Add ClickUp AI to your workflow

Add ClickUp Brain's AI features to your Workflow. ClickUp AI helps you manage your projects, knowledge, and content.

 

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

 

ClickUp AI features

These are the conversational, contextual, and role-based AI features available everywhere in ClickUp.

AI project manager

AI knowledge manager

AI writer for work

Add ClickUp AI to your Workflow

Below are some ideas and best practices for using AI in your workflow. 

Use ClickUp AI for project planning

Use AI to brainstorm your project plan. 

To use AI to help write a project plan:

  1. Open a new Doc.
  2. Select Write with AI. Or use the /Slash Command Write.
  3. In the prompt text box, write your prompt. The best prompts are specific. You can also provide examples and specify things like tone and audience. For example:
    Write a detailed construction project plan for a project manager. We are building the world's longest bridge in Penang, Malaysia. We need permits and international licenses. Include timelines and scope of work. Also, estimate how many people will be needed to make this ten-mile-long bridge.AddAIToYourWorkflowProjectPlanDoc.png
    • Other prompt practices to consider:
    • You can paste a project plan you've used before into the prompt and ask: Use the following project plan as an example.
    • You can also tell AI what to do next. For example, you could type Generate action items or Summarize this as an email

Create the project plan Doc

Once the plan looks good, create the Doc. 

  1. From the Write with AI modal, click Insert
  2. The project plan is inserted into the Doc. 

Consider making the project plan a wiki. A wiki is a Doc that's prioritized as the source of truth. This ensures that everyone can easily find the most up-to-date info on your project. 

Create tasks from the project plan

You can create tasks from the project plan Doc. The tasks will display in the Doc as unfurled links.

You can click the link to open the task from the Doc. When you hover over the link, details like status, assignee, and priority will display and can be edited.

To create tasks:

  1. In the open Doc, highlight some text. For example, highlight the phrase Permit Acquisition to create a task about securing the permits needed to build the bridge. 
  2. From the menu, select +Task.
    AddAIToYourWorkflowCreateATaskFromADoc.png
    • You can select a location, assignee, and priority. You also have the option to fill out other fields that exist in the location. 
  3. Click Create.  

Use Write with AI to generate task details

Quickly brainstorm the details needed to get this task done. 

  1. From the Doc, click the link to open the task.
  2. Select Write with AI. Or use the /Slash Command Write.
  3. In the prompt text box type your prompt. For example, you could type:
    What are the design requirements for a ten-mile-long bridge? The bridge will be over water and at least five lanes wide.
  4. AI will generate the task description. 
  5. Take a close look at the content AI has generated to ensure it's correct and useful for this project. 

Use AI to suggest subtasks

Let AI suggest some subtasks.

  1. From the open task, select the Subtasks tab, and click Suggest subtasks.
  2. From the content generated in the task description, AI generates some subtasks. 
  3. You can create those subtasks or unselect one or more.  
    • At any point in the process, you can change the name of the subtask. 
      AddAIToYourWorkflowCreateSubtasks.png
  4. Click Create subtasks.

Manage your knowledge

Once your project is underway, leadership can easily assess progress or blockers. Project managers can get task updates or team standups to quickly see progress made. Team members can summarize comment threads and ask AI if they have any action items. 

Knowledge management for leadership

Leadership, easily check in on project progress.

To Ask AI where the work is:

  1. In the toolbar to the right of Search, click the AI button to open the Command Center. Or use the keyboard shortcut Option +  K on Mac or Alt + K on Windows. 
  2. In the Command Center search bar, type your prompt. For example, you could ask: Where is the scope of work for the Penang bridge project? 

To generate task summaries and updates:

Before using this feature, the AI Custom Fields need to be added to the location. Then these Custom Field columns need to be added to a view.

Learn more in our article Generate task summaries and updates using AI Custom Fields

  1. From a List, Board, Calendar, and Table view, in the AI Custom Field column click the Generate button.
  2. ClickUp AI will generate the info. 
  3. Hover over the field to see the entire summary or update.

Knowledge management for project managers

Project managers, quickly assess project progress. 

To ask questions about a task or Doc:

  1. Open the task or Doc.
  2. In the toolbar to the right of Search, click the AI button to open the AI modal. 
  3. From the AI modal, select a prompt or type a custom prompt. For example, you could ask: Is anything stopping progress? Or, What is the timeline for this project?

To summarize activity:

  1. Access AI from anywhere in ClickUp.
  2. Use the /Slash Command WriteStandUp.
  3. From the Write StandUp modal, click the avatar below Write StandUp for. 
  4. From the dropdown, select your team members or Team. You can select up to 10 people. 
  5. Choose a time period and select a format. 
  6. Click Generate
    • You can click Insert to paste the update into your location. For example, you could insert the update into a task comment, @mention leadership, and send them a weekly update. 
    • You can tell AI what to do next. For example, you could type: Make this shorter.
    • You can also click Create task or Create Doc
    • Knowledge management for team members

Team members, use AI to quickly find the work you're responsible for.

To summarize comment threads:

  1. From the upper-right corner of the first comment of the thread, click the Summarize thread button.  
  2. AI generates a summary of the comment thread. 
    • You can also tell AI what to do next. For example, you could type: Only show me threads where I'm @mentioned

To ask questions about a task: 

  1. Open the task.
  2. In the toolbar to the right of Search, click the AI button to open the AI modal. 
  3. From the AI modal, select a prompt or type a custom prompt. For example, you could ask: Do I have any assigned comments? or Do I have any action items?

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