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Zoom integration

Integrate Zoom with ClickUp to start or join meetings from tasks! You can also notify assignees and watchers as soon as a meeting begins.

What you'll need

Task view 3.0 is currently in beta. Join the 3.0 waitlist.

Enable the Zoom ClickApp

The Zoom ClickApp must be enabled before you can start meetings from tasks.
To enable the Zoom ClickApp:
  1. In the lower-left corner, click your personal avatar.
  2. Select ClickApps.
  3. Locate the Zoom ClickApp and toggle it on.

In Task view 2.0, a Zoom icon will appear in the upper-right corner of every task.
Screenshot of the Zoom icon in a task modal.

In Task view 3.0, the Zoom icon will appear to the left of the Activity section, along with Relationships and other integrations.

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Connect Zoom with ClickUp

To connect your Zoom account to ClickUp:
  1. In the lower-left corner, click your personal avatar.
  2. Click Settings.
  3. Using the left Sidebar, scroll down to the bottom of the page and click Zoom.
  4. Click Connect.
  5. Sign in to your Zoom account.
  6. Follow the prompt and accept the ClickUp app request to add it to your account.

Authorize ClickUp

When authorizing, a popup appears requesting access for ClickUp to do the following:

  • View information associated with you, such as settings, profile information, contact information, and calendars.
  • View information associated with you and others who participate in Zoom experiences with you, including registration information, content, participant profile information, participant contact information, and product usage.
  • Manage information associated with you and others who participate in Zoom experiences with you, including registration information, scheduling information, participants, and content.
  • Enable an in-meeting notification to participants if the app is used to access real-time video, audio, chat, or meeting files.

ClickUp can access and manage this information even when the Zoom app is not in use. This permissions request needs to be accepted to use the Zoom integration.

Start a Zoom meeting in ClickUp

To start a Zoom meeting from a task:
  1. Open a task.
  2. Click the Zoom icon in the upper-right corner. You can type /zoom as a comment.
  3. Link your Zoom account.
  4. Follow the pop-up prompt to open Zoom.
When a meeting starts, the link people use to join will be posted automatically as a comment. The Zoom meeting topic is the title of the task the meeting was created from.
If the meeting is recorded by a user with a paid Zoom account, a link to the recording will post as a comment after the meeting ends.

To receive a link to the recording, the cloud recording option must be enabled in the meeting host's Zoom settings.

Remove ClickUp from your Zoom account

  1. Go to the Zoom App Marketplace
  2. Sign in to your Zoom account.
  3. In the upper-right corner, click Manage.
  4. In the left Sidebar, click Added Apps.
  5. Locate ClickUp and click Remove.

Actualización

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