Create Items With ClickUp AI

ClickUp makes it easy to turn ideas into action by using ClickUp AI to quickly create tasks, subtasks, docs, meetings, and more from simple prompts or existing content.

This guide explains step-by-step how to access AI, choose the right tools, and generate structured work items without leaving your workspace.

Before You Start With ClickUp AI

To create items using ClickUp AI, make sure the following requirements are met:

• You are on a Workspace plan that includes AI, or AI has been added as a paid add-on.
• You are a Workspace member with permissions to create tasks, docs, and other items.
• Your browser or desktop app is updated to the latest version supported by ClickUp.

For additional productivity resources and implementation support, you can also explore consulting services such as Consultevo.

How to Access ClickUp AI

You can open the ClickUp AI modal from multiple locations so you can create items from wherever you are working.

Open ClickUp AI From the Command Center

1. Press the keyboard shortcut to open the Command Center (typically Cmd + K on Mac or Ctrl + K on Windows, depending on your setup).
2. In the Command Center search bar, type a natural language prompt such as “Create a task to follow up with the client next week”.
3. If available, choose an AI option offered in the Command Center results, or open the AI modal to refine your request.

Open ClickUp AI From Docs

1. Open an existing doc or create a new one in your ClickUp Workspace.
2. Select the text you want to use as input for AI-generated items, or place your cursor where you want to work.
3. Click the AI icon in the doc toolbar to open the AI panel.
4. Choose an AI tool or type a custom prompt such as “Turn this into an action item list”.

Open ClickUp AI From Tasks and Other Views

1. Open any task, subtask, or view that supports AI inside ClickUp.
2. Look for the AI icon in the comment box, description, or supported text fields.
3. Click the icon to open the AI modal and start generating new items based on what you are viewing.

Use ClickUp AI to Create New Items

Once the AI modal is open, you can select specific tools designed to create different types of items inside ClickUp.

Create Tasks With ClickUp AI

1. In the AI modal, select the task-related tool if available, or type a clear prompt like:
   “Create a task called ‘Prepare Q3 marketing report’ due next Friday with subtasks for data collection, analysis, and review.”
2. Review the generated task details, such as title, description, suggested subtasks, and any included context.
3. Adjust the content if needed using the built-in editing options.
4. Click the option to insert or create the task in your chosen List or Space.

Tips for better task creation results:

• Include due dates or time frames in your prompt.
• Mention who is responsible if you plan to assign the task later.
• Describe the outcome you expect so ClickUp AI can structure subtasks more effectively.

Create Subtasks and Checklists

1. Open an existing task where you want to add more structure.
2. Select relevant text from the task description or comments, or summarize what needs to be broken down.
3. Launch the AI modal from the task.
4. Use a prompt such as:
   “Convert this plan into a checklist of subtasks with clear action steps.”
5. Review the generated subtasks or checklist items.
6. Add, remove, or reorder items, then confirm to insert them into the task.

Create Docs With ClickUp AI

1. From anywhere in ClickUp, open the AI modal.
2. Use a prompt such as:
   “Create a project brief doc for the website redesign including goals, scope, timeline, and stakeholders.”
3. Preview the generated doc content, including headings and sections.
4. Click the option to create a new doc and insert the AI-generated content.
5. Edit the doc as needed and organize it in the appropriate Folder or Space.

Create Meeting Notes and Agendas

1. Open a doc or task where you keep meeting information in ClickUp.
2. Launch AI and enter a prompt like:
   “Generate a meeting agenda for the weekly product sync with discussion topics, time boxes, and owners.”
3. Optionally, paste previous notes or a brief summary so AI can tailor the agenda.
4. Insert the generated agenda into your doc or task.
5. After the meeting, use AI again to summarize notes into decisions, action items, and follow-ups.

Use Existing Content With ClickUp AI

You can also use ClickUp AI to turn existing text into new items, saving time on manual copying and pasting.

Convert Notes Into Actionable Items

1. Select notes, comments, or long-form text inside a ClickUp doc or task.
2. Open AI from the toolbar.
3. Use a prompt such as:
   “Extract action items and create tasks with owners and due dates where possible.”
4. Review the list of proposed tasks or subtasks.
5. Confirm which items to create and where they should live in your Workspace.

Summarize and Structure Information

1. Highlight long documents, specs, or research inside ClickUp.
2. Launch AI and choose a summarization or structuring tool, or type:
   “Summarize this content and organize it into key sections and bullet points.”
3. Insert the summary into a new or existing doc, task description, or comment.

Refine and Save ClickUp AI Outputs

After ClickUp AI generates content, you remain in full control of what gets created and how it is stored.

• Edit before saving: Adjust titles, dates, and details before confirming item creation.
• Choose locations: Select the correct Space, Folder, List, or doc location.
• Iterate with new prompts: If the output is not quite right, refine your prompt and run AI again.

Where to Learn More About ClickUp AI

For the full feature description and the latest updates on creating items with AI, refer to the official help documentation provided by ClickUp at this support article.

Experiment with small prompts, review the results carefully, and gradually build workflows that fit how your team already uses ClickUp every day.

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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