How to Use ClickUp to Work With Claude Alternatives

ClickUp can help you organize research, compare features, and manage adoption when you evaluate Claude alternatives like ChatGPT, Gemini, and other AI tools. This how-to guide walks you through a practical workflow to keep your entire decision-making process structured, transparent, and fast.

This tutorial is based on the comparison insights in the Claude alternatives guide at ClickUp’s blog, but turns them into an actionable workspace process your team can follow.

Step 1: Set Up a New ClickUp Space for AI Tools

Start by creating a dedicated Space in ClickUp for your AI assistant evaluation so it does not get mixed with regular project work.

1. Create a new Space and name it something like “AI Assistants & Claude Alternatives”.

2. Choose a neutral color and icon so teammates quickly recognize it in the sidebar.

3. Enable features you will need for research, such as Docs, Tasks, Whiteboards, and Custom Fields.

Using a separate Space lets you centralize everything you learn about Claude alternatives in one structured hub.

Step 2: Build a ClickUp Folder for Claude Alternatives

Inside your new Space, set up a Folder dedicated to the vendors and tools you plan to evaluate.

1. Create a Folder named “Claude Alternatives Comparison”.

2. Add Lists for categories, for example:

   • General-purpose AI chatbots

   • AI for writing and content

   • AI for coding and development

   • Enterprise and compliant AI tools

3. Map each List to the types of tools mentioned in the Claude alternatives article so your structure follows the same logic.

This level of organization keeps your discovery process aligned with the pros and cons outlined in the source material.

Step 3: Create ClickUp Tasks for Each AI Tool

Next, represent every Claude alternative as a task in ClickUp so you can track evaluation work in detail.

1. Within the appropriate List, add one task per tool you are testing (for example, one for ChatGPT, another for Gemini, and so on).

2. Use the task title as the tool name and include a short description with its main use case.

3. Tag each task with labels such as “writing”, “coding”, “customer support”, or “multimodal” to quickly filter by capability.

Tasks give you a consistent container for notes, documents, and decisions for each AI solution.

Step 4: Add Custom Fields in ClickUp for Feature Comparison

To reflect the comparison framework from the Claude alternatives guide, configure Custom Fields in ClickUp that capture the same criteria.

Essential ClickUp Custom Fields

Create Custom Fields at the Folder level so every AI tool task uses the same structure. Useful fields include:

• Pricing Model (drop-down): Free, Per seat, Usage-based, Enterprise only

• Primary Use Case (drop-down): General chat, Coding, Content writing, Research, Knowledge base

• Data Privacy & Compliance (drop-down): Basic, Enhanced, Enterprise-grade

• Integrations (text or checklist): Key apps your team needs

• Strengths (long text): Summary of pros inspired by the blog’s analysis

• Limitations (long text): Summary of cons to watch for

• Score (number): Overall rating based on your testing, for example out of 10

These ClickUp fields mirror the structured comparison in the source page and turn qualitative notes into data your team can sort and filter.

Step 5: Capture Research in ClickUp Docs

Each Claude alternative deserves detailed notes. Use ClickUp Docs attached to relevant tasks to centralize this information.

1. Open a task for a specific tool and create a new Doc from within the task.

2. Outline sections like:

   • High-level overview

   • Best use cases compared to Claude

   • Strengths and weaknesses

   • Pricing details

   • Security, privacy, and compliance

   • Examples of prompts and outputs

3. Use comments inside the Doc so stakeholders can ask questions and suggest edits without losing context.

ClickUp Docs make it easy to translate insights from the Claude alternatives article into living internal documentation your team can refine over time.

Step 6: Use ClickUp Views to Compare Tools

To turn your Custom Fields into a clear comparison, create multiple Views in ClickUp that highlight what matters for each audience.

Table View for Leadership Decisions

A Table View lets you scan pricing, scores, and statuses across all Claude alternatives.

• Add a Table View on the Folder.

• Show columns for Pricing Model, Score, Data Privacy & Compliance, and Status.

• Sort by Score or by compliance level to quickly see the strongest candidates.

Board View for Workflow in ClickUp

A Board View, grouped by Status, helps you track evaluation progress.

• Create stages such as Backlog, Researching, Testing, Pilot, Approved, and Rejected.

• Drag tool tasks across the board as you move through the process.

• Use color-coded tags to show use case categories at a glance.

These ClickUp views mirror the structured breakdown of options in the original Claude alternatives content but connect it to concrete next steps.

Step 7: Plan Rollout Tasks in ClickUp

Once you have selected one or more Claude alternatives, use ClickUp to manage rollout so adoption is smooth.

1. Create a new List called “Implementation & Rollout”.

2. Add tasks such as:

   • Security and legal review

   • Account provisioning and access control

   • Prompt library creation

   • Team training sessions

   • Usage guidelines and best practices

   • Success metrics and review cadence

3. Assign owners, due dates, and priorities for each task.

Using ClickUp for this phase ensures your Claude alternatives move from theory to real business impact.

Step 8: Document Prompt Libraries in ClickUp

Prompt quality is just as important as picking the right AI assistant. Set up a centralized prompt library so your team can reuse what works.

How to Build a Prompt Library in ClickUp

1. Create a List named “Prompt Library”.

2. Add one task per prompt, with the title describing the job, such as “Summarize customer calls” or “Generate product specs”.

3. In the task description, store:

   • The exact prompt

   • Best tools or Claude alternatives to run it in

   • Tips for context, tone, and length

   • Examples of strong outputs

4. Group prompts by function (marketing, support, product, engineering) using tags or separate Lists.

Because these prompts live inside ClickUp, team members can quickly reference them while working on other projects.

Step 9: Align With Business Goals Using ClickUp Dashboards

To keep leadership informed on how Claude alternatives affect productivity, build a Dashboard in ClickUp.

• Add widgets for:

  • Number of tools evaluated

  • Current pilot tools

  • Completed rollout tasks

  • Upcoming training sessions

• Include charts that track tasks saved or content pieces produced using AI tools.

• Share the Dashboard with decision-makers to show progress and justify renewals or expansions.

Dashboards help you translate the theoretical advantages described in Claude comparison content into measurable operational outcomes.

Step 10: Keep Your ClickUp Workspace and Research Updated

AI tools evolve quickly, so your system in ClickUp should be regularly reviewed and refreshed.

1. Schedule a recurring task to revisit your Claude alternatives every quarter.

2. Review the latest updates from the original comparison page at ClickUp’s Claude alternatives blog and update your Custom Fields, Docs, and scores accordingly.

3. Add new tools as tasks when they emerge, even if they are still experimental.

This habit ensures your ClickUp setup reflects the real market landscape rather than a one-time evaluation.

Enhance Your ClickUp Evaluation With Expert Help

If you want strategic support configuring your workspace, automations, or AI workflows, you can also consult specialists. A resource like Consultevo can help you refine your ClickUp structure so that evaluating Claude alternatives becomes a repeatable, scalable process instead of a one-off project.

By following these steps, you will transform ClickUp into a complete command center for discovering, comparing, and rolling out the best Claude alternatives for your organization.