Create task summaries and updates with ClickUp AI

Use ClickUp AI to summarize the activity in the task description and comments. Generate high-level updates. And quickly summarize lengthy task comment threads. 

You can also generate summaries and updates using AI Custom Fields.

 

Feature availability and limits vary by plan and user role. Learn more

 

Summarize Docs with ClickUp AI

To learn how to summarize Docs, read our article Summarize a Doc with ClickUp AI.

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. In an open task above the title, click Ask AI and from the AI modal, select Summarize.
    • Or from the banner below the title, select create a summary
  2. After the AI responds, you have the following choices:
    • +Create: Create a task or Doc from the response. 
    • Copy: Copy the text to paste it into another location manually. You can also manually copy any part of the generated text.
    • Retry: Click to get a different response from the same prompt.
    • Follow ups: Choose a suggested follow-up question. 
    • Tell AI what to do next: Give AI more direction or ask AI something new.

Generate progress updates

Generate an update that summarizes the progress being made on the tasks in a List over a period of time. For example, changes in priority or due dates.

To generate a progress update:

  1. In an open task above the title, click Ask AI
    • Or from the banner below the title, select generate an update.
  2. In the ClickUp Brain modal, select Progress update.
  3. From the dropdown, select Today, Yesterday, This week, Last 24 hours, Last 3 days, Last 7 days, or Last 30 days.
  4. Click Generate
  5. After the content is generated, you have the following choices:
    • Edit: To choose a different time period, scroll to the top of the modal. To the right of Progress Update, click Edit.
    • +Create: Create a task or Doc from the response. 
    • Copy: Copy the text to paste it into another location manually. 
    • Retry: Click to get a different response from the same prompt.
    • Tell AI what to do next: Give AI more direction or ask AI something new.

Create Space, Folder, and List summaries

Summarize recent location activity.

To generate a Space, Folder, or List summary:

  1. From a Space, Folder, or List's location header in the upper-right corner, click Ask AI.
  2. In the ClickUp Brain modal's Features section click Space, Folder, or List summary.
  3. By default, AI will include recent activity formatted as an executive summary with key efforts and initiatives.
    • You can scroll through the advanced options to ask AI to filter by things like task type and status. You can also select a different task report format.
      GenerateSummariesUpdatesLocationSummary.png
  4. Click Generate
  5. After AI responds, you have the following choices:
    • +Create: Create a task or Doc from the response. 
    • Copy: Copy the text to paste it into another location manually. You can also manually copy any part of the generated text.
    • Retry: Click to get a different response from the same prompt.
    • Tell AI what to do next: Give AI more direction or ask AI something new.

Generate project updates

Create a high-level overview of project progress over time. 

  1. In the toolbar click the AI icon. Or, from a List's location header, click Ask AI in the upper-right corner. 
  2. From the Select List dropdown, select a List.
  3. From the Since dropdown, select Today, Yesterday, This week, Last 24 hours, Last 3 days, Last 7 days, or Last 30 days.
  4. In the Configurations section, you can choose to filter tasks further.
  5. Click Generate
  6. After the content is generated, you have the following choices:
    • Edit: To choose a different List or configurations, scroll to the top of the modal. To the right of Project Update, click Edit.
    • +Create: Create a task or Doc from the response. 
    • Copy: Copy the text to paste it into another location manually. You can also manually copy any part of the generated text.
    • Retry: Click to get a different response from the same prompt.
    • Tell AI what to do next: Give AI more direction or ask AI something new.

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. Hover in the upper-right corner of a comment or comment thread and click the AI icon. 
  2. AI generates a summary of the comment thread or single comment. 
  3. After the content is generated, you have the following choices:
    • Copy: Copy the text to paste it into another location manually. You can also manually copy any part of the generated text.
    • Retry: Click to get a different response from the same prompt.
    • Tell AI what to do next: Give AI more direction or ask AI something new.

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