ClickUp AI: How to Use It

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How to Use ClickUp AI Step by Step

ClickUp is not just a project management platform—it also includes powerful generative AI that helps you write, summarize, and organize work inside your workspace. This guide walks you through exactly how to use those AI features to speed up everyday tasks.

The steps below are based on capabilities described in the official ClickUp AI overview so you can confidently put them into action in your own setup.

1. Understand What ClickUp AI Can Do

Before you start clicking buttons, it helps to know what generative AI inside ClickUp is designed for. Generative AI tools take your instructions (prompts) and create new content, usually in text form.

In ClickUp, these capabilities are integrated into your work so you can:

  • Generate content like emails, briefs, and outlines
  • Summarize long documents, tasks, and comment threads
  • Brainstorm ideas and creative variations
  • Transform existing text (shorten, expand, rephrase, or change tone)
  • Structure information into lists, tables, or action items

The goal is to reduce manual writing and help you move from idea to execution faster, all within your task and doc workflows.

2. Enable and Access ClickUp AI

Your exact steps may vary slightly based on your plan and workspace permissions, but the general flow to access AI features is similar.

2.1 Open ClickUp and Locate AI Actions

  1. Sign in to your ClickUp workspace.
  2. Open a task, Doc, or other text field where you normally type content.
  3. Look for an AI icon or contextual AI menu near the editor toolbar or inside supported fields.

In supported areas, you will typically see AI options that appear when you start writing, highlight text, or click into a rich-text area.

2.2 Check Workspace Settings (If Needed)

If you do not see AI options, check with your workspace admin or your plan documentation. Some AI features may require enabling an add-on or being on a specific plan tier.

Admins can review pricing, availability, and setup guidance on the official generative AI feature page at ClickUp generative AI overview.

3. Use ClickUp AI to Generate New Content

Once enabled, you can start generating content directly in your documents and tasks. This is the most common way teams begin using AI in ClickUp.

3.1 Start from a Blank Section

  1. Open a ClickUp Doc or task description.
  2. Place your cursor where you want new content to appear.
  3. Open the AI menu or click the AI icon.
  4. Choose a relevant AI template or a general writing option, if available.

Templates, when provided, are useful for structured outputs like emails, briefs, or meeting notes.

3.2 Write a Clear Prompt

Your results from ClickUp AI depend heavily on how you phrase your prompt. For best results:

  • State the goal: what you want the AI to create.
  • Specify the audience and tone (e.g., professional, friendly, concise).
  • Mention key points or data that must be included.
  • Set any length preferences (short email, 3–5 bullet points, 1-page summary, etc.).

Example prompt you might type into ClickUp AI:

“Write a concise project status update for stakeholders, professional tone, 150–200 words, including risks, current progress, and next steps.”

3.3 Review and Refine the Output

  1. Read the AI-generated content carefully.
  2. Edit names, dates, figures, and domain-specific details.
  3. Use any built-in options to regenerate, shorten, expand, or adjust tone, if available.
  4. Save the final version into your task description, Doc, or comment thread.

Think of ClickUp AI as a first-draft partner; you remain responsible for final accuracy and alignment with your brand or organization.

4. Summarize Work with ClickUp AI

One of the most useful practical applications of generative AI in ClickUp is summarization. Instead of reading long threads or documents, you can ask the system to condense the information for you.

4.1 Summarize Long Docs

  1. Open the ClickUp Doc you want to summarize.
  2. Select all or part of the text, or place your cursor within the content.
  3. Open the AI menu and choose a summarization option such as “Summarize this.”
  4. Optionally, refine the prompt by specifying the format, like bullet points or a short paragraph.

Use this to quickly extract main ideas, decisions, and follow-up tasks from long planning documents or research notes.

4.2 Summarize Tasks and Comments

In task views that support AI actions, you can summarize:

  • Descriptions and subtasks
  • Comment threads and updates
  • Attached Docs or notes

Ask ClickUp AI for a brief recap of the task status to bring new collaborators up to speed or prepare for a check-in meeting.

5. Transform Text with ClickUp AI

Beyond generating new content, you can also use AI to transform existing text.

5.1 Edit and Improve Writing

  1. Highlight the text in a ClickUp field (Doc, description, or comment).
  2. Open the AI menu.
  3. Choose actions such as “Improve writing,” “Fix grammar,” or “Make it clearer,” if available.
  4. Compare the AI suggestion with your original and keep the parts that work best.

This is helpful for polishing messages, standardizing tone, and improving clarity without leaving ClickUp.

5.2 Change Tone or Length

Use the same highlight-and-transform approach to:

  • Shorten long explanations into concise summaries
  • Expand brief notes into detailed instructions
  • Switch tone from casual to professional or vice versa

Whenever possible, be explicit in your prompt about your goals (for example, “shorten this to 3–4 bullets” or “make this more friendly while staying professional”).

6. Brainstorm and Plan with ClickUp AI

Another powerful use case is brainstorming and planning. Generative AI can help you quickly generate options and then you can organize them into tasks or Docs.

6.1 Idea Generation Inside ClickUp

  1. Create a new ClickUp Doc or planning task.
  2. Open the AI menu and request ideas, such as campaign concepts, feature suggestions, or content topics.
  3. Ask for multiple options (for example, “Give me 10 ideas…”).
  4. Turn your favorite responses into action items within your lists and boards.

By ideating directly where you manage work, you avoid copy-pasting from external tools and keep all context in one place.

6.2 Turn AI Output into Actionable Tasks

After brainstorming with ClickUp AI:

  • Convert key ideas into tasks or subtasks.
  • Add owners, due dates, and priority.
  • Attach the original AI-generated content as background reference.

This keeps planning, execution, and documentation tightly connected.

7. Best Practices for Using ClickUp AI

To get the most value from AI inside ClickUp, follow these practical practices:

  • Always verify facts: AI can make mistakes, especially with numbers, dates, or niche topics.
  • Protect sensitive data: Avoid including confidential or regulated information in prompts unless you have reviewed your company’s policy.
  • Iterate on prompts: If the first result is not what you want, clarify your request and try again.
  • Use AI as support, not replacement: You remain the decision-maker; AI simply accelerates drafting, summarizing, and organizing.

8. Go Deeper with ClickUp and AI

As generative AI evolves, more features and templates will continue to appear inside ClickUp. For strategy, implementation help, or workspace optimization that aligns AI features with your broader business processes, you can also consult dedicated ClickUp and AI specialists such as Consultevo.

To stay aligned with the latest capabilities and recommended use cases, revisit the official overview of generative AI in the platform here: What is Generative AI? | ClickUp.

By following the steps in this guide, you can start using ClickUp AI today to generate content, summarize complex work, and transform your writing directly inside the tools your team already uses.

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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