How to Use ClickUp AI

Getting started with ClickUp AI

In this guide, you'll learn how to set up ClickUp AI and create your first task using its AI features. After reading, you'll be ready to manage your projects more efficiently and leverage AI to streamline your workflow.

Step 1: Sign up and set up

1. Visit clickup.com.
2. Click on the Get Started button in the top right corner.
3. Choose the Sign Up for Free option and enter your email address.
4. Create a password and click Create Account.
5. Follow the prompts to set up your workspace, including naming your team and selecting your preferred settings.
6. To enable the AI features, go to Workspace Settings (click your profile icon in the bottom left) and select Billing. Then, choose the AI add-on for $5/member/mo if you want to upgrade.

Step 2: Your first task

1. In your ClickUp workspace, click on Tasks in the left sidebar.
2. Click the + New Task button at the top right.
3. In the task creation window, enter a title and description.
4. To use ClickUp AI, look for the AI button within the task window. Click it.
5. Select the AI feature you want to use (e.g., Draft Content, Summarise Threads).
6. Enter any relevant prompts or details, and click Generate.
7. Review the AI-generated content, make any adjustments, and click Save Task.

Step 3: Get better results

• Use specific prompts for the AI to generate more relevant content. For example, instead of asking for a summary, specify “Summarise the last three meeting notes.”
• Organise tasks using different views (List, Board, Calendar) by clicking the view options at the top of the tasks page.
• Assign tasks to team members and set due dates for better tracking.

Pro tip

Use the Templates feature in ClickUp to save time on repetitive tasks. Create a template for common project types and simply duplicate it for new projects.

Common mistake to avoid

Many users forget to explore the AI options within the task window. Make sure to click the AI button and experiment with different features to fully utilise its capabilities.