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ClickUp AI How-To Guide

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How to Use ClickUp AI for Fast, Reliable Research

ClickUp gives teams a powerful way to manage work, and with ClickUp AI you can quickly compare tools, summarize content, and turn research into action. This how-to guide walks you through practical steps to research and organize information using AI inside your workspace.

Following the approach used in comparisons like Perplexity AI vs Grok AI, you will learn how to use structured prompts, save insights directly into tasks, and build repeatable workflows with AI.

Getting Started With ClickUp AI

Before using the AI features, make sure your workspace is ready and your team understands how information should be captured and shared.

Step 1: Enable ClickUp AI in Your Workspace

  1. Open your workspace and go to Settings.

  2. Navigate to the Apps or AI section (depending on your current interface).

  3. Turn on the AI option for your workspace.

  4. Confirm billing or trial details if prompted.

Once enabled, AI tools will be available in Docs, tasks, comments, and selected fields.

Step 2: Decide What You Want AI to Do

Before you start typing prompts, define your goal. For example:

  • Compare two AI tools or platforms

  • Summarize a long article or product page

  • Draft a requirements document or spec

  • Create a simple decision framework for your team

Clear goals help ClickUp AI return focused, actionable outputs instead of generic responses.

Using ClickUp AI to Compare Tools

Many teams want to evaluate products and services in a structured way. You can model your approach on detailed comparisons like Perplexity AI vs Grok AI and adapt it to your own decisions.

Step 3: Create a Research Doc in ClickUp

  1. Go to the relevant Space or Folder.

  2. Create a new Doc named something like Tool Comparison: Option A vs Option B.

  3. Add sections such as:

    • Overview

    • Key Features

    • Use Cases

    • Pricing

    • Pros and Cons

    • Final Recommendation

This outline gives ClickUp AI a clear structure to work within.

Step 4: Prompt ClickUp AI With Specific Inputs

Inside your Doc, place your cursor in the section you want to work on and open the AI assistant. Use targeted prompts such as:

  • “Create a side-by-side comparison of [Tool A] and [Tool B] covering features, pricing, and ideal users.”

  • “Summarize the main pros and cons of [Tool A] for a product team.”

  • “Draft a concise overview explaining when to choose [Tool A] vs [Tool B].”

If you are working from a publicly available article, paste the key sections into the Doc and ask AI to summarize or restructure that information for your specific audience.

Turning AI Research Into Action in ClickUp

Research is only useful when it leads to decisions and clear next steps. You can connect AI-generated insights directly to tasks and workflows.

Step 5: Convert Findings Into Action Items

  1. From your comparison Doc, scan for decisions, open questions, and follow-up tasks.

  2. Highlight bullet points that describe work to be done.

  3. Use the context menu to Create Task from selected text.

  4. Assign tasks to the right owner, set due dates, and add priority.

  5. Ask ClickUp AI to refine task descriptions by prompting: “Rewrite this task so it is clear, specific, and actionable.”

This approach keeps your evaluations and execution tightly connected.

Step 6: Build a Repeatable ClickUp Research Template

Once you have gone through one full research cycle, turn it into a template so your team can reuse the same structure.

  1. Open the research Doc that worked well.

  2. Clean it up by removing tool-specific content and leaving only headings and instructions.

  3. Add guidance text such as: “Use ClickUp AI here to create a feature comparison table.”

  4. Save the Doc as a template in your workspace.

  5. Optionally, create a task template that links to the Doc template and includes subtasks like Collect sources, Run AI comparison, and Present findings.

With a template in place, your team can run consistent research processes without reinventing the structure each time.

Best Practices for Reliable AI Outcomes in ClickUp

To get accurate and trustworthy results from AI, use structured prompts and cross-check important claims.

Step 7: Use Structured, Context-Rich Prompts

When you ask ClickUp AI to analyze or compare tools, include:

  • Context: Who will use the output and why.

  • Scope: Topics to cover and what to ignore.

  • Format: Bullet list, table, short summary, or detailed explanation.

For example:

“You are helping a product leadership team. Create a concise, bullet-point comparison of [Tool A] vs [Tool B] focused on collaboration, pricing, and scalability. Ignore developer API details.”

Step 8: Fact-Check Critical Information

AI can sometimes misinterpret or over-simplify details. For important decisions:

  • Validate feature lists directly on vendor websites.

  • Confirm pricing and limits against official documentation.

  • Use AI to draft, not to finalize legal, security, or compliance statements.

You can keep a “Verification” section in your Doc and track what has been confirmed.

Organizing AI Research Across Your ClickUp Workspace

Once your team starts using AI regularly, organization becomes critical so knowledge is easy to find and reuse.

Step 9: Create a Central Research Space in ClickUp

  1. Set up a dedicated Space named something like AI Research & Evaluations.

  2. Use Folders for categories such as AI Tools, Productivity Platforms, or Integrations.

  3. Store each comparison or evaluation as a separate List or Doc, depending on your preference.

  4. Standardize naming, for example: Comparison – [Tool A] vs [Tool B].

This structure allows everyone to quickly navigate past research and avoid duplicate work.

Step 10: Share and Review AI Outputs With Stakeholders

AI-generated research should always be reviewed by humans before decisions are locked in.

  • Share Docs with stakeholders using permissions and links.

  • Use comments to ask for feedback on sections generated by AI.

  • Assign review tasks with due dates to ensure timely decisions.

  • Document final decisions and link them back to original research.

This feedback loop improves the quality of both your research and your future AI prompts.

Improving Your AI Workflow Beyond ClickUp

To get even more from your AI-powered processes, you may want expert help on information architecture, prompt design, and automation.

Specialized consultants like Consultevo can help you design scalable work management and AI workflows that integrate smoothly with your existing tools and data.

By combining the structured, documented approach shown in the Perplexity AI vs Grok AI comparison with the flexible features of ClickUp AI, your team can turn complex research into clear, actionable plans and keep everything 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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