How to Join a ClickUp SyncUp
A ClickUp SyncUp is a live, screen-sharing call with a product expert who helps you optimize your workspace, clarify your goals, and improve how your team works. This guide explains how to register, join, and prepare for these calls so you get the most value from every session.
What Is a ClickUp SyncUp?
A SyncUp is a scheduled live session where a specialist walks through your current setup, answers questions, and shows you practical ways to improve your use of ClickUp. It is not a support ticket or a chat conversation; instead, it is a collaborative, real-time working session.
During a typical SyncUp, you can:
- Share your screen and walk through your current workflows.
- Ask questions about specific features and best practices.
- Get tips to organize tasks, docs, and dashboards.
- Receive recommendations tailored to your workspace.
Who Can Use ClickUp SyncUp Sessions?
SyncUp calls are designed for workspace owners, admins, and key stakeholders who want to align their teams around better processes. While the details may change over time, these sessions generally target:
- Teams evaluating ClickUp and planning rollout.
- New customers setting up their first spaces, folders, and lists.
- Existing customers redesigning workflows or scaling usage.
- Leaders looking for strategic guidance on collaboration and productivity.
How to Request a ClickUp SyncUp
To schedule your live call, follow the instructions on the official SyncUp help center article. The process is quick and typically involves a short form that helps the team understand your goals before the session starts.
- Open the official SyncUp instructions at Join a SyncUp.
- Review the eligibility details and what is included in the call.
- Locate the section that describes how to request or book a SyncUp.
- Fill out any required form fields, such as your name, workspace, and primary goals.
- Submit the request and wait for confirmation with date, time, and meeting details.
The confirmation message usually includes a calendar invite or a link you will use to join the call at the scheduled time.
Preparing for Your ClickUp SyncUp
Preparing in advance makes your session more productive and focused. Use the checklist below before your scheduled call.
Clarify Goals for Your ClickUp Workspace
Before the meeting, identify what you want to improve. For example:
- Defining a clear structure for spaces, folders, and lists.
- Standardizing task statuses and custom fields.
- Improving how your team communicates in tasks and docs.
- Setting up dashboards to track performance and priorities.
Write down your top three priorities so your ClickUp specialist can tailor the SyncUp to your needs.
Collect Questions About ClickUp Features
Make a list of features you want to explore during the call, such as:
- Views like List, Board, Calendar, or Gantt.
- Automations and templates to reduce manual work.
- Docs, whiteboards, and comments for collaboration.
- Permissions, sharing, and workspace security.
Having questions ready ensures you use your SyncUp time efficiently.
Prepare Your Team for the ClickUp Session
Decide who from your team should join the call. This could include:
- Team leads responsible for process design.
- Admins who manage workspace configuration.
- Power users who support others day to day.
Ask them to join from a quiet location, with reliable internet and access to your workspace so they can follow along.
How to Join Your ClickUp SyncUp Call
Once you receive your confirmation, you are ready to join the live session. The process is straightforward and similar to joining any online meeting.
- Open the confirmation email or calendar invite.
- At the scheduled time, click the meeting link provided.
- Allow your browser or meeting app to access your microphone and camera if requested.
- Join the call a few minutes early to test your audio and screen sharing.
- When prompted, share your screen so your ClickUp specialist can see your workspace.
During the call, you can navigate through your tasks and views while the specialist offers guidance and answers questions.
Best Practices During a ClickUp SyncUp
To get the most from your session, keep a few best practices in mind.
Stay Focused on Your ClickUp Priorities
Use your pre-defined goals as a guide. If new questions come up, quickly note them down and return to your main topics so you do not run out of time before covering what matters most.
Show Real Workflows Inside ClickUp
Walk through actual lists, tasks, and dashboards. Seeing your real data helps the specialist suggest:
- More efficient folder and list structures.
- Better naming conventions and status setups.
- Useful views and filters tailored to your work.
- Automation ideas that reduce repeated manual steps.
Ask for Concrete ClickUp Examples
Whenever possible, ask the specialist to demonstrate specific examples relevant to your business. For instance:
- How to build a template for your standard projects.
- How to configure a dashboard for leadership reporting.
- How to streamline intake with forms and automations.
- How to standardize handoffs between teams.
After Your ClickUp SyncUp
When the session ends, take a few minutes to capture next steps so improvements actually get implemented in your workspace.
Summarize Key ClickUp Takeaways
Right after the call, document the main recommendations, such as:
- Structural changes to spaces, folders, and lists.
- New views, dashboards, or automations to add.
- Training topics to share with your wider team.
- Follow-up questions or experiments to run.
Storing these notes in a shared doc or task keeps everyone aligned on changes that were discussed.
Implement Changes in Your ClickUp Workspace
Plan out how you will roll out the improvements. For example:
- Create a small pilot space to test changes.
- Update templates before applying them at scale.
- Schedule short training sessions with your team.
- Monitor results using dashboards and reports.
This structured approach helps you turn SyncUp insights into measurable workflow improvements.
More Resources for Optimizing ClickUp
Beyond SyncUp calls, you can explore additional resources to keep improving your setup. The official help center article at Join a SyncUp is the best place to check current details on how these sessions work. You can also learn broader workspace strategy and implementation best practices from productivity consultants and implementation partners such as Consultevo.
By scheduling a SyncUp, preparing thoughtful questions, and following through on the recommendations, you can steadily refine how your team uses ClickUp and build a more streamlined, reliable system for managing work.
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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