ClickUp AI Tutorial

Overview

• ClickUp: Project manager, task manager, and organizational tool
• AI Features: Enhance efficiency and manage tasks more effectively
• Tutorial in partnership with ClickUp
• Goal: Guide through ClickUp AI's features to determine if it's the right fit for you

Initial Setup

• Visit clickup.com/ai
• Try ClickUp AI for free
• Dashboard: Home, Inbox, Docs, Dashboards
• Right sidebar: Ask AI to find/create anything
• Enhance ClickUp AI's knowledge with Docs
• Standard Questions: Task management, writing ideas, etc.

Creating and Managing Docs

• Similar UI to Trello and Notion
• Example: Create an 'About Us' page
• AI can identify and utilize the content (e.g., identifying 'AI Andy')
• Adding content from existing documents (e.g., YouTube videos)
• Efficiently fetches and organizes content within ClickUp

Task Management

• Home: Recent agenda, calendar, 'My Work,' 'Assigned to Me' sections
• Create tasks and assign due dates
• Example tasks and due dates
• AI Standup: Creates recurring summaries of recent activities
• Reflects on task completion and team progress

AI Writer

• Generate content for tasks (
• Brainstorming talking points and detailed insights
• Adjust tone of voice and creativity
• Example: ChatGPT vs. Gemini Ultra (detailed and scientific points)

Subtask Generation

• Suggest subtasks based on task description
• Continues generating subtasks from detailed task descriptions
• Works with minimal initial information
• Example: Setup email campaign

Summarization

• Summarize tasks and docs
• Creates prioritized lists for tasks
• Example: Summarization of tasks for the week
• Summarize complex tasks like 'ChatGPT vs. Gemini'

Natural Language Automation

• Automate task assignments and status changes
• Example automation: Assign tasks to 'Me' or change status when due date changes
• Flexible customization for workflow enhancements

AI-Generated Templates

• Generate templates for repeated tasks
• Use popular topics for template ideas
• Example: Film video concept, audience, and checklists
• Save and reuse customized templates

Pricing

• Free plan
• Unlimited plan ($7/month)
• Business plan ($12/month)
• AI features available on Unlimited and higher plans

Conclusion

• Impressive contextual AI understanding
• High potential for efficient task management and organization
• AI based on ChatGPT for robust performance
• Recommended for those seeking advanced AI in project management

Next Steps

• Visit ClickUp's website for more details
• Evaluate if ClickUp AI fits your project management needs
• Explore additional features and potential for team collaboration