How to Replace Evernote Meeting Notes with ClickUp

ClickUp gives you a single workspace to capture, organize, and follow through on meeting notes so you no longer have information stuck across separate tools like Evernote, email, and chat.

This step-by-step guide walks you through moving your meeting note process into a structured, action-focused system using features inspired by the Evernote-style templates shown in the ClickUp meeting notes templates overview.

Why Switch Your Meeting Notes to ClickUp

Traditional note-taking tools capture text but rarely connect it to real work. By building your meeting workflow in ClickUp, you can link notes directly to tasks, owners, and due dates so nothing gets lost.

Key advantages of handling meeting notes inside ClickUp include:

Centralized docs and tasks in one tool
Easy templates for recurring meetings
Assigned action items and due dates
Searchable history of every decision
Views tailored to teams, projects, and clients

Plan Your Meeting Notes Structure in ClickUp

Before you create anything, decide how you want meetings organized inside ClickUp so your workspace stays clean as it grows.

Choose the Right Hierarchy in ClickUp

Use the ClickUp hierarchy to keep different meeting types separated but easy to find:

Workspace: Your entire company or organization
Spaces: Major groups like Product, Marketing, Sales, Clients
Folders: Projects or recurring themes, such as “Weekly Team Meetings” or “Client Reviews”
Lists: Individual meeting series, for example “Product Weekly Sync”

Decide where recurring meetings should live so everyone knows exactly where to add notes and action items.

Define Standard Meeting Note Types

Next, list the meeting types you run often and want to standardize with ClickUp templates. Common examples based on the original Evernote-style layouts include:

1:1 meetings between managers and direct reports
Weekly team syncs
Client status updates
Project kickoffs
Brainstorming or strategy sessions
Sprint planning and retrospectives

Each of these may need its own template and checklist so you can run the meeting quickly and consistently.

Create a Meeting Notes Doc Template in ClickUp

Docs in ClickUp are perfect for detailed, free-form meeting notes while still keeping them connected to tasks in your workspace.

Step 1: Create a Base Meeting Notes Doc

Open the correct Space, Folder, or List where you store meetings.
Click the Docs option in the sidebar or from the task view.
Create a new blank doc and give it a clear name, like “Team Meeting Notes Template”.

Model your sections on the styles seen in the Evernote meeting note templates. A simple structure might include:

Meeting title and date
Attendees
Agenda
Discussion notes
Decisions made
Action items and owners

Step 2: Turn Your Doc into a Reusable Template

Finish formatting your headings, bullet lists, and any tables.
Click the three-dot menu in the doc.
Select Save as Template.
Give the template a descriptive name, such as “Weekly Marketing Sync”.
Add a short description so teammates know when to use it.

Now your team can create consistent meeting docs from your template in just a few clicks inside ClickUp.

Build Task-Based Meeting Notes in ClickUp

If you prefer lighter notes focused mainly on action items, a task-based approach inside ClickUp can work better than long documents.

Step 1: Create a Meeting Notes List

In the correct Folder or Space, create a new List called something like “Meeting Notes”.
Use this List specifically for one recurring meeting or group, such as the “Product Weekly Sync”.

Every task in this List will represent a single meeting instance with structured details and follow-up items.

Step 2: Design a Meeting Task Template in ClickUp

Create a new task and name it with a generic label such as “Meeting Template”.
In the task description, add sections similar to the Evernote-style templates:

Purpose of the meeting
Agenda items (use bullet points)
Notes for each topic
Decisions and outcomes
Action items list

Add Custom Fields (if available in your plan) such as:

Meeting type
Client or project
Priority
Status

Click the task options menu.
Select Save as Template.
Name it clearly, for example “Client Status Meeting Template”.

Now you have a repeatable task template in ClickUp that acts like an organized meeting note card with built-in structure.

Step 3: Use the Template for Every Meeting

Before each meeting, create a new task from your meeting template.
Rename the task with the date, such as “Client Status – Feb 10”.
Update the agenda and add any relevant docs, links, or attachments.
During the meeting, type notes directly into the task description.

This method keeps each meeting as a single task that you can filter, sort, and search across your entire ClickUp workspace.

Turn Meeting Notes into Action in ClickUp

The big advantage of using ClickUp instead of a standalone note tool is that you can turn action items into trackable work instantly.

Assign Action Items from Docs

If you capture notes in docs, you can still create structured tasks from them:

Highlight an action item inside the doc.
Use the toolbar to convert the line into a task.
Assign the task to an owner and add a due date.
Link it to the proper List or project in ClickUp.

This links every action item back to the original meeting notes so context is never lost.

Use Subtasks and Checklists in Meeting Tasks

For task-based notes, break down follow-ups inside the same task:

Create subtasks for larger deliverables.
Add checklists for smaller to-dos.
Assign each item to a specific owner.
Set due dates so reminders trigger automatically.

This keeps the entire life cycle of a meeting inside ClickUp, from planned agenda through completed tasks.

Organize and Share Meeting Notes in ClickUp

Once you have a repeatable system, focus on making meeting notes easy to find and share across your team.

Use Views to Track Meetings

Create multiple views inside the List or Folder where your meeting tasks live:

List view: Sort by date or meeting type.
Calendar view: See when meetings and follow-up deadlines fall.
Board view: Move meetings through stages like Planned, Held, and Completed.
Table view: Filter by client, owner, or status using custom fields.

These flexible views help you monitor all your meeting notes and outcomes without leaving ClickUp.

Share Docs and Tasks with Stakeholders

When you need to share notes beyond your core team:

Use public sharing for docs if you want external stakeholders to read summaries.
Invite guests to specific Folders or Lists when they need limited access.
Share task links to highlight action items and decisions.

This gives clients or partners just enough visibility without exposing your entire ClickUp workspace.

Improve Your Workflow Beyond ClickUp

Building a robust meeting workflow is only one part of a full productivity system. If you want expert help designing processes around your ClickUp workspace, automation, and reporting, consider working with a specialist consultancy.

You can explore additional guidance and implementation services at Consultevo, which focuses on building efficient, scalable workflows across teams and tools.

Next Steps for Your Meeting Notes in ClickUp

To put this guide into practice, follow these quick steps:

Decide where each meeting type will live in your ClickUp hierarchy.
Create at least one doc-based template and one task-based template.
Standardize sections for agenda, notes, decisions, and action items.
Connect action items to tasks, subtasks, and checklists.
Set up views so you can track meetings and follow-ups over time.

By shifting your meeting notes into ClickUp and using structured templates inspired by the detailed examples in the original Evernote-style templates, you convert every discussion into clear, accountable work that your whole team can see and act on.

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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