ClickUp Guide to Perplexity AI Alternatives

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How to Use ClickUp to Evaluate Perplexity AI Alternatives

ClickUp can help you run a clear, repeatable process for researching Perplexity AI alternatives, comparing features, and choosing the right AI assistant for your team.

This step-by-step guide walks you through building an evaluation workspace, creating comparison views, and turning insights into action so you can reuse the same framework for any AI tool.

Step 1: Set Up a ClickUp Space for AI Tool Research

Begin by creating a dedicated Space to centralize all work related to AI assistants, including Perplexity-style tools and other research platforms.

  1. Create a new Space named something like AI Tools & Research.

  2. Add a Folder called Perplexity AI Alternatives to keep related Lists together.

  3. Turn on features you will need, such as Custom Fields, Docs, and Views.

Structuring your work at the Space and Folder level in ClickUp keeps tasks, notes, and comparisons in one place as your evaluation grows.

Step 2: Build a ClickUp List for Alternative Tools

Next, set up a List dedicated to the tools you want to compare. Each task will represent one AI product or platform.

  1. Create a List named AI Alternatives Comparison inside your Folder.

  2. Add a task for each tool you want to evaluate. For example, you might create tasks for AI-powered research assistants, chatbots, search tools, or knowledge engines.

  3. Use the task description area to capture a summary, pricing snapshot, and standout features.

ClickUp tasks give you a flexible home for product data, notes, and links to resource pages like the original overview at this Perplexity AI alternatives article.

Step 3: Add ClickUp Custom Fields for Feature Comparison

Custom Fields help you standardize how you score and compare each AI tool. This mirrors the way detailed comparison posts break down features and use cases.

  1. Open your List and click to add a new Custom Field.

  2. Create fields that match the criteria you care about, such as:

    • Use Case Focus (e.g., research, content, project management)
    • Pricing Model (free, freemium, per seat, usage-based)
    • Search & Web Access (yes/no or rating)
    • Team Collaboration (rating 1–5)
    • Security & Compliance (text or dropdown)
    • Overall Score (numeric rating)

  3. Apply these Custom Fields to your entire List so every task shares the same evaluation framework.

By using these structured attributes in ClickUp, you move beyond unorganized notes and create a consistent scoring system you can reuse for future AI evaluations.

Step 4: Create ClickUp Views for Fast Side-by-Side Insights

Different views in ClickUp allow you to slice your research from multiple angles, just like an in-depth comparison blog breaks down tools by category and strengths.

Use a Table View in ClickUp for Direct Comparison

Table View is ideal for seeing all tools and Custom Fields in one grid.

  1. Add a Table View to your List.

  2. Show columns for key Custom Fields like price, use case, and overall score.

  3. Sort or filter by rating, category, or must-have features.

This grid gives you a quick way to see which AI tools are strongest in areas that matter most to your team.

Use a Board View in ClickUp to Group by Category

Board View lets you visually group solutions based on use case or decision status.

  1. Create a Board View and group tasks by a Custom Field such as Use Case Focus or Status.

  2. Drag tools between columns as you refine categories or move them from Researching to Shortlisted to Selected.

Board View in ClickUp makes it clear where each candidate stands in your decision pipeline.

Step 5: Capture Research Notes in ClickUp Docs

Use Docs to store deeper notes, qualitative feedback, and best practices gathered from your evaluation work.

  1. Create a ClickUp Doc titled Perplexity AI Alternatives Research Notes.

  2. Outline sections for each tool, including strengths, weaknesses, and ideal use cases.

  3. Link tasks from your comparison List directly into the Doc so you can jump from narrative notes to structured data.

Docs keep long-form insights connected to the tasks and fields you use for scoring, giving you both narrative and numeric views in ClickUp.

Step 6: Turn Evaluation Results into ClickUp Tasks

Once you have scored each alternative, turn your decisions into clear actions, especially if you need to set up new workflows, train your team, or revise documentation.

  1. Create a new List called Implementation Plan within your AI Space in ClickUp.

  2. Add tasks for key next steps, such as vendor trials, security reviews, or rollout planning.

  3. Use task priorities and due dates to coordinate between stakeholders like operations, IT, and content teams.

This approach ensures your research does not stay theoretical. Instead, ClickUp helps move your AI tool decision into real process changes.

Step 7: Build a Reusable ClickUp Template

After you are satisfied with your evaluation framework, save it as a template so you can easily compare new tools in the future.

  1. Open the List that contains your AI tool tasks and Custom Fields.

  2. Use the List options to Save as Template.

  3. Name it something like AI Tool Comparison Template and choose which elements to include, such as fields, views, and Docs.

From now on, you can spin up a full evaluation workflow inside ClickUp whenever you encounter another promising AI platform to compare.

Step 8: Enhance Your Workflow with Expert Support

If you want help structuring complex evaluations, you can explore professional consulting services. For example, Consultevo specializes in optimizing systems and processes so teams can get more value from tools like project management platforms and AI solutions.

Expert guidance can help you refine your ClickUp setup, define scoring models, and connect evaluation work to broader business goals.

Applying This ClickUp Method to Future AI Tools

The same steps you use to evaluate Perplexity-style assistants can be applied to any AI-powered product. By organizing work in ClickUp, using Custom Fields, and building views around your priorities, you can:

  • Keep research centralized and transparent

  • Compare tools consistently and fairly

  • Document decisions and reasoning

  • Quickly revisit and update evaluations as products evolve

With this repeatable framework in ClickUp, your team can stay ahead of rapid changes in AI and confidently choose the tools that fit your workflows, budget, and security needs.

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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