1┌─────────────────────────────────────────────┐
2│         PROJECT MANAGEMENT AI               │
3├─────────────────────────────────────────────┤
4│                                             │
5│ 📝 CONTENT GENERATION                       │
6│ ├── Write task descriptions                 │
7│ ├── Create project briefs                   │
8│ ├── Generate status updates                 │
9│ └── Draft communications                    │
10│                                             │
11│ 📊 ANALYSIS & INSIGHTS                      │
12│ ├── Predict project delays                  │
13│ ├── Identify bottlenecks                    │
14│ ├── Resource optimization                   │
15│ └── Risk assessment                         │
16│                                             │
17│ 🔄 AUTOMATION                               │
18│ ├── Auto-assign tasks                       │
19│ ├── Smart scheduling                        │
20│ ├── Dependency management                   │
21│ └── Status updates                          │
22│                                             │
23│ 💬 COMMUNICATION                            │
24│ ├── Summarize discussions                   │
25│ ├── Answer project questions                │
26│ ├── Generate reports                        │
27│ └── Email drafts                            │
28│                                             │
29└─────────────────────────────────────────────┘

1┌─────────────────────────────────────────────┐
2│           MONDAY AI CAPABILITIES            │
3├─────────────────────────────────────────────┤
4│                                             │
5│ ✨ AI Assistant                             │
6│ ├── Generate task content                   │
7│ ├── Summarize updates                       │
8│ ├── Create formulas                         │
9│ └── Build automations                       │
10│                                             │
11│ 📧 AI Email Composer                        │
12│ ├── Draft project emails                    │
13│ ├── Stakeholder updates                     │
14│ └── Meeting invitations                     │
15│                                             │
16│ 📊 AI Insights                              │
17│ ├── Project health score                    │
18│ ├── Workload analysis                       │
19│ └── Timeline predictions                    │
20│                                             │
21└─────────────────────────────────────────────┘

11. Admin → Account Settings
22. Features → Monday AI
33. Enable for workspace
44. Configure permissions

1In any board:
21. Click on item
32. Look for ✨ AI icon
43. Or type "/" in any text field
54. Select AI option

1Input: "Website redesign homepage"
2 
3AI Output:
4"Redesign the company homepage to improve user 
5experience and conversion rates.
6 
7Deliverables:
8• New wireframes and mockups
9• Mobile-responsive design
10• A/B testing variants
11• Implementation specifications
12 
13Success Criteria:
14• 20% improvement in bounce rate
15• 15% increase in conversion
16• Mobile load time < 3 seconds"

1Prompt: "Create project brief for mobile app launch"
2 
3AI generates:
4┌─────────────────────────────────────┐
5│ PROJECT BRIEF: Mobile App Launch    │
6├─────────────────────────────────────┤
7│ Objective:                          │
8│ Launch iOS and Android mobile app   │
9│ by Q2 2024                          │
10│                                     │
11│ Scope:                              │
12│ • User authentication               │
13│ • Core features (list, search)      │
14│ • Push notifications                │
15│ • Payment integration               │
16│                                     │
17│ Timeline: 12 weeks                  │
18│ Budget: $150,000                    │
19│ Team: 8 members                     │
20│                                     │
21│ Key Milestones:                     │
22│ • Week 4: Design complete           │
23│ • Week 8: Beta release              │
24│ • Week 12: Production launch        │
25└─────────────────────────────────────┘

1AI Summary of last week:
2 
3"This week the team completed 23 tasks (↑15% from 
4last week). Key accomplishments include:
5- Design phase completed ahead of schedule
6- API integration testing passed
7- 3 critical bugs resolved
8 
9Concerns:
10- Backend development 2 days behind
11- Resource conflict on QA team
12 
13Recommended actions:
14- Reallocate 1 developer to backend
15- Schedule QA planning session"

1Automation Recipe:
2WHEN: New task created in "Development"
3AND: Priority is "High"
4THEN: AI assigns to team member with:
5      - Lowest current workload
6      - Relevant skills
7      - Available capacity
8 
9AI considers:
10├── Current task count
11├── Estimated hours remaining
12├── Skill match (from profile)
13└── Past performance on similar tasks

