Master SyncUps in ClickUp
SyncUps in ClickUp make it easy to run focused, recurring check-ins that turn conversations into clear, trackable work. This guide walks you through how to set up, run, and follow up on SyncUps so your team stays aligned and accountable.
What are SyncUps in ClickUp?
SyncUps are structured, recurring meetings powered by a ClickUp template that combines agendas, action items, and ownership in a single place. Instead of scattered notes and tasks, a SyncUp keeps everything connected to your existing work.
Each SyncUp is designed to help you:
- Share context and updates quickly.
- Capture decisions in real time.
- Assign action items directly to people.
- Track follow-up work across ClickUp tasks and Docs.
The SyncUps feature is available through the ClickUp platform and is ideal for managers, project leads, and teams that run regular 1:1s, standups, or status meetings.
Accessing SyncUps in ClickUp
You can find and manage SyncUps directly in your ClickUp workspace. From there, you can open existing SyncUps or start a new recurring meeting based on your most common workflows.
Typical ways teams use SyncUps in ClickUp include:
- Weekly team check-ins.
- Manager and direct report 1:1s.
- Project status and delivery reviews.
- Cross-functional planning syncs.
How to create a SyncUp in ClickUp
Creating a SyncUp in ClickUp is a guided process built around templates and repeatable steps. Use this flow to create your first SyncUp:
- Open the SyncUps area.
In your ClickUp workspace, navigate to the SyncUps section from your main navigation or workspace sidebar, depending on your layout.
- Choose a SyncUp type.
Select the kind of recurring meeting you want to run. Common examples include team SyncUps, 1:1 SyncUps, or project SyncUps.
- Select or customize a template.
Pick a recommended SyncUp template or customize your own agenda structure. Templates can include preset talking points, sections, and follow-up blocks.
- Add participants.
Invite attendees from your ClickUp workspace so they can join, collaborate, and see action items assigned to them.
- Set the recurrence.
Define how often your SyncUp happens, such as weekly, bi-weekly, or monthly, and set the time and duration.
- Save and start the SyncUp.
Once configured, save your SyncUp. It will appear in your ClickUp view so you can open each occurrence as it happens.
Configuring your ClickUp SyncUp agenda
A strong agenda keeps your SyncUp efficient. ClickUp provides structured sections that you can reorder, remove, or expand to match your needs.
Core agenda elements in ClickUp SyncUps
Typical agenda components include:
- Opening context. A short section for goals, key updates, or metrics.
- Discussion topics. Bullet points or items to cover during the meeting.
- Risks and blockers. Space for what’s not going well and what support is needed.
- Action items. A dedicated area to capture next steps and owners.
- Notes and decisions. A summary area for agreements and learnings.
Within ClickUp, you can quickly edit an agenda before each meeting to add or remove topics, re-prioritize sections, or highlight urgent items.
Using ClickUp Docs and tasks in your agenda
SyncUps integrate tightly with existing work. You can:
- Link or embed ClickUp Docs directly into a SyncUp for reference.
- Attach existing tasks that need discussion.
- Create new tasks from the SyncUp as actions arise.
This keeps meeting content and ongoing work fully connected.
Running your ClickUp SyncUp meeting
Once your agenda is ready, you can run the SyncUp in ClickUp during the meeting and capture everything as you go.
Step-by-step flow during the SyncUp
- Open the current occurrence.
From the SyncUps area in ClickUp, select the specific meeting instance for today’s date.
- Share the screen or link.
If you’re on a call, share the SyncUp screen so everyone sees the agenda, or send the link to participants.
- Walk through agenda sections.
Move through each item in order, updating notes, decisions, and status in real time.
- Create and assign action items.
As decisions are made, convert them into action items and assign an owner and due date directly in ClickUp.
- Review commitments.
At the end of the SyncUp, recap key actions and confirm owners so nothing is missed.
Using ClickUp to guide the live meeting reduces manual note-taking, because decisions and work items are captured where the work already lives.
Managing action items from ClickUp SyncUps
A SyncUp is only valuable if follow-up happens. ClickUp helps you turn every next step into a trackable item.
Creating tasks from SyncUps
From within a SyncUp, you can quickly create tasks that include:
- Title and description.
- Assignee and watchers.
- Due date and priority.
- Links back to the SyncUp or related Docs.
Tasks created during a SyncUp automatically appear in the relevant ClickUp List, Folder, or Space, depending on your configuration.
Tracking progress between SyncUps
Between meetings, you can:
- Review all open action items from previous SyncUps.
- Filter by assignee, status, or due date in ClickUp views.
- Use comments to share updates or ask for clarification.
At the next SyncUp, you can quickly revisit unresolved tasks and update their status without searching through separate notes or tools.
Best practices for ClickUp SyncUps
To get the most out of SyncUps in ClickUp, follow these practical tips:
- Keep agendas short and focused. Limit each SyncUp to the most important topics so you can consistently finish on time.
- Assign an owner. Designate a person responsible for facilitating the SyncUp in ClickUp and keeping agendas current.
- Standardize templates. Use a consistent template for similar SyncUps so teams know what to expect.
- Always leave with actions. Never end a SyncUp without updating or creating action items and confirming owners.
- Review before you meet. Encourage participants to check the upcoming SyncUp in ClickUp to add topics or update progress beforehand.
Where to learn more about SyncUps in ClickUp
For the most detailed product instructions and visuals, review the official SyncUps section of the ClickUp Help Center: SyncUps help documentation.
If you want expert consulting on implementing workflows, templates, and meeting systems around ClickUp, you can also explore services from Consultevo, a productivity and process optimization consultancy.
Start using SyncUps in ClickUp today
SyncUps transform recurring meetings into a structured, repeatable process inside ClickUp. By setting up clear agendas, creating and assigning action items, and tracking progress between meetings, you ensure that every SyncUp moves work forward instead of just generating more discussion.
Begin by creating a simple SyncUp, invite your team, and refine your template as you go. Over time, your ClickUp SyncUps will become a central part of how your team stays aligned and delivers consistent results.
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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