How to Start a SyncUp in ClickUp

A SyncUp in ClickUp is a guided, recurring check-in that helps managers and team members stay aligned on work, priorities, and blockers. This how-to guide walks you through starting, running, and completing a SyncUp, so you can keep every 1:1 or team meeting structured and productive.

What is a SyncUp in ClickUp?

A SyncUp is a focused meeting workspace inside ClickUp designed to support ongoing check-ins between a manager and their direct report, or among teammates. Each SyncUp uses a dedicated view and reusable template so you can prepare, run, and follow up on meetings in a consistent way.

With a SyncUp, you can:

• Prepare topics and talking points before the meeting.
• Use a clear, structured agenda during the discussion.
• Capture action items and next steps.
• Track how things are going over time.

SyncUps are available on compatible plans and can be started from specific views in your workspace.

Where to find SyncUp in ClickUp

You can start a SyncUp directly from views in ClickUp that support this meeting format. The exact entry points may vary based on your workspace configuration and plan, but in general you will:

• Open the relevant Space, Folder, or List.
• Use a view that offers meeting or people-focused tools.
• Select the option to start a SyncUp with a teammate or direct report.

If your workspace includes people management and meeting tools, look for SyncUp options where you track tasks for your team, manage performance, or review workloads.

How to start a new SyncUp in ClickUp

Starting a SyncUp in ClickUp follows a simple, guided process. Use these steps as a general pattern, then follow the on-screen prompts in your workspace.

Step 1: Choose who the SyncUp is for

1. Open the area of ClickUp where you manage your team or reporting structure.
2. Select the person you want to meet with. This can be a direct report, peer, or teammate.
3. Look for an option labeled SyncUp or a similar meeting action on their profile or in a dedicated meeting view.

Once selected, ClickUp will create or open a SyncUp workspace for that relationship.

Step 2: Set the SyncUp schedule

1. Pick how often you want the SyncUp to occur, such as weekly, biweekly, or monthly.
2. Choose the day and time that works best for both participants.
3. Confirm the time zone so meeting reminders remain accurate.

When supported by your plan, ClickUp can send recurring reminders and help you keep a consistent cadence for 1:1s and team check-ins.

Step 3: Add meeting details and goals

Before your first SyncUp, define what you want to accomplish together.

1. Give the SyncUp a clear name, for example: “Marketing Weekly SyncUp” or “Sam & Taylor 1:1 SyncUp”.
2. Optionally add a description that explains the purpose, such as performance check-ins, project reviews, or growth conversations.
3. Attach or link any relevant docs, tasks, or goals that you plan to review.

This information helps both participants arrive prepared and aligned.

Preparing your ClickUp SyncUp agenda

A strong agenda makes every SyncUp more effective. In ClickUp, you can customize the agenda template to fit your team’s workflow.

Customize agenda sections

Common agenda sections include:

• Wins and highlights: Recognize progress and achievements.
• Priorities: Review the most important tasks or projects.
• Blockers: Identify issues slowing work and discuss solutions.
• Feedback: Share feedback in both directions.
• Career or growth: Discuss skills, goals, and development plans.

Depending on your workspace, ClickUp may provide starter templates that include these sections so you can adapt them instead of building from scratch.

Add topics and questions before the SyncUp

1. Open the SyncUp view for the specific teammate or group.
2. In each agenda section, add bullet points, questions, or notes you want to cover.
3. Encourage the other participant to add their own topics, so the SyncUp is collaborative.

Adding items as they come up during the week ensures nothing important gets lost by the time the meeting occurs.

Running a SyncUp meeting in ClickUp

During the actual meeting, the SyncUp view in ClickUp becomes your shared guide. You can walk through each section, document decisions, and track follow-up work in real time.

Use the agenda as your single source of truth

During the SyncUp:

• Start at the top of the agenda and move section by section.
• Summarize updates in short notes under each topic.
• Clarify ownership for tasks and action items.
• Capture key decisions so you can revisit them next time.

Because everything lives in one place, you avoid scattered notes across multiple tools and keep your team aligned inside ClickUp.

Create action items from the SyncUp

1. When a new action item is identified, create a related task in ClickUp from the SyncUp view, if available.
2. Assign the task to the right owner.
3. Set due dates and add any necessary context or attachments.
4. Link the task back to the SyncUp or mention it in the notes so you can review it in the next meeting.

Tracking responsibilities this way turns every SyncUp into a driver of real progress instead of just another conversation.

Following up after your ClickUp SyncUp

After the meeting ends, keep momentum going by following up where you left off in ClickUp.

Review notes and decisions

Once the SyncUp is complete:

• Skim the notes to ensure everything is clear and complete.
• Add any clarifying details that came up at the end of the meeting.
• Confirm that important decisions are easy to find for next time.

Participants can revisit the SyncUp view at any point to recall what was discussed.

Monitor action items between SyncUps

As work continues:

• Use tasks created during the SyncUp to track follow-through.
• Update statuses and due dates as progress is made.
• Add comments in tasks or the SyncUp notes if priorities change.

By the time the next SyncUp arrives, you will already have a clear picture of what was completed and what still needs attention.

Best practices for using ClickUp SyncUps

To get the most value from SyncUps inside ClickUp, use these best practices:

• Keep a consistent cadence: Avoid skipping regular check-ins unless absolutely necessary.
• Share the agenda early: Give the other person time to add their own topics.
• Stay focused: Limit the meeting to the agenda items that matter most.
• Document outcomes: Capture takeaways instead of relying on memory.
• Review history: Before each new SyncUp, quickly scan previous notes for continuity.

Learn more about SyncUp in ClickUp

For detailed, up-to-date instructions on the SyncUp feature, including availability by plan and any new options, see the official ClickUp documentation: Start a SyncUp.

If you need expert help designing processes, templates, or training around meeting workflows, you can also explore consulting resources like Consultevo, which specializes in productivity tool optimization.

By using SyncUps effectively inside ClickUp, you create a reliable rhythm of communication, maintain alignment across teams, and turn every meeting into a structured opportunity for progress.

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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