1Automation Recipe:
2WHEN: AI detects project risk
3THEN: 
4├── Create alert item
5├── Notify project manager
6├── Suggest mitigation actions
7└── Update project health score
8 
9Risk Detection:
10├── Tasks consistently late
11├── Dependencies at risk
12├── Resource overallocation
13├── Budget burn rate high
14└── Scope creep indicators

1┌─────────────────────────────────────────────┐
2│           CLICKUP AI CAPABILITIES           │
3├─────────────────────────────────────────────┤
4│                                             │
5│ ✍️ Writing Assistant                        │
6│ ├── Task descriptions                       │
7│ ├── Project docs                            │
8│ ├── Comments & updates                      │
9│ └── Email drafts                            │
10│                                             │
11│ 📋 Summarization                            │
12│ ├── Task threads                            │
13│ ├── Document summaries                      │
14│ ├── Meeting notes                           │
15│ └── Project updates                         │
16│                                             │
17│ 🎯 Action Items                             │
18│ ├── Extract from text                       │
19│ ├── Generate subtasks                       │
20│ └── Create checklists                       │
21│                                             │
22│ 🔄 Translation                              │
23│ ├── 12+ languages                           │
24│ └── Localize content                        │
25│                                             │
26└─────────────────────────────────────────────┘

1Parent Task: "Launch marketing campaign"
2 
3AI Command: "Break this into subtasks"
4 
5Generated Subtasks:
6□ Define campaign objectives and KPIs
7□ Identify target audience segments
8□ Create campaign messaging and copy
9□ Design visual assets
10□ Set up tracking and analytics
11□ Configure ad platforms
12□ Launch campaign
13□ Monitor and optimize
14□ Create performance report

1Task with 47 comments over 2 weeks
2 
3AI Summary:
4"Discussion centered on three main topics:
5 
61. Design Direction (15 comments)
7   - Agreed on minimalist approach
8   - Decision: Use blue color scheme
9   
102. Technical Implementation (20 comments)
11   - Debated React vs Vue
12   - Decision: React with TypeScript
13   
143. Timeline (12 comments)
15   - Original: 4 weeks
16   - Revised: 5 weeks (design complexity)
17   
18Key decisions made:
19- Blue minimalist design ✓
20- React + TypeScript stack ✓
21- 5-week timeline ✓
22- Weekly demos to stakeholder ✓"

1AI Prompt: "Create PRD for user authentication feature"
2 
3Output:
4# Product Requirements Document
5## User Authentication System
6 
7### Overview
8Implement secure user authentication with 
9multi-factor support for the web application.
10 
11### User Stories
12- As a user, I want to sign up with email
13- As a user, I want to login securely
14- As a user, I want to reset my password
15- As a user, I want to enable 2FA
16 
17### Requirements
18| ID | Requirement | Priority |
19|----|-------------|----------|
20| AUTH-1 | Email/password login | P0 |
21| AUTH-2 | OAuth (Google, Apple) | P1 |
22| AUTH-3 | 2FA via SMS/App | P1 |
23| AUTH-4 | Password reset flow | P0 |
24| AUTH-5 | Session management | P0 |
25 
26### Technical Specs
27- JWT tokens with 24h expiry
28- bcrypt password hashing
29- Rate limiting: 5 attempts/minute
30...

1Workflow:
21. Team updates tasks each morning
32. 9:30 AM: AI aggregates updates
43. Generates standup summary:
5 
6┌─────────────────────────────────────┐
7│  DAILY STANDUP - Jan 15, 2024      │
8├─────────────────────────────────────┤
9│                                     │
10│ 👤 Sarah (Development)              │
11│ Yesterday: Completed API endpoints  │
12│ Today: Start frontend integration   │
13│ Blockers: None                      │
14│                                     │
15│ 👤 Mike (Design)                    │
16│ Yesterday: User flow wireframes     │
17│ Today: High-fidelity mockups        │
18│ Blockers: Waiting for content       │
19│                                     │
20│ 👤 Lisa (QA)                        │
21│ Yesterday: Test case review         │
22│ Today: Automation setup             │
23│ Blockers: Test environment down     │
24│                                     │
25│ 🚨 Team Blockers:                   │
26│ - Test environment needs restart    │
27│ - Content team delayed              │
28└─────────────────────────────────────┘
29 
304. Post to Slack #standup channel

