ClickUp AI can summarize Docs and comment threads. You can also use AI to summarize recent task activity and generate task progress updates.

What you'll need

• ClickUp AI is available for purchase on all paid plans.
  • We ensure optimal performance and fair use for all of our customers. Your access to ClickUp AI may be reduced depending on usage.
• Free Forever plans can’t purchase AI.
• All plans can access our free AI trial. Free trial usage varies by plan:
  • Free Forever: 25 uses
  • Unlimited and Business: 50 uses
  • Business Plus and Enterprise: 100 uses
• Members and internal guests can use AI. You’ll be charged $5 per member and internal guest per month.
  • External guests can’t use ClickUp AI.
• ClickUp AI is not available for HIPPA-compliant Workspaces.
• ClickUp AI is not available in the following countries:
  • China
  • Cuba
  • Hong Kong
  • Iran
  • North Korea
  • Russia
  • Syria

Summarize a Doc

You can use ClickUp AI to summarize the content of a Doc. The generated text is inserted as a Summary block at the top of the Doc.

To use the Summarize button:

1. Open a Doc that has written content.
   • The Summarize button is disabled if there is no text or less than ten words.
2. Click Summarize.
3. AI generates a summary of the entire Doc. 
   

After the content is generated, you have the following choices:

• Insert Summary Block: Insert the summary as an introductory section of the Doc. 
• Try Again: Generate a slightly different AI response.
• Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
• Discard: Delete the content and close the modal.
• Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.
  For example, you could type: Make it more formal.  

Summarize task activity

You can use ClickUp AI to summarize the activity taking place in the task description and comments. 

To summarize a task:

1. From the upper-right corner of an open task, click the AI icon.
2. From the Ask AI dropdown, select Task Summary.
   

After the content is generated, you have the following choices:

• Try Again: Generate a slightly different AI response.
• Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
• Discard: Delete the content and close the modal.
• Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.
  For example, you could type: Translate to Spanish. 

Generate task updates

You can generate updates that summarize the progress being made on the task. For example, changes in priority or due dates, or collaboration happening in the comments. 

To generate a task update:

1. From the upper-right corner of an open task, click the AI icon.
2. From the Ask AI dropdown, select Task Update.
3. Choose a time span of Last 24 hours, Last 3 days, Last 7 days, or Last 30 days.

After the content is generated, you have the following choices:

• Try Again: Generate a slightly different AI response.
• Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
• Discard: Delete the content and close the modal.
• Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.
  For example you could type: Make it more concise.
  

Summarize task comment threads

In a task, you can use the Summarize button to quickly see the main points of a long thread or comment.

To summarize a thread or comment:

1. From the upper-right corner of the first comment of the thread, click the Summarize thread button. Or from the upper-right corner of a comment that's not in a thread, click the Summarize comment button.  
2. AI generates a summary of the comment thread or a single comment. 
   
3. After the content is generated, you have the following choices:

• • Try Again: Generate a slightly different AI response.
  • Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
  • Close: Close the Summarize thread modal.
  • Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.

Summarize Inbox threads

In your Inbox, you can use the Summarize button to quickly see the main points of a long thread or comment.

The summarize Inbox threads feature is only available in ClickUp 3.0, which is currently in beta. Join the 3.0 waitlist.

1. From your Inbox, select the Important tab. 
2. Click to open an item.
3. From the upper-right corner of the first comment of the thread, click the AI icon. 
   

4. AI generates a summary of the entire comment thread or the single comment.

5. After the content is generated, you have the following choices:

6. Try Again: Generate a slightly different AI response.

7. Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.

8. Close: Close the Summarize thread modal.

9. Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.

Updated September 12, 2023 01:56