Use the UpMeet integration with ClickUp

The UpMeet integration lets you connect your meeting rooms to ClickUp so your team can schedule, join, and manage virtual calls directly from tasks, comments, and Docs. This how-to guide walks you through setup, permissions, and everyday use so your workflows stay organized in one place.

By adding UpMeet to your workspace, you can quickly turn action items into meetings, share links with guests, and keep all related details visible alongside your work.

What the UpMeet and ClickUp integration does

The UpMeet integration adds direct meeting controls into your workspace. Once the connection is enabled, you can create and join video calls without leaving your tasks.

Key capabilities include:

• Start or schedule UpMeet calls from tasks and comments.
• Share meeting links with teammates and external guests.
• Keep call details tied to the work item where the meeting was created.
• Use consistent meeting URLs and room names for repeating sessions.

This integration is designed to reduce context switching, so you can move from planning to discussion in just a few clicks.

Requirements to use UpMeet with ClickUp

Before you start, confirm you meet the basic requirements for this integration. These details are important to ensure that UpMeet works reliably in your workspace.

• Access to a Workspace where integrations are enabled by the owner or admin.
• Browser support for real-time video and audio calls.
• Permissions to install or manage apps in your workspace account.

If your organization restricts app installs, ask an admin to complete the connection for you.

How to connect UpMeet to ClickUp

Follow these steps to enable the UpMeet integration in your workspace. Once completed, new meeting options will appear wherever you collaborate on tasks.

Step 1: Open your ClickUp workspace settings

1. Sign in to your workspace.
2. Open the main menu and go to your settings or apps section, depending on your plan and layout.
3. Locate the area where you manage integrations or connected apps.

In this section, you can enable or disable third-party tools that extend your workspace.

Step 2: Find the UpMeet integration for ClickUp

1. Search for “UpMeet” within the integrations or apps directory.
2. Select the UpMeet listing to open its details panel.
3. Review the description, required permissions, and any notes from your admin or workspace owner.

This page confirms what data the UpMeet app will access and how it interacts with your tasks and comments.

Step 3: Authorize UpMeet to access ClickUp

1. Click the button to connect or install the UpMeet integration.
2. When prompted, sign in or confirm your identity if you are already signed in.
3. Review the requested permissions, then approve the connection.

After authorization, the integration completes automatically and new UpMeet options become available within your workspace interface.

How to start meetings from ClickUp tasks

Once UpMeet is connected, you can launch or schedule a meeting from any relevant work item. This keeps the conversation close to the tasks it supports.

Start an instant UpMeet call from a ClickUp task

1. Open the task where you want to host the meeting.
2. Locate the UpMeet or meeting icon in the task toolbar or activity area.
3. Select the option to start an instant meeting.
4. Wait for the UpMeet room link to generate.
5. Share the link with teammates or guests through comments, chat, or email.

The UpMeet link stays available in the task so participants can rejoin quickly or review the context of the meeting.

Schedule a future UpMeet call within ClickUp

1. Open the task you want to associate with the meeting.
2. Click the UpMeet or meeting option and choose to schedule a call.
3. Set the date, time, and duration.
4. Add meeting details, such as agenda or objectives, directly in the task description or comments.
5. Share the scheduled meeting link with all required attendees.

Attendees can refer back to the task before and after the call, keeping discussion points and outcomes in one place.

Using UpMeet links in ClickUp comments and Docs

You can also share UpMeet rooms in other collaboration spaces throughout your workspace. This is useful when a meeting is relevant to multiple tasks or teams.

Add an UpMeet link to ClickUp comments

1. Open the task, subtask, or conversation where the discussion is happening.
2. Start a new comment and paste or insert the UpMeet link.
3. Tag the people who need to attend the call.
4. Post the comment so everyone can access the meeting room quickly.

Because the UpMeet link is visible directly in the comment thread, people can join the call while reviewing the related context.

Embed UpMeet access in ClickUp Docs

1. Open or create a Doc where your team plans projects or captures meeting notes.
2. Paste the UpMeet link into the Doc where you want to reference the call.
3. Optionally, create a dedicated section for recurring meeting links so your team always knows where to find them.

Keeping persistent UpMeet links in Docs helps teams maintain a consistent virtual meeting place for ongoing initiatives.

Best practices for managing meetings in ClickUp

To get the most from the UpMeet integration, adopt simple practices that keep your workspace tidy and your calls organized.

• Use clear task titles: When you start a meeting from a task, the title often guides the purpose of the call.
• Add agendas: Store agendas in task descriptions or Docs linked to the task before you share the UpMeet link.
• Capture notes: Take notes in comments or Docs during the call so discussions remain connected to the work item.
• Assign follow-up: Turn decisions into assigned subtasks or action items while the context is still fresh.

These steps keep your meeting history and project information unified in one system.

Troubleshooting the UpMeet integration with ClickUp

If you run into issues, check a few common areas before escalating to support. Many connection problems resolve with quick adjustments.

Check your ClickUp permissions

• Confirm that your role allows you to use or manage integrations.
• Verify that the UpMeet app has not been disabled by a workspace owner or admin.
• If access is restricted, contact your admin for clarification.

Confirm the UpMeet integration status

• Return to the integrations or apps section in your workspace settings.
• Ensure that UpMeet appears as connected or active.
• If needed, disconnect and reconnect the integration, then try again.

Test your environment

• Make sure your browser is updated to a supported version.
• Check your network and firewall settings if calls are failing to connect.
• Try another browser or device to isolate local configuration issues.

If problems continue, consult your admin or reach out through your support channels.

Learn more about UpMeet and ClickUp

To deepen your understanding of how UpMeet and your workspace work together, explore additional documentation and training resources. You can review the original product article for detailed coverage of features and requirements at this UpMeet integration page.

If your organization wants help designing efficient workflows, training teams, or optimizing your workspace setup, you can also partner with specialists such as Consultevo for implementation and process consulting.

By connecting UpMeet with your workspace and following the steps in this guide, you can run focused, well-documented meetings and keep every discussion tied to the tasks that move work forward.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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