Mobile SyncUps in ClickUp

Mobile SyncUps in ClickUp help teams run short, focused check-ins directly from the mobile app, so everyone stays aligned on priorities, blockers, and next steps.

This guide explains how to join, run, and manage these mobile meetings using the official Sync Up automation and related tools.

What are Sync Ups in ClickUp?

Sync Ups are structured, recurring meetings designed to keep teams in sync. When you pair them with the ClickUp mobile app, you can quickly capture updates wherever you are.

A Sync Up in the app guides you through a simple series of steps so you can:

• Confirm who is participating.
• Review agenda items and talking points.
• Capture action items as tasks.
• Summarize decisions for the whole team.

Everything is stored in your Workspace so you can revisit notes and tasks later on desktop or mobile.

Requirements to use Mobile SyncUps in ClickUp

Before you join a meeting from your phone, make sure these requirements are met:

• You must belong to a Workspace where a Sync Up automation has been created.
• The Sync Up must be scheduled for the current day.
• Your mobile app must be signed in to the same Workspace.

The Sync Up automation is created on desktop by a Workspace member with the correct permissions. For step‑by‑step setup, review the official guide at Mobile SyncUps in ClickUp.

How to join a Mobile SyncUp in ClickUp

Once a Sync Up automation has been scheduled, you can join the meeting from the Today view or the Inbox on mobile.

Join a ClickUp SyncUp from the Today view

Use this option if you prefer to start your day from the Today tab.

1. Open the ClickUp mobile app and navigate to Today.
2. Look for the Sync Up scheduled for that day.
3. Tap the Sync Up card to open it.
4. Tap Join to enter the meeting flow.

If more than one Sync Up is scheduled, you will see multiple cards. Select the one you want to attend.

Join a ClickUp SyncUp from your Inbox

You can also access Sync Ups through Inbox, especially if you track most notifications there.

1. Open the ClickUp mobile app.
2. Tap Inbox in the bottom navigation.
3. Locate the Sync Up notification or card for the current day.
4. Tap it, then select Join to start.

Once joined, you will move into the structured Sync Up flow that guides the rest of the meeting.

Run a Sync Up step‑by‑step in ClickUp

The mobile experience walks you and your teammates through four main stages: attendees, agenda items, talking points, and the summary.

Step 1: Confirm who attended the ClickUp SyncUp

The meeting starts by confirming attendance so you know who participated in the discussion.

1. Review the list of people invited to the Sync Up.
2. Select or deselect members to mark who actually attended.
3. Tap Next to move on to the agenda items.

This attendance list is saved with the meeting notes for later reference.

Step 2: Review agenda items in ClickUp

Agenda items are the tasks or topics that will be discussed during your Sync Up. They are generated based on the automation configuration.

1. Browse the list of agenda items created for the meeting.
2. Tap an item to view more details, such as task name, assignee, and status.
3. Mark items as completed, in progress, or skipped as you go.
4. Use Next once you have gone through all agenda items.

Keeping agenda items updated helps the whole team understand what was covered and what still needs attention.

Step 3: Capture talking points in ClickUp

Talking points are notes you capture during the discussion, often tied to specific agenda items or general updates.

1. Tap the field to add a new talking point.
2. Type your note, such as a decision, concern, or highlight.
3. Optionally tag related work by mentioning tasks or people.
4. Repeat for each major point raised during the Sync Up.

Talking points are stored with the meeting so any teammate can review what was discussed, even if they were not present.

Step 4: Add action items as tasks in ClickUp

Action items translate discussion into concrete work. Each action item becomes a task inside the Workspace.

1. From the action items section, tap to create a new task.
2. Enter a clear task name that describes the follow‑up work.
3. Assign the task to a teammate and set a due date if needed.
4. Choose a List or location where the task should live.
5. Save each task, then continue adding others as needed.

Action items created during mobile Sync Ups behave like any other task, so you can manage them on desktop, mobile, or in Automations later.

Step 5: Finish the meeting and review the summary in ClickUp

At the end of the Sync Up, the mobile app presents a recap of what happened during the meeting.

1. Review attendees and confirm they are correct.
2. Scan the list of agenda items and their final status.
3. Check talking points for accuracy and completeness.
4. Verify that all important action items have been created as tasks.
5. Tap Finish to close the Sync Up.

The summary remains accessible from the Sync Up record in your Workspace, making it easy to revisit outcomes later.

Tips for effective Mobile SyncUps in ClickUp

To get more value from mobile meetings, follow these best practices.

• Keep Sync Ups short: aim for quick check‑ins that focus on progress and blockers.
• Prepare agenda items in advance: configure automation rules on desktop so the right tasks show up each time.
• Use clear action items: give tasks descriptive names, owners, and due dates.
• Encourage team participation: ask each attendee to contribute talking points and confirm their own action items.

As your process matures, you can refine the automation settings on desktop to better match your team’s workflow.

Optimize your ClickUp Workspace further

If you want to go beyond Mobile SyncUps and fully optimize your Workspace structure, views, and automations, consider working with experienced consultants. For guidance on setup, documentation, and advanced workflow design, you can explore services from Consultevo, a consultancy focused on productivity and system optimization.

Combined with a well‑configured Workspace, mobile Sync Ups in ClickUp provide a fast and consistent way to keep everyone aligned, document decisions, and ensure action items never get lost.

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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