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Write effective ClickUp AI prompts

Effective prompts help AI provide better responses. Use these tips to get the most out of ClickUp AI!

Take a look at our article Add ClickUp AI to your workflow to learn how to effectively use ClickUp AI tools to manage a project and align your team.

Prompting best practices for ClickUp AI

ClickUp AI is a collection of conversational, contextual, and role-based features available everywhere in ClickUp.

This article covers writing your own prompts and the ClickUp AI tools that make these best practices quick and easy!

Use natural language

Pretend you're having a conversation with someone on your team. Talk to AI like a person, not a search engine.

You: Can you identify my overdue tasks and suggest a priority order for them?

ClickUp AI: Sure! Let me check your Workspace.

Here are the overdue tasks:

  • Task A: Due last week
  • Task B: Due yesterday
  • Task C: Due this morning

I suggest prioritizing Task B as it impacts the upcoming deadline.

ClickUp AI is contextual. If you're in an open task, Doc, or Task type view AI will answer your questions using that item or location as the source. Use Workspace Q&A to easily shift the context to your whole Workspace.

Here are some other ways ClickUp AI connects you with the content relevant to your role:

  • Did you know that ClickUp AI reads the title in your Profile to help find content relevant to you?
    Make sure to add your title to your Profile details.
  • Explore our ready-to-use role-based prompts!

Specify exclusions

Task C was due this morning. It's a Marketing task and is not as urgent as the others. You can ask AI to exclude this task.

You: Please exclude tasks related to Marketing as they aren't urgent.

ClickUp AI: Understood! Excluding Marketing tasks, here are the remaining overdue tasks:

  • Task A: Due last week
  • Task B: Due yesterday

Clarify the response structure

You want to ensure that you work on the highest priority task first.

You: Can you structure the response in a bulleted list from highest priority to lowest?

ClickUp AI: Here are your tasks in order of priority:

  • Task B: High priority, due yesterday
  • Task A: Medium priority, due last week

Ask AI to summarize

You open Task B and see a 15-page Doc and dozens of comment threads. Ask AI to summarize!

Using our built-in prompts, you can ask AI to summarize any of the following:

  • Task activity
  • Progress updates
  • List summaries
  • Project updates
  • Task comment threads

You: You open the Doc and click Summarize.

ClickUp AI: AI concisely summarizes the 15-page Doc in a couple of paragraphs. AI mentions the Doc contains an example from your teammate Avery.

You: Can you post Avery's example?

ClickUp AI: AI finds and posts Avery's example.

You: You create a Doc with AI containing Avery's example and get to work!

Create an update

Leadership wants to ensure you're on track to finish this high-priority task. Instead of bothering you while you're working, they ask ClickUp AI to write an update on your progress today.

They don't have to track down your task. They click your Profile and AI responds with a bulleted list of your progress.

Make sure you have all the info

  • Our article Intro to ClickUp Brain quickly outlines how to use these AI features to connect your organization's people, work, and knowledge. Link out from there to more detailed articles!
  • Take a look at our What is ClickUp Brain? course in ClickUp University. You can also practice with ClickUp Brain Hands-On Exercises in ClickUp University.

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