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Summarize Threads in ClickUp

How to Summarize Threads in ClickUp on Mobile

Using ClickUp on your mobile device, you can instantly summarize long task and chat threads with built-in AI so you stay informed without reading every message.

This guide walks you through using AI summaries from the mobile app, how to access them from different views, and how to copy or expand an existing summary.

What You Need to Use ClickUp AI on Mobile

Before you start, make sure your workspace is set up correctly so the summarization feature is available in the ClickUp mobile app.

  • Your Workspace must have the ClickUp AI feature available and enabled.
  • You need the ClickUp mobile app installed and updated to the latest version on iOS or Android.
  • You must be logged in to the correct Workspace where you want to generate summaries.

If ClickUp AI is not available to you, contact your Workspace owner or admin to review plan and permission settings.

Where You Can Use ClickUp Thread Summaries

You can create and view summaries in several places inside the ClickUp mobile experience. The AI summarization tool is available anywhere you have a task or chat thread that supports comments.

Summarize Task Threads in ClickUp

Task-level comments often contain long discussions. You can generate a summary for the entire thread directly from the task.

  1. Open the ClickUp mobile app.
  2. Navigate to the Space, Folder, or List that contains your task.
  3. Tap the task you want to review.
  4. Go to the Comments or Activity section of the task.
  5. Look for the AI summarization option in the thread area.
  6. Tap to generate a new summary of the task thread.

The AI will scan the existing conversation and produce a concise overview of the key points, decisions, and updates in that thread.

Summarize Chat Views with ClickUp AI

In addition to tasks, you can summarize chat views in ClickUp to quickly catch up on team conversations from the mobile app.

  1. Open the ClickUp app on your phone or tablet.
  2. From the bottom navigation, open your Chat or relevant view containing a message thread.
  3. Select the chat or conversation you want to summarize.
  4. Locate the AI summary feature in the chat interface.
  5. Tap to generate a summary of the chat thread.

The summary gives you a quick snapshot of the conversation so you can understand the context without reading each message line by line.

How to Generate a New Summary in ClickUp

Once you are in a compatible task or chat thread, generating a new summary is straightforward. The AI works the same way in task comments and chat views.

  1. Open the thread you want to summarize in the ClickUp mobile app.
  2. Scroll to view the conversation so AI can access the latest messages.
  3. Tap the Summarize option or relevant AI button shown in the thread area.
  4. Wait a moment while ClickUp AI processes the content.
  5. Review the summary presented at the bottom or top of the thread, depending on your interface.

The generated summary reflects the current state of the conversation at the moment you request it, including the latest comments visible in that thread.

Tips for Better Summaries in ClickUp

  • Keep discussions focused on a single topic within a thread to help AI create clearer summaries.
  • Encourage your team to use clear language and avoid mixing unrelated topics in one task or chat.
  • When a conversation shifts topics significantly, consider starting a new task or chat in ClickUp for better organization and more accurate summaries.

View, Refresh, and Expand Summaries in ClickUp

After a summary is created, you can revisit or refresh it as the thread evolves. You can also expand a short overview into a more detailed summary.

How to View an Existing Summary

  1. Open the relevant task or chat in the ClickUp mobile app.
  2. Scroll through the thread until you see the AI-generated summary block.
  3. Tap the summary if your interface allows expansion or additional options.

This lets you quickly review what has happened in the conversation so far, even if you generated the summary earlier.

How to Refresh a Summary in ClickUp

  1. Open the thread where a summary already exists.
  2. Confirm that new comments or messages have been added since the last summary.
  3. Tap the AI summary option again (such as Refresh summary or a similar control).
  4. Wait for the updated summary that includes the latest thread activity.

Refreshing ensures your overview stays accurate as your team continues to collaborate in ClickUp.

How to Expand a Short Summary

Sometimes you may want more detail than the default overview provides.

  1. Locate the existing summary in your task or chat thread.
  2. Tap any available option such as Show more, Expand, or a similar AI command.
  3. Allow the AI to generate a more detailed summary containing additional context and highlights.

This expanded version helps when you need deeper understanding of complex or lengthy conversations.

Copy and Share Summaries from ClickUp

Summaries created in ClickUp can be copied and reused in other tools or shared with stakeholders who are not in the Workspace.

How to Copy a Summary

  1. Open the ClickUp mobile app and navigate to the summarized thread.
  2. Scroll to the AI-generated summary you want to reuse.
  3. Tap and hold the summary text, or tap the menu icon if one appears next to the summary.
  4. Select Copy from your device options.
  5. Paste the summary into an email, document, chat tool, or any other app.

This is especially helpful when you need to provide quick updates to leaders, clients, or partners without forwarding the entire thread from ClickUp.

Use Cases for Thread Summaries in ClickUp

AI summaries can speed up many everyday workflows inside ClickUp.

  • Daily standups: Summarize task discussions to share concise updates with your team.
  • Client communication: Turn long chats into short briefs you can send to clients.
  • Handoffs: Share a summary when transferring ownership of a task or project.
  • Project reviews: Use summaries to quickly recall decisions made in past discussions.

More Help with ClickUp and AI

For the original feature documentation that this guide is based on, visit the official article about summarizing threads with AI in the mobile app on the ClickUp Help Center: Summarize threads using ClickUp AI on the mobile app.

If you want expert assistance implementing AI workflows, documentation, or ClickUp processes across your organization, you can also explore consulting resources such as Consultevo for strategic guidance and optimization support.

By using AI-powered summaries inside ClickUp on mobile, you can stay informed, move faster, and keep projects aligned without getting overwhelmed by long threads.

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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