tools in testing with their status.

• Custom Field Summary: Averages accuracy and speed ratings.

• Chart Widget: Visualizes how many tools are in each stage (To Review, Testing, Adopt, Archive).

• Doc Embed: Displays your main comparison Doc for quick reading.

Dashboards make it easy for non-technical stakeholders to understand how AI supports the business.

Connect ClickUp With Expert Guidance

If you want strategic help setting up a scalable workspace for AI tools, consider working with a productivity and systems consulting team such as Consultevo. They can help design ClickUp structures that support AI-driven processes, documentation, and decision-making.

Next Steps for Using ClickUp With AI

To recap, you can use ClickUp to:

• Centralize research on AI assistants and features.

• Standardize comparisons with templates and Custom Fields.

• Run structured tests using consistent prompts.

• Collaborate with your team on adoption decisions.

• Monitor outcomes in a high-level AI Dashboard.

Use these steps as your starting framework, then adapt each Space, List, and Doc to the specific AI tools you evaluate. With thoughtful structure, ClickUp becomes an organized hub for discovering which assistants genuinely improve your daily 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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