1AI Prompt: "Help plan next sprint based on:
2- Velocity: 45 story points
3- Team: 4 developers
4- Goals: Complete checkout feature"
5 
6AI Output:
7Recommended Sprint Backlog:
8 
9Priority 1 (Must Have) - 28 points:
10├── Checkout flow UI (8 pts)
11├── Payment integration (13 pts)
12└── Order confirmation (7 pts)
13 
14Priority 2 (Should Have) - 15 points:
15├── Guest checkout (5 pts)
16├── Save payment method (5 pts)
17└── Order history (5 pts)
18 
19Buffer (Nice to Have) - 5 points:
20└── Promo code support (5 pts)
21 
22Total: 48 points (6% stretch)
23 
24Risk Assessment:
25- Payment integration has external dependency
26- Recommend starting early in sprint
27- Backup: Simplify guest checkout if needed

1Choose Monday AI if:
2├── Non-technical teams
3├── Visual workflow preference
4├── Marketing/Operations focus
5├── Need strong automation
6└── Want AI included in plan
7 
8Choose ClickUp AI if:
9├── Development teams
10├── Document-heavy workflows
11├── Need detailed summaries
12├── Multiple project types
13└── Budget for add-on

1Schedule: Every Friday 4:00 PM
2 
3AI generates:
4 
5PROJECT STATUS REPORT
6Week of January 15-19, 2024
7 
8EXECUTIVE SUMMARY
9Project Alpha is on track for February launch. 
10This week saw significant progress in development 
11(85% complete) with minor delays in QA setup.
12 
13PROGRESS BY PHASE
14┌──────────────┬──────────┬────────┐
15│ Phase        │ Progress │ Status │
16├──────────────┼──────────┼────────┤
17│ Planning     │ 100%     │ ✅     │
18│ Design       │ 100%     │ ✅     │
19│ Development  │ 85%      │ 🟢     │
20│ Testing      │ 40%      │ 🟡     │
21│ Deployment   │ 0%       │ ⏳     │
22└──────────────┴──────────┴────────┘
23 
24KEY ACCOMPLISHMENTS
25• Core features development complete
26• UI/UX approved by stakeholders
27• Security audit passed
28 
29RISKS & ISSUES
30• QA environment setup delayed (2 days)
31• One developer on sick leave
32 
33NEXT WEEK PRIORITIES
341. Complete remaining backend tasks
352. Begin integration testing
363. Start deployment preparation

1AI Analysis:
2 
3TEAM UTILIZATION - January 2024
4 
5Overall: 87% (Target: 80-90%) ✅
6 
7By Team Member:
8├── Sarah: 95% ⚠️ (overloaded)
9├── Mike: 82% ✅
10├── Lisa: 78% ✅
11├── David: 92% ⚠️
12└── Tom: 88% ✅
13 
14Recommendations:
151. Redistribute 2 tasks from Sarah to Tom
162. Consider bringing in contractor for next sprint
173. David's high utilization is temporary (project deadline)
18 
19Forecast Next Month:
20Expected utilization: 92% ⚠️
21Risk: Team burnout if sustained
22Action: Review scope or add resources

1✅ Good Prompts:
2 
3"Create a detailed task description for implementing 
4user login, including acceptance criteria and 
5technical requirements"
6 
7"Summarize the discussion in this task thread, 
8highlighting decisions made and action items"
9 
10"Generate a risk assessment for this project 
11phase, considering timeline and resources"
12 
13❌ Vague Prompts:
14 
15"Write something about login"
16"Summarize this"
17"What should we do?"

1Best Practice Workflow:
2 
31. AI generates first draft
42. Human reviews and refines
53. AI assists with formatting
64. Human approves final version
75. AI helps with distribution
8 
9Example:
10├── AI writes project brief (5 min)
11├── PM reviews and adjusts (10 min)
12├── AI formats and creates tasks (2 min)
13├── PM assigns and sets dates (5 min)
14└── Total: 22 min vs 2 hours manual

11. Create free Monday.com account
22. Set up a project board
33. Use AI to:
4   - Generate 5 task descriptions
5   - Create a project summary
6   - Build an automation recipe
74. Compare AI vs manual quality

11. Create free ClickUp account
22. Create a project space
33. Use AI to:
4   - Generate a PRD document
5   - Summarize a task thread
6   - Create subtasks from description
74. Evaluate time savings

11. Set up weekly status report template
22. Configure AI to generate summary
33. Add automated email delivery
44. Test with sample data