Meetings are an important part of each team's workflow. With this article, learn how to use ClickUp to organize your team meetings and agendas. Check out our Best Practices for Running Successful 1:1 Meetings course in ClickUp University.
Organize your hierarchy
ClickUp's Hierarchy gives you the ability to manage your team meetings and agendas easily. To get started quickly, you can use our Meetings Folder template.
Folder
We recommend creating a Folder where all of your team meetings are located.
Lists
Within the meetings Folder, we recommend creating a List for each meeting that your team has. For example, you can create a List for larger team meetings and another List for individual one-on-ones.
Tasks
Each meeting List should contain tasks that represent the individual meetings. By creating a task for each meeting, you can keep track of the updates and meeting notes directly within the task itself.
Tasks in ClickUp have many features that can help you with managing your team meetings, including the following:
- Assign comments to delegate meeting action items to teammates.
- Add tags to organize and keep track of what's going on in your meetings.
- Use Checklists to keep track of simple action items.
Recurring tasks
For your meeting tasks, we recommend that you use recurring tasks to automatically create tasks for meetings that occur regularly. For example, if you have a meeting every Monday at 9:00, you can create a task that recurs every Monday at the same time.
Views
Views provide a unique perspective on your work. For team meetings, we recommend the following views to make your workflow more efficient:
Calendar view
Calendar view allows you to view your meeting tasks in a traditional calendar and even sync your tasks to your Google Calendar so that you never miss anything.
Chat view
Chat view lets you talk about items outside of tasks in a specific location in ClickUp. View attachments, notifications, unfurled task links, and embeds in one place.
Use Notepad
Notepad makes it easy to keep track of meeting notes and convert them to tasks later. You can quickly come back and view or add to these anytime.
Additional resources
For more assistance in setting up your Workspace to track team meetings, take a look at these resources: