Meetings are an important part of every team's workflow. There are several features in ClickUp that you can use for meetings based on your preferences.

Use your Planner for meetings

Schedule meetings from your Google or Outlook Calendar, block time for tasks, and more using your Planner.

Your Planner syncs with your connected Google or Outlook Calendar, meaning event changes made in ClickUp will automatically update in your external calendar and vice versa.

Using your Planner, you can:

• Create and schedule tasks
• Use ClickUp AI to make scheduling recommendations for tasks using their time estimates
• Create events and schedule meetings

Take notes automatically with AI Notetaker

Use AI Notetaker to take meeting notes for you, so you can stay fully engaged.

After the meeting ends, you can quickly access key insights and action items or share notes with colleagues who missed the meeting! You can also access a video or audio recording of the meeting, depending on the call length.

Take notes manually with Docs

Want to take notes manually? Create a Doc with headings, tables, banners, and much more! In your notes Doc, you can @mention relevant tasks, Whiteboards, and more, or add comments.

If you use a similar note structure for several meetings, create your own Doc template or use our Meeting Minutes template to save time!

Use SyncUps for meetings

Collaborate with your colleagues in real time via voice or video chat! You can start a SyncUp from any Chat Channel or direct message.

When a SyncUp is started in a Channel or direct message, a message is automatically posted, allowing others to join.

Once you're in a SyncUp, you can share your screen, record meetings, or message your team in fullscreen mode.

Use tasks for meetings

ClickUp's flexible Hierarchy allows you to use tasks for meetings.

Create tasks for meetings

Create one List in your Workspace called Meetings.

In this List, create a recurring task for each recurring meeting you have. 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.

Below are some best practices when using tasks for meetings:

• Write the meeting agenda and any relevant information in the task description.
• Have one person on your team take notes using task comments.
• Assign the task to the meeting owner.
• 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.

Start a Zoom video conference in ClickUp

Start a Zoom meeting without leaving your Workspace!

After setting up the Zoom integration, you can start video conferences from tasks or anywhere in your Workspace using commands.