AI Cards

Use AI Cards to add ClickUp Brain AI-powered reporting to your Dashboards and Overviews.

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

Screenshot of a Dashboard with AI Cards.

AI Cards video tutorial

The following video is a tutorial demonstrating the use of AI Cards:

AI Dashboard templates

You can create a new Dashboard using a template that features AI Cards. 

Available templates include:

  • AI Team Center: View your team's activity with AI Cards.
  • AI Personal Center: Improve your performance and career with AI Cards. The AI Personal Center template is not available when creating a Dashboard view.

Screenshot of the option to use an AI Dashboard template.

AI cards

You can add AI Cards to any Dashboard. 

The following table describes the available AI cards:

AI Card Description
AI Brain

Run a custom Brain AI prompt.

Apply our best practice suggestions to get the most out of your custom prompts.

AI StandUp Track daily progress and insights with real-time task updates.
AI Team Update Summarize selected people and teams' recent activity during a selected time period.
AI Executive Summary Generate an up-to-date executive summary, showing the health and status of your department, team, or projects.
AI Project Update Create a high-level overview of your project status and progress.

Add an AI card

To add an AI card:

  1. Create a new or open an existing Dashboard.
  2. In the upper right corner, click + Card
  3. From the left sidebar, select AI Cards.
  4. Click an AI card.
  5. Set your prompt settings.

Edit an AI Card

Hover over an AI Card to access its settings:

  • View full screen
  • Show History
  • Edit prompt
    • This option is only available for the Brain AI card
  • Rerun AI
  • Click the ellipsis ... icon to:
    • Duplicate
    • Delete card

Edit your custom prompt

To update a custom prompt:

  1. Hover over the card.
  2. Depending on the card type, click the settings or pencil icon.

Access card settings

Access card settings for the AI StandUp, AI Team Update, AI Executive Summary, and AI Project Update card by hovering over the card and clicking the settings icon.

AI Card prompt settings

Choose your AI Card prompt settings to specify what content Brain AI should generate.

The following table describes the available prompt settings for each AI card:

AI Card Prompt options Description
AI Brain
 
Prompt Write your custom prompt.
Tools Use various tools to prompt Brain AI.
Saved prompts Use a prompt you created previously.
Mention Mention specific items from your Workspace.
Attach files Attach files from your computer for Brain AI to use.

AI StandUp
 

AI Team Update

People or Teams Select one or more individual people or Teams.
Time period

Options include:

  • Last 24 hours
  • Today
  • Yesterday
  • This week
  • Last 3 days
  • Last 7 days
AI Executive Summary Select location
Select a List, Subfolder, Folder, or Space.
AI Project Update
 
Select location Select a List, Subfolder, Folder, or Space.
Time period

Options include:

  • Last 24 hours
  • Today
  • Yesterday
  • This week
  • Last 3 days
  • Last 7 days
  • Last 30 days