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How to Use ClickUp AI Tools

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How to Use ClickUp AI Tools Step-by-Step

ClickUp gives teams an all‑in‑one workspace plus powerful AI tools that help you write faster, manage projects, and automate routine work. This guide walks you through how to start using AI features inspired by the capabilities explained in the ClickUp AI tools overview, so you can get more done with less manual effort.

What You Need Before Using ClickUp AI

Before you start, make sure you have the basics in place to get the most from AI inside ClickUp.

  • An active ClickUp workspace
  • The correct permissions to create tasks, docs, and comments
  • A supported plan with access to AI features (or a trial)
  • A clear idea of what you want AI to help with (writing, planning, summaries, etc.)

Once these are ready, you can turn AI into a practical assistant throughout your work.

How to Enable ClickUp AI in Your Workspace

The exact steps may vary by plan and updates, but you can generally enable AI features for your workspace using the following approach.

  1. Open workspace settings
    Sign in to your account and open your main workspace settings from the sidebar or avatar menu.

  2. Locate AI or apps section
    Navigate to the section dedicated to apps, integrations, or AI features. This is where you manage workspace‑level tools.

  3. Turn on AI for the workspace
    Enable AI features for the entire workspace. If you are an admin, confirm any plan or billing details required.

  4. Assign access to members
    Decide which teams or members can use AI in ClickUp. Give access to project leads, writers, and operations staff first to test the impact.

After enabling the feature, AI options will start appearing inside docs, tasks, and comments where supported.

Using ClickUp AI in Docs for Faster Writing

One of the most effective ways to use ClickUp AI is inside Docs to generate and refine content. Follow these steps to speed up your writing process.

Create a New ClickUp Doc

  1. Open the Docs section or any space that supports doc creation.

  2. Click the option to create a new doc and name it clearly, such as “Q3 Launch Plan” or “Blog Outline”.

  3. Select the appropriate sharing permissions for your team.

Generate Draft Content with ClickUp AI

  1. Place your cursor where you want AI to start writing.

  2. Use the AI toolbar or command to open the assistant.

  3. Choose a writing template that best fits your goal, such as:

    • Blog outline or draft
    • Meeting agenda
    • Email template
    • Product description

  4. Enter a clear prompt, including your audience, tone, and goal.

  5. Review the generated text, then keep, edit, or regenerate sections as needed.

This approach helps you turn a blank page into a structured draft in minutes.

Improve and Edit Text with ClickUp AI

Beyond drafting, ClickUp AI can refine existing text.

  1. Select a paragraph or section you want to improve.

  2. Open the AI assistant from the doc toolbar.

  3. Choose an edit action such as:

    • Shorten
    • Expand
    • Clarify
    • Change tone (formal, casual, persuasive)
    • Fix grammar and spelling

  4. Apply the suggestion and adjust anything that needs a human touch.

Use AI for the first revision pass, then apply your domain expertise to finalize the content.

Using ClickUp AI for Project Management Tasks

AI support is also useful inside tasks and lists, helping you organize work and reduce manual updates.

Create Tasks with AI Assistance

  1. Open the list or board where you want to add tasks.

  2. Click to create a new task and give it a meaningful title.

  3. Use AI within the task description area to:

    • Break a project into smaller subtasks
    • Generate checklists based on a short brief
    • Draft clear task descriptions for assignees

  4. Assign the task, set a due date, and add any custom fields.

This ensures every task is created with context and clarity, without extra typing.

Summarize Long Task Threads with ClickUp AI

When tasks have long comment histories, ClickUp AI can help you understand what happened quickly.

  1. Open a task with multiple comments or updates.

  2. Use the AI summary option if available in the comments or activity section.

  3. Read the generated summary to see decisions, blockers, and next steps.

  4. Pin or copy the summary into the task description for future reference.

This is especially helpful for managers who need to review progress across many tasks.

Using ClickUp AI for Meeting Notes and Action Items

AI tools can also streamline how you capture and use meeting notes inside ClickUp.

Capture Notes in a ClickUp Meeting Doc

  1. Create a new doc for your meeting or use a recurring template.

  2. Add sections for agenda, discussion, and action items.

  3. Use AI to help you generate an agenda based on the meeting’s goal.

Turn Notes into Actions with ClickUp AI

  1. After the meeting, highlight key discussion points.

  2. Ask the AI assistant to create action items or tasks from the notes.

  3. Insert these suggested tasks into your workspace and assign owners and due dates.

  4. Share the final doc and tasks with attendees so everyone knows what comes next.

By turning raw notes into structured actions, ClickUp helps you close the loop after every meeting.

Best Practices for Using ClickUp AI Effectively

To get reliable, practical output from AI, follow these best practices.

  • Be specific with prompts: Include context, audience, tone, and desired outcome.
  • Use AI as a co‑pilot, not a replacement: Let AI handle drafts and summaries, while you make final decisions.
  • Standardize templates: Create repeatable doc and task templates that use AI to fill in details.
  • Review for accuracy: Always proofread AI‑generated content for correctness and brand alignment.
  • Iterate quickly: Regenerate or refine content instead of settling for a weak first draft.

Combining structured workflows with AI assistance delivers the biggest productivity gains.

Extending Your ClickUp Setup

To get even more value from ClickUp, pair the platform with expert workflow design and automation help.

Specialized consultants such as Consultevo can help you map processes, configure spaces and views, and align AI usage with your business goals.

Next Steps to Master ClickUp AI Tools

You now know how to enable AI, use it in docs, tasks, and meetings, and follow best practices for accurate results. To deepen your skills, explore real‑world examples and tool comparisons from the official overview of AI capabilities at the ClickUp AI tools blog page.

Start by enabling AI in one core team, use it on a few high‑impact workflows, then expand gradually. With consistent use, ClickUp becomes a smart workspace that helps you plan, write, and execute projects more efficiently.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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