Schedule Meetings in ClickUp

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Schedule Meetings in ClickUp with Calendar Glance

Use ClickUp Calendar Glance to quickly review your day, join upcoming calls, and schedule new meetings without leaving your workspace. This guide walks you through each step so you can connect your calendar, open meetings, and manage event details directly from your tasks and calendar views.

What Calendar Glance in ClickUp Does

Calendar Glance is a compact panel that lets you see and manage your meetings while you work. Instead of switching tabs, you can open a quick calendar snapshot inside ClickUp.

With Calendar Glance you can:

  • See all meetings and events for a selected day.
  • Open and join video calls linked to calendar events.
  • Review event details like time, guests, and description.
  • Create new events directly from the panel.

This feature connects to your existing calendar integration so meetings automatically appear in ClickUp.

Prerequisites for Using ClickUp Calendar Glance

Before you can join or schedule meetings using Calendar Glance, you need to meet a few requirements inside ClickUp and your calendar provider.

1. Connect Your Calendar to ClickUp

Calendar Glance relies on a calendar integration. Make sure your preferred calendar is connected to ClickUp. Supported providers typically include:

  • Google Calendar
  • Microsoft Outlook or Office 365 calendar

Once your calendar is connected, your events will sync and show up in the Calendar Glance panel.

2. Add Meeting Links to Your Events

To join a call from ClickUp, your calendar event must contain a video meeting link. Depending on your setup, this may be added by:

  • Your calendar provider, when you create a video event.
  • An integrated video app like Zoom or Google Meet.
  • Manual pasting of a meeting URL in the event description or location field.

When an event includes a valid meeting link, Calendar Glance displays a one-click join button.

How to Open Calendar Glance in ClickUp

You can access Calendar Glance from supported views in ClickUp where the calendar sidebar is available.

  1. Open a Space, Folder, or List view that supports Calendar Glance.

  2. Look for the calendar icon in the right-side panel or toolbar.

  3. Click the icon to open the Calendar Glance panel. It will appear on the side of your workspace.

The panel shows today’s events by default, along with quick navigation tools to move between dates.

Navigate Your Meetings with ClickUp Calendar Glance

Once the panel is open, you can browse through your schedule to plan your workday around meetings.

Switch Between Dates

Use the small calendar or date controls in Calendar Glance to select a different day. When you pick another date:

  • The event list updates to show all meetings for that day.
  • You can quickly scan start and end times.
  • Upcoming meetings with video links display join actions.

This helps you keep track of calls while you manage tasks in ClickUp.

View Event Details

To see more information for a meeting:

  1. Find the event in the list for the selected date.

  2. Click the event title to open its details.

Details may include:

  • Event name and description.
  • Start and end time.
  • Meeting location or link.
  • Guest or attendee information (when available through your calendar provider).

From this view, you can confirm what the meeting is about before joining.

Join a Meeting from ClickUp Calendar Glance

When a calendar event has a valid meeting URL, Calendar Glance shows a join option so you can enter the call directly from ClickUp.

Steps to Join a Call

  1. Open the Calendar Glance panel.

  2. Select the date of your meeting if it is not today.

  3. Locate the event with the video icon or join button.

  4. Click the join button or meeting link.

Your browser will open the video meeting in a new tab or window, using the provider specified by your calendar event, such as Zoom or Google Meet.

Troubleshooting Meeting Links in ClickUp

If you do not see a join button for a meeting inside ClickUp Calendar Glance:

  • Confirm that your calendar event includes a valid video URL.
  • Check that your calendar is properly integrated and syncing.
  • Refresh your ClickUp workspace to reload the latest events.

If issues continue, review your calendar integration settings or consult the official documentation at this support article.

Schedule a New Meeting Using ClickUp Calendar Glance

You can also schedule new calendar events from within ClickUp. These events then appear both in your connected calendar and in Calendar Glance.

Create an Event from the Calendar Glance Panel

  1. Open Calendar Glance from the right-side panel.

  2. Navigate to the date when you want the meeting to occur.

  3. Click the option to add or create a new event (usually a plus icon or similar control inside the panel).

  4. Enter event details, including:

    • Title
    • Date and time
    • Location or video meeting link
    • Description or agenda

  5. Save the event.

After saving, the event syncs to your connected calendar and appears in ClickUp Calendar Glance for that date.

Add a Video Link to New Events

To ensure the meeting can be joined directly from ClickUp:

  • Paste the video meeting URL into the location or description field when you create the event.
  • Or, if your calendar provider supports it, enable automatic video conferencing for new events.

Once added, Calendar Glance will show a join action next to the event at the scheduled time.

Use ClickUp Calendar Glance with Tasks

Calendar Glance is most powerful when combined with your tasks and project work inside ClickUp.

Common ways to use it include:

  • Review meetings before planning your daily task priorities.
  • Open standup or sprint review calls while working through agile boards.
  • Cross-reference deadlines and event times to avoid conflicts.

This helps you keep calls and tasks synchronized in a single workspace.

Best Practices for Meetings in ClickUp

To get more value from Calendar Glance and keep your schedule organized inside ClickUp, consider these tips:

  • Use consistent naming for recurring meetings so they are easy to recognize.
  • Add clear agendas to event descriptions, especially for project reviews.
  • Include direct meeting links and backup dial-in details in every event.
  • Periodically check your calendar integration status to ensure events sync correctly.

Following these practices makes it easier for you and your team to join calls quickly and stay aligned.

Where to Learn More About ClickUp Features

If you want to go deeper into optimizing workflows around Calendar Glance and other features in ClickUp, you can explore additional resources and expert guidance.

For broader productivity and implementation strategies, you can visit Consultevo for consulting and optimization content that complements your workspace setup.

For the most accurate, detailed, and up-to-date instructions on Calendar Glance, always refer to the official documentation on the ClickUp Help Center, including the dedicated guide on how to join or schedule meetings using this feature.

By combining Calendar Glance with your integrated calendar and consistent meeting practices, you can manage your schedule without leaving ClickUp, streamline how you join calls, and keep your day focused around the work that matters most.

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