How to Replace OneNote Meeting Templates With ClickUp

If you are moving away from OneNote meeting templates, ClickUp gives you a flexible way to document agendas, track action items, and standardize every recurring meeting.

This step-by-step guide shows you how to recreate and improve your existing OneNote meeting templates using features inside ClickUp.

Why Switch from OneNote Templates to ClickUp

Traditional OneNote meeting templates provide a basic structure for agendas and notes, but they often fall short when you need collaboration and task tracking.

By rebuilding your process in ClickUp, you can:

• Turn notes into actionable tasks with owners and due dates
• Standardize recurring meetings with reusable templates
• Collaborate in real time during the meeting
• Connect docs, tasks, and views in a single workspace

The goal is to move from static notes to a living system that keeps meetings and follow-ups in one place.

Step 1: Map Your Existing OneNote Meeting Template

Before you set anything up inside ClickUp, review what you already use in OneNote.

Open your current OneNote meeting template and list the sections you rely on most. Common sections include:

• Meeting title and date
• Attendees
• Agenda topics
• Discussion notes
• Decisions made
• Action items and owners
• Parking lot or future topics

This overview will guide how you structure your new system in ClickUp so that nothing important gets lost in the move.

Step 2: Create a Meeting Space or Folder in ClickUp

Next, set up a dedicated area in ClickUp where all meeting notes, tasks, and recurring sessions will live.

1. Create a new Space (for example, “Meetings” or your team name).
2. Inside the Space, add a Folder for each major meeting type, such as:
   • Weekly Team Meetings
   • Project Status Meetings
   • Client Check-ins
3. In each Folder, you will keep lists and docs related to that meeting.

Organizing this way keeps every meeting series consistent and searchable.

Step 3: Build a ClickUp Doc as Your Core Meeting Template

Instead of a OneNote page, use a ClickUp Doc to hold the main meeting template layout.

1. In the appropriate Folder, create a new Doc.
2. Name it clearly, such as “Weekly Team Meeting Template”.
3. Recreate the familiar sections from your OneNote template using headings and bullet lists.

A simple structure might look like this:

• Meeting Overview
  • Title
  • Date
  • Facilitator
  • Attendees
• Agenda
  • Item 1
  • Item 2
  • Item 3
• Discussion Notes
• Decisions
• Action Items
• Parking Lot

Once you are happy with the layout, you can turn the Doc into a reusable template inside ClickUp so every new meeting starts with the same structure.

Step 4: Turn Meeting Notes Into ClickUp Tasks

One of the biggest advantages over a static OneNote template is the ability to assign and track follow-up work directly from your notes.

During or after the meeting, convert key action items into tasks:

1. Highlight any line that represents a clear action.
2. Create a new task in the same Folder or List.
3. Give it a clear title, owner, due date, and priority.

To keep things organized, you can maintain a dedicated “Action Items” list in ClickUp for each meeting type. Every task tied to that meeting series lives there, making it easy to review open items in future sessions.

Step 5: Use ClickUp Views to Manage Recurring Meetings

When you used OneNote templates, you mainly worked with static pages. In ClickUp, you can use multiple views to analyze the same meeting data in different ways.

Helpful views for recurring sessions include:

• List view: See all meeting tasks and action items in one place.
• Board view: Group action items by status, owner, or priority.
• Calendar view: Visualize when follow-ups are due.
• Doc view: Access your meeting template and individual notes.

By combining Docs and task views, each meeting has both rich notes and clearly tracked outcomes.

Step 6: Standardize with ClickUp Meeting Templates

Once your system feels right, save it as a ClickUp template so teammates can spin up new meetings in seconds.

Create a Reusable ClickUp Doc Template

1. Open the Doc that holds your final meeting layout.
2. Use the Doc options menu to save it as a template.
3. Give it a descriptive name, and add instructions at the top to guide facilitators.

Now any user can create a fresh meeting note that follows the same structure, just like a OneNote meeting template—but fully connected to tasks.

Create a Task Template for Meeting Agendas in ClickUp

You can also store the recurring agenda inside a task template:

1. Create a new task called “Standard Meeting Agenda”.
2. Add a checklist with the recurring agenda items.
3. Save the task as a template.

For each new session, create a task from this template, link it to the meeting Doc, and track preparations, notes, and outcomes together.

Step 7: Collaborate Live in ClickUp During Meetings

Unlike a basic OneNote template, ClickUp allows your whole team to collaborate live while the meeting happens.

You can:

• Edit the Doc together in real time
• Comment on specific lines or decisions
• Tag teammates to capture ownership on the spot
• Create tasks directly from the agenda or notes

At the end of the session, everyone leaves with a shared source of truth, plus a clear list of action items already assigned in the workspace.

Step 8: Improve Your Meeting System Over Time

As you run more meetings, refine your ClickUp templates to match how your team really works.

You might:

• Add custom fields to tasks for meeting type or priority
• Create dashboard widgets to track open action items by owner
• Update the Doc template whenever your agenda format changes
• Archive old meetings so only current notes stay front and center

Because everything is centralized, it is easy to update the process for everyone at once, something that is harder to do with older OneNote meeting templates.

Learn More About Moving from OneNote to ClickUp

For more context on how traditional OneNote meeting templates work, you can review the original explanation here: How OneNote meeting templates work. Then bring the best parts of that structure into your new workflow.

If you want help designing a full workspace strategy, you can also explore resources and services at Consultevo, which focuses on optimized digital systems.

Conclusion: Make Every Meeting Actionable with ClickUp

By mapping your existing OneNote meeting template, recreating it as a ClickUp Doc, and connecting it to tasks and views, you create a repeatable meeting system that drives clear outcomes.

Instead of scattered notes, you gain structured agendas, shared documentation, and trackable follow-up work inside a single platform. That is how you turn familiar OneNote habits into a modern, action-focused meeting workflow powered by ClickUp.

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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