How to Move Notion Meeting Notes into ClickUp

If you run your meetings in Notion but manage work elsewhere, moving your meeting notes into ClickUp can centralize discussion, decisions, and action items in one place. This guide walks you through how to rebuild the most useful Notion meeting templates directly in ClickUp so your team can plan, meet, and execute without switching tools.

Using features inspired by the Notion meeting templates showcased in the original ClickUp blog article, you will learn how to set up a complete system for recurring meetings, one-on-ones, project check-ins, and more.

Why Recreate Notion Meeting Templates in ClickUp

Before you start, it helps to understand why bringing meeting notes into ClickUp is valuable for your team.

• Keep agendas, notes, and action items with your tasks.
• Assign owners and due dates directly from meeting pages.
• Track decisions and follow-ups over time.
• Use one workspace instead of juggling multiple apps.

The original meeting notes templates designed for Notion are structured, repeatable, and easy to scan. You can mirror that same clarity using ClickUp Docs, tasks, and views.

Prepare Your Workspace in ClickUp

Start by setting up a simple structure so your future meeting templates stay organized.

Step 1: Create a Meetings Space in ClickUp

1. Create a new Space and name it something like “Meetings & Docs”.
2. Add Folders for major categories, such as:
   • Team Meetings
   • Client Meetings
   • Project Reviews
   • One-on-Ones
3. Within each Folder, add Lists for specific teams or projects.

This mirrors how Notion separates pages and databases, but keeps everything inside your ClickUp hierarchy.

Step 2: Decide Where Your Meeting Docs Live

You can create ClickUp Docs either at the Space level or nested under Lists. A simple rule:

• Team-wide rituals (all-hands, leadership syncs) → Space-level Docs.
• Project or client-specific meetings → Docs attached to the relevant List.

Keeping Docs close to the work they reference makes it easier to link tasks and capture decisions.

Build a General Meeting Notes Template in ClickUp

Most Notion meeting templates share a common pattern: agenda, context, notes, and action items. You can recreate this as a reusable ClickUp Doc template.

Step 3: Create a Master Meeting Notes Doc

1. In your Meetings Space, create a new Doc named “General Meeting Notes Template”.
2. Add a clear structure using headings and dividers.

A simple layout might include:

• Meeting Details
  • Title
  • Date & Time
  • Attendees
  • Objective
• Agenda
  • Topic 1
  • Topic 2
  • Time allocation
• Discussion Notes
  • Key points
  • Risks and blockers
  • Decisions
• Action Items
  • Task
  • Owner
  • Due date

Use headings, bullets, and bold text to keep it skimmable, similar to the example layouts shown in the Notion meeting templates from the ClickUp blog.

Step 4: Convert Your Doc into a Reusable Template

1. Open your “General Meeting Notes Template” Doc.
2. Clean out placeholder text you do not want to copy each time.
3. Use the Doc options menu to save it as a template.
4. Give it a clear name, like “General Meeting – Template”.

Now any team member can spin up structured notes for a new meeting in just a few clicks inside ClickUp.

Recreate Common Notion Meeting Templates in ClickUp

The original blog post highlights different Notion templates for specialized meetings. You can mirror each of these patterns using tailored Docs and Lists in ClickUp.

Project Kickoff Meeting Template in ClickUp

For project kickoffs, you usually want scope, stakeholders, timelines, and risks in one place.

1. Create a new Doc under the relevant project List.
2. Use sections such as:
   • Project Overview
   • Goals & Success Criteria
   • Stakeholders & Roles
   • Timeline & Milestones
   • Risks & Assumptions
   • Action Items & Next Steps
3. Save it as a “Project Kickoff – Template”.

This matches the structure of a Notion kickoff template while tying it directly to project tasks in ClickUp.

Recurring Team Meeting Template in ClickUp

Team standups and weekly syncs benefit from a repeatable agenda and a running history of notes.

1. Create a Doc named “Weekly Team Meeting – Template”.
2. Add sections like:
   • Wins Since Last Meeting
   • Numbers or KPIs
   • Updates by Person or Squad
   • Risks and Blockers
   • Decisions
   • Action Items
3. Decide if you prefer one Doc per meeting or a single Doc with dated subsections.

In ClickUp you can link each action item line to an existing task or create a new task directly from the Doc content.

One-on-One Meeting Template in ClickUp

One-on-ones need continuity over time, which is emphasized in many Notion templates.

1. Create a Folder for one-on-ones inside your Meetings Space.
2. Add a List for each manager or team.
3. For each direct report, create a Doc with sections such as:
   • Agenda (shared by both people)
   • Wins & Highlights
   • Challenges & Feedback
   • Growth & Development
   • Action Items & Follow-Up
4. Use dated subheadings for each session within the same Doc.

This ClickUp setup gives you a simple timeline of previous conversations and commitments without building separate pages every time.

Turn Meeting Notes into Action in ClickUp

A key advantage of rebuilding Notion-style templates inside ClickUp is the ability to convert notes into tasks instantly.

Step 5: Create Tasks from Action Items

1. While reviewing your meeting Doc, highlight each action item line.
2. Use the option to create or link a task directly from the text when available.
3. Assign a clear owner, due date, and priority.
4. Tag tasks with the meeting type or project for easy filtering.

This closes the loop between discussion and execution without copying text between tools.

Step 6: Track Follow-Ups After the Meeting

Once tasks exist, you can track progress using core ClickUp features.

• Use a List or Board view filtered by meeting tag.
• Create a dashboard widget showing open action items.
• Review overdue tasks during the next meeting and update notes.

The meeting Doc becomes your source of truth for context; the task views show current status.

Tips for Optimizing Your Meeting System in ClickUp

To keep your meeting process sustainable, treat your templates as living assets.

• Review and refine templates every quarter.
• Archive outdated Docs so search stays clean.
• Add checklists to recurring meetings (for prep and follow-up).
• Standardize naming: include date, team, and meeting type.

If you want help designing an efficient workspace and SEO-friendly documentation around your processes, you can also consult specialists at ConsulTEvo for additional guidance.

Next Steps: Consolidate Your Meetings in ClickUp

By turning your favorite Notion meeting templates into reusable Docs, lists, and tasks, you can keep agendas, notes, and follow-up work together inside ClickUp. Start with a general meeting template, then add specialized structures for kickoffs, team rituals, and one-on-ones. Over time, standardizing these patterns will help your team run more focused meetings and execute faster on every decision.

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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