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AI ProductivityFreemium
ClickUp
Complete Setup Guide & Tutorial
All-in-one project management with ClickUp Brain AI features.
1 min read
Setup: 15-30 minutes
3 Steps
Quick Info
Pricing
Free Forever available. Unlimited: $7-10/user/month. Business: $12+/user/month. AI: $9/user/month addon. AI Autopilot Bundle: $28/user/month.
Requirements
- Email address
- Web browser
- AI addon for Brain features
Overview
ClickUp combines project management with ClickUp Brain AI. Features include Autopilot Agents for task automation, AI Project Manager for standups and status reports, Deep Search across connected apps, AI Meeting Notetaker, and multi-model AI access.
Step-by-Step Setup Guide
1
Create Account
Sign up at clickup.com
- Visit clickup.com
- Start free trial
- Create workspace
- Set up structure
2
Enable ClickUp Brain
Add AI features
- Go to workspace settings
- Enable ClickUp Brain
- Configure AI preferences
3
Use AI Features
Start automating
- Use AI for task creation
- Enable Autopilot for automation
- Set up AI Meeting Notetaker
Core Features & Capabilities
Autopilot Agents
No-code AI bots for automation
How to use: Create agent with plain English instructions
Use cases:
Task automationStatus updatesRecurring work
AI Project Manager
Auto-generate standups and reports
How to use: Enable for projects, get automatic summaries
Use cases:
Status reportsTeam standupsProgress tracking
Deep Search
Search across all connected apps
How to use: Use universal search across ClickUp, Slack, Drive, etc.
Use cases:
Information retrievalCross-app searchKnowledge management
Best Use Cases
Project management
Team collaboration
Task automation
Meeting management
Status reporting
Pro Tips & Best Practices
- Use Autopilot for repetitive tasks
- Enable AI Project Manager for automatic reports
- Deep Search unifies information
- AI Meeting Notetaker captures action items
- Multi-model access for best results
Integrations & Compatibility
ClickUp works seamlessly with these tools and platforms:
SlackGoogle DriveGitHubFigmaNotionSalesforceHubSpot
Limitations & Considerations
- AI requires addon purchase
- Complex setup for large teams
- Learning curve
- Some features require higher tiers