How to Use ClickUp AI Effectively

ClickUp offers built-in AI features that help you write faster, summarize information, and manage work more efficiently. This how-to guide walks you step by step through enabling, using, and managing AI in your Workspace so you can get the most from ClickUp.

Understanding ClickUp AI

Before you turn it on for your Workspace, it helps to understand what ClickUp AI is and how it behaves.

• Purpose: AI assists with writing, summarizing, and generating content inside your docs, tasks, and other views.
• Availability: AI is a paid add-on that can be enabled per Workspace.
• Behavior: AI never changes or deletes your data on its own. It only suggests content or creates new content when you use its tools.

AI responses are generated based on prompts and may sometimes be inaccurate. Always review suggestions before you save them in ClickUp.

How ClickUp AI Uses Your Data

Data security is central to how AI is implemented in ClickUp.

• Your Workspace data is used to provide AI responses and improve the product experience.
• Your individual data is not used to train any external large language models.
• ClickUp does not sell your data.

Workspace owners and admins control how their organization uses AI inside ClickUp, and all usage is governed by ClickUp’s existing security and privacy practices.

How to Enable ClickUp AI in Your Workspace

To start using AI features, a Workspace owner or admin must first turn on the add-on.

1. Sign in to your Workspace as an owner or admin.
2. Open Settings from your avatar menu.
3. Navigate to the billing or add-ons section, depending on your plan.
4. Locate the AI add-on option for ClickUp.
5. Select the number of seats you want to purchase.
6. Confirm your payment details and save.

Once enabled, AI will be available where it is supported across your Workspace, typically in Docs, tasks, and selected views.

Managing ClickUp AI Seats and Billing

AI is billed per seat at the Workspace level. Use these steps to manage access and costs.

Assign ClickUp AI Seats

1. Go to your Workspace Settings.
2. Open the People or Members section.
3. Locate the member who needs AI access.
4. Toggle the AI seat on or off for that user.

If you assign more seats than you purchased, your plan may adjust to include the additional seats on your next bill.

View ClickUp AI Charges

1. From Settings, open the Billing page.
2. Review your current plan details.
3. Check the AI add-on line to see per-seat pricing and total charges.

Only owners or admins with billing access can change how many AI seats are included in the Workspace.

How to Access ClickUp AI in Docs

AI tools are easiest to use inside Docs, where you can generate, rewrite, and summarize content.

Open AI in a ClickUp Doc

1. Open any Doc in your Workspace.
2. Click into the text area where you want AI to work.
3. Select the AI icon or use the AI toolbar that appears.

Once the AI panel is open, you can choose different writing and editing tools.

Use ClickUp AI to Write Content

1. With the AI panel open, select a writing tool such as Blog post, Outline, or Email.
2. Enter a prompt describing what you need, such as a topic, tone, or audience.
3. Click Generate to create content.
4. Review the result and insert it into your Doc.

You can refine results by regenerating, shortening, expanding, or changing tone using the available AI options.

How to Use ClickUp AI in Tasks

AI also appears directly in tasks so you can quickly summarize or create content from task details.

Summarize Task Details with ClickUp AI

1. Open a task in your Workspace.
2. Look for the AI button in the description or comments area.
3. Select a summarization option such as Summarize or Action items.
4. Review the summary generated by AI.

This is helpful for long task descriptions, threads of comments, or updates that multiple stakeholders need to review.

Draft Task Descriptions Using ClickUp AI

1. Create a new task or open an existing one.
2. Click into the task description field.
3. Use the AI icon to open writing tools.
4. Describe what you want in the prompt, such as requirements or user stories.
5. Insert the suggested content and edit as needed.

AI speeds up drafting while you remain in full control of the final task description inside ClickUp.

Controlling ClickUp AI Permissions

Workspace owners and admins decide who can use AI and how it behaves across the Workspace.

Set Workspace-Level AI Controls

1. Go to Settings as an owner or admin.
2. Open the section for Security or Workspace settings.
3. Review available AI controls, which may include enabling or disabling AI features.
4. Apply changes and notify your team about updated usage rules.

These controls keep your Workspace compliant with company policies while still benefiting from AI tools in ClickUp.

Manage ClickUp AI for Members

1. Open Settings > People.
2. Search for a member or guest.
3. Adjust their access by enabling or disabling AI seats where available.

Guests typically have more limited permissions than members. Check your plan details for specific AI access by role in ClickUp.

Supported Languages and Regions in ClickUp AI

AI support can vary by language and location.

• Some features may be optimized for English and selected other languages.
• Workspace region settings can affect where data is stored and processed.
• Check official documentation for the latest list of supported languages and regions.

You can always consult the official AI FAQ on the ClickUp Help Center for the most current information: ClickUp AI FAQ.

Best Practices for Working with ClickUp AI

To get reliable and useful results, guide AI clearly and always verify its output.

• Use specific prompts that mention your goals, audience, and constraints.
• Review, edit, and fact-check all AI-generated content.
• Keep sensitive information out of prompts unless allowed by company policy.
• Combine AI with your team’s expertise rather than relying on it as a single source of truth.

These habits ensure AI remains a safe and productive assistant inside your ClickUp workflows.

Where to Learn More About ClickUp AI

For advanced strategies and Workspace-wide implementation, you can also learn from third-party resources. A good starting point is Consultevo, which provides guidance on optimizing productivity platforms and AI-assisted processes.

For official details about capabilities, limitations, and policies, always refer to the AI FAQ and related documentation maintained by ClickUp.

By following these steps to enable, manage, and use AI features, your team can speed up writing, improve task clarity, and keep work organized, all within ClickUp.

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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